Ouster, Inc. filings document the public-company record for a Nasdaq-listed sensing and perception company with common stock traded under OUST. The disclosures cover operating results, product revenue commentary, lidar and camera shipment data, and material events tied to its digital lidar, camera vision, AI compute, sensor fusion and perception software portfolio.
Recent filings include Form 8-K reports for financial results, the closed Stereolabs acquisition and an at-the-market common stock sales agreement under a shelf registration statement. Proxy materials describe annual meeting matters, board governance and stockholder voting procedures. Form 25 notices document Nasdaq removal and registration withdrawal for warrant securities, while the company’s cover disclosures identify common stock on the Nasdaq Global Select Market.
Company Form 144 filing reports an insider sale notice for Common shares under multiple methods, including 10b5-1 programmed sales. The filing lists an exercise of stock options for 52,775 shares and 83,659 restricted stock units (dated 03/11/2024), and multiple 10b5-1 sale executions between 03/12/2026 and 05/05/2026.
The excerpt shows several discrete 10b5-1 sales by Mark Frichtl, including 60,000, 40,000, and other share quantities with corresponding proceeds listed in dollars. The filing is an issuer-related sale notice; cash-flow treatment is the selling holder proceeds from reported transactions.
Ouster, Inc. director Virginia Boulet reported buying additional common stock in open-market transactions. On May 11, 2026, she purchased a total of 1,658 shares of Ouster common stock in two trades at prices of $25.16 and $25.35 per share. Following these purchases, Boulet directly holds 230,000 shares of Ouster common stock.
Ouster, Inc. entered into a Sales Agreement with Oppenheimer & Co., Northland Securities, Rosenblatt Securities, and Roth Capital Partners to sell, from time to time, shares of its common stock in an at-the-market program with an aggregate offering price of up to $100 million.
The agents will use commercially reasonable efforts to place shares under Rule 415(a)(4), earning a commission of up to 3.0% of gross proceeds. Ouster may terminate the arrangement on five days’ notice. The shares are registered under an effective Form S-3 shelf, and any net cash proceeds are intended for general corporate purposes, including working capital.
Ouster, Inc. is offering up to $100,000,000 of its common stock for sale from time to time under a Sales Agreement with Oppenheimer & Co. Inc., Northland Securities, Inc., Rosenblatt Securities Inc. and Roth Capital Partners, LLC. Sales may be conducted as an "at the market offering" pursuant to Rule 415.
The Agents may sell shares on our behalf at prices and timing determined by market conditions; they are entitled to commissions of up to 3.0% of gross proceeds. The prospectus supplement cites a last reported sale price of $24.51 per share on May 7, 2026. Net proceeds will be used for general corporate purposes, including working capital.
Ouster, Inc. terminated its At Market Issuance Sales Agreement and continuous ATM offering. The company had registered up to $100,000,000 of common stock under the 2025 ATM Program and, as of May 8, 2026, had sold $97.5 million of shares under that program.
The 2025 Sales Agreement with Oppenheimer & Co. Inc. was terminated in accordance with its terms on May 8, 2026, ending the company’s ability to continue sales under that ATM program.
Ouster, Inc. director Stephen A. Skaggs sold 5,000 shares of Common Stock in an open-market transaction at $30.00 per share. The sale occurred on May 5, 2026 and was made pursuant to a pre-arranged Rule 10b5-1 trading plan dated September 8, 2025.
After this transaction, Skaggs directly holds 61,690 Ouster shares, so the sale represents only a portion of his overall position rather than a full exit.
Ouster, Inc. Chief Technology Officer Mark Frichtl reported an exercise-and-sell transaction involving company stock. He exercised options to acquire 34,600 shares of Common Stock at about $2.13 per share, then sold the same 34,600 shares in open‑market trades at prices around $30 per share.
The sales were made pursuant to a pre‑arranged Rule 10b5‑1 trading plan dated December 15, 2025, indicating they were scheduled in advance. After these transactions, he holds 712,297 Common Shares directly and 31,434 Non‑Qualified Stock Options that are fully vested and exercisable.
Ouster reported Q1 2026 results showing strong revenue growth and a smaller loss while closing the Stereolabs acquisition. Revenue reached $48.6M, up from $32.6M a year earlier, driven by product sales across industrial, robotics, automotive and smart infrastructure customers.
Net loss narrowed to $17.5M from $22.0M as operating expenses grew modestly despite higher scale and acquisition-related costs. Cash, cash equivalents, restricted cash and short-term investments totaled $174.9M as of March 31, 2026, supporting ongoing R&D and commercialization.
Ouster completed the $55.2M purchase of Stereolabs, adding vision-based cameras, AI compute and perception software plus $38.5M of goodwill and $23.4M of new intangible assets. The company continues to run at a loss but emphasizes scaling its Physical AI platform, expanding software-attached revenue and progressing toward profitability.
Ouster, Inc. reported strong top-line growth but continued losses for the first quarter of 2026. Revenue reached $48.6 million, up 49% year over year, while product revenue was $48.2 million, up 55% year over year and 18% sequentially, driven by smart infrastructure and industrial customers. The company shipped more than 12,600 sensors, with lidar accounting for about 65% of units.
GAAP gross margin was 43%, improving from 41% a year earlier but down from 60% in the fourth quarter of 2025; non-GAAP gross margin was 46%, flat year over year and down from 62% sequentially. Ouster recorded a net loss of $17.5 million, narrower than the $22.0 million loss a year ago, and negative Adjusted EBITDA of $6.9 million. Cash, cash equivalents and restricted cash totaled $80.5 million at March 31, 2026.
For the second quarter of 2026, Ouster expects total revenue between $49.5 million and $52.5 million, including a full quarter of contributions from its Stereolabs acquisition. Management highlighted the launch of the new Rev8 OS digital lidar family with native color sensing and emphasized growing demand across Physical AI applications.
Stephen Skaggs filed a Form 144 notification to sell 5,000 shares of Common Stock. The filing lists two blocks of restricted stock dated 02/04/2025 (1,386 shares) and 05/04/2026 (3,614 shares), and reports a prior sale of 5,000 shares on 04/21/2026 for $140,000.