Added to YB: 2026-07-03
Pitch date: 2026-07-01
HSAI [bullish]
Hesai Group
-3.15%
current return
Author Info
No bio for this author
Company Info
Hesai Group, through with its subsidiaries, engages in the development, manufacturing, and sale of three-dimensional light detection and ranging solutions (LiDAR) in Mainland China, Europe, North America, and internationally.
Market Cap
$19.4B
Pitch Price
$17.75
Price Target
30.00 (+65%)
Dividend
N/A
EV/EBITDA
96.54
P/E
40.53
EV/Sales
4.54
Sector
Automobile Components
Category
growth
Hesai Group: The Company That Sells the Eyes — and Now the Muscles — of the Robot Age
HSAI: World #1 LiDAR maker (~40% global, 51%+ China long-range), rev +46% to RMB3.03B in 2025, first GAAP profit; net cash ~$710M, Nvidia/Mercedes partner. Trades ~27x fwd (fair value), PEG 0.6, ~40%+ EPS growth, ~50% annualized upside/3yr. Robotics/Kosmo free option. Risks: China/ADR overhang, margin mix. Modest position.
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