SenseTime Group, Inc. Class B (HK:0020)
:0020
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SenseTime Group, Inc. Class B
(0020)
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Rating:43Neutral
Price Target:
HK$2.00
▼(-0.50% Downside)
Action:Reiterated
Date:03/26/26
The score is primarily held down by persistent losses and ongoing negative operating/free cash flow, despite improved 2025 revenue growth and a smaller net loss. Technicals also weigh on the rating as the stock trades below key moving averages with negative MACD, even though momentum indicators are oversold. Valuation provides limited support due to negative earnings and no dividend yield data.
Positive Factors
Revenue Growth Traction
Re-accelerating revenue demonstrates improving product-market fit and the ability to win larger or more numerous contracts. Over 2-6 months this trend supports scaling opportunities, better unit economics as fixed costs spread, and a clearer path to leverage revenue growth into margin recovery if sustained.
Negative Factors
Negative Cash Generation
Persistent negative operating and free cash flow means the business does not self-fund its growth and R&D. Over a multi-month horizon this requires ongoing external financing, limits reinvestment capacity, and increases vulnerability to funding market cycles if losses do not narrow further.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Growth Traction
Re-accelerating revenue demonstrates improving product-market fit and the ability to win larger or more numerous contracts. Over 2-6 months this trend supports scaling opportunities, better unit economics as fixed costs spread, and a clearer path to leverage revenue growth into margin recovery if sustained.
Read all positive factors
SenseTime Group, Inc. Class B (0020) vs. iShares MSCI Hong Kong ETF (EWH)
Market Cap
HK$78.29B
Dividend YieldN/A
Average Volume (3M)1.01B
Price to Earnings (P/E)―
Beta (1Y)1.99
Revenue Growth33.04%
EPS Growth62.73%
CountryHK
Employees3,756
SectorTechnology
Sector Strength88
IndustrySoftware - Application
Share Statistics
EPS (TTM)-0.05
Shares Outstanding41,706,746,000
10 Day Avg. Volume795,657,744
30 Day Avg. Volume1,006,383,683
Financial Highlights & Ratios
PEG Ratio0.65
Price to Book (P/B)2.74
Price to Sales (P/S)14.62
P/FCF Ratio-20.77
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
HK$2.41Price Target Upside20.07% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering6
EPS Forecast (FY)-0.03
Revenue Forecast (FY)HK$6.44B
SenseTime Group, Inc. Class B Business Overview & Revenue Model
Company Description
SenseTime Group Inc., an investment holding company, engages in developing and selling artificial intelligence software platforms in the People's Republic of China, Northeast Asia, Southeast Asia, and internationally. The company offers SenseFound...
How the Company Makes Money
SenseTime primarily makes money by selling and deploying AI software products and solutions to customers, typically through (1) AI platform/infrastructure offerings (software frameworks, toolchains, and model/algorithm capabilities that enable cus...
SenseTime Group, Inc. Class B Financial Statement Overview
Summary
Income Statement
32
Negative
Balance Sheet
64
Positive
Cash Flow
28
Negative
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 5.01B | 3.77B | 3.41B | 3.81B | 4.70B |
| Gross Profit | 2.06B | 1.62B | 1.50B | 2.54B | 3.28B |
| EBITDA | -2.49B | -3.64B | -5.11B | -2.91B | -16.45B |
| Net Income | -1.77B | -4.28B | -6.44B | -6.04B | -17.18B |
Balance Sheet | |||||
| Total Assets | 38.92B | 34.60B | 32.89B | 37.43B | 36.94B |
| Cash, Cash Equivalents and Short-Term Investments | 14.23B | 12.56B | 11.05B | 14.81B | 21.79B |
| Total Debt | 5.96B | 6.12B | 4.76B | 3.52B | 723.80M |
| Total Liabilities | 11.85B | 10.96B | 9.73B | 8.41B | 4.96B |
| Stockholders Equity | 26.73B | 23.46B | 23.16B | 28.97B | 31.89B |
Cash Flow | |||||
| Free Cash Flow | -3.53B | -4.86B | -4.75B | -8.25B | -3.75B |
| Operating Cash Flow | -218.11M | -3.93B | -3.23B | -3.08B | -2.49B |
| Investing Cash Flow | -3.39B | -2.80B | 3.46B | -9.30B | -1.55B |
| Financing Cash Flow | 5.38B | 6.26B | 1.08B | 3.33B | 9.38B |
SenseTime Group, Inc. Class B Technical Analysis
Negative
2.01
Price Trends
2.01
Negative
2.20
Negative
2.19
Negative
Market Momentum
-0.04
Positive
34.17
Neutral
7.29
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:0020, the sentiment is Negative. The current price of 2.01 is above the 20-day moving average (MA) of 1.98, below the 50-day MA of 2.01, and below the 200-day MA of 2.19, indicating a bearish trend. The MACD of -0.04 indicates Positive momentum. The RSI at 34.17 is Neutral, neither overbought nor oversold. The STOCH value of 7.29 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HK:0020.
SenseTime Group, Inc. Class B Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
62 Neutral | HK$5.32B | 4.97 | 6.30% | 3.47% | -5.00% | -79.97% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
56 Neutral | HK$28.45B | 56.51 | 1.71% | ― | 12.11% | ― | |
54 Neutral | HK$35.53B | -35.61 | -13.37% | ― | 22.96% | 56.71% | |
52 Neutral | HK$3.82B | ― | -0.52% | 3.10% | -10.44% | ― | |
45 Neutral | HK$187.71M | -0.35 | -30.66% | ― | 10.88% | -88.91% | |
43 Neutral | HK$78.29B | -75.34 | -7.19% | ― | 33.04% | 62.73% |
* Technology Sector Average
HK:0020
SenseTime Group, Inc. Class B
1.84
0.42
29.58%
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8.16
-4.92
-37.61%
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5.95
-2.95
-33.12%
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2.14
-0.49
-18.63%
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Newlink Technology Inc.
0.20
-0.06
-24.23%
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7.69
0.38
5.20%
SenseTime Group, Inc. Class B Corporate Events
SenseTime Raises HK$3.23 Billion Through Class B Share Placement
Apr 24, 2026
SenseTime has completed a placement of 1.7 billion new Class B shares under its general mandate, raising net proceeds of about HK$3.23 billion at a placing price of HK$1.91 per share. The shares were placed with at least six institutional investor...
SenseTime Grants 238 Million RSUs to Employees Under 2022 Incentive Scheme
Apr 21, 2026
SenseTime has granted 238,298,085 restricted share units under its 2022 RSU Scheme to employee participants, equal to about 0.59% of its issued share capital as of the grant date. The awards, which carry no purchase price and are linked to Class B...
SenseTime to Raise HK$3.23 Billion via Discounted Class B Share Placement
Apr 16, 2026
SenseTime Group Inc. has agreed to place 1.7 billion new Class B shares in Hong Kong at HK$1.91 each, a discount to recent market prices, representing about 4% of its enlarged share capital. The issue, executed under an existing general mandate wi...
SenseTime Narrows Losses as It Doubles Down on Native Multimodal AI
Mar 24, 2026
SenseTime reported 2025 revenue of RMB 5.01 billion, up 32.9% year on year, with gross profit rising 27%, while significantly narrowing its annual loss and negative EBITDA. The improvement in adjusted net loss and EBITDA suggests the company is mo...
SenseTime Sets March 24 Board Meeting to Approve 2025 Annual Results
Mar 6, 2026
SenseTime Group Inc. has scheduled a board meeting for March 24, 2026, to review and approve the Group’s annual results for the financial year ended December 31, 2025, and to authorize their publication. The board will also consider whether ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.