Ouster and Aeva shares surge after Ouster’s lidar tech gains eligibility for U.S. infrastructure funding, fueling physical AI growth expectations.
Shares of Ouster and Aeva Technologies climbed 14% and 11%, respectively, as Ouster’s Rev8 lidar achieved BABA Act compliance, unlocking access to federally funded U.S. infrastructure projects. The move reflects rising investor interest in physical AI, where lidar sensors integrate with AI-powered robotics and smart infrastructure.
Ouster’s stock hit $61.64, surpassing the $47 analyst consensus, driven by 49% revenue growth and expanding partnerships. Aeva, trading at $28.55, rose in sympathy despite no company-specific news. Both stocks have gained momentum as retail investors embrace them as physical AI plays.
Ouster’s platform includes digital lidar sensors, AI compute, and sensor-fusion software, with its BlueCity product targeting smart infrastructure and traffic management. The BABA Act compliance marks a key milestone for scaling adoption in federally backed projects.