Ouster In Focus Monday As Company Expands With StereoLabs Deal

by | Feb 9, 2026 | General

Ouster, Inc. (NASDAQ:OUST) is trending Monday after gaining momentum Friday. The company announced today it acquired StereoLabs.

Acquisition Details

Ouster said it closed the acquisition of StereoLabs on Feb. 4, 2026, creating what it described as Physical AI’s first unified sensing and perception platform. The combined platform brings together digital lidar, cameras, AI compute, sensor fusion, perception software and AI models.

StereoLabs is an AI vision and perception company founded in 2010. The company has shipped more than 90,000 ZED cameras to over 10,000 customers and supports an active developer community focused on robotics, industrial applications and smart infrastructure. StereoLabs’ co-founders will continue to lead the business, which will operate as a wholly owned subsidiary of Ouster.

Ouster said the acquisition expands its software capabilities, accelerates customer development through integrated lidar and vision solutions and significantly increases its total addressable market across robotics, industrial and smart infrastructure verticals. The company also highlighted new opportunities in areas such as humanoid robotics, industrial automation and visual inspection.

StereoLabs is a high-growth, EBITDA-positive business that generated approximately $16 million in unaudited revenue in 2025, according to Ouster. The company said the deal strengthens its financial position and reinforces its path to profitability.

Transaction Summary

Ouster completed the acquisition using a mix of approximately $35 million in cash and 1.8 million shares, with 0.7 million shares subject to a four-year release period. The transaction will be accounted for as a business combination, and Ouster will begin consolidating StereoLabs’ financial results in the first quarter of fiscal 2026.

Ouster Shares Rise Higher

OUST Price Action: At the time of writing, Ouster shares are trading 1.49% higher at $19.71, according to data from Benzinga Pro.

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