Nama Insights

Hesai Group (HSAI)

Consumer Cyclical · Auto Parts · NASDAQ

Hesai Group (HSAI) is a Consumer Cyclical company in the Auto Parts industry. It has a market capitalization of $18.01B, a trailing price-to-earnings ratio of 23.5 and a free-cash-flow yield of -1.6%. Over the most recent reported fiscal year, revenue grew 45.8%. Nama's AI scorecard rates it Sell, 4.1 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Sell · 4.1/10
Negative, at the mild end of Sell. As of Nov 7, 2026.
Momentum
Trailing · -27.6% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-53.5%
How far the last close sits under the highest price of the past five years.
Market cap$18.01B
Trailing P/E23.5
Price / book13.4
Price / sales35.8
FCF yield-1.6%
Dividend yield—
Gross margin40.6%
Operating margin3.8%
Net margin14.9%
Revenue growth (YoY)+45.8%
Revenue growth (3-yr annual)+36.0%
EPS growth (YoY)—
FCF/share growth (YoY)—
Beta1.4
ExchangeNASDAQ
SectorConsumer Cyclical
IndustryAuto Parts

HSAI earnings

Next report: Nov 10, 2026 (Q3 2026, EPS estimate $0.19). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q2 2026 Aug 18, 2026 $0.10 $0.06 +48.8% $129.70M
Q1 2026 May 19, 2026 $0.04 $0.03 +70.6% $102.54M
Q4 2025 Mar 24, 2026 $0.17 $0.23 -27.4% $150.74M
Q3 2025 Nov 11, 2025 $0.30 $0.12 +153.2% $119.84M

HSAI analyst price target

Median target $26.39 from 18 analysts, ranging $15.50 – $36.39.

Auto Parts peers

TickerCompanyMarket capP/E
ORLY O'Reilly Automotive $72.33B 27.6
AZO AutoZone $51.77B 21.1
GPC Genuine Parts $16.93B 16.3
MGA Magna International $16.06B 8.5
BWA BorgWarner $9.80B 9.0
ALSN Allison Transmission $9.60B 12.2
AUR Aurora Innovation $8.91B —
ALV Autoliv $8.89B 12.5
Explore live HSAI data on Nama Insights →

HSAI FAQ

Is HSAI a buy?
Nama's AI scorecard currently rates Hesai Group Sell (4.1 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is HSAI's P/E ratio?
Hesai Group trades at a trailing price-to-earnings ratio of 23.5.
When does HSAI report earnings?
Hesai Group's next scheduled report is on Nov 10, 2026. Analysts expect EPS of $0.19.
What is the HSAI price target?
The median analyst price target from 18 analysts is $26.39, with a range of $15.50 – $36.39.
Is HSAI Shariah compliant?
Nama's AAOIFI-style screen reads Hesai Group as Not Shariah Compliant. At least one of the three ratios or the industry test failed.