Ouster: Waiting For Physical AI Liftoff

Ouster, Inc. is positioned for explosive growth as Physical AI adoption accelerates, with recent share price weakness creating a compelling entry point. The LiDAR sensor company reported record Q2 revenues of $55M, with sensor shipments doubling in two quarters and Q3 guidance indicating continued momentum. Recent multi-industry deals and a robust pipeline suggest OUST could surpass consensus 35% annual growth, potentially exceeding the 50% target as markets scale.