Hesai Group (HSAI)
NASDAQConsumer DiscretionaryAuto PartsSnapshot 2026-07-23
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Create your account →NASDAQConsumer DiscretionaryAuto PartsSnapshot 2026-07-23
Reading HSAI? Create a free portfolio, then add this holding for ongoing Reports and tracking. Track it in a free portfolio. No credit card.
Create your account →The reason to own it still holds.
View ThesisThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 50% in its worst 12-month stretch.
View RiskHSAI's growth depends on the Consumer Discretionary sector improving to justify its price. The sector could lift HSAI if companies like ORLY and AZO keep beating earnings. HSAI trades at a high multiple with no recent earnings history to support it. The risk is that if GDP growth slows below 2%, HSAI could struggle. Peer multiples imply a price about 12% above where it trades; this read is provisional.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Automotive Parts & Equipment is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Trailing returns as of 2026-07-24. HSAI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 21 analysts currently covering HSAI (as of Jul 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-07-24. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Automotive Parts & Equipment — fair value, gap to price, and forward P/E.
Analyst upgrades can positively influence investor sentiment.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-24. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Nvidia's selection enhances Hesai's market position and visibility.
Another buy rating supports positive outlook on valuation.
Revenue growth with stock dip raises concerns about future guidance.
Price target cut indicates potential valuation concerns.
Another buy rating strengthens overall analyst sentiment.
Strong revenue growth indicates positive operational performance.
Positive revenue forecast supports growth expectations.