Added to YB: 2026-10-06
Pitch date: 2026-10-01
HSAI [bullish]
Hesai Group
-15.34%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$16.1B
Pitch Price
$15.78
Price Target
N/A
Dividend
N/A
EV/EBITDA
83.35
P/E
32.33
EV/Sales
3.05
Sector
Automobile Components
Category
growth
HESAI (HSAI): The eyes, understanding, and muscles of the robotics revolution
HSAI (monitor): Hesai is seeking to expand from LiDAR into a multi-brand robotics supplier spanning perception, Kosmo spatial intelligence and actuators, participating across several value chains without manufacturing robots itself. Management targets RMB200-300M of 2026 revenue from new strategic initiatives and about $100M plus profitability in 2027, but Kosmo and actuators remain early-stage, customer overlap is unproven, and valuation, adoption, margins, competition and geopolitical risk require scrutiny.
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