Hesai GroupHSAI
About: Hesai Group is engaged in the development, manufacture, and sales of three-dimensional light detection and ranging solutions, or LiDAR. Its LiDAR products enable a broad spectrum of applications across passenger or commercial vehicles with enhanced advanced driver assistance systems, or ADAS, autonomous vehicle fleets providing passenger and freight mobility services, or Autonomous Mobility, and other applications such as last-mile delivery robots, street sweeping robots, and logistics robots in restricted areas, or Robotics. Geographically, the company operates in North America, Mainland China, Europe, and Other regions.
Employees: 1,142
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
67% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 5 (+2) [Q2]
64% more capital invested
Capital invested by funds: $625M [Q1] → $1.02B (+$399M) [Q2]
58% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 24
45% more call options, than puts
Call options by funds: $23.4M | Put options by funds: $16.1M
13% more funds holding
Funds holding: 91 [Q1] → 103 (+12) [Q2]
0.37% more ownership
Funds ownership: 43.82% [Q1] → 44.19% (+0.37%) [Q2]
31% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 35
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
UBS Nora Min | 50%upside $35 | Buy Initiated | 19 Aug 2025 |
Morgan Stanley Tim Hsiao | 11%upside $26 | Overweight Upgraded | 28 Jul 2025 |
Jefferies Xiaoyi Lei | 25%upside $29 | Buy Initiated | 9 Jun 2025 |
Financial journalist opinion
Based on 8 articles about HSAI published over the past 30 days
