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HSAI

Hesai Group

HSAI

NASDAQ·Consumer Cyclical·Auto - Parts·Mkt cap $2.4B

$17.04

-6.54%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$14.40 - $30.85

P/E

Fwd P/E

3.88

Beta

1.34

Div Yield

0.00%

Avg Vol

1.8M

Shares Out

130.1M

Mkt Cap

$2.4B

Price action

Price chart

Down 12.1% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Proprietary LiDAR sensing technology
  • Strong research and development capabilities
  • Strategic partnerships in automotive and robotics sectors
  • Early mover advantage in Chinese autonomous technology market

Bear Case

2 risks

  • Average volatility.
  • Growth premium of 0.2x vs Autonomous Vehicles & ADAS peers. Reasonable for this growth rate.

Growth

Strong growth ahead

Increasing autonomous vehicle adoption

Value

Growth premium of 0.2x vs Autonomous Vehicles & ADAS peers. Reasonable for this growth rate.

Momentum

Weak

-11.6% over 3m

Quality

Strong

High-growth business (15% revenue growth, 41% gross margin). Profitable with strong growth momentum.

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 13, 2026

Q2 26 RECAP

MAY 19, 2026

Reported EPS of $0.02 vs $0.01 consensus (+119.5% surprise). Revenue of $98.6M vs $96.5M expected (+2.2%). Beat on both top and bottom lines.

EPS beat +119.5%
Rev beat +2.2%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+119.5%

Next: Aug 13, 2026

Revenue trend · last 8Q

+28%

+46%

+54%

+47%

+37%

-81%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$67.8M

$79.7M

$106.3M

$77.6M

$104.4M

$116.9M

$145.8M

$14.7M

Margins · last 8Q

Gross

Operating

Profit

2.7%

Wall Street consensus

1 analyst · 0% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

0%

Hold

1

100%

Sell

0%

Median Price Target

Latest: Amerx · May 20, 2026

vs Industry

How HSAI stacks vs Auto - Parts

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.