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Is Ouster Well-Poised to Capture the $19B Smart Infrastructure Market?

By Tanuka De | October 10, 2025, 12:54 PM

Ouster Inc. OUST has identified a $19 billion opportunity in the smart infrastructure LiDAR market across segments such as intelligent transportation systems, perimeter security and crowd analytics. Its customers include federal, state and local governments, as well as private commercial businesses that are engaged in monitoring and analyzing human and vehicle movements for the purpose of providing building security and improving roadway safety and efficiency. 

With shifts toward enhanced safety and autonomy, LiDAR is becoming a critical technology. Ouster is well-positioned to benefit from this. Its expansion into software solutions further strengthens its position in the smart infrastructure sector. The BlueCity platform, a Gemini-powered solution that combines lidar sensors with advanced perception software, offers a comprehensive package for infrastructure monitoring and management. On its last earnings call, Ouster mentioned having signed three exclusive partnerships to bring BlueCity to major markets such as Texas, Michigan, New York and Pennsylvania. The BlueCity partnership network now spans 39 states.

Ouster stated that it has converted a pilot program with a Fortune 500 technology company into a multimillion-dollar global deployment. Ouster will install OSDome sensors in its retail locations across the globe to provide powerful analytics while ensuring personal privacy. Spanning over 500 locations in more than 24 countries, management sees tremendous potential for future growth.

Ouster's advanced lidar technology, coupled with its strategic software, will play a pivotal role in the evolution of smart infrastructure and is poised to tap opportunities in this rapidly growing market with significant long-term potential.

What About OUST’s Competitors?

Aeva Technologies AEVA has direct exposure to smart technology. It has launched a 4D LiDAR product — Atlas Orion — targeting smart infrastructure, traffic management and security applications. Aeva has strengthened its position in intelligent transportation and next-generation urban infrastructure solutions.

Luminar Technologies LAZR primarily focuses on automotive safety, autonomous driving, ADAS, and vehicle perception software, with limited direct exposure to smart technology. Gradually, Luminar is expanding into smart mobility, using AI and data platforms to support intelligent urban infrastructure and contribute to the development of smarter transportation ecosystems.

OUST’s Price Performance

Shares of OUST have gained 148.5% year to date, outperforming the industry.

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OUST’s Expensive Valuation

OUST is currently expensive. It is trading at a price-to-sales multiple of 9.21, higher than the industry average of 2.07. OUST has a Value Score of F.

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Estimates for OUST Witness Northward Movement

The Zacks Consensus Estimate for OUST’s third-quarter and fourth-quarter 2025 EPS did not witness any movement over the past 60 days. The same for full-year 2025 and 2026 has moved north in the same period.
 

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The consensus estimates for OUST’s 2025 and 2026 revenues and earnings indicate year-over-year increases. 

OUST currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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Luminar Technologies, Inc. (LAZR): Free Stock Analysis Report
 
Ouster, Inc. (OUST): Free Stock Analysis Report
 
Aeva Technologies, Inc. (AEVA): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

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