HSAI

Hesai Group American Depositary Share (HSAI) | Rumor.io

Hesai Group

HSAI

Attention (50-day avg)0%

Attention rank (50-day avg)#1,189

Bullish sentiment (50-day avg)89%

Price to earnings ratio32.5

Market capitalization19.6B

Earnings per share0.5

Dividend yield (TTM)—

Revenue (annual)3B

Net income (annual)435.9M

Social

What share of all stock conversation is about HSAI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% new	0% +0	0% 0	0% -0.01

Sep 29

Hesai's FTX sensor is likely 1.5 to 2 times noisier than Microvision's MOVIA-S, but the actual difference in noise level is unclear due to Hesai's unclear claims.
The detection threshold can be adjusted to balance range and detection probability, and the MOVIA-S may have a lower threshold that prioritizes high detection probability over a cleaner point cloud.
Microvision's latest specs for the MOVIA-S have stepped backward from previous versions, while Hesai's FTX has improved in compactness, raising questions about the company's design tradeoffs and competitive positioning.

Generated by AI

Sentiment

Of the messages about HSAI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	0%	98% -2	95.31% +12.86	86.8% +3.45
Bearish	100%	2% new	4.69% -12.86	13.2% -3.45

Bullish· Mar 24

Hesai Group's FY25 earnings report shows significant growth, with revenue increasing by 45.8% to RMB3,027.6M and shipments rising by 222.9% to 1,620,406 units.
The company is expanding its market share in the LiDAR market, which is expected to grow from $3.5 billion to $7 billion by 2028, with Hesai currently holding over 40% of the market share.
Hesai is well-positioned for future growth, with a large market share, profitability, and a strong pipeline of products, including a partnership with NVIDIA and plans to launch new products in 2026.

Bearish· Mar 13

Hesai Group's ($HSAI) stock price is expected to decline to the 17s if it remains weak.
Insiders at Hesai Group are selling large amounts of stock, which may be a bearish signal.
Hesai Group's business model is vulnerable to changes in safety standards and regulations, particularly in the US.

Generated by AI

Topics

Of the messages about HSAI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	85.71%	87.5%	54.84%	56.88%
Macro	14.29%	12.5%	45.16%	23.29%
Analysts	0%	0%	0%	6.91%
Earnings	0%	0%	0%	8.55%
Controversies	0%	0%	0%	0.53%
Technical Analysis	0%	0%	0%	3.85%

Announcements· May 19

Hesai Group's Q1 2026 results show net income of RMB18.3m, revenue of RMB680.6m, up 30%, and 471,723 lidar units shipped.
The company's revenue is expected to reach RMB100m in 2026, and it has raised guidance for Q2.
Hesai Group has been confirmed as a strategic lidar partner and supplier for Mercedes-Benz models enabling L3 autonomy.

Macro· Apr 1

Hesai Group's lidar technology is being used by Mercedes for testing in the US.
The use of Chinese lidar in the US by Mercedes may be influenced by Luminar's issues.
The growth of data centers is expected to drive demand for Hesai Group's lidar technology.

Generated by AI

Community

Of the messages about HSAI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	93.08%	78.8%	74.05%	46.05%
Newcomers	6.92%	21.2%	25.95%	53.95%

Regulars· Sep 29

The regulars are discussing the technical differences between the Hesai FTX sensor and the Microvision Movia-S sensor, with some suggesting that the FTX is only 1.5 to 2 times noisier than the Movia-S, rather than the claimed 100 times.
The regulars are analyzing the false positive rates published by Microvision and Hesai, and suggesting that the differences may not be as significant as initially claimed, with the Movia-S potentially having a design tradeoff that favors high detection probability over low noise.
The regulars are concerned that Microvision's specs may have stepped backward from previous versions, while Hesai has improved the FTX's compactness, and that the company's healthy margins may be due to higher prices in industrial markets, which could make it difficult for Microvision to compete with Hesai on price in the automotive space.

Newcomers· Apr 2

The author highlights the importance of edge AI, specifically mentioning Hesai Group ($HSAI) as a key player in this space, and notes that China's market is driving a margin squeeze in the EV industry.
The newcomer to this asset notes that AI hardware refresh cycles are ongoing, and that the demand for copper remains steady, with NRED being relevant to both CDNS and HSAI.
The author emphasizes that AI clusters are growing in size, and that this growth is reliant on copper per interconnect layer, with NRED being aligned with CDNS and HSAI in this regard.

Generated by AI

News

Zacks Investment Ideas feature highlights: Alibaba, Baidu, Kingsoft Cloud, Tencent, Hesai, Pony AI and WeRide

BABA, BIDU, KC, TCEHY and HSAI highlight China's expanding AI ecosystem, while PONY and WRD add autonomous-driving exposure.

2d agoYahoo Finance Australia

Here's Why You Should Retain HSAI Stock in Your Portfolio

Detailed price information for Hesai Group ADR (HSAI-Q) from The Globe and Mail including charting and trades.

11d agoThe Globe and Mail

Hesai Group Files September 2026 Form 6-K and Publishes 2026 Interim Report

Detailed price information for Hesai Group ADR (HSAI-Q) from The Globe and Mail including charting and trades.

11d agoThe Globe and Mail

Wall Street Sees a Multibillion-Dollar Humanoid Robot Market. These 2 Suppliers Get Paid Either Way. | The Motley Fool

Hesai Group is dominant in lidar sensors, and Parker-Hannifin is a provider of key components.

20d agoThe Motley Fool

UBS Remains a Buy on Hesai Group Class B (2525)

Detailed price information for Hesai Group ADR (HSAI-Q) from The Globe and Mail including charting and trades.

1mo agotheglobeandmail.com

Hesai’s (HSAI) Robotics Bet Just Started Paying Off In A Big Way

On August 18, Hesai Group (NASDAQ:HSAI) held its second quarter earnings call, and the numbers made clear that the lidar maker’s pivot into robotics is no longer a side project. Total net revenues climbed 22% year over year to RMB 861 million, and lidar shipments jumped 78.4% to 628,275 units. But the real headline sat […]

1mo agoYahoo Finance

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Hesai Group American Depositary Share

Consumer Cyclical
Auto Parts

Hesai Group American Depositary Share is an ADR representing Hesai Group’s Class B ordinary shares and giving investors access to the company’s business in lidar technology. Hesai Group develops, manufactures, and sells three-dimensional light detection and ranging solutions used in passenger and commercial vehicles, advanced driver-assistance systems, autonomous vehicle fleets, and other automation-related applications. The company also serves markets such as robotics, industrial automation, mapping, and logistics, where precise sensing and perception tools are essential. Its product portfolio includes lidar sensors, perception software, and related services that support object detection, environment mapping, and navigation in complex operating conditions. Headquartered in Shanghai, China, Hesai Group plays a significant role in the global automotive and intelligent mobility supply chain through its focus on sensing systems for vehicles and machines.

Website

Location

Building A

Shanghai, 200050

China

Social

What share of all stock conversation is about HSAI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% new	0% +0	0% 0	0% -0.01

Sep 29

Hesai's FTX sensor is likely 1.5 to 2 times noisier than Microvision's MOVIA-S, but the actual difference in noise level is unclear due to Hesai's unclear claims.
The detection threshold can be adjusted to balance range and detection probability, and the MOVIA-S may have a lower threshold that prioritizes high detection probability over a cleaner point cloud.
Microvision's latest specs for the MOVIA-S have stepped backward from previous versions, while Hesai's FTX has improved in compactness, raising questions about the company's design tradeoffs and competitive positioning.

Generated by AI

Sentiment

Of the messages about HSAI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	0%	98% -2	95.31% +12.86	86.8% +3.45
Bearish	100%	2% new	4.69% -12.86	13.2% -3.45

Bullish· Mar 24

Hesai Group's FY25 earnings report shows significant growth, with revenue increasing by 45.8% to RMB3,027.6M and shipments rising by 222.9% to 1,620,406 units.
The company is expanding its market share in the LiDAR market, which is expected to grow from $3.5 billion to $7 billion by 2028, with Hesai currently holding over 40% of the market share.
Hesai is well-positioned for future growth, with a large market share, profitability, and a strong pipeline of products, including a partnership with NVIDIA and plans to launch new products in 2026.

Bearish· Mar 13

Hesai Group's ($HSAI) stock price is expected to decline to the 17s if it remains weak.
Insiders at Hesai Group are selling large amounts of stock, which may be a bearish signal.
Hesai Group's business model is vulnerable to changes in safety standards and regulations, particularly in the US.

Generated by AI

Topics

Of the messages about HSAI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	85.71%	87.5%	54.84%	56.88%
Macro	14.29%	12.5%	45.16%	23.29%
Analysts	0%	0%	0%	6.91%
Earnings	0%	0%	0%	8.55%
Controversies	0%	0%	0%	0.53%
Technical Analysis	0%	0%	0%	3.85%

Announcements· May 19

Hesai Group's Q1 2026 results show net income of RMB18.3m, revenue of RMB680.6m, up 30%, and 471,723 lidar units shipped.
The company's revenue is expected to reach RMB100m in 2026, and it has raised guidance for Q2.
Hesai Group has been confirmed as a strategic lidar partner and supplier for Mercedes-Benz models enabling L3 autonomy.

Macro· Apr 1

Hesai Group's lidar technology is being used by Mercedes for testing in the US.
The use of Chinese lidar in the US by Mercedes may be influenced by Luminar's issues.
The growth of data centers is expected to drive demand for Hesai Group's lidar technology.

Generated by AI

Community

Of the messages about HSAI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	93.08%	78.8%	74.05%	46.05%
Newcomers	6.92%	21.2%	25.95%	53.95%

Regulars· Sep 29

The regulars are discussing the technical differences between the Hesai FTX sensor and the Microvision Movia-S sensor, with some suggesting that the FTX is only 1.5 to 2 times noisier than the Movia-S, rather than the claimed 100 times.
The regulars are analyzing the false positive rates published by Microvision and Hesai, and suggesting that the differences may not be as significant as initially claimed, with the Movia-S potentially having a design tradeoff that favors high detection probability over low noise.
The regulars are concerned that Microvision's specs may have stepped backward from previous versions, while Hesai has improved the FTX's compactness, and that the company's healthy margins may be due to higher prices in industrial markets, which could make it difficult for Microvision to compete with Hesai on price in the automotive space.

Newcomers· Apr 2

The author highlights the importance of edge AI, specifically mentioning Hesai Group ($HSAI) as a key player in this space, and notes that China's market is driving a margin squeeze in the EV industry.
The newcomer to this asset notes that AI hardware refresh cycles are ongoing, and that the demand for copper remains steady, with NRED being relevant to both CDNS and HSAI.
The author emphasizes that AI clusters are growing in size, and that this growth is reliant on copper per interconnect layer, with NRED being aligned with CDNS and HSAI in this regard.

Generated by AI

Hesai Group

Social

Sep 29

Bullish· Mar 24

Bearish· Mar 13

Announcements· May 19

Macro· Apr 1

Regulars· Sep 29

Newcomers· Apr 2

Zacks Investment Ideas feature highlights: Alibaba, Baidu, Kingsoft Cloud, Tencent, Hesai, Pony AI and WeRide

Here's Why You Should Retain HSAI Stock in Your Portfolio

Hesai Group Files September 2026 Form 6-K and Publishes 2026 Interim Report

Wall Street Sees a Multibillion-Dollar Humanoid Robot Market. These 2 Suppliers Get Paid Either Way. | The Motley Fool

UBS Remains a Buy on Hesai Group Class B (2525)

Hesai’s (HSAI) Robotics Bet Just Started Paying Off In A Big Way

Also Discussed

Hesai Group American Depositary Share

Company Information

Location

Zacks Investment Ideas feature highlights: Alibaba, Baidu, Kingsoft Cloud, Tencent, Hesai, Pony AI and WeRide

Here's Why You Should Retain HSAI Stock in Your Portfolio

Hesai Group Files September 2026 Form 6-K and Publishes 2026 Interim Report

Wall Street Sees a Multibillion-Dollar Humanoid Robot Market. These 2 Suppliers Get Paid Either Way. | The Motley Fool

UBS Remains a Buy on Hesai Group Class B (2525)

Hesai’s (HSAI) Robotics Bet Just Started Paying Off In A Big Way

Also Discussed

Social

Sep 29

Bullish· Mar 24

Bearish· Mar 13

Announcements· May 19

Macro· Apr 1

Regulars· Sep 29

Newcomers· Apr 2