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@eose100

EOS Energy | Ouster | $EOSE to 100$ $OUST to 1000$

Katılım Ağustos 2025
657 Takip Edilen239 Takipçiler
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ppdd
ppdd@usppdd·
Ouster CEO Angus reaffirmed last night at the NVIDIA GTC special edition ROS By-the-Bay event that the company has shipped over 150k sensors. He last mentioned this on February 9, which implies that Q4 ’25 plus the first ~40 days of Q1 ’26 account for roughly 13k units. Since we know they shipped 8,100 sensors in Q4, that suggests about 5,000 sensors were shipped in the first 40 days of Q1. At this pace, they could ship approximately 11,250 sensors in Q1. Assuming total shipments of 11k units at a $4.8k ASP, that implies about $52.8M in Q1 revenue—well above the company’s guidance of $45M–$48M. ASP has not fallen below $5k since Q1 2023, but I wouldn’t be surprised to see some discounts on high-volume orders, such as Amazon Proteus robots. As long as gross margins remain in the 35%–40% range as guided, some pricing pressure is acceptable, especially if it reflects cost reductions from scaling. Now consider @Stereolabs3D. They generated $16M in revenue last year, with over 60% coming from the second half, per the CFO. This implies roughly $5M from the first half. Assuming 40% growth, we could expect around $7M from Stereolabs in the first half of this year, with approximately $2M attributable to the final seven weeks of Q1 and therefore contributing to consolidated Q1 results. This would suggest total Q1 revenue of around $54.8M when @ousterlidar reports in early May. Conservatively, $50M should be the floor. $OUST
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ppdd@usppdd

My calculation shows that @ousterlidar shipped around 8,700 sensors in Q4 2025. Here is why: Baseline: By Q4 2022, at the time of the merger of Velodyne and Ouster, SEC filing investors.ouster.com/static-files/9… showed that Velodyne shipped 73k sensors and Ouster shipped 16k sensors; After the merger, Ouster shipped 48k sensors shipped from 2023 to Q3’25. These added up to 137k sensors. In the Schweb interview yesterday youtube.com/watch?si=2wpjN…, CEO Angus Pacala mentioned cumulative shipments of 150k sensors, which likely already includes shipments through early Q1’26 (first ~40 days). That implies: Q4’25 + first ~40 days of Q1’26 ≈ 13k units. Assumption: Assume Q425 shipment is X and full Q1’26 shipments is 110% of Q425, since only ~40 of ~90 days of Q1 have passed, early Q1 shipments ≈ 1.1 × X × (40/90) ≈ 0.489X. So: X + 0.489X ≈ 13k → 1.489X ≈ 13k → X ≈ 8.7k units in Q4’25. Even under conservative assumptions, that points to a very strong Q4 shipment quarter and continued momentum into Q1’26. And, if you use the same ASP as Q325, you will get Q4 revenue at $47M! You gotta love this quarter. $OUST Not financial advice. My math was taught by my PE teacher lol.

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Phil Roberts 🔋☀️🔌
Phil Roberts 🔋☀️🔌@philroberts·
@MarketNewsLLC I think we’ll get plenty of that in Q2, there’s lots of NY projects that should get approval in the quarter, UK LDES projects, Line 2 FAT/SAT, Robena should start on site mid year for main build Not worried at all
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DM
DM@dmottco·
$eose Eos Parking lot was full from 1am -3pm (went by 3 x) couldnt really see the automated line working but did see batteries loading into trucks and robot arms moving -heard rhythmic banging Saw Cubes being loaded onto trailers at the assembly facility with another 20 or so being assembled inside and I did catch a tanker of Zinc at 1am which was gone when I came back at 8am- The stock is cheap For the record I never got out of my car or trespassed the property
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Stonksy
Stonksy@StonksReddit·
$EOSE insiders buying hedge funds buying retail needs to read the room something big coming.
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Gary Wentworth 🔋
Gary Wentworth 🔋@Cluster_6·
Batteries play a significant role across the Department of Defense. But not all applications are the same - and neither are the battery technologies that serve them. At the tactical level, batteries power the electronics soldiers carry into the field - radios, night vision, sensors, drones, targeting systems, computing devices, and more. These applications prioritize energy density and weight, which is why they are almost universally powered by li-ion batteries today. Batteries are also used in drones, robotics, and certain weapons systems, where compact size and high power output matter most. These applications will almost certainly continue to rely on li-ion batteries for the foreseeable future - or at least until solid-state technology becomes viable. The strategic opportunity for EOS lies in military base energy resilience. Most U.S. military installations today rely heavily on diesel generators to provide backup power for critical infrastructure. Diesel is reliable and energy dense, which is why it has long been the default solution. But it comes with serious operational challenges. Diesel must be stored, transported, and continuously resupplied, creating a logistics burden and ongoing cost. When supplying bases near operational deployments, fuel supply chains can become a security vulnerability, as fuel convoys have historically been among the most exposed logistics operations in military campaigns. For fixed installations, diesel generators also present a different problem: they are inefficient for long standby operation, require regular maintenance, and still depend on a continuous supply of fuel. This is why the Department of Defense has increasingly focused on microgrids combining generation and battery storage so installations can remain operational even if the civilian grid fails. These systems allow bases to island from the grid, reduce diesel consumption, stabilize onsite generation, and maintain power for mission-critical operations. And that is where the opportunity lies for EOS - providing resilience for military microgrids with multi-hour storage, high cycle life, inherent safety, and the ability to operate reliably for decades.
Lucas Sacerdote🔋@LucasSacerdote_

$EOSE Agree with DM here. Given all uncertainty around oil prices, supply chain risks, geopolitics, etc... Eos has never been more valuable. And Cerberus' original thesis continues to be proven right. Under Secretary of War Emil Michael: "Batteries is like the next problem I'm trying to solve. For example, batteries are totally outsourced both technologically and from lithium to China." It all goes back to "Why did Cerberus, the 60B fund of the #2 guy in the Department of Defense, invested in $EOSE?" They are a National Security Asset for the USA. You need to reduce reliance of Chinese batteries. And also on Lithium-ion batteries. "Cerberus estimates non-lithium could ultimately become approximately 30% of the overall energy storage market." Under Secretary of War Emil Michael also talks about the agency's capacity to deploy up to $200B in loan, at treasury rate +100bps (former DOE LPO), and it seems like they will not be afraid to use it... Short term price action might not reflect it, but $EOSE fundamental value proposition has never been stronger imo. Line 2 getting closer to FAT at ACRO, NYC project announcements, UK LDES Cap-and-floor, and more... Interesting months ahead for the company. youtube.com/watch?v=gzwRfl…

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🔋NetMelc🔋
🔋NetMelc🔋@NetMelc·
$EOSE Director David Urban with another insider buy yesterday, 16,250 shares @ 6.16
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🔋NetMelc🔋
🔋NetMelc🔋@NetMelc·
$EOSE new Form 4 for 15,000 shares @ 6.04
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ppdd
ppdd@usppdd·
Just to add a few defense customers that many don't know yet: RTX, Northrop Grumman, General Dynamics, L3Harris, Rheinmetall, BAE Systems, Oshkosh Defense. It's very clear that ALL autonomous defense vehicles in the western world will have multiple LiDAR sensors from @ousterlidar $OUST
jimmyrunsmoney@jimmyrunsmoney

$OUST x $AMZN, $AAPL, $GOOGL, Anduril, Field AI, Boston Dynamics, Overland AI, Dubai police, Komatsu, $SERV, and 41+ states in the US on intelligent traffic systems overhaul

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🔋PR🔋🇺🇦 🇪🇺 🇺🇲@eose100·
$OUST Angus answer to "And do we (with lidar+camera+AI models) start competing with Open Mind and the Google Intrinsic thing and other kind of operating system physical AI companies?" was the most exciting part of the call ->
ppdd@usppdd

Pure vision may work for indoor robots operating at low speeds. Otherwise, LiDAR is a must. For example, I haven’t seen any successful autonomous forklift company without LiDAR, and 1.3 million forklifts are sold worldwide each year. Each forklift needs 3-4 LiDAR sensors to be fully autonomous. This market is actually bigger than the short term robotaxi market with less regulations involved. Besides, $OUST can now offer pure vision, LiDAR, or vision + LiDAR fusion platform with AI compute— all from a single provider.

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Ouster
Ouster@ousterlidar·
Without high-resolution sensing and perception, robots, smart infrastructure, and other autonomous systems cannot function in the complex environment of a modern factory Ouster provides a common language for physical AI: a platform for machines to sense, think, act, and learn
Aaron Slodov@aphysicist

x.com/i/article/2028…

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ppdd
ppdd@usppdd·
It's that time again! Here are my estimates for @ousterlidar earnings on Monday $OUST: Revenue: The guidance provided by the CEO is $39.5–42.5 million, Wall Street’s consensus estimate is $41.1 million, while my forecast is $45 million. Wall Street knows nothing about this company. Shipment: Last quarter, 7,200 sensors were shipped, and I expect 8,700 sensors this quarter, with an ASP of around $5,170. Q1 guidance: Excluding StereoLabs, I see $45–48 million. Since revenue from StereoLabs after February 6 will be included (last year it was $16 million; assuming 40% growth, this year is about $22 million; for Q1, estimated at $5 million, about $3 million for two months), Ouster’s Q1 guidance this time is likely to be $48–$51 million. In summary, this Q's earnings report and next Q’s guidance could significantly exceed expectations. But I don't recommend anyone to bet on earnings. This is not financial advice. $OUST
ppdd@usppdd

I’m calling $45M in @ousterlidar Q4 revenue (50% yoy growth) with 8,700 sensors shipped — far above guidance of $39.5~$42.5M. The fact that @Stereolabs3D is already EBITDA positive suggests they’re likely seeing very strong revenue growth (35%–45% YoY?) with solid 45%~55% gross margins. StereoLabs is a hardware + software company, just like Ouster, so its gross margins should stay at the higher end. $OUST

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🔋PR🔋🇺🇦 🇪🇺 🇺🇲@eose100·
@braden_tewinkel Inflection point was end of 2026, early 2027. Growth + margins will be good, but if Ouster keeps losing money throughout 2026+2027, dilution will be an overhanging concern. Let's see. I am optimistic. If for nothing else they're way more loud on X after stereo acquisition 🙃
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Braden TeWinkel
Braden TeWinkel@braden_tewinkel·
@eose100 I don’t think anyone is expecting net income positive in 2026, 2027 might still be negative as well, things I will be watching are obviously revenue growth and gross margins, but especially operating expenses. If operating expenses grow less then 10% yoy we are golden
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Braden TeWinkel
Braden TeWinkel@braden_tewinkel·
$oust I’m confident they will deliver Monday. Down 50% since highs in October, a good earnings report and guidance can boost us back to 30s, let’s ride!
Braden TeWinkel tweet media
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Keşfet

@Stereolabs3D @ousterlidar @MarketNewsLLC @MamaBrisago @fredwhitridge @ohnonotcameron @elonmusk @BarackObama