HSAI
Hesai GroupHSAI
HSAI
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 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
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
160% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 15
41% more call options, than puts
Call options by funds: $24.4M | Put options by funds: $17.3M
36% more funds holding
Funds holding: 67 [Q4 2024] → 91 (+24) [Q1 2025]
36% more capital invested
Capital invested by funds: $461M [Q4 2024] → $625M (+$164M) [Q1 2025]
23% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 22
9.83% more ownership
Funds ownership: 33.99% [Q4 2024] → 43.82% (+9.83%) [Q1 2025]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 3 (-1) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$29
46%
upside
Avg. target
$29
46%
upside
High target
$29
46%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Jefferies Xiaoyi Lei | 46%upside $29 | Buy Initiated | 9 Jun 2025 |
Financial journalist opinion
Based on 6 articles about HSAI published over the past 30 days
Positive
Investors Business Daily
2 days ago
IPO Stock Of The Week: Robotaxi Leader Hesai Poised To Hit New Buy Point After 323% Move
IPO Stock Of The Week and robotaxi leader Hesai is approaching a new buy point in today's stock market following a powerful move since November 2024.
Positive
Seeking Alpha
2 weeks ago
Hesai: Bullish On Narrower Losses And Unchanged Full-Year Targets
I continue to rate Hesai as a Buy, following my evaluation of its recent quarterly performance and forward-looking management guide. HSAI's actual GAAP net loss of RMB 18M was better than the consensus forecast, as the company benefited from higher sales, expense reduction, and fixed-cost leverage effects. The group is still anticipating a robust revenue growth of +56% and a healthy 40% gross margin for full-year FY25.
Negative
Seeking Alpha
2 weeks ago
Hesai Group: Great Growth, Gritty Margins, Grim Valuation
Hesai Group is scaling rapidly with strong revenue growth, dominant market share, and new platform launches, but faces margin pressure and valuation excess. Short-seller attacks and geopolitical risks highlight investor uncertainty, despite operational execution and a potential Mercedes-Benz partnership as a strategic milestone. Margin compression looms for HSAI as high-volume, low-cost lidar units dominate shipments, while ASPs and profitability metrics remain under pressure.
Neutral
Seeking Alpha
2 weeks ago
Hesai Group (HSAI) Q1 2025 Earnings Call Transcript
Hesai Group (NASDAQ:HSAI ) Q1 2025 Earnings Conference Call May 26, 2025 9:00 PM ET Company Participants Yuanting Shi - Head, Capital Markets David Li - Chief Executive Officer Andrew Fan - Chief Financial Officer Conference Call Participants Tina Hou - Goldman Sachs Jessie Lo - Bank of America Tim Hsiao - Morgan Stanley Jia Lou - BOCI Sia Huang - SPDBI Joanna Ma - CMBI Operator Hello, ladies and gentlemen, thank you for standing by. Welcome to Hesai Group's First Quarter 2025 Earnings Conference Call.
Neutral
GlobeNewsWire
2 weeks ago
Hesai Group Reports First Quarter 2025 Unaudited Financial Results
Quarterly net revenues were RMB525.3 million (US$72.4 million) 1 Quarterly lidar shipments were 195,818 units
Positive
Market Watch
4 weeks ago
19 stocks at the intersection of AI and robotics that could see big sales boosts
Industrial robots have been around for decades. They're often used on manufacturing lines, where they perform automated tasks.
Neutral
GlobeNewsWire
1 month ago
Hesai Group to Report First Quarter 2025 Financial Results on Monday, May 26, 2025
SHANGHAI, China, May 09, 2025 (GLOBE NEWSWIRE) -- Hesai Group (“Hesai,” “Hesai Technology” or the “Company”) (NASDAQ: HSAI), the global leader in three-dimensional light detection and ranging (lidar) solutions, today announced that it will report its first quarter 2025 unaudited financial results on Monday, May 26, 2025, after the close of U.S. markets. The Company's management will host an earnings conference call at 9:00 PM U.S. Eastern Time on May 26, 2025 (9:00 AM Beijing/Hong Kong Time on May 27, 2025).
Neutral
PRNewsWire
1 month ago
Hesai's AT Series Powers Cadillac's Innovative In-Cabin Lidar Integration in New VISTIQ SUV
SHANGHAI , April 25, 2025 /PRNewswire/ -- Hesai Group (Nasdaq: HSAI), the global leader in lidar technology for automotive mobility and robotic applications, announced that its long-range, automotive-grade AT series lidar has been selected by SAIC-GM for integration into Cadillac's new all-electric VISTIQ SUV. The vehicle was unveiled during the Shanghai International Automobile Industry Exhibition (the "Shanghai Auto Show") and showcases the industry's first in-cabin (behind the windshield) lidar deployment, setting a new standard for seamlessly design-integrated sensor systems in passenger vehicles.
Positive
Zacks Investment Research
1 month ago
Is Hesai Group Sponsored ADR (HSAI) Stock Outpacing Its Auto-Tires-Trucks Peers This Year?
Here is how Hesai Group Sponsored ADR (HSAI) and Suzuki Motor (SZKMY) have performed compared to their sector so far this year.
Neutral
PRNewsWire
1 month ago
Four AT128 Lidar Sensors from Hesai Selected as Primary Lidar for All Pony.ai Seventh-Generation Robotaxis
SHANGHAI , April 24, 2025 /PRNewswire/ -- Hesai Group (Nasdaq: HSAI), the global leader in lidar technology for automotive mobility and robotic applications, today announced that its long-range, automotive-grade AT128 lidar has been selected as the primary lidar solution for all three mass production models of the new seventh-generation Robotaxi unveiled by Pony AI Inc. (Nasdaq: PONY), a global leader in the large-scale commercialization of autonomous mobility. Each vehicle will be equipped with four Hesai's AT128 lidar sensors, demonstrating Hesai's critical role in enabling advanced autonomous driving capabilities.
Charts implemented using Lightweight Charts™