Hesai Group
Hesai Technology develops, manufactures and sells LiDAR products for customers in ADAS and robotics markets, including automotive manufacturers, autonomous mobility operators and users of industrial, agricultural and service robots. Its product lines include the AT, ET and FT series for ADAS, and the Pandar, OT, XT, QT and JT series for robotics and other applications such as warehousing, logistics, manufacturing and spatial perception. Hesai Technology also offers gas sensors for remote methane leak detection and oxygen sensors for high-end medical ventilators. Hesai Technology makes money by selling its LiDAR and sensor products. It manufactures LiDAR products at its own facilities, including the Hertz Center in Hangzhou and the Maxwell Center in Shanghai, and has a manufacturing facility in Thailand under renovation. Its customers span more than 40 countries, and it has offices in Shanghai, Palo Alto and Stuttgart. Hesai Technology’s principal executive offices are in Shanghai.
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No SEC Form 4 filings for $HSAI in the last 30 days.
See all $HSAI insider activity →Hesai Group (HSAI) may see a 9.8% stock price move following its earnings report on Nov. 10, based on options data from Bloomberg. The company's stock has exceeded implied moves in five of the past eight earnings announcements, with both upward and downward movements observed.
Hesai Technology holds 62% of the global robotaxi lidar market, according to Yole Group. Its lidar is used in major robotaxi programs like Baidu Apollo Go and WeRide. Yole projects the global robotaxi fleet will grow to 331,000 by 2031, driving demand for lidar. Hesai is advancing its next-gen lidar platform and scaling manufacturing, with cumulative deliveries exceeding 3.5 million units as of June 2026.
Hesai Group (HSAI) launched Kosmo, a 3D world data engine for Physical AI, combining its AI spatial camera with a cloud platform. The system digitizes real-world environments for robot training, filmmaking, and location services. Hesai announced partnerships with Galbot, Dexmal, Pixar's RenderMan, and Amap. Kosmo aims to reduce costs and time for 3D data creation, with applications in robotics, media, and cultural preservation.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning HSAI (Hesai Group). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent HSAI coverage spans earnings, sector analysis and technology.
Options-implied volatility suggests a larger-than-usual earnings reaction window, raising near-term trading sensitivity to the print.
Market-share leadership and broad program selection support a bullish read-through for Hesai’s robotaxi lidar demand and scale narrative.
The product launch could drive incremental revenue and improve market perception of Hesai's growth prospects.
Shares may remain range-bound as investors weigh operational momentum against China and U.S. national-security overhang.
Positive earnings beat and strong shipment growth suggest upside potential.
AlphAI scores every news story that mentions HSAI with an AI model for sentiment and relevance, and aggregates insider trades from Hesai Group's SEC EDGAR Form 4 filings. Figures refresh continuously.
Hesai Group (HSAI) may see a 9.8% stock price move following its earnings report on Nov. 10, based on options data from Bloomberg. The company's stock has exceeded implied moves in five of the past eight earnings announcements, with both upward and downward movements observed.
Hesai Technology holds 62% of the global robotaxi lidar market, according to Yole Group. Its lidar is used in major robotaxi programs like Baidu Apollo Go and WeRide. Yole projects the global robotaxi fleet will grow to 331,000 by 2031, driving demand for lidar. Hesai is advancing its next-gen lidar platform and scaling manufacturing, with cumulative deliveries exceeding 3.5 million units as of June 2026.
Hesai Group (HSAI) launched Kosmo, a 3D world data engine for Physical AI, combining its AI spatial camera with a cloud platform. The system digitizes real-world environments for robot training, filmmaking, and location services. Hesai announced partnerships with Galbot, Dexmal, Pixar's RenderMan, and Amap. Kosmo aims to reduce costs and time for 3D data creation, with applications in robotics, media, and cultural preservation.
Ouster (OUST) reported Q2 2026 revenue of $55m, up 56% YoY, with 17,000 sensors shipped. It launched Rev8 lidar and ZED X Nano camera, guiding Q3 revenue of $54.5m-$57.5m. Hesai (HSAI) saw Q2 revenue rise 21.9% YoY to $126.9m but missed EPS estimates. Aeva (AEVA) announced a photonics pivot, reporting Q2 revenue of $6.1m, up 11.34% YoY. OUST shares up 51.52% YTD, HSAI down 26.38%, AEVA up 6.85%.
The humanoid robot market is projected to grow from $2.3B in 2025 to $43.8B by 2035, according to Global Growth Insights. Hesai Group (HSAI) and Parker-Hannifin (PH) are key suppliers benefiting from this growth, with both reporting strong earnings. Hesai specializes in lidar systems, while Parker-Hannifin provides motion control components. Both companies are seeing double-digit earnings growth, with Hesai reporting a 21.9% revenue increase and Parker-Hannifin achieving a 9.8% revenue growth in
Summit Therapeutics (SMMT) shares rose 10.1% to $16.07 after positive Phase III study results. Snowflake (SNOW) gained 20.6% following better-than-expected earnings. HUTCHMED (HCM) rose 13% after a licensing deal. Tesla (TSLA) increased 5.7% to $377.53. Other stocks like Robinhood (HOOD), Coinbase (COIN), and others also saw gains.
Hesai Group (HSAI) reported Q2 revenue growth of 22% YoY to RMB 861M, with lidar shipments up 78.4%. Robotics lidar shipments surged 193.4% to 142,371 units, and new robotics businesses generated first commercial revenue. The company raised full-year guidance for its Strategic Growth Initiatives segment to RMB 200-300M. Gross margin slipped to 40.1% due to lower-margin product mix, and the SGI segment posted an operating loss of RMB 64M.
Hesai Group (HSAI) shares fell 6.7% to $17.08. The GF Value™ indicates a 12.5% upside potential, suggesting undervaluation. The company has a GF Score™ of 77/100, with strong growth but weak profitability. No insider transactions were reported in the past year, and two gurus hold shares, adding to their positions.
Hesai (HSAI) reported Q2 2026 revenue of RMB 861M ($127M), up 22% YoY, with net income of RMB 71M ($10M), up 60%. Lidar shipments rose 78.4% YoY to 628,275 units. The company raised guidance for SGI revenue and expects Q3 revenue of RMB 1.1B-1.15B. Hesai maintains 44% market share in China's ADAS lidar market and is expanding into robotics.
The U.S. is investigating Chinese lidar sensors for potential cybersecurity risks, with Idaho National Laboratory testing their vulnerability to hacking. Automakers like Rivian, GM, and Ford claim no knowledge of the review, while Hesai's shares trade below their 52-week high amid regulatory concerns. The outcome could impact lidar suppliers and automaker strategies.
