HSAI
Hesai GroupPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Mar 24 Hesai Group reported strong full-year 2025 results with record reven…
- A May 11 Amerx initiates
- R May 19 Hesai Group reported Q1 2026 net revenues of RMB680.6M ($98.7M), up…
- R Jul 31 Hesai Group is seeking shareholder approval to triple its annual tra…
- R Aug 18 Hesai Group reported Q2 2026 results with net revenues of RMB860.8M…
- R Aug 18 Hesai Group reported Q2 2026 net revenues of RMB860.8M (up 21.9% YoY…
Signal stack
Where each data set points today.
- InsidersNO TRADES
No open-market buys or sells in 12 months. Recent filings are awards, exercises and tax withholding.
- InstitutionsMIXED
Q2 2026: 23 added (0 new), 18 trimmed or exited.
- AnalystsBULLISH
28 of 29 rate it Buy or better.
- Short sellersSTEADY
Short interest −10.6% to 8.12M shares. 7.7 days to cover, ≈5.2% of shares.
- TrendDOWNTREND
16% below its 50-day average. New closing low $12.14 on Oct 22.
- SocialQUIET
No Reddit mentions this week. Last mention Oct 17.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| FMR LLC | TRIM | $34.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | DOUBLED | $22.6M |
| NORDEA INVESTMENT MANAGEMENT AB | ADD | $15.4M |
| JPMORGAN CHASE & CO | DOUBLED | $13.6M |
| Artisan Partners Limited Partnership | TRIM | $13.6M |
| GOLDMAN SACHS GROUP INC | ADD | $11.9M |
| MORGAN STANLEY | ADD | $10.3M |
| STATE STREET CORP | ADD | $7.2M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
29 analysts| Date | Firm | Rating |
|---|---|---|
| Aug 20, 2026 | Amerx REITERATE | Hold |
| May 20, 2026 | Amerx REITERATE | Hold |
| May 11, 2026 | Amerx INITIATE | Hold |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 19, 2026 | Fan Peng Chief Financial Officer | EXERCISE | 50,000 sh |
| Mar 25, 2026 | Wang Hui (Jasmine) Director | AWARD | 6,565 sh |
| Mar 25, 2026 | Sun Kai Chief Scientist | AWARD | 157,000 sh |
| Mar 25, 2026 | Li Yifan Chief Executive Officer | AWARD | 157,000 sh |
| Mar 25, 2026 | Xiang Shaoqing Chief Technology Officer | AWARD | 157,000 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
17 filings · 3 press releases · 4 bullish · 1 bearish · 1 mixed · 11 neutral- NEUTRAL 6-KOct 20, 2026
Hesai Group filed a 6-K announcing that its board of directors will meet on November 10, 2026 to…
Routine earnings date announcement with no pre-announcement or guidance revision. Monitor the November 10 call for Q3 revenue and shipment trends, which are the key drivers for HSAI given its lidar…
- BEARISH INST-CLUSTERSep 22, 2026
Hesai Group saw a mixed institutional cluster in Q2 2026: 23 buyers added $32.7M in new holdings…
The massive net selling by mega-passive funds (Vanguard, Fidelity) and quant funds (D.E. Shaw) suggests a structural de-rating thesis, possibly tied to ADR de-listing risk or deteriorating…
- NEUTRAL 6-KSep 17, 2026
Hesai Group filed its 2026 interim report for the first six months of fiscal year 2026. The filing…
Monitor next 10-Q or 20-F for actual interim report for financial performance data.
- NEUTRAL 6-KAug 28, 2026
Hesai Group filed a 6-K reporting that all resolutions proposed at the August 28, 2026…
The EGM approval removes a key governance overhang for the Sharpa supply agreement. Monitor future filings for the actual Revised Annual Cap figures and any subsequent revenue contribution from the…
All HSAI filing & press-release reports (20)
- 6-K reportOct 20, 2026
- INST-CLUSTER reportSep 22, 2026
- 6-K reportSep 17, 2026
- 6-K reportAug 28, 2026
- 6-K reportAug 18, 2026
- PRESS-RELEASE reportAug 18, 2026
- 6-K reportJul 31, 2026
- 6-K reportJul 27, 2026
- PRESS-RELEASE reportJul 27, 2026
- 6-K reportJul 10, 2026
- 6-K reportJul 8, 2026
- 6-K reportJul 7, 2026
- 6-K reportJun 12, 2026
- INST-CLUSTER reportJun 11, 2026
- 6-K reportJun 5, 2026
- PRESS-RELEASE reportMay 19, 2026
- PRESS-RELEASE reportApr 27, 2026
- PRESS-RELEASE reportApr 24, 2026
- PRESS-RELEASE reportMar 24, 2026
- PRESS-RELEASE reportMar 4, 2026