OUST is trading at $26.58, down 7.06% today as a wider-than-expected Q1 net loss overshadowed a significant revenue beat and record product sales.

  • The company reported Q1 2026 revenue of $48.6M (+49% YoY), surpassing the $46.15M consensus estimate, driven by its Physical AI pivot.
  • Investor sentiment soured as the GAAP net loss of $17.5M (-$0.28 per share) missed profitability targets, signaling a delayed path to breakeven.
  • The selloff occurred despite a broader market rally, with the S&P 500 gaining 0.76%, highlighting company-specific concerns over bottom-line performance.