Hesai Unveils Kosmo, a New Spatial Intelligence AI Hardware Platform
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 13 hours ago
0mins
Should l Buy HSAI?
Source: PRnewswire
- Technological Innovation: Hesai introduced Picasso, the world's first 6D full-color ultra-sensitive lidar ASIC platform, boasting over 40% photon detection efficiency, significantly enhancing long-range performance and small object detection in low-light environments, marking a major advancement in lidar technology.
- Market Leadership: According to Gasgoo Research Institute, Hesai held over 40% market share in 2025 and further increased to 51% in February 2026, maintaining industry leadership for 13 consecutive months, demonstrating strong market momentum.
- New Product Launch: Hesai previewed Kosmo, a new spatial intelligence AI hardware platform designed to capture the 3D world in high fidelity, facilitating advancements in applications such as robotics training and home design, thereby supporting the development of Physical AI systems.
- Strategic Expansion: Hesai's leadership in the robotics sector continues to strengthen, ranking first globally across multiple robotics lidar segments, showcasing its critical role in the Physical AI ecosystem and promoting widespread applications in intelligent robotics and autonomous driving.
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Analyst Views on HSAI
Wall Street analysts forecast HSAI stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 23.250
Low
26.70
Averages
29.90
High
33.00
Current: 23.250
Low
26.70
Averages
29.90
High
33.00
About HSAI
Hesai Group is a holding company primarily engaged in providing three-dimensional light detection and ranging (LiDAR) solutions. The Company’s primary business includes the design, development, manufacturing, and sales of LiDAR products and gas sensor. The Company’s main products include Advanced Driver Assistance Systems (ADAS) products such as the AT series, ET series and FT series, as well as robot products such as the Pandar series, OT series, XT series and QT series, used for long-distance detection and blind spot detection. The products are used in passenger and commercial vehicles supporting ADAS, autonomous vehicles and robotics. The Company operates its businesses in the domestic market and overseas markets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Hesai Unveils Kosmo, a New Spatial Intelligence AI Hardware Platform
- Technological Innovation: Hesai introduced Picasso, the world's first 6D full-color ultra-sensitive lidar ASIC platform, boasting over 40% photon detection efficiency, significantly enhancing long-range performance and small object detection in low-light environments, marking a major advancement in lidar technology.
- Market Leadership: According to Gasgoo Research Institute, Hesai held over 40% market share in 2025 and further increased to 51% in February 2026, maintaining industry leadership for 13 consecutive months, demonstrating strong market momentum.
- New Product Launch: Hesai previewed Kosmo, a new spatial intelligence AI hardware platform designed to capture the 3D world in high fidelity, facilitating advancements in applications such as robotics training and home design, thereby supporting the development of Physical AI systems.
- Strategic Expansion: Hesai's leadership in the robotics sector continues to strengthen, ranking first globally across multiple robotics lidar segments, showcasing its critical role in the Physical AI ecosystem and promoting widespread applications in intelligent robotics and autonomous driving.
See More
Hesai Technology Launches Kosmo Spatial Intelligence Hardware Platform
- Strategic Shift: Hesai Technology announces a strategic pivot towards spatial intelligence with the introduction of the Kosmo hardware platform, designed to capture the 3D world in high fidelity, thereby enhancing the company's competitive edge in the intelligent technology market.
- Picasso Platform Innovation: The launch of Picasso, the world's first 6D full-color ultra-sensitive lidar ASIC platform, boasts over 40% photon detection efficiency, significantly enhancing long-range detection capabilities and small object performance in low-light conditions, which is expected to elevate the perception capabilities of next-generation autonomous systems.
- Market Leadership: According to Gasgoo Research, Hesai held over 40% market share in 2025, increasing to 51% in February 2026, demonstrating robust growth momentum and solidifying its leadership position in the lidar market.
- Kosmo Application Prospects: The Kosmo platform is set to be utilized across various fields such as home design and robotics training, creating high-fidelity digital environments that allow users to adjust spatial layouts in real-time and enhance robot learning capabilities, thereby driving widespread adoption of Physical AI.
See More
US Equity Futures Decline as Traders Remain Cautious
- Market Sentiment Weakens: US equity futures are down ahead of Tuesday's opening bell, reflecting a cautious attitude among investors that may lead to reduced trading volumes and impact market liquidity in the short term.
- Increased Caution: Traders are remaining on the sidelines while awaiting clearer market signals, and this uncertainty could result in heightened volatility in the stock market, affecting investor confidence.
- Economic Data Impact: Upcoming economic data releases may influence market direction, as investor expectations regarding these results will directly affect the performance of equity futures, potentially leading to further market adjustments.
- Investment Strategy Reevaluation: Given the current market environment, investors may reassess their investment strategies to cope with potential market volatility and uncertainty, which could result in shifts in capital flows.
See More
Hesai Group Releases Q1 2026 Revenue Outlook
- Earnings Highlights: Hesai Group reported a Q4 non-GAAP EPS of $0.16 with revenues of $143.1 million, reflecting a robust 39% year-over-year growth, which enhances market confidence amid fierce competition.
- Future Outlook: The company anticipates Q1 2026 net revenues between RMB 650 million and RMB 700 million (approximately $93 million to $100 million), although below the consensus of $108.36 million, it still indicates a year-over-year increase of about 24% to 33%, showcasing sustained market demand.
- Industry Partnerships: Hesai's collaboration with AEye and Nvidia for safety-certified AV and robotics solutions highlights the company's proactive approach in technological innovation and industry leadership, potentially opening new revenue streams.
- Market Developments: At CES, Hesai unveiled a significant increase in LiDAR output, further solidifying its market position in the autonomous driving sector while laying a foundation for future business growth.
See More
Hesai Group to Announce Q4 Earnings on March 24
- Earnings Announcement: Hesai Group is set to release its Q4 2023 earnings report on March 24 before the market opens, with a consensus EPS estimate of $0.22, reflecting a 29.4% year-over-year increase, indicating ongoing improvement in profitability.
- Revenue Growth Expectations: The revenue is projected to reach $155.75 million, representing a 58.0% year-over-year increase, showcasing the company's ability to achieve significant sales growth in a competitive market, suggesting strong market demand.
- Performance Against Estimates: Over the past year, Hesai has only beaten EPS and revenue estimates 25% of the time, which, while not particularly strong, still demonstrates the company's resilience in an uncertain market environment.
- Industry Collaboration Developments: Hesai's partnership with AEye and Nvidia to develop safety-certified autonomous vehicle and robotics solutions highlights the company's proactive approach to technological innovation and industry collaboration, potentially providing new growth drivers for the future.
See More
Hesai Technology Joins Nvidia AI Systems Inspection Lab
- Joining AI Lab: Hesai Technology (HSAI) announced its membership in the Nvidia Halos AI Systems Inspection Lab, the first ANSI National Accreditation Board-accredited lab for AI-driven physical systems, marking a significant step in its development in AI compliance and functional safety.
- Lidar Platform Validation: As a member, Hesai will evaluate and validate its lidar platforms within this unified framework, ensuring performance in functional safety, cybersecurity, and AI compliance, thereby enhancing its product competitiveness in the market.
- Nvidia Halos System: Nvidia Halos is a comprehensive full-stack safety system designed to unify safety elements across vehicle and robotics architectures and their underlying AI models, safeguarding AI-based autonomous driving and robotics systems through a combination of hardware and software components.
- Collaborative Ecosystem: Digital accessibility platform AEye (LIDR) also joined the Nvidia lab, and both companies will collaborate to validate interoperability, safety processes, and system-level integration, further advancing the safety ecosystem of the Nvidia Drive platform.
See More
Hesai Unveils Kosmo, a New Spatial Intelligence AI Hardware Platform
- Technological Innovation: Hesai introduced Picasso, the world's first 6D full-color ultra-sensitive lidar ASIC platform, boasting over 40% photon detection efficiency, significantly enhancing long-range performance and small object detection in low-light environments, marking a major advancement in lidar technology.
- Market Leadership: According to Gasgoo Research Institute, Hesai held over 40% market share in 2025 and further increased to 51% in February 2026, maintaining industry leadership for 13 consecutive months, demonstrating strong market momentum.
- New Product Launch: Hesai previewed Kosmo, a new spatial intelligence AI hardware platform designed to capture the 3D world in high fidelity, facilitating advancements in applications such as robotics training and home design, thereby supporting the development of Physical AI systems.
- Strategic Expansion: Hesai's leadership in the robotics sector continues to strengthen, ranking first globally across multiple robotics lidar segments, showcasing its critical role in the Physical AI ecosystem and promoting widespread applications in intelligent robotics and autonomous driving.
See More
Hesai Technology Launches Kosmo Spatial Intelligence Hardware Platform
- Strategic Shift: Hesai Technology announces a strategic pivot towards spatial intelligence with the introduction of the Kosmo hardware platform, designed to capture the 3D world in high fidelity, thereby enhancing the company's competitive edge in the intelligent technology market.
- Picasso Platform Innovation: The launch of Picasso, the world's first 6D full-color ultra-sensitive lidar ASIC platform, boasts over 40% photon detection efficiency, significantly enhancing long-range detection capabilities and small object performance in low-light conditions, which is expected to elevate the perception capabilities of next-generation autonomous systems.
- Market Leadership: According to Gasgoo Research, Hesai held over 40% market share in 2025, increasing to 51% in February 2026, demonstrating robust growth momentum and solidifying its leadership position in the lidar market.
- Kosmo Application Prospects: The Kosmo platform is set to be utilized across various fields such as home design and robotics training, creating high-fidelity digital environments that allow users to adjust spatial layouts in real-time and enhance robot learning capabilities, thereby driving widespread adoption of Physical AI.
See More
US Equity Futures Decline as Traders Remain Cautious
- Market Sentiment Weakens: US equity futures are down ahead of Tuesday's opening bell, reflecting a cautious attitude among investors that may lead to reduced trading volumes and impact market liquidity in the short term.
- Increased Caution: Traders are remaining on the sidelines while awaiting clearer market signals, and this uncertainty could result in heightened volatility in the stock market, affecting investor confidence.
- Economic Data Impact: Upcoming economic data releases may influence market direction, as investor expectations regarding these results will directly affect the performance of equity futures, potentially leading to further market adjustments.
- Investment Strategy Reevaluation: Given the current market environment, investors may reassess their investment strategies to cope with potential market volatility and uncertainty, which could result in shifts in capital flows.
See More
Hesai Group Releases Q1 2026 Revenue Outlook
- Earnings Highlights: Hesai Group reported a Q4 non-GAAP EPS of $0.16 with revenues of $143.1 million, reflecting a robust 39% year-over-year growth, which enhances market confidence amid fierce competition.
- Future Outlook: The company anticipates Q1 2026 net revenues between RMB 650 million and RMB 700 million (approximately $93 million to $100 million), although below the consensus of $108.36 million, it still indicates a year-over-year increase of about 24% to 33%, showcasing sustained market demand.
- Industry Partnerships: Hesai's collaboration with AEye and Nvidia for safety-certified AV and robotics solutions highlights the company's proactive approach in technological innovation and industry leadership, potentially opening new revenue streams.
- Market Developments: At CES, Hesai unveiled a significant increase in LiDAR output, further solidifying its market position in the autonomous driving sector while laying a foundation for future business growth.
See More
Hesai Group to Announce Q4 Earnings on March 24
- Earnings Announcement: Hesai Group is set to release its Q4 2023 earnings report on March 24 before the market opens, with a consensus EPS estimate of $0.22, reflecting a 29.4% year-over-year increase, indicating ongoing improvement in profitability.
- Revenue Growth Expectations: The revenue is projected to reach $155.75 million, representing a 58.0% year-over-year increase, showcasing the company's ability to achieve significant sales growth in a competitive market, suggesting strong market demand.
- Performance Against Estimates: Over the past year, Hesai has only beaten EPS and revenue estimates 25% of the time, which, while not particularly strong, still demonstrates the company's resilience in an uncertain market environment.
- Industry Collaboration Developments: Hesai's partnership with AEye and Nvidia to develop safety-certified autonomous vehicle and robotics solutions highlights the company's proactive approach to technological innovation and industry collaboration, potentially providing new growth drivers for the future.
See More
Hesai Technology Joins Nvidia AI Systems Inspection Lab
- Joining AI Lab: Hesai Technology (HSAI) announced its membership in the Nvidia Halos AI Systems Inspection Lab, the first ANSI National Accreditation Board-accredited lab for AI-driven physical systems, marking a significant step in its development in AI compliance and functional safety.
- Lidar Platform Validation: As a member, Hesai will evaluate and validate its lidar platforms within this unified framework, ensuring performance in functional safety, cybersecurity, and AI compliance, thereby enhancing its product competitiveness in the market.
- Nvidia Halos System: Nvidia Halos is a comprehensive full-stack safety system designed to unify safety elements across vehicle and robotics architectures and their underlying AI models, safeguarding AI-based autonomous driving and robotics systems through a combination of hardware and software components.
- Collaborative Ecosystem: Digital accessibility platform AEye (LIDR) also joined the Nvidia lab, and both companies will collaborate to validate interoperability, safety processes, and system-level integration, further advancing the safety ecosystem of the Nvidia Drive platform.
See More
