Hesai Group (HSAI) Aperçu de l'action
Le groupe Hesai, par l'intermédiaire de ses filiales, se consacre au développement, à la fabrication et à la commercialisation de solutions de détection et de télémétrie par lumière en trois dimensions (LiDAR) en Chine continentale, en Europe, en Amérique du Nord et à l'international. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 5/6 |
| Performances passées | 2/6 |
| Santé financière | 4/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
HSAI Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$27.07
FV
40.3% sous-évalué décote intrinsèque25.68%
Revenue growth p.a.
2.3k
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Hesai Group Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$16.16 |
| Plus haut sur 52 semaines | US$30.85 |
| Plus bas sur 52 semaines | US$14.40 |
| Bêta | 1.36 |
| Variation sur 1 mois | -7.82% |
| Variation sur 3 mois | -28.68% |
| Variation sur 1 an | -32.38% |
| Variation sur 3 ans | 28.36% |
| Variation sur 5 ans | n/a |
| Évolution depuis l'introduction en bourse | -23.23% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jul 01
HSAI: Lidar Partnerships And Order Backlog Will Support Future Returns
Analysts have trimmed their price target on Hesai Group to $28.60 from $33, citing more conservative revenue and profit forecasts and a lower valuation multiple in light of weaker than expected Q2 EV shipment trends. What’s in the News for Hesai Group Hesai Group detailed how its lidar solutions support autonomous mobile robots moving from controlled factories into outdoor environments, and highlighted that it has secured business from 40 automakers across more than 160 models worldwide, according to recent coverage.
Mise à jour du récit • Jun 17
HSAI: New European Lidar Wins Will Drive Future Stock Repricing
Hesai Group's updated analyst price target reflects a modest adjustment, as analysts incorporate slightly more conservative revenue and profit forecasts, along with lower valuation multiples in light of softer expected EV sector shipments. Analyst Commentary Recent Street research on Hesai Group highlights a mix of optimism about the company’s long term positioning and caution around near term execution and valuation, particularly in light of softer expected EV shipment trends.Mise à jour du récit • Jun 02
HSAI: New Autonomy Partnerships And Design Wins Will Drive Future Repricing
Narrative Update Overview Hesai Group's updated analyst price target has edged lower to $28.60 from $33.00, as analysts factor in more conservative revenue and net profit forecasts and a reduced valuation multiple linked to expectations for softer Q2 EV shipment trends. Analyst Commentary Recent research on Hesai Group highlights a mix of optimism about the company’s long term growth potential and caution around near term execution risks, particularly tied to electric vehicle shipment trends and profitability.Recent updates
Mise à jour du récit • Jul 01
HSAI: Lidar Partnerships And Order Backlog Will Support Future Returns
Analysts have trimmed their price target on Hesai Group to $28.60 from $33, citing more conservative revenue and profit forecasts and a lower valuation multiple in light of weaker than expected Q2 EV shipment trends. What’s in the News for Hesai Group Hesai Group detailed how its lidar solutions support autonomous mobile robots moving from controlled factories into outdoor environments, and highlighted that it has secured business from 40 automakers across more than 160 models worldwide, according to recent coverage.Mise à jour du récit • Jun 17
HSAI: New European Lidar Wins Will Drive Future Stock Repricing
Hesai Group's updated analyst price target reflects a modest adjustment, as analysts incorporate slightly more conservative revenue and profit forecasts, along with lower valuation multiples in light of softer expected EV sector shipments. Analyst Commentary Recent Street research on Hesai Group highlights a mix of optimism about the company’s long term positioning and caution around near term execution and valuation, particularly in light of softer expected EV shipment trends.Mise à jour du récit • Jun 02
HSAI: New Autonomy Partnerships And Design Wins Will Drive Future Repricing
Narrative Update Overview Hesai Group's updated analyst price target has edged lower to $28.60 from $33.00, as analysts factor in more conservative revenue and net profit forecasts and a reduced valuation multiple linked to expectations for softer Q2 EV shipment trends. Analyst Commentary Recent research on Hesai Group highlights a mix of optimism about the company’s long term growth potential and caution around near term execution risks, particularly tied to electric vehicle shipment trends and profitability.Seeking Alpha • May 20
Hesai: The Focus Is Now On Margins
Summary Hesai Group continued to report surging shipments in Q1 and assumes good momentum to continue throughout 2026 as LiDAR demand expands. Earnings expansion is slowed down by a continued shift into cheaper, lower-margin products. HSAI's gross margin declined in Q1, and revenue growth has stalled in comparison to shipment growth. HSAI's venture into physical AI presents long-term revenue potential past LiDAR sensors. I estimate HSAI stock to have a fair value of $24.4, suggesting 22% upside. Such upside relies on uncertain earnings assumptions, though. Read the full article on Seeking Alpha
Mise à jour du récit • May 01
HSAI: Future Profitability Hinges On Execution Of Spatial Intelligence Shift
Analysts have adjusted Hesai Group's fair value estimate to $25.22 from $24.03, reflecting updated assumptions on discount rate, revenue growth, profit margins, and a higher future P/E, informed by a mix of newly bullish initiations and a recent price target cut on the Street. Analyst Commentary Recent Street research around Hesai Group has been mixed.Mise à jour du récit • Apr 17
HSAI: New Supply Agreements And Partnerships Will Support Future Repricing
Analysts have trimmed their price target on Hesai Group to $30.36. This represents a small change that reflects slightly more conservative assumptions on growth and margins, partly balanced by fresh bullish initiations from several firms.Mise à jour du récit • Apr 02
HSAI: Execution On New Supply Agreements Will Support Future Repricing
Narrative Update on Hesai Group Analysts have trimmed their fair value estimate for Hesai Group to about $30 from roughly $32, reflecting slightly lower revenue growth and margin assumptions. However, recent bullish initiations and an upwardly revised future P/E expectation keep the long term story in focus.
Nouveau récit • Mar 30
The First Real Lidar Winner
Something quietly shifted in the lidar space and most investors haven’t fully processed it yet. For years, lidar companies were grouped into the same bucket, high promise, heavy losses, uncertain adoption.Mise à jour du récit • Mar 19
HSAI: Lidar Capacity Expansion And Key Partnerships Will Support Future Execution
Analysts have adjusted their price target on Hesai Group to $40.43 from $40.30, citing updated assumptions that combine higher projected revenue growth with slightly lower profit margin expectations and a modestly reduced future P/E multiple. Analyst Commentary Recent research points to a constructive tone around Hesai Group, with bullish analysts highlighting what they view as an attractive balance between growth potential, execution, and current valuation assumptions.Mise à jour du récit • Mar 04
HSAI: Bullish Product Roadmap Execution Will Support Future Repricing
Analysts have modestly lifted their price target on Hesai Group, reflecting a slightly higher fair value estimate, a tweaked discount rate and updated assumptions around revenue growth, profit margin and future P/E multiples following recent bullish Street research. Analyst Commentary Bullish Takeaways Bullish analysts point to a constructive view on Hesai Group's longer term revenue opportunity, which they see as supportive of a higher fair value range when paired with updated growth assumptions.Mise à jour du récit • Feb 18
HSAI: Recent Bullish Coverage Will Support Confidence In Upcoming Execution Milestones
Analysts have revised their fair value estimate for Hesai Group to about $40.30 from roughly $35.88, reflecting updated assumptions on growth, margins and future P/E multiples following recent bullish initiations and Outperform ratings from the Street. Analyst Commentary Recent research coverage has leaned clearly positive, with bullish analysts pointing to a mix of growth potential, margin improvement and valuation support as key reasons for their constructive stance on Hesai Group.Mise à jour du récit • Feb 04
HSAI: Outperform Initiation And Lidar Capacity Expansion Will Support Future Repricing
Analysts lifted their fair value estimate for Hesai Group from US$30.91 to US$31.81 per share, citing recently initiated positive coverage along with supporting assumptions for revenue growth, profit margins, and future P/E as key drivers behind the updated price target. Analyst Commentary Bullish Takeaways Bullish analysts view the recently initiated positive coverage and updated fair value estimate as support for Hesai Group's execution assumptions on revenue growth and profit margins, even though specific financial outcomes are not disclosed.Article d’analyse • Jan 23
Market Participants Recognise Hesai Group's (NASDAQ:HSAI) Revenues Pushing Shares 28% Higher
Hesai Group ( NASDAQ:HSAI ) shareholders have had their patience rewarded with a 28% share price jump in the last...Mise à jour du récit • Jan 21
HSAI: Outperform Initiation Will Support Balanced View On Lidar Demand Potential
Analysts have slightly raised their fair value estimate for Hesai Group by about US$0.85 per share, linking this adjustment to updated assumptions around discount rate, revenue growth, profit margin, and future P/E, as well as fresh Street research that includes a new Outperform initiation and a US$23.50 price target from the sell side. Analyst Commentary Bullish analysts point to the recent Outperform initiation and the US$23.50 price target as support for a more constructive view on Hesai Group's valuation, especially after the modest lift in fair value assumptions.Mise à jour du récit • Jan 07
HSAI: Outperform Initiation Signals Confidence In Future Lidar Demand Trajectory
Analysts have lifted their price target on Hesai Group by about $0.23, citing refreshed assumptions around fair value, discount rate, revenue growth, profit margin and future P/E after recent Street research, including a new Outperform initiation with a $23.50 target. Analyst Commentary Analysts highlighting the new Outperform initiation and US$23.50 target are framing their views around how current assumptions on fair value, discount rate, revenue growth, profit margin and future P/E stack up against execution risks.Mise à jour du récit • Dec 18
HSAI: Accelerating Global Lidar Adoption Will Drive Multiyear Overseas Volume Expansion
Analysts have modestly raised their price target on Hesai Group to approximately $30 per share from about $29.80, citing expectations for accelerating LiDAR adoption in China in the near term and globally by 2026 to 2027 as key drivers of long term volume and earnings growth. Analyst Commentary Street research has highlighted both significant upside potential and emerging execution risks for Hesai Group as LiDAR adoption accelerates in China and, over time, across global markets.Mise à jour du récit • Dec 04
HSAI: Global Lidar Adoption Will Drive Multiyear Overseas Volume Expansion
Analysts slightly raised their price target on Hesai Group to $36.00 from $26.30, reflecting growing confidence in accelerating LiDAR adoption and in the company's expanding overseas volume potential. Analyst Commentary Recent Street research highlights growing institutional interest in Hesai Group as a leveraged play on global LiDAR penetration, particularly in advanced driver assistance systems and autonomous driving applications.Article d’analyse • Nov 20
What You Can Learn From Hesai Group's (NASDAQ:HSAI) P/S After Its 29% Share Price Crash
Hesai Group ( NASDAQ:HSAI ) shareholders that were waiting for something to happen have been dealt a blow with a 29...Mise à jour du récit • Nov 17
HSAI: Global Supply Chain Integration Will Drive Market Share Expansion
The analyst consensus price target for Hesai Group has been revised down from $30.43 to $29.90, as analysts balanced slightly lower revenue growth outlooks with continued optimism for expanding market adoption and profit margins. Analyst Commentary Bullish analysts maintain a positive outlook on Hesai Group's prospects, highlighting strong growth drivers and potential market gains that could support higher valuations.Article d’analyse • Nov 14
Earnings Beat: Hesai Group Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
There's been a notable change in appetite for Hesai Group ( NASDAQ:HSAI ) shares in the week since its quarterly...Mise à jour du récit • Nov 02
HSAI: Global Demand For ADAS Technology Will Drive Long-Term Upside
Hesai Group’s analyst price target has been raised modestly, reflecting a slight uptick from $30.36 to $30.43 as analysts cite strengthening LiDAR adoption trends and increased confidence in future growth prospects. Analyst Commentary Recent research from major financial institutions highlights both optimism and caution regarding Hesai Group’s future performance, with particular focus on LiDAR adoption, global market expansion, and forward-looking earnings projections.Mise à jour du récit • Oct 18
LiDAR And ADAS Expansion Will Broaden Global Reach
Analysts have raised their price target for Hesai Group from $29.62 to $30.36 per share, citing expectations for accelerating LiDAR adoption and improving profitability. Analyst Commentary Recent analyst activity around Hesai Group highlights a generally optimistic outlook, with several firms raising their price targets and rating the stock a Buy.Mise à jour du récit • Oct 04
LiDAR And ADAS Expansion Will Broaden Global Reach
Hesai Group’s analyst price target has increased from $29.09 to $29.62. Analysts cite robust earnings forecasts and leadership in LiDAR adoption as key drivers for the revision.Mise à jour du récit • Sep 18
LiDAR And ADAS Expansion Will Broaden Global Reach
Hesai Group’s consensus price target was modestly raised to $29.09 as analysts highlight robust order wins—including a key deal with Mercedes-Benz—increased ADAS LiDAR adoption, and new market opportunities, all underpinning stronger earnings outlooks. Analyst Commentary Bullish analysts cite strong order wins from both domestic and international OEMs, including a notable breakthrough with Mercedes-Benz, as key catalysts for future growth.Article d’analyse • Aug 29
Hesai Group (NASDAQ:HSAI) Stocks Shoot Up 31% But Its P/S Still Looks Reasonable
Despite an already strong run, Hesai Group ( NASDAQ:HSAI ) shares have been powering on, with a gain of 31% in the last...Mise à jour du récit • Aug 19
LiDAR And ADAS Expansion Will Broaden Global Reach
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.
Nouveau récit • Apr 24
LiDAR And ADAS Expansion Will Broaden Global Reach
Expanding global presence and design wins, including with a top European OEM, could significantly diversify and boost revenue streams.Seeking Alpha • Mar 17
Hesai's Prominence Has Reached Full Value
Summary Hesai's technological advancements and low pricing have positioned it as a dominant player in the LiDAR market, particularly in the ADAS sector. Despite legal and geopolitical concerns, Hesai's recent global deal with Mercedes and projected profitability for 2025 highlight its growth potential. I rate Hesai as a hold at $19.80, noting potential buying opportunities if the stock declines further and considering the ADR investment structure. Ouster remains undervalued compared to Hesai, with a target price of $23, suggesting significant upside potential if revenue growth and profitability are achieved. Read the full article on Seeking AlphaSeeking Alpha • Oct 07
Hesai's Market Share: A Golden Investment Opportunity
Summary Hesai, the market leader in LiDAR, dominates with a 37% market share and exclusive contracts with 19 OEMs, including top Chinese EV makers. The LiDAR market is expected to grow at a 39% CAGR, reaching $21 billion by 2029. Hesai's competitive advantages include scale, cost efficiency, and advanced technology, give a potential 400% upside to share value. Despite competition from camera and radar systems, Hesai's low-cost, high-performance LiDAR is likely to remain essential for level 3 autonomous systems. Read the full article on Seeking AlphaSeeking Alpha • Aug 20
Hesai: Results Are Mixed, With A Negative Top-Line Surprise And Bottom-Line Beat
Summary Hesai Group reported narrower operating losses and a better-than-expected bottom-line performance in Q2 2024; the consensus forecasts point to Hesai turning profitable in the third quarter. On the flip side, Hesai's second quarter revenue missed expectations, and a delay in some of its customers' new vehicle launches is likely to hurt its Q3 top line. My Hold rating for Hesai Group is left unchanged, considering its mixed results and prospects. Read the full article on Seeking AlphaRendement pour les actionnaires
| HSAI | US Auto Components | US Marché | |
|---|---|---|---|
| 7D | -6.0% | -0.03% | 0.7% |
| 1Y | -32.4% | -9.2% | 20.6% |
Rendement vs Industrie: HSAI a sous-performé le secteur US Auto Components qui a rapporté -9.2 % au cours de l'année écoulée.
Rendement vs marché: HSAI a sous-performé le marché US qui a rapporté 20.6 % au cours de l'année écoulée.
Volatilité des prix
| HSAI volatility | |
|---|---|
| HSAI Average Weekly Movement | 10.5% |
| Auto Components Industry Average Movement | 7.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: HSAI n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de HSAI ( 11% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2014 | 1,118 | David Li | www.hesaitech.com |
Le groupe Hesai, par l'intermédiaire de ses filiales, se consacre au développement, à la fabrication et à la vente de solutions de détection et de télémétrie par lumière en trois dimensions (LiDAR) en Chine continentale, en Europe, en Amérique du Nord et à l'échelle internationale. La société propose des capteurs de gaz, des services de validation, des solutions clés en main et d'autres prestations, et se consacre également à la conception et au développement de produits d'ingénierie. Ses produits LiDAR sont utilisés dans les véhicules particuliers et utilitaires équipés de systèmes avancés d’aide à la conduite ; dans les flottes de véhicules autonomes assurant des services de transport de passagers et de fret ; ainsi que dans d’autres applications, telles que les robots de livraison du dernier kilomètre, les robots de balayage des rues et les robots logistiques dans les zones à accès restreint.
Hesai Group Résumé des fondamentaux
| HSAI statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$20.52b |
| Bénéfices(TTM) | US$69.61m |
| Recettes(TTM) | US$469.68m |
290.5x
Ratio P/E43.1x
Ratio P/SLe site HSAI est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| HSAI compte de résultat (TTM) | |
|---|---|
| Recettes | CN¥3.18b |
| Coût des recettes | CN¥1.87b |
| Marge brute | CN¥1.31b |
| Autres dépenses | CN¥840.14m |
| Les revenus | CN¥471.74m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 0.38 |
| Marge brute | 41.22% |
| Marge bénéficiaire nette | 14.82% |
| Ratio dettes/capitaux propres | 8.3% |
Quelles ont été les performances à long terme de HSAI?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/10 19:16 |
| Cours de l'action en fin de journée | 2026/07/10 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Hesai Group est couverte par 34 analystes. 24 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Dien Wang | Bernstein |
| Yawen Tan | BNP Paribas |
| Yu Jie Lo | BofA Global Research |