Ouster (OUST) Establishes Physical AI Platform Through Strategic StereoLabs Acquisition

Ouster Inc. (NASDAQ:OUST) is one of the best small cap tech stocks with high upside potential. On February 9, Ouster officially closed the acquisition of StereoLabs SAS to establish a unified sensing and perception platform for Physical AI. By integrating StereoLabs’ AI vision and 3D camera technology with Ouster’s high-performance digital lidar, the company now offers an end-to-end solution including AI compute, sensor fusion, and perception software.

This combination is designed to meet the growing industrial demand for synchronized lidar and vision data, simplifying development for customers in the robotics, industrial automation, and smart infrastructure sectors. The acquisition brings significant market reach and technical expertise to Ouster, adding StereoLabs’ base of over 10,000 customers and a developer community that has utilized more than 90,000 ZED cameras.

This merger targets emerging high-growth use cases, such as humanoid robotics and visual inspection, by providing machines with the tools to better sense and navigate the physical world. The transaction was completed earlier on February 4, for a mix of ~$35 million in cash and 1.8 million shares. Ouster Inc. (NASDAQ:OUST) will begin consolidating StereoLabs’ financial results starting in Q1 2026.

Ouster Inc. (NASDAQ:OUST) provides lidar sensors for the automotive, industrial, robotics, and smart infrastructure industries in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

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