Hesai Group (HSAI) Is Up 8.0% After Joining Morgan Stanley’s Humanoid Tech 25 List

Simply Wall St.12-17 09:19

Hesai Group recently reported that it became the only lidar company included in Morgan Stanley’s “Humanoid Tech 25” list and surpassed 2 million cumulative automotive lidar deliveries, while holding ...

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Stanley’s Humanoid Tech 25 List\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-17 09:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/automobiles/nasdaq-hsai/hesai-group/news/hesai-group-hsai-is-up-80-after-joining-morgan-stanleys-huma><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hesai Group recently reported that it became the only lidar company included in Morgan Stanley’s “Humanoid Tech 25” list and surpassed 2 million cumulative automotive lidar deliveries, while holding ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/automobiles/nasdaq-hsai/hesai-group/news/hesai-group-hsai-is-up-80-after-joining-morgan-stanleys-huma\">Source 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These achievements, supported by fully automated production lines capable of producing one lidar every 10 seconds and over 200,000 JT-series robotics lidar shipments, underscore Hesai’s operational scale and influence across both automotive and robotics applications. We’ll now examine how Hesai’s inclusion in Morgan Stanley’s “Humanoid Tech 25” may reshape its existing investment narrative and growth assumptions. Rare earth metals are the new gold rush. Find out which 33 stocks are leading the charge.Hesai Group Investment Narrative RecapTo own Hesai Group, you need to believe lidar can move from niche technology to a core component of mass market ADAS and robotics platforms, and that Hesai can keep a leading share while staying profitable. The Morgan Stanley “Humanoid Tech 25” recognition and 2 million unit milestone reinforce that positioning, but do not materially change the key near term catalyst, which remains execution against Hesai’s high 2025 revenue and earnings guidance, or the biggest risk, margin pressure from aggressive pricing and heavy capacity investments. In that context, Li Auto’s decision to use Hesai as the exclusive lidar supplier for its next generation assisted driving platform looks especially important, because it links Hesai’s ADAS market share lead and high volume production capacity to a concrete, multi model deployment. This kind of anchor customer relationship can help absorb expanded capacity and support the company’s revenue targets, while also heightening the risk if dependence on a concentrated set of major clients clashes with pricing pressure or changing order patterns. Yet while scale and accolades look encouraging, investors should be aware that concentration in a few key customers could... Read the full narrative on Hesai Group (it's free!)Hesai Group's narrative projects CN¥7.5 billion revenue and CN¥1.3 billion earnings by 2028. This requires 44.3% yearly revenue growth and an earnings increase of about CN¥1.2 billion from CN¥103.1 million today.Uncover how Hesai Group's forecasts yield a $29.83 fair value, a 38% upside to its current price.Exploring Other PerspectivesHSAI 1-Year Stock Price Chart Eighteen Simply Wall St Community valuations for Hesai span a wide US$3.53 to US$55.50 per share, showing how far opinions can spread. Against that backdrop, the company’s reliance on aggressive lidar pricing and heavy capacity expansion raises real questions about how sustainably it can turn scale into durable profitability, so it is worth exploring several viewpoints before forming a view.Explore 18 other fair value estimates on Hesai Group - why the stock might be worth less than half the current price!Build Your Own Hesai Group NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Hesai Group research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.Our free Hesai Group research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Hesai Group's overall financial health at a glance.Searching For A Fresh Perspective?Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.Uncover the next big thing with financially sound penny stocks that balance risk and reward.AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.The New Payments ETF Is Live on NASDAQ:Money is moving to real-time rails, and a newly listed ETF now gives investors direct exposure. Fast settlement. Institutional custody. Simple access.Explore how this launch could reshape portfoliosSponsored ContentValuation is complex, but we're here to simplify it.Discover if Hesai Group might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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