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Robosense Technology Co., Ltd Stock Price

SEHK:2498 Community·HK$15.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 9 Fair Values set on narratives written by author

2498 Share Price Performance

HK$33.48
-5.52 (-14.15%)
HK$39.31
Fair Value
HK$33.48
-5.52 (-14.15%)
14.8% undervalued intrinsic discount
HK$39.31
Fair Value
Price HK$33.48
AnalystLowTarget HK$39.31
AnalystHighTarget HK$60.26
AnalystConsensusTarget HK$47.45

2498 Community Narratives

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Fair Value HK$39.31 14.8% undervalued intrinsic discount

Declining Automotive LiDAR Sales Will Deepen Margin Struggles

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·
Fair Value HK$60.26 44.4% undervalued intrinsic discount

Autonomous Mobility, LiDAR And Robotics Will Power Global Smart Infrastructure

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·
Fair Value HK$47.45 29.4% undervalued intrinsic discount

LiDAR Advancements Will Expand Robotics And Smart Cities

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HK$39.31
14.8% undervalued intrinsic discount
Profit Margin
8.35%
Future PE
54.77x
Price in 2029
HK$50.55
HK$60.26
44.4% undervalued intrinsic discount
Profit Margin
12.53%
Future PE
30.08x
Price in 2029
HK$77.38
HK$47.45
29.4% undervalued intrinsic discount
Profit Margin
13.51%
Future PE
14.14x
Price in 2028
HK$65.92

Trending Discussion

Updated Narratives

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2498: Robotaxi Wins Will Drive Loss Narrowing And Future Margin Recovery

Fair Value: HK$39.31 14.8% undervalued intrinsic discount
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2498: Robotaxi Partnerships And Narrowing Losses Will Support A Higher Earnings Multiple

Fair Value: HK$60.26 44.4% undervalued intrinsic discount
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LiDAR Advancements Will Expand Robotics And Smart Cities

Fair Value: HK$47.45 29.4% undervalued intrinsic discount
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Snowflake Analysis

High growth potential with excellent balance sheet.

0 Risks
4 Rewards

Robosense Technology Co., Ltd Key Details

CN¥1.9b

Revenue

CN¥1.4b

Cost of Revenue

CN¥514.2m

Gross Profit

CN¥660.1m

Other Expenses

-CN¥145.9m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
-0.31
26.49%
-7.52%
11.8%
View Full Analysis

About 2498

Founded
2014
Employees
1800
CEO
Chunchao Qiu
WebsiteView website
www.robosense.ai

Robosense Technology Co., Ltd, an investment holding company, provides LiDAR and perception solutions in the People’s Republic of China and internationally. The company offers LiDAR products for advanced driver assistance systems, robotics, cleaning, industrial, logistics, public services, inspection, and other applications. It also provides LiDAR perception solutions consisting of P6, an automotive-grade solid-state LiDAR L4 sensor fusion solution; V2X, a vehicle-to-road synergistic perception system; Reference solution, a ground truth system for ADAS applications; HyperVision 1.0, an artificial intelligence perception software; and AC1, a robotic vision product. In addition, the company offers technology development and marketing services. Robosense Technology Co., Ltd was founded in 2014 and is headquartered in Shenzhen, the People’s Republic of China.

Recent 2498 News & Updates

Narrative Update May 05

2498: Robotaxi Wins Will Drive Loss Narrowing And Future Margin Recovery

Analysts have slightly trimmed their fair value estimate for Robosense Technology to about HK$39.31 from around HK$39.38, reflecting updated views on discount rate, revenue growth, profit margin, and a higher future P/E assumption. What's in the News RoboSense highlighted its role as a core partner across NVIDIA Jetson, DRIVE and Omniverse at GTC 2026, with its digital LiDAR products positioned as preferred perception solutions for a wide set of automotive and robotics partners, including BYD, Geely, Toyota, Lucid, Pony.ai, WeRide, Momenta, Agibot, Unitree, Galbot, Agile Robots and Neura Robotics (Key Developments).
Narrative Update Apr 10

2498: Robotaxi Partnerships And Narrowing Losses Will Support A Higher Earnings Multiple

Analysts have lowered their price target for Robosense Technology from around HK$61.15 to about HK$60.26, citing updated assumptions on revenue growth, profit margins and future P/E levels. What's in the News RoboSense highlighted its role as a core partner in NVIDIA's Jetson, DRIVE and Omniverse ecosystems at GTC 2026, positioning its digital LiDAR products as preferred perception solutions for automotive and robotics partners, including BYD, Geely, Toyota and Lucid (Key Developments).
Narrative Update Mar 27

2498: Robotaxi Platform Wins Will Drive Margin Recovery And Narrowing Losses

Analysts have trimmed their price target for Robosense Technology to around HK$39 from about HK$40. This reflects updated assumptions for slightly lower revenue growth, a more conservative profit margin outlook, and a modestly adjusted future P/E multiple.

Recent updates

No updates