Cantor Fitzgerald Downgrades Ouster (NYSE:OUST) to Neutral

Ouster (NYSE:OUST) was downgraded by analysts at Cantor Fitzgerald from an “overweight” rating to a “neutral” rating in a report released on Thursday, MarketBeat Ratings reports.

OUST has been the subject of a number of other research reports. Rosenblatt Securities restated a “buy” rating and issued a $40.00 target price on shares of Ouster in a report on Tuesday, March 3rd. Oppenheimer restated an “outperform” rating and issued a $40.00 target price on shares of Ouster in a report on Tuesday, March 3rd. Three research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $40.20.

Ouster Stock Performance

Shares of NYSE:OUST opened at $25.20 on Thursday. Ouster has a one year low of $9.22 and a one year high of $41.65. The stock has a fifty day moving average of $22.30 and a 200-day moving average of $23.43. The company has a market capitalization of $1.58 billion, a PE ratio of -9.81 and a beta of 3.06.

Insider Activity

In other news, General Counsel Megan Chung sold 5,837 shares of the stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $24.70, for a total value of $144,173.90. Following the completion of the sale, the general counsel owned 213,836 shares in the company, valued at $5,281,749.20. This represents a 2.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CTO Mark Frichtl sold 13,451 shares of the stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $30.00, for a total value of $403,530.00. Following the completion of the sale, the chief technology officer owned 712,297 shares of the company’s stock, valued at $21,368,910. The trade was a 1.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 303,409 shares of company stock worth $7,524,471 over the last quarter. Corporate insiders own 6.63% of the company’s stock.

Hedge Funds Weigh In On Ouster

A number of hedge funds have recently modified their holdings of the stock. Van ECK Associates Corp increased its stake in shares of Ouster by 17.1% in the third quarter. Van ECK Associates Corp now owns 3,590 shares of the company’s stock worth $97,000 after acquiring an additional 525 shares during the last quarter. Main Management ETF Advisors LLC increased its stake in shares of Ouster by 1.0% in the fourth quarter. Main Management ETF Advisors LLC now owns 54,810 shares of the company’s stock worth $1,186,000 after acquiring an additional 560 shares during the last quarter. Corient Private Wealth LLC increased its stake in shares of Ouster by 5.5% in the second quarter. Corient Private Wealth LLC now owns 11,554 shares of the company’s stock worth $280,000 after acquiring an additional 599 shares during the last quarter. Prosperity Wealth Management Inc. increased its stake in shares of Ouster by 5.5% in the third quarter. Prosperity Wealth Management Inc. now owns 13,000 shares of the company’s stock worth $352,000 after acquiring an additional 675 shares during the last quarter. Finally, Creative Planning increased its stake in shares of Ouster by 1.6% in the third quarter. Creative Planning now owns 43,681 shares of the company’s stock worth $1,182,000 after acquiring an additional 677 shares during the last quarter. 31.45% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Ouster

Here are the key news stories impacting Ouster this week:

• Positive Sentiment: Ouster’s Q1 results beat top-line expectations, showed a narrower loss, and highlighted record product revenue, reinforcing the idea that demand and operating leverage are improving. Ouster Announces Results for First Quarter 2026
• Positive Sentiment: The company has begun shipping its Rev8 native-color lidar, a new product that could expand use cases in OEM, robotics, and edge AI applications if adoption scales. Ouster projects Q2 2026 revenue of $49.5M-$52.5M as it begins shipping Rev8 native color lidar
• Positive Sentiment: Wall Street still has a generally constructive view, with several analysts maintaining buy/outperform ratings and a consensus price target above recent trading levels.
• Neutral Sentiment: Ouster’s Q2 revenue guidance of $49.5 million to $52.5 million was roughly in line with expectations, so it supports the growth story but does not by itself provide a major upside surprise. Ouster Q1 2026 Earnings Call Summary
• Neutral Sentiment: Management’s earnings-call tone pointed to growth ahead, but also suggested profitability may take longer, leaving investors focused on execution and margin progress. Ouster Earnings Call Highlights Growth, Delayed Profitability
• Negative Sentiment: Insider selling has been a headwind: CTO Mark Frichtl and Director Stephen Skaggs both disclosed share sales this week, which can raise concerns about insider confidence even though both still hold meaningful stakes. Insider Selling: Ouster (NYSE:OUST) CTO Sells 13,451 Shares of Stock
• Negative Sentiment: Cantor Fitzgerald downgraded Ouster from overweight to neutral, which likely pressured sentiment by signaling less near-term upside. Cantor Fitzgerald downgrade coverage
• Negative Sentiment: Ouster also announced a $100 million at-the-market offering, which can dilute existing shareholders if the company sells stock into the market. Ouster Launches $100 Million At-The-Market Offering

Ouster Company Profile

Ouster, Inc is a leading provider of high-resolution digital lidar sensors, software and services designed to enable advanced perception capabilities across a range of industries. Headquartered in San Francisco, California, the company develops modular lidar solutions that capture precise three-dimensional data in real time, supporting applications from autonomous vehicles and robotics to mapping, smart infrastructure and industrial automation.

The company’s core product lineup features multi-beam digital lidar units available in various form factors, including compact models for robotics and drones and larger units for automotive and mapping systems.