Ouster Q3 FY12/26 Earnings Review (OUST) - Stock Rating: Accumulate
Ouster grew Q3 revenue 50% to $59.3 million, shipped 27,000 sensors and guided Q4 revenue to $61 million to $64 million while posting a $19.3 million operating loss.
Sunday, November 8, 2026
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From X
George Noble on X
The short sellers ran, and the business didn't get any better... The stock is still 56.7% below our short call, and the quarter gave us more reasons to stay: https://t.co/bDmCej37eg Stay short $WING
Odd Diligence on X
Just a crazy guess here but now is prob not the best market for Ice Cube to take a company public w/ a spac $TONT https://t.co/mcpiBhMAKn
David Orr on X
These $SFM results are coming out pretty damn bad. Surprising for what seemed like a predictable grocery biz.
mavix on X
▫️-undisclosed-, $LEAT, $ALENO, $LDB, $SLYG
Serenity on X
@rob55178 I said that at $12. Now $LWLG is $4. But I do have small positions now as part of that “it’s all over” trade https://t.co/14Ym8iCVuP
Investor Letters
All letters- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $31B
- Forager Funds Management October 2026 OFX $70MPLT $96M
- Rathbones October 2026 SBGSF $143BSIEGY $237B
- FCL Capital October 2026 ANPDF $28BBKNG $122B
- Protean Funds October 2026 AAK $4.6BLFABF $13B
- Bison Interests third quarter 2026 OILSF $949M
- Invesco — Discovery Fund Q3 2026 HHSE $12MMOD $5.2B
- Akre Capital Management, LLC Third Quarter 2026 BN $96BCNSWF $53B
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Post Q3 EVC Update
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The Midterms Have Changed the AI Narrative: S&P Down 4.4%, Nasdaq Down 5.5% | The Weekly Wrap
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Entravision Q3 Update
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Axon 3Q26 Business Update
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CareCloud (CCLD): A Second Sales Rep Talks. More Structure. Didn’t have a leader of sales for 18 months. That has changed. Organic growth through Medsphere?
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