Consumer Cyclical
Hesai Group(HSAI)
Live Price
Offline$16.89
-1.11% today
1Y Change
-15.64%
Window
Jun 25, 2025 β Jun 22, 2026
- Market Cap
- $20.15B
- Revenue Growth
- +41.8%
- EPS Growth
- +489.9%
- Dividend Yield
- 0.0%
Coverage: 248 bars Β· Jun 25, 2025 β Jun 22, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Hesai Group (HSAI) is a Consumer Cyclical stock with a market cap of $20.15B and listed on NASDAQ. The stock last traded around $16.89 and down 15.6% across the available one-year price window (Jun 25, 2025 β Jun 22, 2026). Baseline metrics include revenue growth of +41.8%, EPS growth of +489.9%, a dividend yield of 0.0%. What stands out right now is revenue +41.8%, EPS +489.9%, free cash flow +10.0% with operating margin 1.6% and ROIC 0.5%. Valuation already assumes a fairly strong business story at P/E 55.9 and price/sales 6.7. Overall, the current profile looks closer to a higher-growth but lower-margin setup than a generic broad-market placeholder. Stock Foundry combines HSAI price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Cyclical peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+41.8% vs +7.5% peer median
Operating Margin
Below sector median
+1.6% vs +8.4% peer median
P/E
Above sector median
55.9 vs 18.1 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report came in below the EPS bar
Q2 2026 was reported on Jun 25, 2026 with an EPS surprise of -14.7%.
The operating story is still moving forward
Revenue is running at +41.8% and EPS at +489.9%, with operating margin around 1.6%.
The next real check-in already has a date
The next earnings event is scheduled for Jun 25, 2026, which is the clearest near-term catalyst for confirming whether the current trend is holding up.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -5.6% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
Q2 2026 May 19, 2026 | +70.6% | +1.1% | +3.0% | -14.7% |
Q1 2026 Mar 24, 2026 | -27.5% | -1.9% | -5.5% | +6.9% |
Q4 2025 Nov 11, 2025 | +153.2% | +3.7% | -14.3% | -1.2% |
Benchmark Edge
HSAI vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
HSAI
β
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
HSAI Max Drawdown
-49.56%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for HSAI and SPY.
Company Overview
Hesai Group
NASDAQ Global Select
Hesai Group, through with its subsidiaries, engages in the development, manufacture, and sale of three-dimensional light detection and ranging solutions (LiDAR). Its LiDAR products are used in passenger and commercial vehicles with advanced driver assistance systems; autonomous passenger and freight mobility services; and other applications, such as delivery robots, street sweeping robots, and logistics robots in restricted areas. Hesai Group was founded in 2014 and is based in Shanghai, China.
- Leadership
- Yifan Li
- IPO Date
- Feb 9, 2023
- Employees
- 1.1k
- Street Address
- Building L2-B
- Mailing
- Shanghai, 201702
- Region
- Shanghai, CN
- Reporting Currency
- USD
- Investor Line
- 86 21 3158 8240
- Last Updated
- Apr 30, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 55.9
- EV/EBITDA
- 106.8
- Price/Sales
- 6.7
- Price/Book
- 2.7
Growth
- Revenue
- +41.8%
- EPS
- +489.9%
- Free Cash Flow
- +10.0%
Profitability
- Gross Margin
- 41.8%
- Operating Margin
- 1.6%
- Net Margin
- 14.4%
- ROE
- 6.5%
- ROIC
- 0.5%
Balance Sheet
- Debt/Equity
- 0.11
- Current Ratio
- 3.73
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.