Is Ouster Well Poised to Capture the $18B Industrial LiDAR Market?

Key Takeaways OUST's industrial LiDAR segment led Q1 2025 revenue, reducing dependence on automotive markets. Software-tied bookings for OUST grew 60% in 2024, enhancing margins and recurring revenue streams. OUST shares rose 102.3% YTD, with 2026 earnings estimates improving and revenue growth projected.Ouster Inc. (OUST) is tapping into a $70 billion global LiDAR market opportunity, spanning automotive, industrial, robotics, and smart infrastructure, with industrial applications accounting for a $19 bil ...