HSAI
Hesai Group
$18.15
+0.50%
$2.8B
No data for this timeframe.
Vol
Market Cap$2.8B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (97%)
Inst. Holders50 funds
Inst. Value$592.7M
Inst. Activity9 buys / 11 sells
Reddit Sentiment50° Neutral
SEC Reports5
Press Releases3
Exchange OTC·Sector General Industrial Machinery & Equipment, NEC·Inc. E9·CIK 0001861737·Prev Close $18.06
Recent Activity
Jun 12, 2026
SEC
Hesai Group granted 737,054 restricted stock units (RSUs) to 302 employees on June 12, 2026, under its 2021 equity incen
6-K — Impact 2/10
Jun 11, 2026
SEC
In Q3 2025, Hesai Group (HSAI) saw a mixed institutional cluster with net buying of $135.1M. Passive investors (Fidelity
INST-CLUSTER — Impact 4/10
Jun 11, 2026
short_volume
Short Volume: HSAI — 55.5% short (0.3M / 0.6M)
Short: 335,702 | Exempt: 1,202 | TRF Vol: 604,702 | Short Ratio: 55.5% | Off-exchange volume (dark p
Jun 5, 2026
SEC
Hesai Group filed a Form 6-K with the SEC, attaching its monthly return (FF301) to the Hong Kong Stock Exchange for May
6-K — Impact 2/10
Mar 25, 2026
Insider
Sun Kai was granted 157,000 shares
Chief Scientist
Mar 25, 2026
Insider
Li Yifan was granted 157,000 shares
Chief Executive Officer
Mar 25, 2026
Insider
Wang Hui (Jasmine) was granted 6,565 shares
Director
Inst.
SCHRODER INVESTMENT MANAGEMENT GROUP — DOUBLED
7,936,581 shares ($140.7M)
Price Targets
$30.27
+66.8% upside
Strong Buy
Current $18.15
Low $25.50
Median $30.06
High $36.26
21 analysts
$25.50
$36.26
Analyst Ratings
11Strong Buy
19Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 20, 2026 | Amerx | REITERATE | Hold → Hold |
| May 11, 2026 | Amerx | INITIATE | Hold |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.64 ▲ +30.6% | $0.55 — $0.73 | 2 | |
| Next Q | $1.32 ▼ -24.5% | $1.28 — $1.36 | -34% YoY | 2 |
| Current FY | $3.93 ▼ -5.1% | $3.07 — $4.84 | 4% YoY | 11 |
| Next FY | $6.14 ▼ -3.4% | $5.40 — $7.69 | 56% YoY | 13 |
Latest Reports
NEUTRAL
6-K
2/10
Hesai Group granted 737,054 restricted stock units (RSUs) to 302 employees on June 12, 2026, under its 2021 equity incen
Jun 12, 2026
MIXED
INST-CLUSTER
4/10
In Q3 2025, Hesai Group (HSAI) saw a mixed institutional cluster with net buying of $135.1M. Passive investors (Fidelity
Jun 11, 2026
NEUTRAL
Press
3/10
Hesai Group filed its annual report on Form 20-F for fiscal year 2025 and released its 2025 ESG Report, highlighting pro
Apr 24, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROUP | $140.7M | DOUBLED |
| FMR LLC | $70.4M | TRIM |
| VANGUARD CAPITAL MANAGEMENT LLC | $56.0M | — |
| DEUTSCHE BANK AG\ | $38.3M | DOUBLED |
| FIL Ltd | $36.7M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 25, 2026 | Sun Kai | A | $0.00 |
| Mar 25, 2026 | Li Yifan | A | $0.00 |
| Mar 25, 2026 | Wang Hui | A | $0.00 |
| Mar 25, 2026 | Xiang Shaoqing | A | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $592.7M total value (31,590,351 shares) as of 2026-Q1. Top holders: SCHRODER, FMR, VANGUARD. Net selling activity: 11 institutions trimmed/exited vs 9 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | SCHRODER INVESTMENT MANAGEMENT GROUP | 7,936,581 | $140.7M | 23.7% | DOUBLED +284.2% |
| 2 | FMR LLC | 3,682,169 | $70.4M | 11.9% | TRIM -47.9% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2,930,807 | $56.0M | 9.5% | — |
| 4 | DEUTSCHE BANK AG\ | 2,003,502 | $38.3M | 6.5% | DOUBLED +124.6% |
| 5 | FIL Ltd | 1,920,158 | $36.7M | 6.2% | — |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 1,598,853 | $30.6M | 5.2% | — |
| 7 | FEDERATED HERMES, INC. | 1,226,205 | $23.4M | 4.0% | DOUBLED +8076.3% |
| 8 | Artisan Partners Limited Partnership | 1,031,044 | $19.7M | 3.3% | NEW |
| 9 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,016,334 | $19.4M | 3.3% | — |
| 10 | VANGUARD FIDUCIARY TRUST CO | 841,059 | $16.1M | 2.7% | — |
| 11 | D. E. Shaw & Co., Inc. | 665,404 | $12.7M | 2.1% | TRIM -66.8% |
| 12 | NORDEA INVESTMENT MANAGEMENT AB | 596,255 | $11.3M | 1.9% | NEW |
| 13 | SRS Investment Management, LLC | 559,706 | $10.7M | 1.8% | NEW |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 544,200 | $10.4M | 1.8% | — |
| 15 | Allianz Asset Management GmbH | 390,127 | $7.5M | 1.3% | NEAR_EXIT -81.3% |
| 16 | GOLDMAN SACHS GROUP INC | 352,695 | $6.7M | 1.1% | — |
| 17 | MORGAN STANLEY | 335,786 | $6.4M | 1.1% | TRIM -56.4% |
| 18 | STATE STREET CORP | 285,508 | $5.5M | 0.9% | TRIM -37.7% |
| 19 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 277,870 | $5.3M | 0.9% | TRIM -62.9% |
| 20 | Legal & General Group Plc | 268,418 | $5.1M | 0.9% | DOUBLED +10399.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROUP | DOUBLED | 2,065,906 | 7,936,581 | +284.2% | $140.7M | 2026-Q1 |
| FMR LLC | TRIM | 7,072,431 | 3,682,169 | -47.9% | $70.4M | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB | NEW | — | 596,255 | — | $11.3M | 2026-Q1 |
| Allianz Asset Management GmbH | NEAR_EXIT | 2,088,332 | 390,127 | -81.3% | $7.5M | 2026-Q1 |
| MORGAN STANLEY | TRIM | 769,990 | 335,786 | -56.4% | $6.4M | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | TRIM | 749,097 | 277,870 | -62.9% | $5.3M | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 155,232 | 246,630 | +58.9% | $4.5M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 477,018 | 147,756 | -69.0% | $2.8M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 206,208 | 121,129 | -41.3% | $2.3M | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | ADD | 49,331 | 93,878 | +90.3% | $1.8M | 2026-Q1 |
| B. Metzler seel. Sohn & Co. AG | DOUBLED | 15,473 | 74,199 | +379.5% | $1.4M | 2026-Q1 |
| FRANKLIN RESOURCES INC | ADD | 28,785 | 41,185 | +43.1% | $787.5K | 2026-Q1 |
| M&T BANK CORP | TRIM | 129,635 | 40,129 | -69.0% | $767.3K | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC | ADD | 28,905 | 39,826 | +37.8% | $761.5K | 2026-Q1 |
| Trexquant Investment LP | NEAR_EXIT | 168,142 | 36,564 | -78.3% | $699.1K | 2026-Q1 |
| Verition Fund Management LLC | TRIM | 71,385 | 17,873 | -75.0% | $341.7K | 2026-Q1 |
| RHUMBLINE ADVISERS | ADD | 316 | 496 | +57.0% | $9.5K | 2026-Q1 |
| ASSETMARK, INC | DOUBLED | 8 | 49 | +512.5% | $937.00 | 2026-Q1 |
| Point72 Asset Management, L.P. | EXIT | 1,691,192 | 0 | -100.0% | $0.00 | 2026-Q1 |
| NORGES BANK | EXIT | 1,083,028 | 0 | -100.0% | $0.00 | 2026-Q1 |
| FMR LLC | TRIM | 9,895,240 | 7,072,431 | -28.5% | $158.4M | 2025-Q4 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | DOUBLED | 11,792 | 2,065,906 | +17419.6% | $46.3M | 2025-Q4 |
| Point72 Asset Management, L.P. | NEW | — | 1,691,192 | — | $37.9M | 2025-Q4 |
| DEUTSCHE BANK AG\ | DOUBLED | 723,500 | 1,624,870 | +124.6% | $36.4M | 2025-Q4 |
| FEDERATED HERMES, INC. | DOUBLED | 15,458 | 1,263,894 | +8076.3% | $28.3M | 2025-Q4 |
4 unique insiders with 4 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 25, 2026 | Sun Kai | Chief Scientist | AWARD | 157,000 | — | — |
| Mar 25, 2026 | Li Yifan | Chief Executive Officer | AWARD | 157,000 | — | — |
| Mar 25, 2026 | Wang Hui (Jasmine) | Director | AWARD | 6,565 | — | — |
| Mar 25, 2026 | Xiang Shaoqing | Chief Technology Officer | AWARD | 157,000 | — | — |
5 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 3 neutral. Avg impact: 3.6/10.
NEUTRAL
6-K
2/10
Hesai Group granted 737,054 restricted stock units (RSUs) to 302 employees on June 12, 2026, under i
Jun 12, 2026
MIXED
INST-CLUSTER
4/10
In Q3 2025, Hesai Group (HSAI) saw a mixed institutional cluster with net buying of $135.1M. Passive
Jun 11, 2026
NEUTRAL
6-K
2/10
Hesai Group filed a Form 6-K with the SEC, attaching its monthly return (FF301) to the Hong Kong Sto
Jun 5, 2026
BULLISH
PRESS-RELEASE
7/10
Hesai Group reported Q1 2026 net revenues of RMB680.6M ($98.7M), up 29.6% YoY, with GAAP net income
May 19, 2026
NEUTRAL
PRESS-RELEASE
3/10
Hesai Group announced it will report its first quarter 2026 financial results on May 19, 2026, with
Apr 27, 2026
NEUTRAL
3/10
Hesai Group filed its annual report on Form 20-F for fiscal year 2025 and released its 2025 ESG Repo
Apr 24, 2026
BULLISH
8/10
Hesai Group reported strong full-year 2025 results with record revenue of $432.9 million (up 45.8% Y
Mar 24, 2026
NEUTRAL
3/10
Hesai Group announced it will release its fourth quarter and full year 2025 financial results on Mar
Mar 4, 2026
Current analyst consensus: Strong Buy (97% buy). Based on 31 analysts: 11 strong buy, 19 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$30.27 mean target
+66.8% upside
Strong Buy (1.23)
$25.50 Low
$36.26 High
| Metric | Value |
|---|---|
| Current Price | $18.15 |
| Target Low | $25.50 |
| Target Mean | $30.27 |
| Target Median | $30.06 |
| Target High | $36.26 |
| # Analysts | 21 |
| Recommendation | Strong Buy (1.23) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.64 | $0.55 | $0.73 | — | +30.6% | 1↑ 0↓ | $0.9B | 22.4% | 2 |
| Next Q 2026-09-30 |
$1.32 | $1.28 | $1.36 | -33.9% | -24.5% | 0↑ 1↓ | $1.2B | 49.9% | 2 |
| Current FY 2026-12-31 |
$3.93 | $3.07 | $4.84 | 4.5% | -5.1% | 0↑ 6↓ | $4.4B | 44.0% | 11 |
| Next FY 2027-12-31 |
$6.14 | $5.40 | $7.69 | 56.4% | -3.4% | 2↑ 6↓ | $6.1B | 40.6% | 13 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.640 | |
| 7d ago | $0.490 | +0.150 |
| 30d ago | $0.490 | +0.150 |
| 60d ago | $0.000 | +0.640 |
| 90d ago | $0.000 | +0.640 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 20, 2026 | Amerx | REITERATE | Hold | Hold |
| May 11, 2026 | Amerx | INITIATE | — | Hold |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 11 | 19 | 1 | 0 | 0 | 97% | |
| May 1, 2026 | 10 | 21 | 1 | 0 | 0 | 97% | |
| Apr 1, 2026 | 10 | 21 | 1 | 0 | 0 | 97% | |
| Mar 1, 2026 | 10 | 19 | 1 | 0 | 0 | 97% | |
| Feb 1, 2026 | 10 | 17 | 1 | 0 | 0 | 96% | |
| Jan 1, 2026 | 10 | 17 | 1 | 0 | 0 | 96% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
3 mentions
0 bullish
0 bearish
3 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| May 29, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 29, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Holding 250 shares of HSAI, and here's why.
▲ 1
💬 0
⚡ 0.1
Persuade or dissuade me from some potential picks
▲ 1
💬 0
⚡ 0.5
Jun 11, 2026
short_volume
Short Volume: HSAI — 55.5% short (0.3M / 0.6M)
Short: 335,702 | Exempt: 1,202 | TRF Vol: 604,702 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: HSAI — 65.4% short (0.5M / 0.8M)
Short: 506,426 | Exempt: 5 | TRF Vol: 774,327 | Short Ratio: 65.4% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: HSAI — 61.7% short (0.7M / 1.1M)
Short: 693,938 | Exempt: 9,987 | TRF Vol: 1,124,928 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
May 26, 2026
other
Hesai Group to Hold Annual General Meeting on June 26, 2026
<p align="left">SHANGHAI, May 26, 2026 (GLOBE NEWSWIRE) -- Hesai Group (“Hesai” or the “Company”) (NASDAQ: HSAI; HKEX: 2525), a global tech company
May 20, 2026
short_volume
Short Volume: HSAI — 63.3% short (0.5M / 0.8M)
Short: 511,533 | Exempt: 7,285 | TRF Vol: 807,482 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
May 19, 2026
earnings
Hesai Group Reports First Quarter 2026 Unaudited Financial Results
<p align="center"><em>Quarterly net revenues were RMB680.6</em> <em>million (US$98.7 million)</em><sup><em>1</em></sup></p>
May 19, 2026
earnings_calendar
HSAI Q1 2026 Earnings Scheduled — 2026-05-19
May 19, 2026
short_volume
Short Volume: HSAI — 75.6% short (1.3M / 1.7M)
Short: 1,290,538 | Exempt: 25,291 | TRF Vol: 1,706,631 | Short Ratio: 75.6% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: HSAI — 67.9% short (0.5M / 0.8M)
Short: 543,749 | Exempt: 4,601 | TRF Vol: 800,974 | Short Ratio: 67.9% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_interest
FTD: HSAI — 36,426 shares ($0.8M) failed to deliver
Settlement: 20260508, Price: $21.86, FTD Value: $796,272.36, HESAI GROUP SPONSORED ADS REPS
May 5, 2026
short_interest
FTD: HSAI — 66,225 shares ($1.4M) failed to deliver
Settlement: 20260505, Price: $21.63, FTD Value: $1,432,446.75, HESAI GROUP SPONSORED ADS REPS
May 5, 2026
short_volume
Short Volume: HSAI — 64.1% short (0.3M / 0.5M)
Short: 338,249 | Exempt: 0 | TRF Vol: 527,710 | Short Ratio: 64.1% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: HSAI — 72.8% short (0.4M / 0.6M)
Short: 445,860 | Exempt: 3,077 | TRF Vol: 612,638 | Short Ratio: 72.8% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
earnings
Hesai Group to Report First Quarter 2026 Financial Results on Tuesday, May 19, 2026
Earnings Call Scheduled for 8:00 AM ET on May 19, 2026 <pre>Earnings Call Scheduled for 8:00 AM ET on May 19, 2026</pre>
Apr 27, 2026
short_volume
Short Volume: HSAI — 56.4% short (0.3M / 0.5M)
Short: 309,338 | Exempt: 1,358 | TRF Vol: 548,514 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)