Professional
Added to YB: 2025-07-30
Pitch date: 2025-07-28
HSAI [bullish]
Hesai Group
-5.05%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$21.7B
Pitch Price
$21.99
Price Target
26.00 (+27%)
Dividend
N/A
EV/EBITDA
39.88
P/E
44.65
EV/Sales
5.53
Sector
Automobile Components
Category
growth
Morgan Stanley Upgrades $HSAI to Overweight, Raises PT to $26
HSAI: Morgan Stanley upgrades to Overweight, PT $26 (from $23). China market share hit 37% in May 2025 vs 22% YoY, surpassing Robosense & Huawei. Volume upside from Xiaomi, Leap Motor & BYD share gains. Overseas growth as L2+ smart driving reaches 15-20% non-China vehicles by 2030, making LiDAR standard in $30k+ cars.
Read full article (1 min)