Roth Capital analyst Suji Desilva initiated coverage of Ouster with a Buy rating and $75 price target. The company is positioned outgrow the broader sensor market with advanced lidar and stereoscopic camera offerings that enable an AI-compute perception platform, the analyst tells investors in a research note. Roth sees \"firm\" pricing and revenue growth, driven by increased physical AI autonomy adoption, to drive Ouster toward cash flow breakeven toward the end of 2027.
