Análisis Argos
HSAI
HSAISin veredicto2 señales de riesgo
Hesai Group · Consumer Cyclical
US$ 17.19
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
43/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Tiene más caja que deuda: balance fuerte.
Riesgos
!Beneish M-Score sugiere manipulación (0.57)
!FCF negativo con deuda creciente
VALOR2/6FUTURO6/6PASADO2/6SALUD4/6DIVIDENDO1/6
El Iris de calidad
VALOR2/6FUTURO6/6PASADO2/6SALUD4/6DIVIDENDO1/6
ValorCerca de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoEl dividendo aún duerme
Score Argos43de 100Sin veredicto
Ingresos46%
US$ 3 B
Margen operativo141%
4.1%
Flujo de caja libre10%
US$ -0.2 B
Deuda neta
US$ -0.7 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 2.2B
P/E5.1x
EV/EBITDA6.2x
FCF yield-8.4%
ROIC1.4%
Margen operativo4.1%
Crecim. ingresos+45.8%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

globenewswire.com · 26 may
Hesai Group to Hold Annual General Meeting on June 26, 2026
SHANGHAI, May 26, 2026 (GLOBE NEWSWIRE) -- Hesai Group (“Hesai” or the “Company”) (NASDAQ: HSAI; HKEX: 2525), a global tech company and a leader in 3D perception, today announced that it will hold an annual general meeting of the Company's shareholders (the “AGM”) at 1:30 p.m. Beijing time on Friday, June 26, 2026 at No.28, Ciyun Road, Yangcheng Lake Peninsula, Weiting Town, Suzhou Industrial Park, Jiangsu Province, People's Republic of China, for the purposes of considering and, if thought fit, passing with or without amendments, each of the proposed resolutions as set forth in the notice of the AGM (the “AGM Notice”). The AGM Notice, a circular in relation to the AGM, and the form of proxy for the AGM are available on the Company's website at https://investor.hesaitech.com/. The board of directors of the Company fully supports the proposed resolutions and recommends that shareholders and holders of American depositary shares (“ADSs”) vote in favor of the proposed resolutions.
marketbeat.com · 25 may
SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns
The SpaceX NASDAQ: SPCX IPO is dominating headlines, but Luke Lango of InvestorPlace says investors are looking at this story through too narrow a lens. The real trade isn't just one rocket company going public, it's a decades-long convergence of four separate business ventures into one AI-driven empire, and the stocks riding that wave are already starting to move.
seekingalpha.com · 20 may
Hesai: The Focus Is Now On Margins
Hesai Group continued to report surging shipments in Q1 and assumes good momentum to continue throughout 2026 as LiDAR demand expands. Earnings expansion is slowed down by a continued shift into cheaper, lower-margin products. HSAI's gross margin declined in Q1, and revenue growth has stalled in comparison to shipment growth. HSAI's venture into physical AI presents long-term revenue potential past LiDAR sensors.
seekingalpha.com · 19 may
Hesai Group (HSAI) Q1 2026 Earnings Call Transcript
Hesai Group (HSAI) Q1 2026 Earnings Call Transcript
marketbeat.com · 19 may
Hesai Group Q1 Earnings Call Highlights
Hesai Group NASDAQ: HSAI reported first-quarter 2026 revenue growth and continued profitability while outlining a broader strategic shift beyond lidar into what management called “spatial intelligence” and physical AI.
prnewswire.com · 19 may
Hesai Announced as Strategic Lidar Partner and Confirmed Supplier for Mercedes-Benz L3-Enabled Models
/PRNewswire/ -- As disclosed in its Q1 2026 earnings release, Hesai Group (Nasdaq: HSAI; HKEX: 2525), a global tech company and a leader in 3D perception,
globenewswire.com · 19 may
Hesai Group Reports First Quarter 2026 Unaudited Financial Results
Quarterly net revenues were RMB680.6 million (US$98.7 million) 1 Quarterly lidar shipments were 471,723 units Quarterly net income was RMB18.3 million (US$2.7 million) SHANGHAI, China, May 19, 2026 (GLOBE NEWSWIRE) -- Hesai Group (“Hesai” or the “Company”) (NASDAQ: HSAI; HKEX: 2525), a global tech company and a leader in 3D perception, today announced its unaudited financial results for the three months ended March 31, 2026. Management Remarks “We are incredibly honored and excited to announce that Hesai serves as strategic lidar partner and confirmed supplier for Mercedes-Benz models enabling L3 autonomy.
prnewswire.com · 5 may
Hesai Secures No.1 in Long-Range ADAS Lidar Shipments for Five Consecutive Years by Yole Group
PALO ALTO, Calif., May 5, 2026 /PRNewswire/ -- Hesai Group (Nasdaq: HSAI; HKEX: 2525), a global tech company and a leader in 3D perception, has been recognized as the No.1 supplier in long-range ADAS lidar shipments for the fifth consecutive year, according to Yole Group's latest "Automotive ADAS 2026" report.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.