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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
10/31/2025: HSAI (4-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $30.41
1 Year Target Price $30.41
| 10 | Strong Buy |
| 3 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 77.07% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.63B USD | Price to earnings Ratio 215.73 | 1Y Target Price 30.41 |
Price to earnings Ratio 215.73 | 1Y Target Price 30.41 | ||
Volume (30-day avg) 14 | Beta 1.16 | 52 Weeks Range 4.02 - 30.85 | Updated Date 11/1/2025 |
52 Weeks Range 4.02 - 30.85 | Updated Date 11/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.11 |
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 4.14% | Operating Margin (TTM) 3.24% |
Management Effectiveness
Return on Assets (TTM) 0.2% | Return on Equity (TTM) 2.54% |
Valuation
Trailing PE 215.73 | Forward PE 33.33 | Enterprise Value 4084340066 | Price to Sales(TTM) 1.46 |
Enterprise Value 4084340066 | Price to Sales(TTM) 1.46 | ||
Enterprise Value to Revenue 12.96 | Enterprise Value to EBITDA 8614.01 | Shares Outstanding 129143350 | Shares Floating 107135413 |
Shares Outstanding 129143350 | Shares Floating 107135413 | ||
Percent Insiders 4.43 | Percent Institutions 45.29 |
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 and specializes in developing and manufacturing lidar sensors for autonomous driving, robotics, and industrial applications. It has grown rapidly to become a major player in the lidar market, particularly in China and globally.
Core Business Areas
- Lidar Sensors for Autonomous Driving: Hesai develops high-performance lidar sensors used in autonomous vehicles, providing perception data for navigation and safety. This is their primary revenue driver.
- Lidar Sensors for Robotics: Hesai provides lidar solutions for robots used in various industries, including logistics, manufacturing, and delivery. These sensors enable robots to navigate and interact with their environment.
- Lidar Sensors for Industrial Applications: Hesai offers lidar sensors for industrial applications such as mapping, surveying, and monitoring. These sensors provide precise spatial data for various use cases.
Leadership and Structure
Hesai's leadership team comprises experienced executives with backgrounds in engineering, sales, and management. The organizational structure is designed to support rapid product development, manufacturing, and sales efforts.
Top Products and Market Share
Key Offerings
- AT128: AT128 is a long-range lidar sensor designed for automotive applications, offering high resolution and accuracy. Hesai claims a significant share in the automotive lidar market, especially in China. Competitors include Velodyne, Luminar, and Innoviz.
- Pandora: Pandora is a mid-range lidar sensor suitable for robotics and industrial applications. It provides a good balance of performance and cost. Market share data is less specific, but it competes with Ouster, Sick, and Hokuyo in robotics lidar market.
- XT32: XT32 is a short-range blind spot lidar with a compact size, designed for ADAS applications. Competitors include Bosch, Continental, and Valeo.
Market Dynamics
Industry Overview
The lidar market is experiencing rapid growth driven by the increasing adoption of autonomous driving technology and the demand for robotics and industrial automation. Technological advancements and cost reductions are key trends.
Positioning
Hesai is positioned as a leading provider of high-performance lidar sensors, particularly in the Chinese market. Its competitive advantages include its technology, manufacturing capabilities, and strong relationships with automotive and robotics companies.
Total Addressable Market (TAM)
The global lidar market is projected to reach tens of billions of dollars in the coming years. Hesai is well-positioned to capture a significant share of this market, given its technological capabilities and market presence. The expected TAM for automotive lidar alone is projected in the billions of USD.
Upturn SWOT Analysis
Strengths
- Strong technology and product portfolio
- Established manufacturing capabilities
- Strong relationships with key customers
- Significant market share in China
- Innovative Research & Development
Weaknesses
- Reliance on the Chinese market
- Competition from established players
- Relatively short operating history
- Geopolitical risks
- Concentration of Sales in a Small Number of Key Customers
Opportunities
- Expanding into new geographic markets
- Developing new lidar applications
- Acquiring complementary technologies
- Increasing adoption of autonomous driving
- Growing demand for robotics and automation
Threats
- Intense competition
- Technological disruptions
- Economic downturns
- Regulatory changes
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- VLDR
- LAZR
- INVZ
Competitive Landscape
Hesai faces strong competition from established lidar companies. It competes on technology, price, and customer relationships. Hesai's advantages include its strong presence in China and its innovative products. Disadvantages may include reliance on Chinese market, and competition from companies with longer operating histories.
Growth Trajectory and Initiatives
Historical Growth: Historical growth data is not included as it requires real time access to financial terminals.
Future Projections: Future growth projection data is not included as it requires real time access to financial terminals.
Recent Initiatives: Hesai has been focused on expanding its production capacity, developing new lidar technologies, and securing partnerships with leading automotive and robotics companies.
Summary
Hesai Group is a key player in the lidar market, driven by strong technology and manufacturing. It's well-positioned for growth, yet faces competition and geopolitical risks. Expansion and diversification efforts will be critical to mitigating these challenges and sustaining long-term success. Its future depends on maintaining technological edge and navigating competitive dynamics.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Website
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market share data is approximate and based on publicly available information.
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, Chairman of the Board & CEO 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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