Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$2.3B
157M shares
52-week range
$14.40 – $30.85
14% from low
Exchange
NASDAQ
CS
Borrow rate
0.66%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|
| Revenue | $348.1M | $415.5M | $720.8M | $1.20B | $1.88B | $2.08B | $3.03B |
| Cost of revenue | $103.4M | $176.6M | $339.0M | $730.7M | $1.22B | $1.19B | $1.76B |
| Gross profit | $244.7M | $238.9M | $381.8M | $472.0M | $661.4M | $884.6M | $1.27B |
| Gross margin | 70.3% | 57.5% | 53.0% | 39.2% | 35.2% | 42.6% | 41.8% |
| R&D | $149.8M | $229.7M | $368.4M | $555.2M | $790.5M | $855.6M | $796.9M |
| Operating income | −$148.1M | −$101.8M | −$265.3M | −$378.2M | −$571.6M | −$204.9M | $123.5M |
| EBITDA | $21.8M | −$82.6M | −$217.6M | −$247.2M | −$385.9M | −$2.2M | $609.5M |
| Net income | −$120.2M | −$107.2M | −$244.8M | −$300.8M | −$476.0M | −$102.4M | $435.9M |
| Net margin | -34.5% | -25.8% | -34.0% | -25.0% | -25.4% | -4.9% | 14.4% |
| EPS (diluted) | -1.36 | -1.19 | -23.39 | -5.95 | -3.81 | -0.79 | 2.87 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $4.4B | $3.53 | $2.56–$4.49 | 9 |
| 2027 | $6.0B | $5.92 | $4.59–$7.20 | 10 |
| 2028 | $7.8B | $8.48 | $5.42–$13.13 | 13 |
| 2029 | $8.5B | $10.23 | $9.20–$11.71 | 11 |
Forward consensus · source: Financial Modeling Prep
Hesai Group is engaged in the development, manufacture, and sales of three-dimensional light detection and ranging solutions, or LiDAR. Its LiDAR products enable a broad spectrum of applications across passenger or commercial vehicles with enhanced driver assistance systems, or ADAS, autonomous vehicle fleets providing passenger and freight mobility services, or Autonomous Mobility, and other applications such as last-mile delivery robots, street sweeping robots, and logistics robots in restricted areas, or Robotics. Geographically, the company operates in North America, Mainland China, Europe, and Other regions.
www.hesaitech.comNo one on the platform currently holds HSAI.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-09-30 | 107,500 | $3.0M |
No one on the platform has traded HSAI yet.
| $6.6B |
| — |
| HOGHarley-Davidson, Inc. | $24.37 | -3.26% | $2.6B | — |
| KAROPENLANE, Inc. | $27.44 | +0.40% | $2.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Trading at 0.9× sales vs its 0.8× historical median P/S.
Fair value ≈ $13.23 · price $15.76 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
In Seach of Value: Asia: $SE $130 $HSAI $25 $GRAB $5 $KU $15 $PONY $10 This Asia basket is essentially trading the recovery and long-term adoption of global consumer internet, autonomous driving, Southeast Asia platforms, and China’s AI ecosystem. SE is a leading Southeast Asian internet and e-commerce platform focused on ecosystem expansion and profitability improvement. HSAI represents autonomous driving and LiDAR technology exposure. GRAB is a super-app in Southeast Asia benefiting from ride-hailing, payments, and delivery integration. KU and PONY are more leveraged plays on China’s AI and autonomous driving supply chain. The common traits here are: high growth, high volatility, and expectation-driven pricing—valuations are driven more by future narratives than current earnings. The real questions are not about valuation, but: 👉 Can user growth sustain? 👉 Can monetization scale? 👉 Is the competitive moat durable? Which theme do you prefer more: Southeast Asia internet or China autonomous driving?
View on StockTwits ↗The Physical AI value chain. Here are all the companies you should know about: Body: - $MBLY - $HSAI - $STM - $OUST - $TDY Re-rated ADAS monarch MBLY leverages its global 8-million-vehicle REM crowdsourced mapping node while absorbing Mentee Robotics to drive structural physical AI logic. Concurrently, lidar powerhouse HSAI delivers an exceptional Q1 beat, translating its massive 471k global unit volume and marquee European/Mercedes L3 design wins into explosive right-side PEG expansion. Digital lidar pioneer OUST captures the right-side breakout, converting its record $49M Q1 print (+49% YoY) and its revolutionary, NVIDIA DRIVE-qualified REV8 native-color sensor into immediate alpha. Flanked by Microelectronics provider STM and imaging conglomerate TDY (Teledyne)—which just initiated a high-profile manufacturing expansion for advanced micro fabricated MEMS sensors—this cluster controls the complete mechanical data chain. Drop your execution playbook below! 👇
View on StockTwits ↗@howardlindzon $HSAI is the better company with vastly more market share.
View on StockTwits ↗$HSAI tip of iceburb..... https://www.zerohedge.com/markets/gm-replaces-1000-factory-zero-workers-50-robots
View on StockTwits ↗$HSAI Not gonna lie, seeing lidar finally break out of factory floors into real outdoor terrain is a wild move. Innok Robotics running Hesai's XT32 for 360° 3D perception in unpredictable conditions, that's the kind of use case that actually scales. Been holding through the chop, not chasing. The 1M+ unit deal with the top European car maker for 10+ JV models plus that 6M unit backlog keeps me in the game. Still rough price action though. Fun one to watch lol. https://finance.yahoo.com/technology/articles/hesai-group-hsai-inspires-confidence-060209542.html
View on StockTwits ↗$HSAI is multiple times larger and further advanced than $OUST and has dominated the global market (ex USA). If its potential will predominantly come from Humanoid Robotics which will see massive growth over the next 5 yrs., why is it down 18% in last year?
View on StockTwits ↗$HSAI The humanoid robotic actuators market is currently small (around $150 million as of 2024) but is projected to grow extremely rapidly, potentially reaching nearly $10 billion by 2031.e0cacc37babd This is a highly specialized sub-segment of both the broader robotics actuators market and the emerging humanoid robot market. Direct data is limited because most reports bundle actuators into overall humanoid hardware costs, but recent analyst figures provide a clear picture. Current and Projected Size 2024: ~USD 150 million (Valuates Reports). By 2031: Projected to reach ~USD 9.86 billion, with an explosive ~80% CAGR. This reflects the early commercialization phase of humanoids
View on StockTwits ↗$OUST The history and the treachery of lidar is facinating. But facts are facts. Stereolabs + Ouster have a combined intellectual property portfolio exceeding 670 patents. The mystery $21,000,000.00 "royalty payment" to Ouster in Q4 2025 was from the chinese. $HSAI. Begging to not be thrown out of USA. In 2018, a lone engineer was able to stop $GOOG from commericalizing their homegrown lidar via patent infringment. Will $GOOG fall in line and start using Rev8 for waymo and any other device they create? https://www.cnet.com/roadshow/news/waymo-uber-lidar-patent-engineer/
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.