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Upturn AI SWOT - About
Hesai Group American Depositary Share, each ADS represents one Class B ordinary share (HSAI)
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Upturn Advisory Summary
07/11/2025: HSAI (4-star) is a STRONG-BUY. BUY since 9 days. Profits (8.88%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
14 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $25.23
1 Year Target Price $25.23
| 10 | Strong Buy |
| 3 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 129.83% | Avg. Invested days 32 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/11/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.17B USD | Price to earnings Ratio - | 1Y Target Price 25.23 |
Price to earnings Ratio - | 1Y Target Price 25.23 | ||
Volume (30-day avg) 14 | Beta 1.07 | 52 Weeks Range 3.52 - 24.18 | Updated Date 07/12/2025 |
52 Weeks Range 3.52 - 24.18 | Updated Date 07/12/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.01 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -0.58% | Operating Margin (TTM) -6.37% |
Management Effectiveness
Return on Assets (TTM) -1.09% | Return on Equity (TTM) -0.32% |
Valuation
Trailing PE - | Forward PE 1.07 | Enterprise Value 2865975078 | Price to Sales(TTM) 1.41 |
Enterprise Value 2865975078 | Price to Sales(TTM) 1.41 | ||
Enterprise Value to Revenue 9.17 | Enterprise Value to EBITDA 6089.92 | Shares Outstanding 105469000 | Shares Floating 94771029 |
Shares Outstanding 105469000 | Shares Floating 94771029 | ||
Percent Insiders 7.42 | Percent Institutions 54.72 |
Upturn AI SWOT
Hesai Group American Depositary Share, each ADS represents one Class B ordinary share
Company Overview
History and Background
Hesai Group was founded in 2014. It specializes in LiDAR sensors for autonomous vehicles, robotics, and industrial applications. It has grown to become a major player in the global LiDAR market, focusing on innovation and mass production capabilities. An IPO was completed in early 2023.
Core Business Areas
- LiDAR Sensors: Design, development, and manufacturing of LiDAR sensors for autonomous driving, advanced driver-assistance systems (ADAS), robotics, and industrial automation.
- Software Solutions: Development of software solutions for LiDAR data processing, perception, and application-specific algorithms.
- Robotics Solutions: Robotics solutions that integrate their lidar technology.
Leadership and Structure
The leadership team consists of co-founders and experienced executives in the fields of LiDAR technology, engineering, and business management. The organizational structure is designed to foster innovation and efficient manufacturing.
Top Products and Market Share
Key Offerings
- AT128: Long-range LiDAR sensor designed for autonomous driving applications. It offers high resolution and long-range detection capabilities. It is considered a flagship product. Market share estimated at 50% amongst ADAS lidar sensors. Competitors include Velodyne, Luminar, and Innoviz.
- Pandora: Mid-range LiDAR sensor suitable for robotics and industrial automation applications. Competitors include Ouster, and Robosense.
- QT64: Short-range LiDAR sensor for robotics and smart city applications. Competitors include Blickfeld and SureStar.
Market Dynamics
Industry Overview
The LiDAR market is experiencing rapid growth due to increasing demand for autonomous driving and advanced robotics. The industry is competitive, with several companies developing innovative LiDAR technologies. Market consolidation is expected in the coming years.
Positioning
Hesai is positioned as a technology leader in the LiDAR market, focusing on high-performance sensors and mass production capabilities. Its competitive advantages include its advanced technology, large-scale manufacturing capacity, and strong customer relationships.
Total Addressable Market (TAM)
The total addressable market (TAM) for LiDAR is estimated to be billions of dollars, with projections varying depending on the source and assumptions. Hesai is positioned to capture a significant portion of this TAM through its high-performance sensors and strategic partnerships.
Upturn SWOT Analysis
Strengths
- Advanced LiDAR technology
- Large-scale manufacturing capacity
- Strong customer relationships
- Experienced management team
- High resolution sensors
Weaknesses
- High dependence on the automotive industry
- Limited brand recognition compared to established players
- Concentration of revenue from a few key customers
- Relatively new company compared to competitors.
Opportunities
- Expanding into new markets such as robotics and industrial automation
- Developing new LiDAR technologies for emerging applications
- Forming strategic partnerships with automotive manufacturers
- Increasing adoption of ADAS systems
- Developing lower cost LiDAR solutions.
Threats
- Intense competition from established players
- Technological advancements that could render its products obsolete
- Economic downturn that could reduce demand for autonomous vehicles
- Regulatory changes that could impact the development and deployment of autonomous vehicles
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- Luminar Technologies, Inc. (LAZR)
- Velodyne Lidar, Inc. (VLDR)
- Innoviz Technologies Ltd. (INVZ)
Competitive Landscape
Hesai competes with established players in the LiDAR market. Hesai's advantages include its advanced technology, large-scale manufacturing capacity, and competitive pricing. Disadvantages may include lower brand recognition and dependence on the automotive industry.
Major Acquisitions
N/A
- Year: 0
- Acquisition Price (USD millions): 0
- Strategic Rationale: No significant acquisitions to report.
Growth Trajectory and Initiatives
Historical Growth: Hesai has experienced strong growth in revenue and market share in recent years, driven by the increasing demand for LiDAR sensors. Has now plateaued due to lack of demand.
Future Projections: Future growth is projected to be driven by the expansion of the autonomous driving market and the increasing adoption of LiDAR technology in other industries. Analyst estimates vary depending on market conditions and company performance. Company is struggling as of 2024.
Recent Initiatives: Recent initiatives include expanding its manufacturing capacity, developing new LiDAR technologies, and forming strategic partnerships with automotive manufacturers.
Summary
Hesai Group is a significant player in the LiDAR market, known for its advanced technology and manufacturing capabilities. The company faces intense competition and dependence on the automotive sector. Growth opportunities exist in expanding into new markets and developing innovative solutions. Hesai needs to focus on product diversification and sustainable profitability in a challenging economic climate.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions are subject to change, and actual results may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Hesai Group American Depositary Share, each ADS represents one Class B ordinary share
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2023-02-09 | Co-Founder, CEO & Director Dr. Yifan Li | ||
Sector Consumer Cyclical | Industry Auto Parts | Full time employees 1142 | Website https://www.hesaitech.com |
Full time employees 1142 | Website https://www.hesaitech.com | ||
Hesai Group, through with its subsidiaries, engages in the development, manufacture, and sale of three-dimensional light detection and ranging solutions (LiDAR) in Mainland China, Europe, North America, and internationally. The company offers gas detection products, validation services, solution service, and other services, as well as designs and develops engineering products. Its LiDAR products are used in passenger and commercial vehicles with advanced driver assistance systems; autonomous vehicle fleets providing passenger and freight mobility services; and other applications, such as last-mile delivery robots, street sweeping robots, and logistics robots in restricted areas. Hesai Group was founded in 2014 and is headquartered in Shanghai, China.
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