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Consumer Cyclical - Auto - Parts - NASDAQ - CN
$ 18.11
-0.713 %
$ 2.4 B
Market Cap
-1811.0
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jun, 21, 2025.

The intrinsic value of one HSAI stock under the worst case scenario is HIDDEN Compared to the current market price of 18.1 USD, Hesai Group is HIDDEN

This DCF valuation model was last updated on Jun, 21, 2025.

The intrinsic value of one HSAI stock under the base case scenario is HIDDEN Compared to the current market price of 18.1 USD, Hesai Group is HIDDEN

This DCF valuation model was last updated on Jun, 21, 2025.

The intrinsic value of one HSAI stock under the best case scenario is HIDDEN Compared to the current market price of 18.1 USD, Hesai Group is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart HSAI

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$26.0$26.0$24.0$24.0$22.0$22.0$20.0$20.0$18.0$18.0$16.0$16.0$14.0$14.0$12.0$12.0$10.0$10.0Jan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '2515 Jun15 Jun
FINANCIALS
2.08 B REVENUE
10.66%
-205 M OPERATING INCOME
64.15%
-102 M NET INCOME
78.49%
63.5 M OPERATING CASH FLOW
10.90%
956 M INVESTING CASH FLOW
190.14%
251 M FINANCING CASH FLOW
-84.24%
720 M REVENUE
33.43%
107 M OPERATING INCOME
237.97%
147 M NET INCOME
308.89%
0 OPERATING CASH FLOW
0.00%
0 INVESTING CASH FLOW
0.00%
0 FINANCING CASH FLOW
0.00%
Balance Sheet Hesai Group
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Current Assets 4.68 B
Cash & Short-Term Investments 3.2 B
Receivables 797 M
Other Current Assets 684 M
Non-Current Assets 1.31 B
Long-Term Investments 31.8 M
PP&E 1.06 B
Other Non-Current Assets 217 M
53.45 %13.31 %11.42 %17.67 %3.62 %Total Assets$6.0b
Current Liabilities 1.63 B
Accounts Payable 345 M
Short-Term Debt 371 M
Other Current Liabilities 912 M
Non-Current Liabilities 429 M
Long-Term Debt 368 M
Other Non-Current Liabilities 61.1 M
16.77 %18.05 %44.34 %17.87 %2.97 %Total Liabilities$2.1b
EFFICIENCY
Earnings Waterfall Hesai Group
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Revenue 2.08 B
Cost Of Revenue 1.19 B
Gross Profit 885 M
Operating Expenses 1.09 B
Operating Income -205 M
Other Expenses -103 M
Net Income -102 M
3b3b2b2b2b2b1b1b500m500m00(500m)(500m)2b(1b)885m(1b)(205m)103m(102m)RevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
42.59% GROSS MARGIN
42.59%
-9.86% OPERATING MARGIN
-9.86%
-4.93% NET MARGIN
-4.93%
-2.60% ROE
-2.60%
-1.71% ROA
-1.71%
-4.38% ROIC
-4.38%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Hesai Group
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100m100m00(100m)(100m)(200m)(200m)(300m)(300m)(400m)(400m)(500m)(500m)(600m)(600m)(700m)(700m)(800m)(800m)(900m)(900m)(1b)(1b)202020202021202120222022202320232024202420252025
Net Income -102 M
Depreciation & Amortization 86.3 M
Capital Expenditures -271 M
Stock-Based Compensation 116 M
Change in Working Capital 0
Others 49.8 M
Free Cash Flow -208 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Hesai Group
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HSAI has no price targets from Wall Street.
4. DIVIDEND ANALYSIS
5. COMPETITION
6. Ownership
Insider Ownership Hesai Group
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
IPO Stock Of The Week: Robotaxi Leader Hesai Poised To Hit New Buy Point After 323% Move IPO Stock Of The Week and robotaxi leader Hesai is approaching a new buy point in today's stock market following a powerful move since November 2024. investors.com - 3 weeks ago
Hesai: Bullish On Narrower Losses And Unchanged Full-Year Targets I continue to rate Hesai as a Buy, following my evaluation of its recent quarterly performance and forward-looking management guide. HSAI's actual GAAP net loss of RMB 18M was better than the consensus forecast, as the company benefited from higher sales, expense reduction, and fixed-cost leverage effects. The group is still anticipating a robust revenue growth of +56% and a healthy 40% gross margin for full-year FY25. seekingalpha.com - 1 month ago
Hesai Group: Great Growth, Gritty Margins, Grim Valuation Hesai Group is scaling rapidly with strong revenue growth, dominant market share, and new platform launches, but faces margin pressure and valuation excess. Short-seller attacks and geopolitical risks highlight investor uncertainty, despite operational execution and a potential Mercedes-Benz partnership as a strategic milestone. Margin compression looms for HSAI as high-volume, low-cost lidar units dominate shipments, while ASPs and profitability metrics remain under pressure. seekingalpha.com - 1 month ago
Hesai Group (HSAI) Q1 2025 Earnings Call Transcript Hesai Group (NASDAQ:HSAI ) Q1 2025 Earnings Conference Call May 26, 2025 9:00 PM ET Company Participants Yuanting Shi - Head, Capital Markets David Li - Chief Executive Officer Andrew Fan - Chief Financial Officer Conference Call Participants Tina Hou - Goldman Sachs Jessie Lo - Bank of America Tim Hsiao - Morgan Stanley Jia Lou - BOCI Sia Huang - SPDBI Joanna Ma - CMBI Operator Hello, ladies and gentlemen, thank you for standing by. Welcome to Hesai Group's First Quarter 2025 Earnings Conference Call. seekingalpha.com - 1 month ago
Hesai Group Reports First Quarter 2025 Unaudited Financial Results Quarterly net revenues were RMB525.3 million (US$72.4 million) 1 Quarterly lidar shipments were 195,818 units globenewswire.com - 1 month ago
Hesai Group to Report First Quarter 2025 Financial Results on Monday, May 26, 2025 SHANGHAI, China, May 09, 2025 (GLOBE NEWSWIRE) -- Hesai Group (“Hesai,” “Hesai Technology” or the “Company”) (NASDAQ: HSAI), the global leader in three-dimensional light detection and ranging (lidar) solutions, today announced that it will report its first quarter 2025 unaudited financial results on Monday, May 26, 2025, after the close of U.S. markets. The Company's management will host an earnings conference call at 9:00 PM U.S. Eastern Time on May 26, 2025 (9:00 AM Beijing/Hong Kong Time on May 27, 2025). globenewswire.com - 1 month ago
Hesai's AT Series Powers Cadillac's Innovative In-Cabin Lidar Integration in New VISTIQ SUV SHANGHAI , April 25, 2025 /PRNewswire/ -- Hesai Group (Nasdaq: HSAI), the global leader in lidar technology for automotive mobility and robotic applications, announced that its long-range, automotive-grade AT series lidar has been selected by SAIC-GM for integration into Cadillac's new all-electric VISTIQ SUV. The vehicle was unveiled during the Shanghai International Automobile Industry Exhibition (the "Shanghai Auto Show") and showcases the industry's first in-cabin (behind the windshield) lidar deployment, setting a new standard for seamlessly design-integrated sensor systems in passenger vehicles. prnewswire.com - 2 months ago
Is Hesai Group Sponsored ADR (HSAI) Stock Outpacing Its Auto-Tires-Trucks Peers This Year? Here is how Hesai Group Sponsored ADR (HSAI) and Suzuki Motor (SZKMY) have performed compared to their sector so far this year. zacks.com - 2 months ago
Four AT128 Lidar Sensors from Hesai Selected as Primary Lidar for All Pony.ai Seventh-Generation Robotaxis SHANGHAI , April 24, 2025 /PRNewswire/ -- Hesai Group (Nasdaq: HSAI), the global leader in lidar technology for automotive mobility and robotic applications, today announced that its long-range, automotive-grade AT128 lidar has been selected as the primary lidar solution for all three mass production models of the new seventh-generation Robotaxi unveiled by Pony AI Inc. (Nasdaq: PONY), a global leader in the large-scale commercialization of autonomous mobility. Each vehicle will be equipped with four Hesai's AT128 lidar sensors, demonstrating Hesai's critical role in enabling advanced autonomous driving capabilities. prnewswire.com - 2 months ago
Hesai Unveils "Infinity Eye" Lidar Solution for L2, L3 and L4 Autonomous Driving Systems SHANGHAI , April 21, 2025 /PRNewswire/ -- Hesai Group (Nasdaq: HSAI), a global leader in lidar technology, officially launched its groundbreaking lidar solution for L2 to L4 autonomous driving - Infinity Eye - along with three next-generation automotive-grade lidar products: the ETX ultra-long-range lidar, the AT1440 ultra-high-definition lidar, and the FTX fully solid-state blind spot lidar. The solution includes three configurations - Infinity Eye A, Infinity Eye B, and Infinity Eye C - each tailored to meet the specific requirements of L4+ high-level autonomous systems, L3 conditional autonomous driving, and L2 assisted driving, respectively. prnewswire.com - 2 months ago
China's Hesai to launch new lidar for level 3 autonomous driving China's Hesai Group will in 2026 launch a next-generation lidar for level 3 autonomous driving cars with double the detection distance of its best-selling AT128, CEO David Li said on Monday. reuters.com - 2 months ago
Hesai and Zeekr Mark Milestone in Strategic Partnership: Lidar-Equipped As Standard on Zeekr 007GT SHANGHAI , April 16, 2025 /PRNewswire/ -- Hesai Group (Nasdaq: HSAI), the global leader in lidar technology for automotive mobility and robotic applications, today announced that its advanced ATX lidar solution will be integrated as standard into the newly launched luxury shooting brake sedan, Zeekr 007GT. This marks a significant milestone in the strategic partnership between Hesai and Zeekr. prnewswire.com - 2 months ago
8. Profile Summary

Hesai Group HSAI

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COUNTRY CN
INDUSTRY Auto - Parts
MARKET CAP $ 2.4 B
Dividend Yield 0.00%
Description Hesai Group, through with its subsidiaries, engages in the development, manufacture, and sale of three-dimensional light detection and ranging solutions (LiDAR). Its LiDAR products are used in passenger and commercial vehicles with advanced driver assistance systems; autonomous passenger and freight mobility services; and other applications, such as delivery robots, street sweeping robots, and logistics robots in restricted areas. Hesai Group was founded in 2014 and is based in Shanghai, China.
Contact Building L2-B, Shanghai, 201702 https://www.hesaitech.com
IPO Date Feb. 9, 2023
Employees 1142
Officers Mr. Shaoqing Xiang Co-Founder, Chief Technology Officer & Director Yuanting Shi Investor Relations Director Ms. Cailian Yang Vice President of Operations & Director Mr. Peng Fan Chief Financial Officer Dr. Yifan Li Co-Founder, Chief Executive Officer & Director Dr. Kai Sun Co-Founder, Chief Scientist & Director