Ouster Inc Insider Sells 40,390 Shares, Director Susan Heystee Now Owns 52,264.7 Shares

Susan Heystee, Director at Ouster Inc, sold 40,390 shares on August 13, 2025, reducing her ownership to 52,264.7 shares. The transaction details can be found in the SEC Filing. Ouster Inc is a company that specializes in high-performance lidar sensors for various applications. The insider transaction history indicates that there have been 4 insider buys and 20 insider sells over the past year. As of the date of the recent transaction, shares of Ouster Inc were trading at $30 each, giving the stock a market cap of $2,007.483 million. The GF Value is estimated at $8.93, resulting in a price-to-GF-Value ratio of 3.36, suggesting that the stock is significantly overvalued based on its GF Value.

Ouster Inc. (NYSE: OUST) and Serve Robotics have announced a strategic partnership that will see Ouster supply thousands of digital lidar sensors to Serve Robotics through 2025. This agreement is part of Serve Robotics' expansion plans to deploy autonomous delivery robots across U.S. cities and beyond.

Serve Robotics, a leading provider of autonomous sidewalk delivery robots, plans to outfit its next-generation robots with Ouster's OS1 digital lidar sensors. These sensors will enhance the robots' navigation capabilities by providing precise positioning and real-time 3D mapping of the surrounding environment, ensuring safe and efficient operation on city sidewalks.

Euan Abraham, VP of Hardware Engineering at Serve Robotics, expressed confidence in Ouster's technology, stating, "Ouster’s lidar has been instrumental in helping us achieve major technical and commercial milestones. We feel confident that Ouster is the right company to scale with us as we move into this next phase of market expansion with Level 41 autonomy delivering for several new commercial partners."

This partnership comes at a critical time for Serve Robotics, which recently achieved a major milestone with the commercial launch of Level 4 self-driving robots. The company plans to expand its delivery services to additional geographies, including rolling out delivery services for Uber Eats and other partners in 2022.

Nate Dickerman, President of Field Operations at Ouster, commented, "Serve Robotics is one of our longest standing customers and one of the first to commercially deploy AV technology in a real-world environment alongside pedestrians and vehicles. We are thrilled to further solidify our relationship with a multi-year strategic customer agreement as Serve scales the production and deployment of its sidewalk delivery robots."

The autonomous delivery market presents a significant opportunity, with an estimated total addressable market (TAM) of $1.8 billion for lidar in the robotics industry by 2025 [2].

References:
[1] https://www.businesswire.com/news/home/20220120005327/en/Ouster-and-Serve-Robotics-Sign-Multi-Year-Strategic-Agreement-to-Support-Expansion-of-Autonomous-Delivery-Fleets
[2] McKinsey & Company; Automotive software and electronics 2030; Ouster internal estimates; Unit demand estimates from government data and internal estimates.