Ouster Inc (NASDAQ:OUST) strengthened its sensing and perception capabilities with the acquisition of StereoLabs SAS, a specialist in stereo camera hardware and AI vision software, the company announced. Ouster's shares rose 2.9% in premarket trading on Monday following the news.
The transaction closed on February 4, 2026. According to Ouster, the purchase is designed to combine the company’s digital lidar technology with StereoLabs’ cameras, AI compute, sensor fusion, perception software, and AI models to create what Ouster describes as "Physical AI’s first unified sensing and perception platform."
StereoLabs brings notable commercial scale to the combined business. The company has shipped more than 90,000 units of its ZED camera product and counts in excess of 10,000 customers. Its perception software is already in use by thousands of developers across robotics, industrial use cases, and smart infrastructure applications.
Ouster framed the acquisition as complementary to its growth trajectory. "This acquisition builds on Ouster’s momentum and positions us as the foundational end-to-end sensing and perception platform for Physical AI," said Ouster CEO Angus Pacala. "StereoLabs is a world-class perception company recognized for its market-leading stereo cameras and AI vision software, making it a natural fit for Ouster’s next stage of growth."
Financially, StereoLabs reported approximately $16 million in unaudited revenue for 2025 and is EBITDA positive, figures Ouster says will bolster its pathway toward profitability and expand the combined total addressable market. Ouster funded the acquisition with a combination of approximately $35 million in cash and 1.8 million shares of Ouster stock. Of those shares, 0.7 million will be subject to release over a four-year period.
StereoLabs will operate as a wholly owned subsidiary of Ouster, with the target’s co-founders remaining in leadership roles for the business. Ouster will begin consolidating StereoLabs’ financial results into its own statements starting in the first quarter of 2026.
The transaction integrates camera hardware and perception software into Ouster’s existing lidar-focused product set, bringing customer reach and developer adoption from StereoLabs into the combined company. Ouster indicated the deal is intended to strengthen its financial position while laying groundwork for broader sensing and perception offerings.
Summary
Ouster acquired StereoLabs on February 4, 2026, combining lidar with stereo cameras and perception software. The purchase was financed with about $35 million in cash and 1.8 million shares, and StereoLabs’ financials will be consolidated beginning Q1 2026.