HSAIearnings
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $0.25Beat
- vs $0.08 expected on Nov 10
- Price
- $14.18
- −3.31% today · $22.3B cap
Past and upcoming reports
2
| Nov 10, 2026 | Sep 30, 2026 | Before the market opens | $0.08 | Beat$0.25 | |
| May 19, 2026 | Mar 31, 2026 | Before the market opens | n/a | not recorded | −9.02% |
After the report
Nov 10, 2026 report
HSAI beat EPS estimates, but operating profitability remains unproven
Hesai reported third-quarter EPS of $0.25 versus $0.08 estimated, a 212.5% beat. shares rose 1.81% to $14.66 on November 11, while operating margin remained -0.53%.
Reported against expected
BeatReported EPS was $0.25 versus $0.08 estimated, producing a $0.17 or 212.5% beat for the quarter ended September 30, 2026.
Guidance
Formal forward guidance was not provided in the payload. Available estimates imply 91.13% next-year EPS growth, but management's post-earnings guidance tone is unknown.
How the stock reacted
Shares rose $0.26, or 1.81%, to $14.66 on November 11 from a $14.40 prior close. the session high was $15.19. Event-day and day-two reactions are unavailable.
What changed
EPS reached $0.25 versus $0.08 expected, a 212.5% beat, while operating margin remained -0.53%.
What the price now assumes
The 1.81% gain to $14.66 suggests measured acceptance, constrained by 50.6 trailing P/E and profitability risk.
What it means for the business
Upgrade bias requires operating-margin improvement and validation of 91.13% next-year EPS growth within 30-90 days.
The next one to three months, as we saw it then
Better case35%
The EPS beat becomes durable if Kosmo expansion supports continued earnings growth and operating profitability begins recovering.
Base case40%
The beat supports estimates, but valuation remains dependent on converting growth into consistent operating profit.
Worse case25%
The market discounts the beat if negative operating margin persists and growth fails to translate into cash generation.
If you hold it
Hold unless operating margin remains negative in the next update while the 91.13% next-year EPS-growth expectation is reduced.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.