Hesai Group is expected to report Q3 2026 revenue of approximately RMB 1.04 billion and an EPS of $0.08, with the stock recently closing at $14.33 against an average analyst price target of $23.50.
Investors are primarily focused on the company's LiDAR shipment volume and its progress toward an ambitious 3-million-unit full-year delivery target for 2026.
While Hesai maintains a dominant 43% global market share in the ADAS segment, recent analyst caution from Morgan Stanley and DBS Bank highlights concerns regarding aggressive pricing deflation and regulatory hurdles in international markets.
The report will likely provide critical updates on the production ramp-up of the new Bangkok facility and the commercialization of its next-generation ultra-wide field-of-view sensors.