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Hesai Group: Promising Growth in Lidar and Robotics Market with Strong FY25F Outlook

Analyst Elizabelle Pang of DBS reiterated a Buy rating on Hesai Group Sponsored ADR (HSAIResearch Report), reducing the price target to $25.00.

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Elizabelle Pang’s rating is based on the promising growth prospects of the global lidar and robotics market, which Hesai Group is well-positioned to benefit from due to its leading market share and strategic partnerships with major OEMs and robotaxi players. The company’s competitive edge is further strengthened by its innovative product launches, robust mass production, and R&D capabilities, as well as its in-house chip and software development.
Additionally, the optimistic outlook for FY25F, with expected lidar shipments and earnings significantly surpassing consensus estimates, supports the Buy rating. Despite a decline in average selling prices, Hesai has managed to maintain strong gross margins, outperforming its peers. Positive catalysts such as ongoing ADAS, AD, and robotic launches, including significant projects with BYD and other partners, are anticipated to drive further growth and enhance the company’s share price.

According to TipRanks, Pang is a 3-star analyst with an average return of 1.6% and a 54.65% success rate. Pang covers the Consumer Cyclical sector, focusing on stocks such as Tesla, Hesai Group Sponsored ADR, and General Motors.

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