2025 - The Rise Of Ouster And The Decline Of Luminar
Summary
- Ouster's multi-vertical approach and competitive pricing position it as a strong buy, with potential profitability by 2026, unlike Luminar's distressed financial state.
- Ouster achieved record revenue and margins in 2024, with plans to double its TAM through hardware and software transitions.
- Luminar's financial instability, negative equity, and high debt burden make it a strong sell, despite minor revenue growth projections for 2025.
- I anticipate Ouster's valuation to rise significantly, targeting $27 per share, driven by product upgrades and potential legal victories against Hesai.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of OUST either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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