Ouster Acquires Stereolabs, Shares Drop 3.8%

By Chris Stiles • Monday, February 09 12:22 • Permanent Link

Ouster, Inc. (NASDAQ: OUST) has announced the acquisition of Stereolabs SAS, a pioneer in AI vision and perception solutions. With this acquisition, Ouster now offers a unified sensing and perception platform, combining high-performance digital lidar, cameras, AI compute, sensor fusion and perception software, and cutting-edge AI models.

Stereolabs has shipped over 90,000 ZED cameras to over 10,000 customers and its perception software is trusted by an active community of many thousands of developers to power industrial-grade solutions across robotics, industrials, and smart infrastructure.

The acquisition was completed using a mix of approximately $35 million in cash and 1.8 million shares, of which 0.7 million will be released over a four-year period. Stereolabs generated unaudited revenue of approximately $16 million in 2025.

Ouster completed the acquisition of Stereolabs on February 4, 2026, and Stereolabs will operate as a wholly owned subsidiary. The acquisition will be accounted for as a business combination, and the company will begin consolidating Stereolabs’ financial results in its consolidated financial statements in the first quarter of fiscal 2026.

Ouster plans to hold a conference call on February 9, 2026, at 8:00 a.m. ET to discuss the announcement.

About Ouster: Ouster (NASDAQ: OUST) is a leader in physical AI sensing and perception for the industrial, robotics, automotive, and smart infrastructure industries. Headquartered in San Francisco, CA, Ouster has a global presence serving thousands of customers with offices in the Americas, Europe, and Asia-Pacific. The market has reacted to these announcements by moving the company's shares -3.8% to a price of $26.36. For the full picture, make sure to review Ouster's 8-K report.

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