New CEO Looking to Leverage Continental and Other Partners for 4Sight Rollouts
CEO Matt Fisch’s first earnings call announced revenue of $1.1 million in 4Q22, in line with quarterly expectations. CFO Bob Brown announced that...
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Hesai Group IPO: Valuation Insights
In this note, we present our forecasts and discuss valuation. Our analysis suggests that Hesai is unattractively valued at the IPO price range. We...
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Hesai Group IPO: The Bear Case
The key elements of the bear case rest on continuing pricing pressure, declining contract liabilities, gross margin decline, ongoing losses,...
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Hesai Group IPO: The Bull Case
The key elements of the bull case rest on a solid competitive positioning, large addressable markets, high growth and a strong balance sheet.
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Launch of 4Sight Expected to Drive Entire Company
KEY POINTS AEye reported revenue of $0.8 million in 3Q22, in line with quarterly expectations. CEO Blair LaCorte said the company launched its...
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