기업
Ouster, Seneca와 협력해 산불 대응용 자율 드론 기술 고도화
파트너십으로 Rev8 OS1 Max 디지털 라이다를 자율 소방 드론에 통합; Seneca는 CAL FIRE와 Aspen Fire의 신뢰를 받음
첫날 +1.3%
제품호재
Ouster Unveils Rev8 OS1 Max with World's First Native Color Lidar, 2x Accuracy Breakthrough영어 원문
Company announcement and multiple independent sources confirm launch with surging customer momentum
첫날 -2.0% · 5일 후 +22.8%
이전 이벤트 15건›
기업
Ouster Partners with GeoCue to Integrate Rev8 Lidar영어 원문
Integration into TrueView targets survey-grade data for utility and infrastructure applications
첫날 +2.9% · 5일 후 -1.4%
기업호재
John Deere Subsidiary Adopts Ouster's REV8 Lidar영어 원문
GUSS Automation to advance autonomy in orchards/vineyards, validating Ouster's tech in agriculture.
첫날 -1.0% · 5일 후 -2.9%
M&A·자금조달호재
Ouster Continues to Draw Robotics and AI Attention, Market Heat Persists영어 원문
Analyst recommendations and social media discussions on Ouster's long-term value persist, alongside robot event usage
첫날 -5.7% · 5일 후 +2.2%
›전개 과정 3회
- 2026-08-05 Multiple investors cite OUST in robotics bull run and portfolio updates
- 2026-08-18 Multiple sources cite relevance in robotics, AI, and Physical AI themes, but no major new facts.
- 2026-08-25 Analyst recommendations and social media discussions on Ouster's long-term value persist, alongside robot event usage
기업호재
Ouster's Stereolabs Partners with Trossen Robotics for Physical AI Data Collection영어 원문
Integration of stereo vision into robotic platforms strengthens Ouster's foothold in Physical AI.
첫날 -10.7% · 5일 후 -15.7%
기타
Robotics Sector Rally Draws Attention to Ouster영어 원문
Unitree's oversubscribed IPO fuels robotics/physical AI theme; Ouster cited among beneficiaries
첫날 +7.1% · 5일 후 -4.7%
기업호재
Ouster Wins Multimillion-Dollar Utah Traffic Modernization Expansion영어 원문
Rosenblatt reiterates Buy with $53 PT, citing expansion supporting $20M+ UDOT TAM and ~$3B US TAM
첫날 +7.1% · 5일 후 -4.7%
›전개 과정 3회
- 2026-08-11 Company announcement confirms REV8 lidar win in Utah smart infrastructure, adding to Physical AI narrative
- 2026-08-11 Rosenblatt reiterates Buy with $53 PT, citing contract supporting $20M+ UDOT TAM and ~$3B US TAM
- 2026-08-11 Rosenblatt reiterates Buy with $53 PT, citing expansion supporting $20M+ UDOT TAM and ~$3B US TAM
실적악재
Ouster Q2 Revenue Beat, Q3 Guidance Miss, Stock Falls영어 원문
Q2 revenue grew 56% beating estimates, but Q3 guidance missed, pressuring shares
첫날 -4.8% · 5일 후 +12.2%
›전개 과정 3회
- 2026-08-07 Q2 revenue $55M beat, EPS -$0.27 in line, Q3 guide midpoint below est, stock down ~7%
- 2026-08-07 Post-earnings decline, trader notes 15x sales, expensive
- 2026-08-10 Q2 revenue grew 56% beating estimates, but Q3 guidance missed, pressuring shares
실적
실적 발표
첫날 +1.0% · 5일 후 -1.0%
8-K 공시
8-K: 실적 공시
첫날 +1.0% · 5일 후 -1.0%
기업
Ouster Soars 50% in 5 Days, But Q2 Seen as Unlikely to Boost Margins영어 원문
Retail highlights rapid rally; SA notes slowing growth and persistent margin gap
첫날 -5.7% · 5일 후 +2.2%
기타호재
Ouster Highlighted as Key Robotics Play by Multiple Analysts영어 원문
Multiple independent X accounts cite Ouster as a core LiDAR play in robotics, noting strong growth ahead of earnings.
첫날 +8.9% · 5일 후 -0.8%
애널리스트호재
Oppenheimer raises Ouster PT to $57, maintains Outperform영어 원문
Rheinmetall's US Army autonomous vehicle win uses multiple Ouster LiDAR sensors, adding order momentum.
첫날 -9.6% · 5일 후 +2.4%
›전개 과정 3회
- 2026-07-15 Multiple independent sources confirm analyst action with notable PT hike
- 2026-07-22 Following Oppenheimer, Northland also raises PT, boosting sentiment
- 2026-08-02 Rheinmetall's US Army autonomous vehicle win uses multiple Ouster LiDAR sensors, adding order momentum.
기타호재
Ouster highlighted as key physical AI play, multiple investors bullish영어 원문
Multiple independent investors position Ouster as the 'eyes for physical AI', citing attractive risk/reward after recent pullback
첫날 -3.5% · 5일 후 +41.1%
8-K 공시
8-K: 기타 주요 사항
첫날 +0.0% · 5일 후 -19.7%
8-K 공시
8-K: 정관 개정, 주주총회 표결 결과
첫날 +14.4% · 5일 후 -9.8%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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