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HSHSAI

Hesai Group

$HSAI·$2.8B·Auto - Parts·Consumer Cyclical
$19.10+2.6%YTD-20.8%1Y-17.2%
Mentions · last 7 days
2026-08-17: 20 posts2026-08-18: 58 posts2026-08-19: 8 posts2026-08-20: 17 posts2026-08-21: 7 posts2026-08-22: 0 posts2026-08-23: 4 posts115+6%
Price updated 2d ago·X counts updated 8h ago
HSHSAI
$HSAIHesai Group
$19.10+2.58%115 posts+6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $HSAI, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-22

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Hesai Group is the Chinese LiDAR leader growing revenue 30%+ and trading at the low end of its range — the geopolitical discount is doing the pricing.

Hesai Group is the largest Chinese-origin LiDAR provider — the depth-sensing hardware powering ADAS and autonomous-driving deployments across passenger cars, robotaxis and industrial robotics. The setup right now is a real growth business trading well below both key MAs on the standard China-tech discount.

  • The revenue engine is genuinely scaling: Q1 revenue grew 30% YoY to $681M, and the last two quarters have printed at $795M and $1.0B — the growth trajectory is doubling the ADAS-LiDAR-attach base year over year, with 41% gross margins.
  • The forward setup is where the discount lives: analysts model $4.39B FY26 revenue rising to $6.07B FY27 with EPS scaling from $3.49 to $6.11 — that's a mid-single-digit forward P/E for a business growing 30-40% top-line, cheap by any global-LiDAR peer comparison.
  • The tape has held below the 200-day MA: at the 29th percentile of the 52-week range with vs200d at -10% — the market is pricing the geopolitical China-tech discount rather than the operating trajectory, which is the same setup that has held all year.

This is a real-business trade coiling on the China-tech discount; a Q3 print (Nov 10) that extends the revenue and margin trajectory restarts the mean-reversion trade closer to Western LiDAR peer multiples. What extends the coil is a specific US-tariff or export-control announcement — the discrete geopolitical events that keep the multiple compressed.

What to watch: Q3 earnings Nov 10 — revenue trajectory and gross-margin trend. A specific US-tariff or export-control announcement extends the geopolitical-discount coil; a firm print with margin expansion restarts the mean-reversion trade.

On the calendar: 2026-11-10 — Q3 earnings

Read the AI verdict + X sentiment for $HSAI

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What it does

Plain-English summary of the business — what they sell and how they make money.

Shanghai-based LiDAR maker producing 3D sensors for automotive ADAS, autonomous vehicles, and logistics and delivery robots.

Industry overviewAI analysisGenerated by AI from underlying data

Where Auto - Parts sits in its cycle right now — and what that implies for $HSAI.

Auto - Parts · Consumer Cyclical

No material change from last week — solid-state batteries (QS) and advanced LiDAR (AEVA) are the enabling technology layer for next-generation EVs, while MOD's thermal management serves both AI..

What this means for $HSAI

Partial — Shanghai-based LiDAR maker producing 3D sensors for automotive ADAS, autonomous vehicles, and logistics and delivery robots; partial earnings exposure to auto - parts demand dynamics through its product portfolio.

Industry benchmark

10-name peer basket
+12.5%YTD
+14.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
35.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
1.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
6.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
41.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 18, 2026$0.01$0.07-86.1%
Q1 2026May 19, 2026$0.02$0.03-54.3%
Q4 2025Mar 24, 2026$0.13$0.15-12.4%
Q3 2025Nov 11, 2025$0.25$0.10+164.5%
Next earningsTue, Nov 10·consensus EPS $0.14

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$680.6M+29.6%39.1%-1.3%$0.12$0
Q4 FY25$1.0B+39.0%41.0%5.7%$0.98$0
Q3 FY25$795.4M+47.5%42.1%9.7%$1.85$0
Q2 FY25$706.4M+53.9%42.5%3.2%$0.33$0

Forward consensus

5-year forecast · up to 20 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.4B$4.3B – $4.5B$3.49$2.54 – $4.4413
FY27$6.1B$6.0B – $6.2B$6.11$4.73 – $7.4316
FY28$7.9B$6.7B – $10.0B$8.74$5.56 – $13.4620
FY29$8.5B$7.7B – $9.8B$10.29$8.96 – $12.3811
FY30$9.9B$8.9B – $11.4B$12.19$10.61 – $14.6711

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.29%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+13.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-10.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 125.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.385-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 4 other (4 awards) in window

See when $HSAI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
+ 26 other (23 6-Ks · 1 F-6 POS · 1 13G · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

2 Stocks to Buy for the AI Revolutioninvestorplace.com·18h agoHesai Group: A Better Business At A Difficult Priceseekingalpha.com·5d agoHesai Group (HSAI) Q2 2026 Earnings Call Transcriptseekingalpha.com·6d agoHesai Group Q2 Earnings Call Highlightsmarketbeat.com·6d agoHesai Group Reports Second Quarter 2026 Unaudited Financial Resultsglobenewswire.com·6d ago

In themes

Explore the broader themes this ticker is being talked about under.

Robotics & HumanoidsEVs & Autonomous Vehicles

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Voices on X · top 3 · last 7 days

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