Lidar Sector Roundup: Ouster’s Physical AI Bet
Ouster (OUST) reported Q2 2026 revenue of $55m, up 56% YoY, with 17,000 sensors shipped. It launched Rev8 lidar and ZED X Nano camera, guiding Q3 revenue of $54.5m-$57.5m. Hesai (HSAI) saw Q2 revenue rise 21.9% YoY to $126.9m but missed EPS estimates. Aeva (AEVA) announced a photonics pivot, reporting Q2 revenue of $6.1m, up 11.34% YoY. OUST shares up 51.52% YTD, HSAI down 26.38%, AEVA up 6.85%.



