HSAI Hesai Group American Depositary Share, each ADS represents one Class B ordinary share Loading... : Bullish and Bearish Analyst Opinions
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09:37
Aug 17
Aug 17
Bernstein reports the FCC ban on foreign-made mobile robots marks the start of U.S.-China.
Bernstein reports the FCC ban on foreign-made mobile robots marks the start of U.S.-China robotics decoupling, naming Tesla, Hesai, Schaeffler, Harmonic Drive, Horizon Robotics, and Black Sesame as potential beneficiaries.
16:45
Aug 03
Aug 03
Robotics component names in author's 2026 portfolio
Author includes these robotics component names in a self-described "full portfolio for 2026" robotics bucket — framed as component suppliers whose demand rises regardless of humanoid adoption pace.
MED
13:35
Jul 30
Jul 30
The author explains a diversified asymmetry framework across AI enablers, beneficiaries.
The author explains a diversified asymmetry framework across AI enablers, beneficiaries, distributors, crypto, and robotics but frames it as a general strategy explanation rather than explicit current positions or forward calls.
14:40
Jul 13
Jul 13
Author recommends humanoid robotics component suppliers over direct humanoid robot companies.
Author recommends humanoid robotics component suppliers over direct humanoid robot companies, viewing the supply chain as a better risk/reward; list-style recommendation without confirmed position language per speaker note.
MED
00:25
Jul 08
Jul 08
Acknowledges HSAI's legitimacy but notes the China discount risk.
Acknowledges HSAI's legitimacy but notes the China discount risk, no explicit bullish or bearish stance.
LOW
18:08
Jul 03
Jul 03
Author recommends HSAI as a Chinese robotics company with attractive valuation metrics (low PEG.
Author recommends HSAI as a Chinese robotics company with attractive valuation metrics (low PEG, P/B, debt/equity) and a favorable chart.
MED
16:42
Jul 01
Jul 01
Author names HSAI as a supplier to humanoid robotics companies within a thematic robotics.
Author names HSAI as a supplier to humanoid robotics companies within a thematic robotics basket he states he is buying, preferring enablers over humanoid OEMs.
MED
16:30
Jun 30
Jun 30
Author admits fear of the China discount but declares love for HSAI.
Author admits fear of the China discount but declares love for HSAI, endorsing the parent's bullish robotics thesis with 30-50% growth at 3x earnings and potential 2-3x upside.
05:45
Jun 29
Jun 29
Named as a supplier/component beneficiary to humanoid robotics buildout.
Named as a supplier/component beneficiary to humanoid robotics buildout; part of a thematic basket, no explicit personal position.
MED
15:52
Jun 28
Jun 28
Speaker lists these as stocks to research in reply to a request.
Speaker lists these as stocks to research in reply to a request, no explicit position or catalyst.
LOW
08:09
Jun 28
Jun 28
The author outlines a thematic rotation framework across seven niches but frames the tickers.
The author outlines a thematic rotation framework across seven niches but frames the tickers as stocks he is "looking at" and "holding now" to "will hold in the future," making this a watchlist rather than explicit current positions.
LOW
21:20
Jun 27
Jun 27
Lists VPG, OUST, AMBA, HSAI as favorite picks in reply to request for top ideas.
LOW
21:08
Jun 27
Jun 27
Author asks a question about HSAI in reply to a "next opportunity" post.
Author asks a question about HSAI in reply to a "next opportunity" post, no directional view or reasoning provided.
LOW
21:02
Jun 27
Jun 27
Author suggests looking at HSAI as a great but not yet ready opportunity in response.
Author suggests looking at HSAI as a great but not yet ready opportunity in response to a robotics stock discussion, making it a watchlist candidate rather than an active position.
LOW
11:34
Jun 27
Jun 27
The author highlights HSAI as the most important name in a robotics basket reply.
The author highlights HSAI as the most important name in a robotics basket reply, but the parent context lists multiple tickers as watchlist ideas without explicit position language.
00:22
Jun 20
Jun 20
Author is traveling and apologizes for long posts.
Author is traveling and apologizes for long posts, reiterating belief that AI enablers and energy/power players have strong run-ups ahead, but the entire post is a thematic read-through basket with no explicit position language on individual tickers.
00:20
Jun 20
Jun 20
Small robotics allocation (~10%) as early positioning for 2027+ structural theme.
Small robotics allocation (~10%) as early positioning for 2027+ structural theme; author holds these as long-term positions pending traction and technology advancement, not near-term catalysts.
MED
08:34
Jun 17
Jun 17
Author views HSAI as the superior value pick among LiDAR/robotics plays and intends to hold it.
Author views HSAI as the superior value pick among LiDAR/robotics plays and intends to hold it, despite acknowledging the competitive Chinese domestic environment.
MED
15:23
Jun 16
Jun 16
Buy HSAI over OUST: profitable (GAAP positive since 2025), 2.3x larger revenue base.
Buy HSAI over OUST: profitable (GAAP positive since 2025), 2.3x larger revenue base, dominant automotive LiDAR market share with blue-chip OEM wins, explosive unit shipment growth (+141% YoY), and cheaper valuation (6x P/S vs OUST's 12-15x). Author DCA-ing into anticipated short-term dip toward $12.
HIGH
15:57
Apr 19
Apr 19
Competitor chosen over company's domestic sensor
Notes a Chinese robot manufacturer chose a competitor's LiDAR sensor over the company's domestic offering.
MED
21:35
Mar 02
Mar 02
Long $HSAI — speaker explicitly states 'four other names I own' includes HSAI.
Long $HSAI — speaker explicitly states 'four other names I own' includes HSAI, calling out IPO base breakout setup and citing its global leadership in 3D LiDAR for ADAS, robotaxis, and industrial robotics.
HIGH
16:10
Mar 02
Mar 02
Long $HSAI re-buy at $27.3 — explicit Portfolio Update.
Long $HSAI re-buy at $27.3 — explicit Portfolio Update: speaker says 'I'm now 100% long' and lists HSAI re-buy with entry price.
HIGH
23:20
Jan 06
Jan 06
Lidar leadership offset by geopolitical concerns.
Notes Hesai's market leadership in lidar but expresses concern over geopolitical issues, with no clear directional commitment.
LOW
11:03
Jan 06
Jan 06
1. THE FACT: HSAI is up 5% premarket on news of a thawing US-China tech rivalry.
1. THE FACT: HSAI is up 5% premarket on news of a thawing US-China tech rivalry, following Black Sesame Technologies news.
2. THE BRIDGE: This suggests positive sentiment and potential for continued upside in companies benefiting from improved US-China tech relations.
3. THE VERDICT: Positive news regarding US-China tech relations is driving HSAI higher, indicating a potential long opportunity.
About HSAI Analyst Coverage
Buzzberg tracks HSAI (Hesai Group American Depositary Share, each ADS represents one Class B ordinary share) across 7 sources. 6 bullish vs 0 bearish calls from 7 analysts. Sentiment: predominantly bullish (24%). 25 total trade ideas tracked. Latest voices: DeItaone, __con_, thematictrader.