UBS·2026-10-14CompanyBuy$26.50Hesai Group (HSAI.US) Kosmo AI Day takeaways: an increasing focus on physical AI
Morgan Stanley·2026-09-23CompanyOverweight$30Hesai Group (HSAI.US) Hesai x Amap: Mapping Growth Beyond LiDAR
Goldman Sachs·2026-09-01CompanyBuy$31Hesai Group (2525.HK): Asia Leaders Conference 2026 Takeaways: Strategic entry into physical AI supported by vertical integration
Morgan Stanley·2026-08-18CompanyOverweight$30Hesai Group (HSAI.US) LiDAR pays the bill, SGI buys the future
Goldman Sachs·2026-10-23SectorChina Mobility Tech: 3Q26 ADRs Preview: Weaker domestic demand, lower government support, higher R&D
Goldman Sachs·2026-10-15CompanyBuy$31Hesai Group (2525.HK): Kosmo AI Day takeaways: From demo to commercialization; Buy
Bernstein·2026-09-01SectorOutperform$29Asia Emerging Robotics Asia Emerging Robotics-The Barometer (July-August 2026)
Goldman Sachs·2026-08-20CompanyHesai Group (2525.HK) Maintain Buy on solid progress in robotic actuation modules, lower estimates on weak domestic auto market