Analyst Saiyi He of CMB International Securities maintained a Buy rating on SenseTime Group, Inc. Class B, with a price target of HK$2.45.
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Saiyi He has given his Buy rating due to a combination of factors that highlight SenseTime Group’s strong performance and future potential. The company reported a 36% year-over-year increase in total revenue for the first half of 2025, driven primarily by the robust growth in its Generative AI business. This segment alone saw a 73% increase in revenue, accounting for a significant portion of the company’s total revenue, thanks to the high demand for AI computing power and applications.
Furthermore, despite a decline in the Computer Vision segment, the overall revenue quality improved, and the company maintained a strong customer base with a high repeat purchase ratio. The narrowing of the adjusted net loss, aided by improved operating leverage and organizational restructuring, also contributed to the positive outlook. Saiyi He revised the target price upwards, reflecting the improved earnings outlook and sector valuation, reinforcing the Buy recommendation.
In another report released today, DBS also maintained a Buy rating on the stock with a HK$2.50 price target.
0020’s price has also changed moderately for the past six months – from HK$1.640 to HK$2.140, which is a 30.49% increase.