CMBI Raises Price Target for SenseTime to HK$2.50, Reaffirms Buy Rating

Deep News03-26

CMBI released a research report noting that SenseTime-W (00020) announced its fiscal 2025 results, with total revenue increasing 33% year-on-year to RMB 5.01 billion, surpassing market expectations by 3%. Due to strong performance in its generative AI business, the firm raised its total revenue forecasts for fiscal 2026 and 2027 by 3% to 6%. It now expects total revenue for fiscal 2026 to grow 27% annually to RMB 6.39 billion, primarily driven by an anticipated 35% year-on-year increase in generative AI revenue. The price target has been raised from HK$2.45 to HK$2.50, based on a projected price-to-sales ratio of 12 times for the current year. The "Buy" rating is maintained.

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