Held by
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Bookmarked by
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Avg position size
β
of holders' portfolios
13F filers
1
institution
Market cap
$3.0B
157M shares
52-week range
$14.29 β $30.85
27% from low
Exchange
NASDAQ
CS
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.
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.
$HSAI I totally agree. Additionally, absent from mainstream titles, you usually get plenty of time to still place your chips. I still remember when $HSAI had this blowout quarter on the 25th of Nov 2024 with a sudden increase in Lidar shipments of more than 200% YoY, several high-volume OEM design wins and a clear laid-out path of high growth... I was still able in the first half open hour to buy more shares at low price before the rally eventually took off. To be honest, I get the impression that history is repeating itself here. Once they officially release their robotic actuator product and kosmo product line and confirm the growth trajectory, I expect this stock to triple. China's NEV sales rising 23.7% in July is also very good news!
View on StockTwits β$HSAI i am utterly stunned how inefficient the market is believing the bs from oust on shr gains as ot guides down and we are on cusp of humanoids where oust has zero presence and zero actuators which is a bigger market opportunity than lidar.......
View on StockTwits β$HSAI Hesai just landed on Morgan Stanley's Humanoid 100 Listπ We're named across all three core categories: Complete Actuators, Radar & Lidar, and Cameras & Vision Sensors in the Body segment. Here are the highlights: π We are the only player on Morgan Stanley's Humanoid 100 list building Physical AI infrastructure across perception, world representation, and action. π€Our robotic actuation modules are already powering tactile robotic hands from embodied AI companies and integrated into NVIDIA's Isaac GR00T reference humanoid platform. π°Hesai's Strategic Growth Initiatives (SGI) target $14.8M in 2026 revenue, with Morgan Stanley seeing further upside over the next 12β18 months. Proud to power the era of Physical AI. https://www.hesaitech.com/hesai-named-to-morgan-stanleys-humanoid-100/
View on StockTwits β$HSAI https://global.chinadaily.com.cn/a/202608/10/WS6a793e26a310986e2b469e39.html
View on StockTwits β$HSAI 2nd best buy in the lidar sector. China fears are overblown. Value buy πΉ
View on StockTwits β$HSAI unitree supplier, massive 12m lidar backlog, revenue can grow 40%+ over next 8 years, lidar leader by market share, 40% margins, actuators and chips growing 100% per year, in china which is bullish because all robotics will be there, owners co own sharpa which is a robotics company, partnered with nvidia, partnered with byd fastest growing ev maker. This company can scale fast, can make 4m lidar a year currently and 6m next year with the Thailand factory, supply of lidar will be a choke point because more devices will have it because it only became affordable over last 2 years. Best robotics play because: profitable, robotics companies either not profitable or stupidly overpriced. 100x better play than $OUST , they produce in 10 days what they produce in a year. Keep in mind in 2 years time, actuators and chips will grow fast and scale up revenue fast. By 2040 thereβs going to be like a billion robots,7.5 trillion usd tam.
View on StockTwits β$HSAI lol hsai 2x 2027 ex cash..... At 150.8 yuan per share, Unitreeβs IPO implies a price-to-earnings ratio of 219.23 times and a price-to-sales (P/S) multiple of 35.89 times. For comparison, Hong Kong-listed peers UBTech Robotics and Dobot trade at P/S multiples of 19.37 times and 20.12 times, respectively, while remaining unprofitable
View on StockTwits β$HSAI moron hedge funds shorting believing crooked Oust who just lowered guidance DID NOT get confirmation on any share loses frpm either Aeva or Oust. There's a denail out there about China lead in certain areas and tonight proved it.....it will be further be proven in robotics as well
View on StockTwits β$HSAI 3m more shares were short according to yahoo in past mth this is only reason this.stock is down....i suspect its to hedge against bafoon Oust valuation for longs....nonetheless its 10 days to cover which is alot....no wonder none of the news to come isnt discounted
View on StockTwits βRecent $TICKER stream from stocktwits.com β refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $4.4B | +39.2% | $3.46 | $2.51β$4.40 | 5.4Γ | 8 |
| 2027 | $6.1B | +39.0% | $6.09 | $4.72β$7.41 | 3.1Γ | 9 |
| 2028 | $7.9B | +30.2% | $8.72 | $5.08β$13.50 | 2.2Γ | 12 |
| 2029 | $8.5B | +7.6% | $10.31 | $8.94β$12.41 | 1.8Γ | 9 |
Forward consensus Β· growth is YoY vs the prior fiscal-year estimate Β· Fwd P/E at the current price Β· source: Financial Modeling Prep
Beat consensus in 2 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-05-19 | $0.03 | $0.02 | -54.3% |
| 2026-03-24 | $0.15 | $0.13 | -15.3% |
| 2025-11-11 | $0.22 | $0.25 | +15.6% |
| 2025-08-14 | $0.06 | $0.04 | -30.1% |
| 2025-05-26 | $-0.02 | $-0.02 | -10.7% |
| 2025-03-10 | $0.20 | $0.15 | -23.5% |
| 2024-11-25 | $-0.02 | $-0.05 | -150.0% |
| 2024-08-19 | $-0.06 |
| $-0.05 |
| +11.0% |
| $5.4B |
| β |
| HOGHarley-Davidson, Inc. | $27.85 | +7.24% | $2.9B | β |
| KAROPENLANE, Inc. | $27.44 | +0.40% | $2.9B | β |
Source: Financial Modeling Prep Β· peers by sector/industry