Investors have two speculative stocks to watch. Ouster (OUST) jumped by 31.86% last Friday after posting fourth-quarter results. The firm reported revenue of $30 million but lost $0.48 a share (in GAAP terms).
OUST stock rallied after the firm cut its full-year 2024 losses from $84 million in 2023 to $97 million. The firm benefited from expanded bookings for Ouster Gemini and BlueCity deployments to more than 700 sites.
Ouster develops digital lidar sensors. This will transform autonomy in automobiles, robotics, and smart cities. Conversely, Tesla (TSLA) promises full self-driving technology using camera sensors only. Lidar is a more likely technology. It takes in more than just images, which may send false positive data to camera sensors.
In the satellite imagery and earth data analytics segment, Planet Labs (PL) is the company to watch. The firm reported a $0.12 a share GAAP loss. Revenue increased by 4.5% Y/Y to $61.55 million in the fourth quarter.
For Q1, Planet Labs is forecasting revenue of $61 - $63 million. However, it will lose up to $3 million in adjusted EBITDA. For FY 2026, the company expects an adjusted EBITDA loss of up to $13 million.
Investors should avoid PL stock. Demand for satellite-based technology is on the rise. AST SpaceMobile (ASTS) has more satellites that will come online. As revenue rises, that would boost ASTS stock.
