Daily
AI Infrastructure Daily: everything that happened across chips, memory, power, data centers and financing in a 3-minute read, every weekday. Free. Read today's →
NVDA$216.0+2.38%TSM$427.1+2.06%SK hynix₩1,275,000−0.16%Samsung Electronics₩213,000−1.16%MU$911.8+3.91%ASML$1,599.8+1.78%AVGO$330.6+2.76%LITE$834.8+10.40%COHR$224.3+7.18%ANET$178.9+3.81%GEV$858.4+5.32%ETN$374.6+2.31%VRT$200.1+2.98%CEG$253.7+0.12%VST$142.8+1.90%PWR$566.3+3.64%HD Hyundai Electric₩447,000−4.89%MP$37.91−1.03%FCX$65.21+0.04%CCJ$79.25+0.83%MSFT$530.4+1.12%META$638.8−0.60%CRWD$260.3+1.04%SMH$543.4+3.07%SPY$765.5+0.73%
NASDAQ · China · Auto Parts

HSAI Hesai Group

Largest LiDAR maker by volume

Downtrend Trading below its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$13.78
+4.91% today
1W
+6.6%
1M
−15.2%
3M
−13.4%
YTD
−38.5%
1Y
−39.6%
Off 52w high
−52.1%
Next earnings (est.): 2026-11-10
Market cap$16.51B
P/E (trailing)27.9Forward 14.9
EV / sales-1.2×EV/EBITDA -44.7×
Revenue (TTM)¥3.34BGrowth 21.9% y/y
Margins40.6%gross · op 0.2%
Free cash flow-¥328MCash ¥6.65B · debt ¥706M
Analyst target$27.64+100.7% upside · 18 analysts · strong buy
Riskβ 1.37Short 6.5% of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

HSAI · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-18EarningsBeat / raise

    Reported EPS 0.64 vs 0.43 expected (+48.2% surprise).

  2. 7
    2026-05-19EarningsBeat / raise

    Reported EPS 0.29 vs 0.17 expected (+70.6% surprise).

  3. 6
    2026-03-24EarningsMiss / cut

    Reported EPS 1.11 vs 1.53 expected (-27.7% surprise).

  4. 5
    2025-11-11EarningsBeat / raise

    Reported EPS 2 vs 0.79 expected (+154.1% surprise).

  5. 4
    2025-05-26EarningsBeat / raise

    Reported EPS 0.06 vs -0.13 expected (+146.2% surprise).

  6. 3
    2025-03-10EarningsMiss / cut

    Reported EPS 1.26 vs 1.42 expected (-11.3% surprise).

  7. 2
    2024-11-25EarningsMiss / cut

    Reported EPS -0.34 vs -0.16 expected (-112.5% surprise).

  8. 1
    2024-08-19EarningsBeat / raise

    Reported EPS -0.34 vs -0.4 expected (+15.0% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-180.430.64+48.2%
2026-05-190.170.29+70.6%
2026-03-241.531.11−27.7%
2025-11-110.792.0+154.1%
2025-05-26-0.130.06+146.2%
2025-03-101.421.26−11.3%
2024-11-25-0.16-0.34−112.5%
2024-08-19-0.4-0.34+15.0%
2024-05-20-0.55-0.54+1.8%
2024-03-11-0.8-0.95−18.8%
2023-11-13-1.56-0.81+48.1%
2023-08-14-1.37-0.32+76.6%
2023-05-23-0.64-0.98−53.1%
2023-03-15-0.44-0.96−115.7%

About Hesai Group

Website ↗

Hesai Group, through with its subsidiaries, engages in the development, manufacturing, and sale of three-dimensional light detection and ranging solutions (LiDAR) in Mainland China, Europe, North America, and internationally. The company provides gas sensor products, validation services, solution service, and other services, as well as designs and develops engineering products. Its LiDAR products are used in passenger and commercial vehicles with advanced driver assistance systems; autonomous vehicle fleets providing passenger and freight mobility services; and other applications, such as last-mile delivery robots, street sweeping robots, and logistics robots in restricted areas. Hesai Group was founded in 2014 and is headquartered in Shanghai, China.

1,249 employees · Shanghai, China

Robots and vehicles see through CMOS sensors and LiDAR. Dexterous manipulation still lacks good, cheap tactile sensing.

Image sensor→LiDAR→Perception→Control

What would prove us wrong. Weakens if sensor ASPs collapse without volume growth.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
6758.T
Sony Group
Image sensor leader ¥4,135.0−0.05%+13.4%+3.6%
OUST
Ouster
Digital LiDAR for industrial and robotics $30.07+1.28%−31.2%+39.0%
6861.T
Keyence
Machine vision and factory sensors ¥77,270−1.42%0.0%+37.5%
CGNX
Cognex
Machine vision $57.01+2.63%−2.8%+59.1%
TDY
Teledyne Technologies
Imaging sensors and instruments $641.8+2.62%+4.5%+25.7%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.