Northland Securities Raises Ouster (NASDAQ: OUST) Price Target to $60 on LiDAR Market Optimism

• Northland Securities has increased its price target for Ouster (NASDAQ: OUST) to $60.00, suggesting a substantial potential upside for the LiDAR technology company.
• Ouster is strategically targeting EBITDA breakeven, supported by ambitious annual revenue growth goals of 30% to 50% and disciplined cost control measures.
• Investor confidence in Ouster is surging, fueled by the burgeoning "physical AI" sector, encompassing autonomous vehicles and robotics, as evidenced by new investment products like Defiance ETFs' OUSL.

On July 21, 2026, an analyst from Northland Securities raised the price target for Ouster (NASDAQ: OUST) to $60.00. Ouster is an American company that specializes in digital LiDAR sensors and software. These advanced systems create 3D vision for critical applications such as autonomous vehicles, industrial automation, and robotics. The new target represents a 55.88% potential upside from its price of $38.49 at the time.

This optimistic outlook aligns with Ouster's own financial goals. The company is targeting EBITDA breakeven, a crucial point where its operating earnings are no longer negative. EBITDA, which stands for Earnings Before Interest, Taxes, Depreciation, and Amortization, is a common metric used to measure a company's operational profitability before accounting and financing costs.

To reach this significant goal, Ouster plans for strong revenue growth and effective cost control, as highlighted by Zacks Investment Research. The company aims for annual revenue growth between 30% and 50%, having recently achieved 44% year-over-year growth. It also targets gross margins of 35% to 40% while limiting operating expense growth to a range of 5% to 8%.

Investor interest in Ouster is growing amid a wider market shift toward "physical AI," which includes robotics and autonomous vehicles. As highlighted by GlobeNewswire, Defiance ETFs recently launched OUSL, a leveraged fund designed to offer traders amplified short-term exposure to the company's stock, signaling increased market attention in the LiDAR market.

Currently, shares of Ouster are trading at $38.93, an increase of $4.16 or 11.95% for the day. The company has a market capitalization of approximately $2.48 billion. Over the past 52 weeks, the stock's price has moved between a low of $16.40 and a high of $63.79, placing the new $60.00 target within its recent historical range.