How to Value Unprofitable Businesses: Ouster (OUST Stock) Example -- Normalized Profit Calculator

Podcast: Chip Stock Investor Podcast · Nicholas Rossolillo; Kasey Rossolillo

Opublikowano: 2026-10-22

Ouster stock: what has to go right over the next 10 years to justify ~$41 a share? In this video: Ouster’s (OUST) Q2 2026 results, why plunging LiDAR sensor prices are actually good news, and how to value an unprofitable growth company with our new normalized profit and peer benchmarking calculator. Ouster grew revenue 56% year over year to $55M in Q2 2026, more than tripled sensor shipments to over 17,000, and pushed GAAP gross margin to 49%, all while holding operating expenses nearly flat. But it still runs a −37% operating margin and −28% free cash flow m...