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Ouster gains access to federal smart infrastructure projects, boosting growth and prompting stock upgrade to Buy.

Analyst Insights
01 Jul 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Ouster, Inc. has removed a key procurement barrier through BABA compliance, expanding its access to federally funded smart infrastructure projects. This sector is now Ouster's largest revenue source, supported by growth in BlueCity and over 700 contracted deployments. The company continues strong execution with 13 consecutive quarters of product revenue growth and is expanding into AI perception software. Despite a premium valuation, these developments have led to an upgrade of Ouster's stock to Buy due to improved execution and market opportunities.

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