Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Hesai Group (HSAI)
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-11-04
$12.84-1.83%
Close 2026-11-05 · 1-day change
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.94 → 5.21 EPS · FY ending Dec 31, 2027 · 5 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 5; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for HSAI yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Earnings per share growth | A primary condition in Hesai Group's published investment case. The stated target is >= $3.93 EPS in FY26 and >= $6.14 EPS in FY27. | Broken | EPS falls below $3.5 in FY26 or below $5.5 in FY27 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 10, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a higher-risk, growth-sensitive business setup, but the evidence is too limited to classify it more precisely. The long-term thesis is insufficiently established because recent financial-performance history is not available in this snapshot.
The evidence does not include valuation or market-expectations data, so it is not possible to judge whether HSAI looks cheap, fair, or expensive versus peers. The expectations gap is also unclear.
Near term, earnings execution looks uneven: HSAI missed its most recent quarter and has had erratic earnings surprises, with an elevated risk of another miss next quarter. Over the multi-year view, the evidence does not establish a fundamental growth path; the risk label recently eased from high to elevated.
Near-term sector support depends partly on whether bellwethers GPC, BWA, and APTV keep reporting strong results and raising guidance; weaker reports could remove that tailwind. A material slowdown in GDP growth from 2.1% to below 2% would also weigh more heavily on HSAI than on the average stock, given the sector’s sensitivity to growth.
For the next 1 to 3 years, the thesis remains unresolved: earnings execution, broader growth, and sector signals matter, while the available evidence does not support a firm view of the business trajectory or valuation. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| The company has strategic partnerships boosting market position. |
| Intact |
| Loss of key partnerships or market share decline |
Qualitative condition This condition has no defined numerical measure. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Hesai Group revenue growth | Hesai Group leads in LiDAR technology with strong revenue growth. | Intact | revenue falls below $4.0B in FY26 | Revenue: CNY 1.541B FY2026-Q2; GAAP. Published target: >= $4.36B revenue in FY26. Annual target cannot be compared with a quarterly or TTM observation. Aug 18, 20261,541,382,000 CNY · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$6.11 → $5.21 · observed estimates
$6.07B → $5.68B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $6.11 | $6,072,431,315 | 9 / 17 |
| 2026-07-25 | $6.11 | $6,072,431,315 | 9 / 17 |
| 2026-07-26 | $6.11 | $6,072,431,315 | 9 / 17 |
| 2026-07-27 | $6.11 | $6,072,431,315 | 9 / 17 |
| 2026-07-28 | $6.10 | $6,070,954,266 | 9 / 17 |
| 2026-07-29 | $6.10 | $6,070,954,266 | 9 / 17 |
| 2026-07-30 | $6.08 | $6,129,946,640 | 11 / 24 |
| 2026-07-31 | $6.08 | $6,129,946,640 | 11 / 24 |
| 2026-08-01 | $6.11 | $6,073,832,860 | 9 / 16 |
| 2026-08-02 | $6.11 | $6,073,832,860 | 9 / 16 |
| 2026-08-03 | $6.09 | $6,087,066,813 | 9 / 16 |
| 2026-08-04 | $6.09 | $6,087,066,813 | 9 / 16 |
| 2026-08-05 | $6.03 | $6,134,908,230 | 11 / 24 |
| 2026-08-06 | $6.09 | $6,087,066,813 | 9 / 16 |
| 2026-08-07 | $6.09 | $6,087,066,813 | 9 / 16 |
| 2026-08-08 | $6.03 | $6,134,908,230 | 11 / 24 |
| 2026-08-09 | $6.03 | $6,134,908,230 | 11 / 24 |
| 2026-08-10 | $6.03 | $6,134,908,230 | 11 / 24 |
| 2026-08-12 | $6.09 | $6,087,066,813 | 9 / 16 |
| 2026-08-13 | $6.09 | $6,087,066,813 | 9 / 16 |
| 2026-08-14 | $6.09 | $6,087,066,813 | 9 / 16 |
| 2026-08-15 | $6.09 | $6,087,066,813 | 9 / 16 |
| 2026-08-16 | $6.09 | $6,087,066,813 | 9 / 16 |
| 2026-08-17 | $6.09 | $6,087,066,813 | 9 / 16 |
| 2026-08-18 | $6.09 | $6,087,066,813 | 9 / 16 |
| 2026-08-19 | $6.09 | $6,087,066,813 | 9 / 16 |
| 2026-08-20 | $6.13 | $6,107,864,165 | 8 / 17 |
| 2026-08-21 | $6.11 | $6,102,133,380 | 8 / 17 |
| 2026-08-22 | $6.18 | $6,118,857,654 | 8 / 17 |
| 2026-08-23 | $6.18 | $6,118,857,654 | 7 / 17 |
| 2026-08-24 | $6.18 | $6,121,807,747 | 7 / 17 |
| 2026-08-25 | $5.98 | $6,102,383,769 | 7 / 17 |
| 2026-08-26 | $5.98 | $6,101,973,221 | 7 / 17 |
| 2026-08-27 | $5.98 | $6,101,973,221 | 7 / 17 |
| 2026-08-28 | $5.98 | $6,101,973,221 | 7 / 17 |
| 2026-08-29 | $0.95 | $6,084,919,747 | 7 / 17 |
| 2026-08-30 | $0.95 | $6,084,913,489 | 7 / 17 |
| 2026-08-31 | $0.95 | $6,084,913,489 | 7 / 17 |
| 2026-09-01 | $0.95 | $6,097,146,636 | 6 / 17 |
| 2026-09-02 | $0.95 | $6,106,593,861 | 6 / 17 |
| 2026-09-03 | $0.95 | $6,107,004,609 | 6 / 17 |
| 2026-09-04 | $0.95 | $6,107,004,609 | 6 / 17 |
| 2026-09-05 | $0.95 | $6,107,004,609 | 6 / 17 |
| 2026-09-06 | $0.95 | $6,107,004,609 | 6 / 17 |
| 2026-09-07 | $0.95 | $6,107,004,609 | 6 / 17 |
| 2026-09-08 | $0.95 | $6,114,808,825 | 6 / 17 |
| 2026-09-09 | $0.95 | $6,116,041,070 | 6 / 17 |
| 2026-09-10 | $0.95 | $6,116,862,566 | 6 / 17 |
| 2026-09-11 | $0.95 | $6,118,094,811 | 6 / 17 |
| 2026-09-12 | $0.95 | $6,123,434,538 | 6 / 17 |
| 2026-09-13 | $0.95 | $6,123,434,538 | 6 / 17 |
| 2026-09-14 | $0.95 | $6,123,434,538 | 6 / 17 |
| 2026-09-15 | $0.95 | $6,118,505,559 | 6 / 17 |
| 2026-09-16 | $0.95 | $6,117,684,063 | 6 / 17 |
| 2026-09-17 | $0.95 | $6,115,219,573 | 6 / 17 |
| 2026-09-18 | $0.95 | $6,115,219,573 | 6 / 17 |
| 2026-09-19 | $0.95 | $6,115,219,573 | 6 / 17 |
| 2026-09-20 | $0.95 | $6,119,737,804 | 6 / 17 |
| 2026-09-21 | $0.94 | $6,047,685,970 | 6 / 17 |
| 2026-09-22 | $0.94 | $6,050,705,658 | 6 / 17 |
| 2026-09-23 | $0.94 | $6,049,512,892 | 6 / 17 |
| 2026-09-24 | $0.94 | $6,038,754,042 | 6 / 17 |
| 2026-09-25 | $0.94 | $6,039,001,760 | 6 / 17 |
| 2026-09-26 | $0.94 | $6,043,887,550 | 6 / 17 |
| 2026-09-27 | $0.94 | $6,043,887,550 | 6 / 17 |
| 2026-09-28 | $0.94 | $6,050,088,331 | 6 / 17 |
| 2026-09-29 | $0.94 | $6,039,495,320 | 6 / 17 |
| 2026-09-30 | $0.94 | $6,042,788,138 | 6 / 17 |
| 2026-10-01 | $0.94 | $6,050,450,685 | 6 / 17 |
| 2026-10-02 | $0.94 | $6,041,661,300 | 6 / 17 |
| 2026-10-03 | $0.94 | $6,042,616,589 | 6 / 17 |
| 2026-10-04 | $0.94 | $6,042,616,589 | 6 / 17 |
| 2026-10-05 | $0.94 | $6,042,592,556 | 6 / 17 |
| 2026-10-06 | $0.94 | $6,042,592,556 | 6 / 17 |
| 2026-10-07 | $0.94 | $6,049,895,764 | 6 / 17 |
| 2026-10-08 | $0.94 | $6,048,678,563 | 6 / 17 |
| 2026-10-09 | $0.94 | $6,047,461,361 | 6 / 16 |
| 2026-10-10 | $0.94 | $6,047,461,361 | 6 / 16 |
| 2026-10-11 | $0.94 | $6,047,055,628 | 6 / 16 |
| 2026-10-12 | $0.94 | $6,046,177,796 | 6 / 16 |
| 2026-10-13 | $0.94 | $6,035,661,986 | 6 / 16 |
| 2026-10-14 | $0.94 | $6,039,802,762 | 6 / 16 |
| 2026-10-15 | $0.94 | $6,039,772,733 | 6 / 16 |
| 2026-10-16 | $0.94 | $6,040,133,080 | 6 / 16 |
| 2026-10-17 | $0.94 | $6,040,133,080 | 6 / 16 |
| 2026-10-18 | $0.94 | $6,041,735,976 | 6 / 16 |
| 2026-10-19 | $0.94 | $6,041,735,976 | 6 / 16 |
| 2026-10-20 | $0.94 | $6,046,992,472 | 6 / 16 |
| 2026-10-21 | $0.94 | $6,046,992,472 | 6 / 16 |
| 2026-10-22 | $0.94 | $6,000,596,568 | 6 / 16 |
| 2026-10-23 | $0.94 | $5,959,687,428 | 6 / 16 |
| 2026-10-24 | $0.94 | $5,942,003,299 | 6 / 16 |
| 2026-10-25 | $0.94 | $5,942,003,299 | 6 / 16 |
| 2026-10-26 | $5.48 | $5,891,345,299 | 6 / 16 |
| 2026-10-27 | $5.48 | $5,891,345,299 | 6 / 16 |
| 2026-10-28 | $5.48 | $5,811,738,650 | 6 / 16 |
| 2026-10-29 | $5.48 | $5,818,333,641 | 6 / 16 |
| 2026-10-30 | $5.39 | $5,783,814,956 | 6 / 16 |
| 2026-10-31 | $5.40 | $5,790,759,701 | 6 / 16 |
| 2026-11-01 | $5.40 | $5,790,759,701 | 6 / 16 |
| 2026-11-02 | $5.40 | $5,790,759,701 | 6 / 16 |
| 2026-11-03 | $5.22 | $5,777,844,138 | 5 / 16 |
| 2026-11-04 | $5.21 | $5,681,721,812 | 5 / 16 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 19 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.