Update shared on19 Aug 2025
Fair value Increased 5.38%Hesai Group’s analyst price target was raised to $27.45, reflecting increased confidence driven by stronger earnings forecasts, accelerating LiDAR adoption, and anticipated margin improvements from overseas expansion and new revenue streams.
Analyst Commentary
- Raised 2025 earnings forecast by 10% and 2026-27 earnings by 2% following strong Q2 results
- Growing LiDAR adoption in China resulting in ongoing market share gains
- Anticipation of margin enhancement from increasing overseas projects
- Expected revenue growth from robotaxi and smart home appliance segments beginning in 2026
- Bullish analysts cite positive post-earnings momentum and expanded addressable market as justification for higher price targets
What's in the News
- Hesai will unveil ETX, a new automotive-grade ultra-long-range lidar for L3 autonomous driving, at IAA Mobility 2025, featuring proprietary photon vector technology and compact behind-the-windshield integration.
- Hesai's JT series lidar sensors will be supplied to Agtonomy and Alpha Werke for next-generation autonomous farming robots, offering robust, compact, and high-perception solutions for agricultural automation.
- All intellectual property legal actions brought by competitors, including those from Ouster, have been dismissed without conditions or settlements, reinforcing Hesai's strong IP and market position.
- Hesai projects Q2 2025 net revenues of RMB 680–720 million (USD 93.7–99.2 million), up 48%–57% year-over-year.
Valuation Changes
Summary of Valuation Changes for Hesai Group
- The Consensus Analyst Price Target has risen from $26.05 to $27.45.
- The Future P/E for Hesai Group has significantly fallen from 31.15x to 3.72x.
- The Net Profit Margin for Hesai Group has significantly risen from 15.86% to 17.63%.
Disclaimer
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