Hesai Group
HSAI
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Hesai Group is positioned well within the auto parts industry, focusing on advanced sensor technology for autonomous vehicles, which is expected to see significant growth as the market evolves.
- In Q2 2026, Hesai reported a revenue increase of 26% compared to the previous quarter, reaching $861 million.
- The gross margin improved to 40.1% in Q2 2026, up from 39.1% in the prior quarter.
- Despite its growth potential, Hesai faces challenges with a high debt-to-equity ratio of 7.884, indicating potential financial risk.
- In 2023, Hesai reported a net income loss of $475.968 million, reflecting ongoing profitability issues.
- The operating margin was negative at -30.8% in 2023, highlighting operational inefficiencies that need to be addressed.
Fundamentals
| Market cap | $19.62B | Enterprise value | -$3.50B | Trailing P/E | 33.21 | Forward P/E | 17.79 |
| PEG | 0.51 | Price / book | 1.84 | Beta | 1.37 | Dividend yield | 0.00% |
| Revenue growth | 21.9% | Earnings growth | 25.0% | Gross margin | 40.7% | Operating margin | 0.3% |
| Profit margin | 14.9% | ROE | 7.5% | ROA | -0.1% | Debt / equity | 0.08 |
| Current ratio | 5.37 | Free cash flow | -$328.20M | Analyst recommendation | strong_buy | Mean target | $28.59 |
| 52w high | $29.35 | 52w low | $14.29 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | |
|---|---|---|---|---|---|
| Revenue | $861M | $681M | $1.0B | $795M | $706M |
| Op margin | 0.3% | -1.3% | 5.7% | 9.7% | 3.2% |
| Net income | $70.5M | $18.3M | $153M | $256M | $44.1M |
| Gross margin | 40.1% | 39.1% | 41.0% | 42.1% | 42.5% |
| Gross profit | $345M | $266M | $410M | $335M | $300M |
| Operating income | $2.2M | -$8.6M | $56.8M | $77.4M | $22.9M |
- Revenue +26% vs prior quarter ($861M vs $681M).
- Gross margin 40.1% (was 39.1% prior quarter).
- Operating margin expanded to 0.3%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $3.0B | $2.1B | $1.9B | $1.2B | — |
| Op margin | 4.1% | -19.7% | -30.8% | -31.4% | — |
| Net income | $436M | -$102M | -$476M | -$301M | — |
| Gross margin | 41.8% | 42.6% | 35.2% | 39.2% | — |
| Gross profit | $1.3B | $885M | $661M | $472M | — |
| Operating income | $124M | -$408M | -$578M | -$378M | — |
Headlines — positive tone
• [OK · fundamentals] Hesai Group (HSAI) (Q2 2026) Earnings Call Highlights: Record Revenue and Robotics Expansion ...
News
2026-10-01 · Hesai (HSAI) Stock Trades Below Fair Value Following Its 74% Run
2026-09-28 · Zacks Investment Ideas feature highlights: Alibaba, Baidu, Kingsoft Cloud, Tencent, Hesai, Pony AI and WeRide
2026-09-25 · Trump-Xi Meeting Puts These 5 Chinese AI Stocks in Focus
2026-09-24 · What's Driving Demand for Ouster's Rev8 OS1 Max Digital Lidar?
2026-09-18 · Here's Why You Should Retain HSAI Stock in Your Portfolio
2026-09-09 · Wall Street Sees a Multibillion-Dollar Humanoid Robot Market. These 2 Suppliers Get Paid Either Way.
2026-09-09 · Ouster Is Up 70% YTD: Time to Buy More, Hold or Book Profits?
2026-09-03 · Will GeoCue Partnership Accelerate Ouster's Lidar Growth?
2026-08-27 · Hesai’s (HSAI) Robotics Bet Just Started Paying Off In A Big Way
2026-08-25 · Hesai (HSAI) Q2 2026 Earnings Call Transcript
2026-08-21 · Hesai (HSAI) Is Moving Beyond LiDAR. Can Robotics Become a Second Profit Pool?
2026-08-21 · Einride AB Reports Growth Acceleration & Fleet Scale Moves Towards 2028 – Quarterly Update Report
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