Added to YB: 2025-08-26
Pitch date: 2025-08-22
HSAI [neutral]
Hesai Group
-12.89%
current return
Author Info
The Reservist is building a long-duration high growth portfolio of companies, looking to outperform the QQQ for the next 7 years. In depth stock analysis and portfolio management thoughts. Sign up for the newsletter.
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
$23.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
39.88
P/E
44.65
EV/Sales
5.53
Sector
Automobile Components
Category
growth
Q2 25' Lidar Landscape report - Hesai Group
HSAI (quick overview): Only profitable lidar player shipping 1.2M units. Current $200 price point needs to reach ~$500 for better lidars targeting western OEMs or Chinese L3 makers. Making inroads with new long-range lidars at GM/Toyota/Audi JVs in China + likely Mercedes in Europe (progressed B to C sample), proving global potential.
Read full article (1 min)