Hesai Group (HSAI)

• Market cap: $3.98B
• 1 day: 0%
• 5 days: 3.11%
• 1 month: 11.95%
• 3 months: 55.78%
• 6 months: 33.63%
• Year to date: 84.75%
• 1 year: 666.07%
• 5 years: 41.57%
• 10 years: 41.57%
• Sector: Consumer Discretionary
• Industry: Auto Parts

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)

124% more call options, than puts

Call options by funds: $39.1M | Put options by funds: $17.5M

67% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 5 (+2) [Q2]

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

64% more capital invested

Capital invested by funds: $625M [Q1] → $1.02B (+$400M) [Q2]

16% more funds holding

Funds holding: 90 [Q1] → 104 (+14) [Q2]

0.39% more ownership

Funds ownership: 43.82% [Q1] → 44.21% (+0.39%) [Q2]

33% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 36

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $26
• Avg. target: $31
• High target: $35

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

UBS Nora Min	$35	Buy Initiated	19 Aug 2025
Morgan Stanley Tim Hsiao	$26	Overweight Upgraded	28 Jul 2025