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HSHSAI

Hesai Group

$HSAI·$2.2B·Auto - Parts·Consumer Cyclical
$15.62-2.4%YTD-29.6%1Y-39.9%
Price updated 13m ago·X counts updated 4d ago
HSHSAI
$HSAIHesai Group
$15.62-2.39%32 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $HSAI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

32X posts · last 7 days
Sep 21Oct 4
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $HSAI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HSAI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

Chinese LiDAR leader down 44% in a year on Trump-Xi geopolitics — real revenue growth, cheap valuation, but Washington is the swing variable.

Hesai Group remains the dominant Chinese LiDAR vendor shipping to global ADAS and autonomous-vehicle programs — the business is growing but the equity has been held down by geopolitical overhang and the possibility of US-China technology restrictions.

  • Revenue growth has been consistent — Q4 2025 +39% YoY, Q1 2026 +30%, with the Q3 and Q4 cadence (+47%, +54%) showing the ADAS attach rate was still rising before the slowdown — but the Q2 EPS of $0.01 missed by 86% and the Q1 miss was 54%.
  • At $15.38 and 7% of the 52-week range after a 44% twelve-month decline, the stock is pricing both a growth-rate deceleration and the possibility of further US restrictions on Chinese LiDAR imports.
  • Sell-side has 2026 revenue of $4.3B (versus just over $700M quarterly today), stepping to $6.0B in 2027 and $7.9B in 2028 — the growth model has HSAI as a global supplier, which requires the US market to remain open to Chinese LiDAR.

The Trump-Xi meeting agenda is the swing variable — any technology-restriction language in a trade deal hits HSAI directly, while a thaw unlocks the forward growth model; the November 10 earnings print is the near-term confirmation on China domestic order flow.

What to watch: Trump-Xi meeting outcome and any technology-restriction language in the final deal; November 10 Q3 earnings and China domestic ADAS order commentary; US customer wins (robo-taxi partnerships, OEM program awards) that would de-risk the forward growth model.

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

Read the AI verdict on $HSAI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — aging US vehicle fleet (avg 12.

What this means for $HSAI

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

Industry benchmark

10-name peer basket
-6.6%YTD
-10.9%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$4.3B$4.2B – $4.4B$0.67$0.53 – $0.8914
FY27$6.0B$6.0B – $6.1B$0.94$0.74 – $1.2317
FY28$7.9B$6.8B – $10.1B$1.06$0.63 – $1.6520
FY29$8.9B$7.9B – $10.3B$1.59$1.37 – $1.9210
FY30$10.5B$9.4B – $12.2B$2.02$1.74 – $2.4410

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.0.5×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.11%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.-7.7%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.-23.0%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 today0.5% 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.β1.375-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.

+ 1 other (1 exempt) 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
Free, forever. No credit card.

SEC filings

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

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 22 other (19 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.

Contrasting Hesai Group (NASDAQ:HSAI) & Benchmark Electronics (NYSE:BHE)defenseworld.net·5d agoTrump-Xi Meeting Puts These 5 Chinese AI Stocks in Focuszacks.com·13d agoHere's Why You Should Retain HSAI Stock in Your Portfoliozacks.com·20d agoHesai Group (HSAI) Stock Down 6.7% -- Now Undervalued? GF Score: 77/100gurufocus.com·43d ago2 Stocks to Buy for the AI Revolutioninvestorplace.com·46d ago

In themes

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

Robotics & HumanoidsEVs & Autonomous Vehicles

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Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · last 7 days

No standout posts about $HSAI on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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