JPMorgan Reiterates "Overweight" Rating on ROBOSENSE (02498) with HK$53 Target Price

Stock News11-28

JPMorgan issued a research report reaffirming its "Overweight" rating on ROBOSENSE (02498), citing favorable entry opportunities and maintaining a target price of HK$53. The bank forecasts the company's LiDAR shipments to reach 455,000 units in Q4 2025 and 2.26 million units for the full year 2026, with revenue growth of 58% and 68% year-on-year, respectively. It expects the company to achieve profitability by Q4 2025.

In October, ROBOSENSE set a monthly record with over 120,000 LiDAR units delivered. Its digital platform design solutions have entered mass production. Management anticipates sustained strong ADAS LiDAR orders due to increasing design wins from a broader customer base.

Additionally, ROBOSENSE has made significant progress in robotics, launching mass production for robotic lawnmower clients starting Q4 2025. The company is collaborating with Didi to develop next-generation autonomous taxis (equipped with 10 LiDAR units per vehicle) and has secured new orders from urban delivery vehicle manufacturers.

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