Jul. 22 at 10:13 PM
Still as bullish on
$OUST today at
$40 as I was near
$23 (my average cost).
Here’s how I see the long-term path toward
$180+:
→
$950M revenue by 2030
(41% CAGR, slightly above management’s midpoint guidance)
→ 35% EBITDA margin
= ~
$333M EBITDA
→ If
$OUST earns a 38x NTM EBITDA multiple, similar to premium industrial tech peers, that implies:
~
$12.65B EV
+
$250M net cash
Assuming ~78.6M shares by 2030 (~4% dilution), the valuation math points toward roughly ~
$170/share.
With reasonable upside/downside adjustments, I see a potential range of ~
$155-
$195 over the next 3-4 years.
The bigger picture:
Robotics is still in the early innings.
AI is moving beyond software — into machines, automation, and real-world intelligence.
Watching the broader robotics + AI ecosystem:
$OUST $TER $SYM $PATH
The next wave of AI may not just think — it may move.
Follow my profile for more AI, robotics, and disruptive technology ideas.
