Hesai Group 향후 성장
Future 기준 점검 5/6
Hesai Group (는) 각각 연간 27.1% 및 25.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 26.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.1% 로 예상됩니다.
핵심 정보
27.1%
이익 성장률
26.21%
EPS 성장률
| Auto Components 이익 성장 | 32.8% |
| 매출 성장률 | 25.5% |
| 향후 자기자본이익률 | 12.07% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 05 May 2026 |
최근 향후 성장 업데이트
분석 기사 • 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...분석 기사 • Nov 28
Hesai Group (NASDAQ:HSAI) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year
Shareholders will be ecstatic, with their stake up 63% over the past week following Hesai Group 's ( NASDAQ:HSAI...Recent updates
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새 내러티브 • 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.Seeking Alpha • Mar 26
Hesai Group: Good Earnings Growth Outlook Ahead
Summary Hesai Group continues to grow shipments rapidly as the LiDAR market grows in size. A strong market position in China, and international growth potential through a partnership with Nvidia, create a good forward growth outlook for HSAI. HSAI's underlying profitability continues to improve through rapid operating leverage. I estimate HSAI stock to have 29% base scenario upside to $25.9, but such upside comes with uncertainty. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • Jun 27
Are Investors Undervaluing Hesai Group (NASDAQ:HSAI) By 38%?
Key Insights Hesai Group's estimated fair value is US$37.44 based on 2 Stage Free Cash Flow to Equity Hesai Group's...분석 기사 • May 27
Hesai Group (NASDAQ:HSAI) Looks Just Right With A 40% Price Jump
Hesai Group ( NASDAQ:HSAI ) shares have had a really impressive month, gaining 40% after a shaky period beforehand...
새 내러티브 • 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.분석 기사 • Apr 11
Hesai Group (NASDAQ:HSAI) Stocks Pounded By 48% But Not Lagging Industry On Growth Or Pricing
Hesai Group ( NASDAQ:HSAI ) shares have had a horrible month, losing 48% after a relatively good period beforehand. The...분석 기사 • Mar 30
Is Now The Time To Look At Buying Hesai Group (NASDAQ:HSAI)?
Hesai Group ( NASDAQ:HSAI ), might not be a large cap stock, but it received a lot of attention from a substantial...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 Alpha분석 기사 • Feb 22
Market Participants Recognise Hesai Group's (NASDAQ:HSAI) Revenues Pushing Shares 32% Higher
Despite an already strong run, Hesai Group ( NASDAQ:HSAI ) shares have been powering on, with a gain of 32% in the last...분석 기사 • Jan 07
Subdued Growth No Barrier To Hesai Group (NASDAQ:HSAI) With Shares Advancing 42%
Despite an already strong run, Hesai Group ( NASDAQ:HSAI ) shares have been powering on, with a gain of 42% in the last...분석 기사 • Dec 23
Hesai Group (NASDAQ:HSAI) Shares Could Be 24% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Hesai Group is US$16.22 based on 2 Stage Free Cash Flow to Equity Current...분석 기사 • Nov 28
Hesai Group (NASDAQ:HSAI) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year
Shareholders will be ecstatic, with their stake up 63% over the past week following Hesai Group 's ( NASDAQ:HSAI...Seeking 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 Alpha분석 기사 • Sep 28
Revenues Tell The Story For Hesai Group (NASDAQ:HSAI) As Its Stock Soars 25%
Hesai Group ( NASDAQ:HSAI ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...분석 기사 • Aug 22
US$7.15: That's What Analysts Think Hesai Group (NASDAQ:HSAI) Is Worth After Its Latest Results
Shareholders of Hesai Group ( NASDAQ:HSAI ) will be pleased this week, given that the stock price is up 13% to US$4.33...Seeking 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 Alpha분석 기사 • Jun 21
Revenues Tell The Story For Hesai Group (NASDAQ:HSAI)
When you see that almost half of the companies in the Auto Components industry in the United States have price-to-sales...분석 기사 • May 22
Hesai Group (NASDAQ:HSAI) Just Reported And Analysts Have Been Cutting Their Estimates
It's been a sad week for Hesai Group ( NASDAQ:HSAI ), who've watched their investment drop 15% to US$4.53 in the week...Seeking Alpha • Apr 10
Hesai Group: Watch Revenue Guidance And Geopolitical Factors
Summary Hesai Group's top-line guidance suggests that the weakness associated with the robotaxi segment will be offset by the ADAS segment's strength this year. The company's U.S. market business outlook is complicated by geopolitical factors, as U.S. automotive OEMs might become increasingly cautious about sourcing supplies from Chinese businesses considering U.S.-China tensions. A Hold rating for Hesai Group is maintained following an evaluation of the company's financial prospects and geopolitical issues. Read the full article on Seeking Alpha분석 기사 • Apr 04
An Intrinsic Calculation For Hesai Group (NASDAQ:HSAI) Suggests It's 28% Undervalued
Key Insights The projected fair value for Hesai Group is US$7.19 based on 2 Stage Free Cash Flow to Equity Hesai...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 8,051 | 1,354 | 933 | 1,159 | 18 |
| 12/31/2027 | 6,129 | 939 | 551 | 811 | 23 |
| 12/31/2026 | 4,405 | 568 | 330 | 569 | 21 |
| 12/31/2025 | 3,028 | 436 | -188 | 117 | N/A |
| 9/30/2025 | 2,747 | 430 | N/A | N/A | N/A |
| 6/30/2025 | 2,491 | 103 | -94 | 171 | N/A |
| 3/31/2025 | 2,243 | -13 | N/A | N/A | N/A |
| 12/31/2024 | 2,077 | -102 | -208 | 64 | N/A |
| 9/30/2024 | 1,919 | -390 | N/A | N/A | N/A |
| 6/30/2024 | 1,825 | -462 | N/A | N/A | N/A |
| 3/31/2024 | 1,806 | -464 | N/A | N/A | N/A |
| 12/31/2023 | 1,877 | -476 | -357 | 57 | N/A |
| 9/30/2023 | 1,725 | -471 | N/A | N/A | N/A |
| 6/30/2023 | 1,613 | -613 | N/A | N/A | N/A |
| 3/31/2023 | 1,384 | -804 | N/A | N/A | N/A |
| 12/31/2022 | 1,203 | -747 | -936 | -696 | N/A |
| 9/30/2022 | 1,055 | -686 | -937 | -620 | N/A |
| 6/30/2022 | 945 | -484 | -777 | -439 | N/A |
| 3/31/2022 | 852 | -1,368 | N/A | N/A | N/A |
| 12/31/2021 | 721 | -2,456 | -510 | -228 | N/A |
| 9/30/2021 | 622 | -2,387 | -332 | -121 | N/A |
| 6/30/2021 | 569 | -2,318 | -481 | -342 | N/A |
| 3/31/2021 | 492 | -1,213 | -455 | -347 | N/A |
| 12/31/2020 | 416 | -107 | -429 | -352 | N/A |
| 12/31/2019 | 348 | -175 | 7 | 46 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: HSAI 의 연간 예상 수익 증가율(27.1%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: HSAI 의 연간 수익(27.1%)이 US 시장(16.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: HSAI 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: HSAI 의 수익(연간 25.5%)이 US 시장(연간 11.5%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: HSAI 의 수익(연간 25.5%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: HSAI의 자본 수익률은 3년 후 12.1%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 04:05 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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분석 모델 및 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
Hesai Group는 32명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Dien Wang | Bernstein |
| Yawen Tan | BNP Paribas |
| Yu Jie Lo | BofA Global Research |