Earning Analysis
Welcome to our in-depth analysis of Hesai Group(HSAI) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Hesai Group earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: CNY
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-11-11 | Pre-Market | - | 0.25 | - | 830.95M | 795.40M | -4.28 | -9.89 | -15.05 |
| FY2025Q1 | 2025-05-26 | After Hours | - | - | - | 532.16M | 525.30M | -1.29 | -0.89 | -12.07 |
| FY2024Q4 | 2025-03-10 | After Hours | - | 0.15 | - | 723.60M | 719.76M | -0.53 | +50.41 | +39.29 |
| FY2024Q3 | 2024-11-25 | After Hours | -0.02 | -0.05 | -150.00 | 489.56M | 539.42M | +10.18 | +44.42 | +68.42 |
| FY2024Q2 | 2024-08-19 | After Hours | -0.06 | -0.05 | +16.67 | 472.95M | 458.86M | -2.98 | -7.95 | -7.40 |
| FY2024Q1 | 2024-05-20 | - | - | -0.08 | - | 337.17M | 359.12M | +6.51 | +2.14 | -9.90 |
| FY2023Q4 | 2024-03-11 | - | - | -0.11 | - | 583.80M | 561.18M | -3.87 | -6.77 | -19.44 |
HSAI Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Hesai Group reported performance for FY2025Q3, announced on 2025-11-11. The company achieved an EPS of 0.25, compared to analyst estimates of by % . Revenue for the quarter reached 795.40M compared to expectations of 830.95M by -4.28% .
The stock price reacted with a -9.89% one-day change and a -15.05% five-day change following the earnings release. These movements reflect market reaction in Hesai Group growth trajectory and strategic initiatives.
HSAI Earnings Forecast
Looking ahead, Hesai Group(HSAI) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q3 project quarter revenue of 830.95M and an EPS of 0.79.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Downward by -2.55%, while EPS estimates have been Revise Upward by 38.99%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Downward by -14.98% . These revisions correlate with a -24.54% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Hesai Group long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between HSAI's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Downward
-2.55%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+38.99%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Downward
-14.98%
In Past 3 Month
Stock Price
Go Down
-24.54%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:3.14B
--
EPS Estimate-Annual FY 2025:3.12
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Stock Price19.99
HSAI Revenue and EPS Performance: A Historical Perspective
Hesai Group revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-11-11,Pre-Market):
EPS: 0.25 (Actual) vs. (Estimate) (%)
Revenue: 795.40M (Actual) vs. 830.95M (Estimate) (-4.28%)
Price Reaction: -9.89%(1-Day), -15.05%(5-Day)
FY2025Q1 (2025-05-26,After Hours):
EPS: (Actual) vs. (Estimate) (%)
Revenue: 525.30M (Actual) vs. 532.16M (Estimate) (-1.29%)
Price Reaction: -0.89%(1-Day), -12.07%(5-Day)
FY2024Q4 (2025-03-10,After Hours):
EPS: 0.15 (Actual) vs. (Estimate) (%)
Revenue: 719.76M (Actual) vs. 723.60M (Estimate) (-0.53%)
Price Reaction: 50.41%(1-Day), 39.29%(5-Day)
Earnings Reaction
The chart below shows how HSAI performed 10 days before and after its earnings report, based on data from the past quarters. Typically, HSAI sees a -6.68% change in stock price 10 days leading up to the earnings, and a +16.34% change 10 days following the report. On the earnings day itself, the stock moves by -2.81%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed 3.66% on the day following the earnings release and then changed by -2.69% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Hesai Group (HSAI) Q3 2025 Earnings Call Summary
Positive
2025-11-11
The earnings call summary and Q&A suggest a positive outlook. Strong financial performance is indicated by a 229% increase in shipments and healthy gross margins. Although pricing pressures are expected, the company anticipates strong demand and has secured key partnerships, including with BYD. Optimistic guidance for Q4 and 2026 supports a positive sentiment. However, the lack of specific guidance in some areas tempers the outlook slightly. Overall, the positive indicators outweigh the negatives, suggesting a likely stock price increase in the next two weeks.
Hesai Group (HSAI) Q1 2025 Earnings Call Summary
Positive
2025-05-26
The earnings call summary reflects strong financial performance with a 46% revenue increase and an 84% reduction in net loss. Positive guidance for Q2, with expected revenue growth and shipment increases, suggests continued momentum. The Q&A section supports this, showing confidence in maintaining guidance and managing competition. Although there are concerns about competitive pressures and geopolitical risks, proactive measures like factory expansion mitigate these. Overall, the strong financial metrics, optimistic guidance, and strategic initiatives point towards a positive stock price movement.
Hesai Group (HSAI) Q4 2024 Earnings Call Summary
Positive
2025-03-11
The earnings call indicates strong financial performance with revenue and profit growth, despite a slight decline in gross margins. The company's guidance is optimistic, with expected profitability and market expansion. New product launches and design wins with global OEMs bolster confidence. The Q&A session highlighted significant opportunities in the robotics market and ongoing cost management, despite some concerns about competition and regulatory issues. The absence of a share repurchase program is a minor negative factor. Overall, the positive aspects outweigh the negatives, suggesting a positive stock price reaction.
Hesai Group (HSAI) Q3 2024 Earnings Call Summary
Positive
2024-11-26
The earnings call summary indicates strong financial performance with increased revenue and narrowed losses. The guidance is optimistic, projecting profitability in Q4 2024 and full year 2025. Despite competitive pressures and regulatory issues, the company has secured significant design wins and has a solid market strategy. The Q&A section reveals management's confidence in achieving profitability and managing expenses. Overall, the company's strategic positioning and financial outlook suggest a positive stock price movement over the next two weeks.
Hesai Group (HSAI) Q2 2024 Earnings Call Summary
Positive
2024-08-20
The earnings call highlights several positive aspects, including strong LiDAR shipments, improved gross margins, and narrowed net losses. The Q&A session reveals optimism about future growth, particularly in the robotaxi sector, and a potential removal from the U.S. blacklist. Despite some risks like market competition and supply chain issues, the overall sentiment is positive due to strong financial performance and optimistic guidance. The absence of a shareholder return plan is a minor negative, but not enough to offset the positive outlook.
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FAQ
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