Key Highlights

  • Ouster (NASDAQ:OUST) was trading down 10.4% at USD 32.79 on Friday, November 13, 2026 in market data, implying a prior close near USD 36.60 (calculated from the quoted price and move).
  • Third-quarter Revenue was USD 59.33 million, up 50% from a year earlier, and the net loss narrowed by 35% to USD 14.16 million, according to a published summary of the November 3, 2026 release.
  • Fourth-quarter revenue is guided to USD 61 million to USD 64 million, a midpoint of USD 62.5 million that is about 5.3% above the third quarter (calculated).
  • More than 27,000 lidar and camera sensors shipped in the quarter, and trailing twelve-month revenue was about USD 204.9 million with a trailing net loss of about USD 53.3 million.

A 10.4% Drop With No Company Announcement

Ouster (NASDAQ:OUST) was trading down 10.4% at USD 32.79 in market data on Friday, November 13, 2026. No company announcement explaining the move was found for November 11 to 13, and the screener's prior close is treated as the figure of record for the live session only. The company makes digital lidar sensors that give machines a three-dimensional view, sold into industrial, automotive, robotics and smart infrastructure uses. Its latest results came on November 3, 2026, so the decline may reflect wider selling in growth and AI-linked shares, which was not verified. Thin trading in a volatile name can exaggerate quoted moves, so the move should be read as a live reading rather than a settled one.

Third-Quarter Growth and a Slower Guide

Revenue of USD 59.33 million was up 50% year on year, while the net loss narrowed 35% to USD 14.16 million. More than 27,000 sensors shipped during the quarter. The fourth-quarter revenue range of USD 61 million to USD 64 million implies sequential growth of roughly 2.8% to 7.9% (calculated), a clear slowdown from the 50% annual pace. A published summary noted that Earnings Per Share beat consensus, though the basis was not confirmed. Because Growth Stocks are valued on future revenue, a gentler sequential outlook can matter even when the year-on-year figure is strong.

Valuation, Cash and Risks to Growth

Published market data showed trailing revenue of about USD 204.9 million, a trailing net loss of about USD 53.3 million and 72.11 million shares outstanding. At the quoted price the Equity is valued near USD 2.36 billion (calculated, using that share count, which may be stale). The most recent cash figure found was about USD 263 million, taken from a summary of the second-quarter call, so it is dated. Risks include competition among lidar suppliers, lumpy orders, tariffs on components and the need to keep growing without new funding. Markers to watch are the fourth-quarter report and any new customer wins.

Where Things Stand

The question of whether growth holds is open, and the day's drop is not tied to a verified catalyst. Ouster (NASDAQ:OUST) was trading down 10.4% at USD 32.79 after a quarter in which revenue rose 50% and the loss narrowed. The guidance for USD 61 million to USD 64 million points to slower sequential growth, and the cash balance cited is from an earlier quarter. Next markers are the fourth-quarter release, evidence that sensor shipments keep scaling and whether the stock follows other high-growth technology names lower. A move of this size on no news is common for small technology names and can reverse quickly.