Ouster, Inc. stock gained more than 2% in Wednesday's premarket session after the company expanded its strategic agreement with AIM Intelligent Machines to supply digital lidar sensors for AI-powered autonomous heavy earthmoving equipment. The agreement secures a high-volume supply of Ouster's sensors as AIM scales deployments to meet growing market demand in mining, construction, and defense sectors. This commercial expansion builds upon a multi-year collaboration between the two firms.

The partnership guarantees the supply of Ouster's high-resolution digital lidar sensors, which will be deployed globally to enhance safety and productivity. AIM plans to integrate Ouster's new Rev8 native color digital lidar into its AI platform. This integration aims to advance perception capabilities for next-generation automated machinery by providing precise 3D structural data, color point clouds, and industrial-grade imagery. For AIM, the Rev8 sensors offer faster edge-computing, streamlined sensor fusion, and enhanced object-classification capabilities in real-time, high-dust industrial workflows.

Technical Integration and Benefits

AIM's non-invasive autonomy kit retrofits existing heavy machinery in under 24 hours without voiding OEM warranties. The rugged hardware package pairs an armored enclosure housing a single Ouster digital lidar with machine-angle sensors and a localized edge computer. The platform operates completely independent of cellular networks, cloud infrastructure, or GPS signals, ensuring peak safety in total darkness, dust storms, and remote environments while supporting manual operator override.

Stock Performance and Technical Analysis

Ouster remains in a strong long-term uptrend, having gained about 125% over the past year. The stock continues to trade well above its key moving averages. At $43.75, Ouster is 7.3% above its 20-day simple moving average of $40.74 and 63.8% above its 200-day simple moving average of $26.68. The 20-day moving average remains above the 50-day moving average, while the 50-day crossed above the 200-day in May, forming a bullish golden cross.

Momentum has cooled slightly as the MACD remains below its signal line, suggesting buying pressure has eased after the recent rally. However, the broader trend remains positive. The stock is approaching its June 52-week high, making that area an important resistance level. A breakout above $49.50 could open the door to fresh highs, while traders may watch the $35.50 area for support on the downside.

Executive Commentary

"True environmental understanding is foundational to safe and effective earth-moving autonomy," said Ross Walker, Head of Product at AIM Intelligent Machines. He noted that Ouster's digital lidar has been foundational in achieving a zero-accident safety record across all global deployments. Cyrille Jacquemet, Chief Revenue Officer of Ouster, emphasized the importance of highly reliable, high-resolution 3D perception as heavy industry transitions toward autonomous operations and expressed enthusiasm for deepening the relationship with AIM.

Ouster Inc. shares gained 15.8% to $46.09 on Monday after the company announced the expansion of its partnership with Benchmark Electronics to support high-volume production of its new Rev8 OS sensor family. The collaboration targets industrial, robotics, automotive, and smart infrastructure markets, leveraging Benchmark's automated production capabilities to ensure industry-leading reliability. This expanded agreement provides a resilient supply chain with production capacity exceeding 100,000 units per year and a planned 10-year production life for the Rev8 family.

Manufacturing Framework and Capabilities

Benchmark serves as Ouster's strategic manufacturing partner, utilizing a highly automated production line designed for the advanced architecture of the Rev8 sensors. This framework enables a seamless ramp to commercial volume. The collaboration is built on a manufacturing capacity exceeding 100,000 units per year, providing OEMs with a resilient and secure source of supply.

Key Features of the Rev8 Sensor Family

The Rev8 family is engineered for low-cost, high-volume production to support mass-market adoption. The sensors are backed by a planned 10-year production life, offering the structural longevity required for global commercial rollouts.

Global Production Network

Benchmark's manufacturing network supports Ouster's requirement for standardized processes and flexible capacity. The network includes:

This global footprint provides Ouster with multi-site production capabilities to support future expansion.