Core Viewpoint - Ouster, Inc. (NASDAQ:OUST) is identified as a promising investment opportunity in the hardware sector, particularly benefiting from the growth of autonomous delivery robots and humanoids, supported by favorable government policies [1][2]. Group 1: Analyst Ratings and Price Targets - Cantor Fitzgerald analyst Andres Sheppard has a Buy rating on Ouster, with a price target raised to $33 from $30, reflecting optimism about the company's growth prospects [2]. - Oppenheimer has reaffirmed an 'Outperform' rating for Ouster, maintaining a price target of $39, indicating over 50% upside potential [3]. Group 2: Company Growth and Technology - Ouster is expected to achieve 30-50% revenue growth by 2026 as it rolls out its L4 technology, leveraging its sensor fusion capabilities which are considered underappreciated for customer retention [4]. - The company is recognized as a critical technology partner in the Physical AI solutions space, positioning itself as a leader in perception technology [4]. Group 3: Market Context and Government Support - The U.S. administration's approval of low-cost "tiny cars" manufacturing, including ICE and EV models priced between $8,000 and $13,000, is anticipated to boost the local robotics sector [2]. - An executive order is expected to accelerate the development of the robotics industry, further benefiting companies like Ouster [2].