HSAI Earnings

HSAI reported its earnings on 2026-03-24, showcasing a revenue of 143.07M against an estimate of 443.21M, resulting in a -67.72% surprise. The EPS was 0.13, surpassing the expected 0 by 0%. The stock experienced a -14.16% price change on the earnings day and a -21.8% change over the next five days, reflecting market reactions to the results.

Following HSAI's earnings announcement on 2026-03-24, the stock price moved by -14.16% on the day of the release. Over the subsequent five days, it saw a -21.8% change. Historically, HSAI's stock price tends to shift by an average of -2.75% in the 10 days leading up to earnings and 15.31% in the 10 days following, providing insight into potential market.

For 2025/Q3, analysts estimate HSAI's annual revenue to reach 830.95M, while the EPS is projected at 0.79. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between HSAI's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, HSAI's stock price typically moves by -2.75% in the 10 days before its earnings and 15.31% in the 10 days after. For the upcoming 2025/Q3 earnings, analysts expect an EPS of 0.79 and revenue of 830.95M.

The earnings call indicates strong financial performance, record lidar shipments, and optimistic guidance for 2026, suggesting growth potential. The Q&A revealed positive sentiment towards Hesai's strategic partnerships and expansion plans in robotics and non-lidar products. Despite the lack of full-year net income guidance, the company's confidence in revenue, shipment, and profit growth supports a positive outlook. New product launches and collaborations with NVIDIA further bolster this sentiment, outweighing concerns about ASP declines and cost management.