Ouster (OUST) vs Nebius Group (NBIS): Latest News, Analyst Forecasts and Stock Analysis as of December 5, 2025
The battle for “picks-and-shovels” leadership in next‑generation tech is unfolding in two very different arenas: LiDAR sensors for physical autonomy and AI cloud infrastructure for model training and inference. On one side is Ouster, Inc. (OUST), a fast‑growing LiDAR specialist; on the other is Nebius Group N.V. (NBIS), a hypergrowth AI cloud and “neocloud” provider. As of December 5, 2025, both stocks are volatile, richly valued and heavily covered by Wall Street analysts. Below is a deep dive into the latest news, forecasts and key metrics investors are watching right now. 1. Ouster (OUST): LiDAR and the “Physical AI” Theme
