Hesai Group Sponsored ADR HSAI

16.25 (0.12) (0.73%) as of 25 Sep
Market cap
$2.1B
P/E
33.4×
Growth Flags show if company had growth for consecutive years

Insider Decisions

in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 16.88%

Capital & Financial Ratios

Market Cap 2,120.00
Revenue 487.47
Net Income 58.63
Free Cash Flow (118.87)
Net Debt (888.09)
Current Ratio 5.37
Debt/Equity 0.07
P/E ratio 33.41
P/S ratio 5.22
P/B ratio 1.93
Past 5Y EPS Growth 11.46%
This Y EPS Growth (77.36%)
Next Y EPS Growth 39.45%
Next 5Y EPS Growth (29.23%)
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 443 439 681 982
Receivables 75 105 180 169
Inventory 70 66 96 128
Other 3 1 — —
619 642 1,011 1,347
2023 2024 2025 Q'26
Payables 38 47 85 97
ST’ Debt 16 47 64 58
Other 11 5 3 4
188 223 271 251
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — 48.38% 35.41%
Cash Flow — 0.00% 0.00%
Earnings — 0.00% 0.00%
Book Value — 49.09% 0.00%

Revenue

Mar Jun Sep Dec Year
’26 99 127 — — —
’25 72 99 112 150 433
’24 50 63 77 95 285
’23 63 61 61 80 264
’22 — — 49 59 174
’21 — — — — 101
’20 — — — — 60
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 — (15) — — —
’25 (35) (2) — 17 17
’24 — — — 9 9
’23 — — — 8 8
’22 — — (71) (30) (101)
’21 — — — (32) (32)
’20 — — — — (51)
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 — (37) — — —
’25 (44) (11) — (26) (26)
’24 — — — (28) (28)
’23 — — — (50) (50)
’22 — — (102) (33) (136)
’21 — — — (63) (66)
’20 — — — — (51)
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.02 0.06 — — —
’25 (0.02) 0.04 0.25 0.13 0.43
’24 (0.12) (0.08) (0.08) 0.15 (0.11)
’23 (0.14) (0.08) (0.15) (0.16) (0.54)
’22 — — (0.08) (0.17) (0.94)
’21 — — — — (0.33)
’20 — — — — (0.12)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.2
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — — — 7.35 3.28 10.41

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — — — — 30.36 15.49 30.85
High Price
— — — — — 989 1,020 1,122 1,142 1,118
Employees
— — — 0 0 0 0 0 0 0
Revenue/Emp
— — — 50 60 101 174 264 285 433
Revenue
— — — 70.30% 57.50% 52.97% 39.25% 35.24% 42.59% 41.79%
Gross Margin
— — — (17) (16) (35) (44) (67) (14) 67
EBT
— — — (34.27%) (25.85%) (34.12%) (25.01%) (25.32%) (4.87%) 15.42%
EBT Margin
— — — (17) (16) (34) (44) (67) (14) 62
Net Income
— — — 1 3 4 8 12 18 18
Depreciation
— — — 0.53 0.63 0.97 1.51 2.12 2.20 3.11
Revenue/Sh
— — — — — (0.33) (0.94) (0.54) (0.11) 0.45
Earnings/Sh
— — — 0.07 (0.53) (0.31) (0.87) 0.06 0.07 0.12
Cash Flow/Sh
— — — 0.00 0.00 (0.32) (0.30) (0.47) (0.29) (0.31)
Capex/Sh
— — — 0.07 (0.53) (0.62) (1.18) (0.40) (0.22) (0.19)
Free CF/Sh
— — — 1.40 1.82 (3.33) (3.95) 4.36 4.17 9.21
Book Value/Sh
— — — 96 96 105 116 125 129 139
Shares
— — — 0.00 0.00 0.00 0.00 0.00 0.00 52.09
PE Ratio
— — — 0.00 0.00 0.00 0.00 3.86 6.27 7.20
PS Ratio
— — — 0.00 0.00 0.00 0.00 1.88 3.31 2.43
PB Ratio
— — — 0.00 0.00 0.00 0.00 2.40 5.03 5.87
EV/Sales
— — — 0.00 0.00 0.00 0.00 (2.57) (6.80) (23.02)
EV/FCF
— — — 7 (51) (32) (101) 8 9 17
Op' Cash Flow
— — — (6) (11) (34) (35) (58) (37) (43)
Capex
— — — 7 (51) (66) (136) (50) (28) (26)
FCF
— — — 129 159 366 316 431 418 740
Working Cap'
— — — — — — 9 56 84 104
Total Debt
— — — (147) (137) (393) (260) (387) (355) (577)
Net Debt
— — — 133 174 (350) (456) 544 539 1,281
Sh' Equity
— — — 0.00% (8.20%) (91.31%) (19.48%) (9.90%) (1.73%) 5.13%
ROA
— — — 0.00% 0.00% 0.00% 0.00% (32.02%) (9.55%) 2.14%
ROIC
— — — 0.00% (20.77%) 391.82% 26.88% (152.38%) (2.59%) 6.85%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Hesai Group Sponsored ADR peers in Auto Parts

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Hesai Group Sponsored ADR (HSAI) key facts

  • Hesai Group Sponsored ADR (HSAI) is an Auto Parts company in the Consumer Cyclical sector, traded in the US as an ADR.
  • Hesai Group Sponsored ADR’s revenue for fiscal 2025 (year ended December 2025) was $432.9 million, up 52.1% from fiscal 2024.
  • As of September 25, 2026, HSAI traded at $16.25, a market capitalization of $2.1 billion.
  • Return on equity was 6.85% and debt-to-equity 0.07.

Source: company filings (standardised) and stockrow calculations.

Hesai Group Sponsored ADR (HSAI) Latest News

News by impact score

Fine-tune

3 Sep

3

Ouster partners with GeoCue, prompting questions on whether the deal will speed Ouster LiDAR expansion and challenge competitors including Hesai Group Sponsored ADR. Ouster GeoCue partnership may modestly strengthen a direct LiDAR rival and thereby influence Hesai competitive position.

27 Aug

4

Hesai Group's robotics investments have started generating substantial returns. Robotics payoff signals major strategic gains likely to shift company trajectory and sentiment.

25 Aug

3 transcript

Hesai Group Sponsored ADR (HSAI) released its Q2 2026 earnings call transcript detailing quarterly financial results, operational updates, and forward outlook. Q2 2026 earnings transcript supplies performance data that can shift near-term sentiment without guaranteeing structural change.

21 Aug

4

Hesai is expanding beyond LiDAR into robotics to create a second profit pool. Strategic expansion into robotics marks a major diversification effort likely to alter long-term trajectory.

18 Aug

4

Hesai Group Sponsored ADR (HSAI) shares fell 6.4% after the company reported strong Q2 2026 earnings and delivered an upbeat Q3 outlook. Strong quarterly results and positive forward guidance directly influence valuation, investor sentiment, and near-term stock trajectory.

4

Hesai Group posted record revenue in Q2 2026 earnings call and announced robotics business expansion. Record revenue and robotics expansion represent major strategic growth steps that can significantly shift company trajectory and investor views.

4

Hesai Group reports fresh earnings with accompanying discussion on the narrative driving its valuation. Earnings releases and valuation narratives directly shift HSAI stock trajectory and investor sentiment.

4

Hesai Group released unaudited financial results for the second quarter of 2026. Quarterly earnings results can significantly shift investor sentiment and stock price.

3

Ouster evaluates BlueCity to expand LiDAR applications and capture growth in autonomous and smart city markets. Ouster BlueCity expansion news signals increased competition for Hesai in core LiDAR segments.

3 transcript

Hesai Group discussed Q2 financial results, lidar sales growth and automotive market expansion during its earnings call. Q2 earnings call supplies financial metrics and guidance that moderately affect HSAI investor sentiment and near-term trading.

3

Hesai Group Sponsored ADR shares declined despite strong Q2 revenue growth. Revenue growth did not prevent share price drop, pointing to possible investor concerns on outlook.

10 Aug

3

Ouster stock doubles YTD after another earnings beat, prompting buy consideration for OUST. Competitor Ouster strong earnings and stock doubling signals potential pressure on Hesai market position in LiDAR.

21 Jul

3

Ouster and Hesai compete as Physical AI lidar providers; analysis weighs their technology, market position, financials and growth prospects to identify which stock offers stronger returns now. Direct stock comparison with rival Ouster can shift near-term investor sentiment and positioning for HSAI.

10 Jul

4

Duke professor warns China can disable US self-driving cars through compromised sensors. Nvidia continues integrating Hesai LiDAR despite the risk. Security warning on Hesai sensors threatens adoption, invites scrutiny and damages market perception of HSAI.

10 Jun

3

Ouster advances Physical AI strategy by shifting from LiDAR hardware to full perception platform development. Competitor Ouster's platform expansion increases pressure on Hesai's positioning in LiDAR and perception markets.

20 May

4

Hesai Group secured a lidar deal with Mercedes-Benz and returned to profitability, yet HSAI shares fell 15.8%. Mercedes-Benz lidar contract and return to profitability represent major strategic wins likely to reshape Hesai's market position.

4

Hesai Group secures lidar supply deal with Mercedes-Benz and delivers strong Q1 2026 results, triggering fresh valuation assessment for its sponsored ADR (HSAI). Mercedes-Benz lidar contract plus robust quarterly momentum materially strengthens HSAI growth outlook and competitive standing in autonomous driving.

19 May

4 transcript

Hesai (HSAI) conducted its Q1 2026 earnings call, covering financial results, operational updates, and forward guidance for the lidar technology provider. Earnings call delivers financial results and strategic outlook that directly influence investor sentiment and HSAI stock trajectory.

4

Hesai Group posted strong revenue growth in Q1 2026 and outlined strategic initiatives during its earnings call. Strong revenue growth and strategic plans from the earnings call signal major positive shifts in HSAI financial trajectory and investor outlook.

4

Hesai Group released unaudited financial results for the first quarter of 2026. Quarterly earnings directly shape investor views and near-term stock moves for HSAI.

3 transcript

Hesai Group reported Q1 results in its earnings call with details on revenue, lidar shipments, margin trends, and updated guidance for the year amid expanding autonomous driving demand. Quarterly results and guidance provide moderate updates to financial trajectory and near-term sentiment for HSAI shares.

6 May

3

Rivian is considering producing its own lidar sensors using Chinese technology. Rivian's potential in-house lidar development with Chinese tech may erode Hesai's customer demand and competitive position.

5 May

4

Yole Group ranks Hesai No.1 in long-range ADAS lidar shipments for the fifth consecutive year, highlighting its market leadership. Five-year No.1 ranking in long-range ADAS lidar shipments solidifies Hesai's competitive edge and enhances investor sentiment.

30 Apr

4

Hesai Group (HSAI) raised the bar for the lidar industry with groundbreaking advancements. Hesai's lidar innovations strengthen its competitive edge and boost investor sentiment in a key growth sector.

20 Apr

4

Hesai unveiled Picasso 6D Full-Color SPAD-SoC, next-generation ETX, and innovations in spatial intelligence and physical AI. Major product launches including Picasso 6D SPAD-SoC and next-gen ETX strengthen Hesai's position in LiDAR for autonomous vehicles and robotics.

14 Apr

4

Hesai Group unveils safety-certified AI autonomy for smart logistics powered by 3D LiDAR at MODEX 2026, enhancing autonomous operations in warehousing and distribution. Safety-certified 3D LiDAR demonstration at MODEX 2026 advances Hesai's strategic expansion into smart logistics, boosting competitive positioning and investor interest.

2 Apr

3

Hesai Group's (NASDAQ:HSAI) earnings fail to inspire lasting investor confidence due to concerning trends in profitability and growth sustainability. Earnings concerns could moderately impact financial performance and investor sentiment without fundamentally altering long-term trajectory.

1 Apr

4

BNP Paribas initiates coverage of Hesai Group Sponsored ADR (HSAI) with an Outperform rating. BNP Paribas' Outperform rating initiation provides significant positive analyst validation, likely boosting investor sentiment and HSAI's market performance.

29 Mar

4

Bernstein expresses excitement over Hesai Group's ambitions in Physical AI. Bernstein's positive outlook on Hesai's Physical AI ambitions signals major potential shifts in investor sentiment and competitive positioning.

25 Mar

4

Hesai Group (HSAI) shares fell 18.6% despite reporting first full-year profit and securing LiDAR deal with NVIDIA, raising questions on recent changes. NVIDIA LiDAR deal and first full-year profit signal major strategic boost for growth despite short-term stock drop.

stockrow.com/HSAI · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com