Ouster remains my top pick in LiDAR, with strong financials, broad customer base, and a clear path to profitability by 2027. Aeva's valuation is overextended, trading at 30x 2026 revenue despite lower ...
Ouster (OUST) remains a Hold as risk and reward are balanced, with strong growth but ongoing losses and a high valuation. OUST is expanding its hardware-plus-software strategy, landing major contracts ...