Robotics Stocks Soar Tuesday: Ouster Up 9% and Teradyne Jumps 3%

• Ouster (OUST) banal is up 9% connected Tuesday arsenic robotics and lidar assemblage momentum builds successful March.

• Teradyne (TER) banal is up 2.68% midday, with aggregate Wall Street analysts having raised their terms targets successful January 2026, citing AI trial request and robotics optimism.

• Ouster and Teradyne stocks are some up astir 190% implicit the past year, reflecting the market’s accelerated repricing of automation and AI infrastructure plays.

• The expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks. Get them present FREE.

Shares of Ouster (NASDAQ:OUST) are surging 8% to 9% successful Tuesday greeting trading, pushing supra $22 intraday. Teradyne (NASDAQ:TER) banal is besides climbing, up 3% and hovering adjacent $306. The robotics and automation assemblage is intelligibly connected the determination today.

Ouster reported Q4 2025 net connected March 2, and the numbers were striking. Revenue came successful astatine $62.18 cardinal against an estimation of $41.09 million, a astonishment of much than 51%. Revenue was up 106.6% twelvemonth implicit year, driven successful portion by astir $21 cardinal successful one-time IP royalties that boosted results alongside a grounds 8,100 sensor shipments.

READ: The expert who called NVIDIA successful 2010 just named his apical 10 AI stocks

The institution posted a GAAP gross borderline of 60% and swung to a GAAP nett income of $3.98 million, a plaything of astir $28 cardinal from the anterior year. CEO Angus Pacala summed it up plainly: "2025 was a twelvemonth of exceptional execution." That's not conscionable a talking constituent erstwhile you're posting triple-digit gross maturation and your archetypal profitable quarter.

Ouster besides acquired Stereolabs, a camera and cognition exertion company, during Q4, expanding its capabilities beyond lidar into a broader sensor suite. For Q1 2026, Ouster guided to $45 cardinal to $48 cardinal successful revenue, and the institution laid retired a semipermanent model targeting 30% to 50% yearly gross growth. Analysts person taken notice, with a statement terms people of $39.67 against today's terms adjacent $22, and six Buy ratings and zero Sells connected the Street.

Think of Ouster's lidar sensors arsenic the eyes of immoderate autonomous system. Warehouses, robotaxis, astute metropolis infrastructure, and concern robots each request to "see" the carnal satellite with precision. Ouster is supplying that imaginativeness layer, and the request awesome from its lawsuit basal successful warehouse automation, robotaxi, and mapping is accelerating. The banal has gained 194.64% implicit the past year, but it inactive sits good beneath its 52-week precocious of $41.65.