Core Insights - Ouster Inc. (OUST) has identified a $19 billion opportunity in the smart infrastructure LiDAR market, targeting sectors such as intelligent transportation systems, perimeter security, and crowd analytics [1][8] - The company is well-positioned to benefit from the growing importance of LiDAR technology, especially with its expansion into software solutions like the BlueCity platform, which integrates lidar sensors with advanced perception software [2][4] Market Opportunity - The smart infrastructure LiDAR market is projected to be worth $19 billion, with Ouster targeting various segments including transportation, security, and analytics [1][8] - Ouster's BlueCity platform has established partnerships across 39 states, enhancing its market reach [2][8] Strategic Developments - Ouster has successfully converted a pilot program with a Fortune 500 technology company into a multimillion-dollar global deployment, installing OSDome sensors in over 500 locations across more than 24 countries [3][4] - The company has signed three exclusive partnerships to expand the BlueCity platform into major markets such as Texas, Michigan, New York, and Pennsylvania [2] Competitive Landscape - Aeva Technologies has launched a 4D LiDAR product targeting smart infrastructure, while Luminar Technologies focuses on automotive safety but is gradually expanding into smart mobility [5][6] Financial Performance - Ouster's shares have gained 148.5% year to date, outperforming the industry [7] - The company currently trades at a price-to-sales multiple of 9.21, significantly higher than the industry average of 2.07, indicating an expensive valuation [10] Earnings Estimates - The Zacks Consensus Estimate for Ouster's EPS for the third and fourth quarters of 2025 has remained stable, while estimates for full-year 2025 and 2026 have shown upward movement [12][13]