Hesai Group (HSAI) Hisse Özeti
Hesai Group, iştirakleri aracılığıyla Çin Anakarası, Avrupa, Kuzey Amerika ve uluslararası alanda üç boyutlu ışık algılama ve menzil belirleme çözümlerinin (LiDAR) geliştirilmesi, üretimi ve satışı ile ilgilenmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 5/6 |
| Geçmiş Performans | 2/6 |
| Finansal Sağlık | 4/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
HSAI Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$27.07
FV
23.8% değerinin altında içsel indirim25.68%
Revenue growth p.a.
2.2k
users have viewed this narrative4users have liked this narrative
1users have commented on this narrative
19users have followed this narrative
Hesai Group Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$20.63 |
| 52 Haftanın En Yüksek Seviyesi | US$30.85 |
| 52 Haftanın En Düşük Seviyesi | US$14.69 |
| Beta | 1.51 |
| 1 Aylık Değişim | -7.65% |
| 3 Aylık Değişim | -23.54% |
| 1 Yıllık Değişim | -2.96% |
| 3 Yıllık Değişim | 159.50% |
| 5 Yıllık Değişim | n/a |
| Halka arzdan bu yana değişim | -2.00% |
Son Haberler & Güncellemeler
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
Anlatı Güncellemesi • 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.Recent updates
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 AlphaAnlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...
Yeni Anlatı • 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.Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Hissedar Getirileri
| HSAI | US Auto Components | US Pazar | |
|---|---|---|---|
| 7D | 3.0% | 5.3% | 1.2% |
| 1Y | -3.0% | 14.2% | 28.7% |
Getiri vs. Endüstri: HSAI geçen yıl % 14.2 oranında getiri sağlayan US Auto Components sektörünün gerisinde kaldı.
Getiri vs Piyasa: HSAI geçen yıl % 28.7 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| HSAI volatility | |
|---|---|
| HSAI Average Weekly Movement | 10.1% |
| Auto Components Industry Average Movement | 6.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: HSAI son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: HSAI 'nin haftalık oynaklığı ( 10% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2014 | 1,118 | David Li | www.hesaitech.com |
Hesai Group, iştirakleri aracılığıyla Çin Anakarası, Avrupa, Kuzey Amerika ve uluslararası alanda üç boyutlu ışık algılama ve menzil belirleme çözümlerinin (LiDAR) geliştirilmesi, üretimi ve satışı ile ilgilenmektedir. Şirket gaz algılama ürünleri, doğrulama hizmetleri, çözüm hizmeti ve diğer hizmetleri sunmanın yanı sıra mühendislik ürünleri tasarlamakta ve geliştirmektedir. LiDAR ürünleri, gelişmiş sürücü destek sistemlerine sahip binek ve ticari araçlarda; yolcu ve yük hareketliliği hizmetleri sağlayan otonom araç filolarında ve kısıtlı alanlarda son kilometre teslimat robotları, sokak süpürme robotları ve lojistik robotları gibi diğer uygulamalarda kullanılmaktadır.
Hesai Group Temel Bilgiler Özeti
| HSAI temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$3.23b |
| Kazançlar(TTM) | US$69.49m |
| Gelir(TTM) | US$468.83m |
46.4x
F/K Oranı6.9x
P/S OranıHSAI aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| HSAI gelir tablosu (TTM) | |
|---|---|
| Gelir | CN¥3.18b |
| Gelir Maliyeti | CN¥1.87b |
| Brüt Kâr | CN¥1.31b |
| Diğer Giderler | CN¥840.14m |
| Kazançlar | CN¥471.74m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 3.02 |
| Brüt Marj | 41.22% |
| Net Kâr Marjı | 14.82% |
| Borç/Özkaynak Oranı | 8.3% |
HSAI uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/26 11:42 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Hesai Group 35 Bu analistlerden 24, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Dien Wang | Bernstein |
| Yawen Tan | BNP Paribas |
| Yu Jie Lo | BofA Global Research |