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SenseTime Group, Inc. Class B
(0020)
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Rating:47Neutral
Price Target:
HK$1.00
▼(-33.77% Downside)
Action:Reiterated
Date:08/18/26
The score is primarily constrained by weak financial quality—ongoing net losses and persistent negative operating/free cash flow—despite improved 2025 revenue growth and a narrowing loss. Technicals are moderately positive in the short term (price above 20/50-day averages with positive MACD), but the longer-term trend remains bearish (below 100/200-day averages). Valuation is also a headwind given the negative P/E and lack of dividend support.
Positive Factors
Improving revenue trajectory
The return to double-digit revenue growth indicates improving commercial traction after near-flat growth in 2024. If sustained, stronger demand can expand the installed customer base, support operating leverage, and provide a foundation for improved earnings over the next several quarters.
Negative Factors
Persistent unprofitability
Continued net losses show that revenue growth has not yet translated into a durable earnings model. Persistent operating deficits can limit reinvestment capacity, weaken shareholder returns, and keep the company dependent on balance-sheet resources until profitability improves.
Read all positive and negative factors
Positive Factors
Negative Factors
Improving revenue trajectory
The return to double-digit revenue growth indicates improving commercial traction after near-flat growth in 2024. If sustained, stronger demand can expand the installed customer base, support operating leverage, and provide a foundation for improved earnings over the next several quarters.
Read all positive factors
SenseTime Group, Inc. Class B (0020) vs. iShares MSCI Hong Kong ETF (EWH)
Market Cap
HK$46.69B
Dividend YieldN/A
Average Volume (3M)271.78M
Price to Earnings (P/E)132.1
Beta (1Y)1.63
Revenue Growth31.42%
EPS GrowthN/A
CountryHK
Employees2,472
SectorTechnology
Sector Strength88
IndustrySoftware - Application
Share Statistics
EPS (TTM)<0.01
Shares Outstanding41,746,450,000
10 Day Avg. Volume288,727,523
30 Day Avg. Volume271,778,032
Financial Highlights & Ratios
PEG Ratio0.65
Price to Book (P/B)2.74
Price to Sales (P/S)14.62
P/FCF Ratio-20.77
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
HK$2.19Price Target Upside45.14% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering6
EPS Forecast (FY)>-0.01
Revenue Forecast (FY)HK$6.43B
SenseTime Group, Inc. Class B Business Overview & Revenue Model
Company Description
SenseTime Group Inc., an investment holding firm, specializes in creating and distributing artificial intelligence software solutions globally, with a significant presence in the People's Republic of China, Northeast Asia, and Southeast Asia. The ...
SenseTime Group, Inc. Class B Financial Statement Overview
Summary
Income Statement
32
Negative
Balance Sheet
64
Positive
Cash Flow
28
Negative
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 5.53B | 5.01B | 3.77B | 3.41B | 3.81B | 4.70B |
| Gross Profit | 1.99B | 2.06B | 1.62B | 1.50B | 2.54B | 3.28B |
| EBITDA | -1.35B | -2.27B | -3.64B | -5.11B | -2.58B | -16.45B |
| Net Income | 311.06M | -1.77B | -4.28B | -6.44B | -6.04B | -17.18B |
Balance Sheet | ||||||
| Total Assets | 46.54B | 38.92B | 34.60B | 32.89B | 37.43B | 36.94B |
| Cash, Cash Equivalents and Short-Term Investments | 13.81B | 14.23B | 12.56B | 11.05B | 14.81B | 21.79B |
| Total Debt | 12.95B | 5.96B | 6.12B | 4.76B | 3.52B | 723.80M |
| Total Liabilities | 16.28B | 11.85B | 10.96B | 9.73B | 8.41B | 4.96B |
| Stockholders Equity | 30.11B | 26.73B | 23.46B | 23.16B | 28.97B | 31.89B |
Cash Flow | ||||||
| Free Cash Flow | -4.67B | -3.53B | -4.86B | -4.75B | -8.25B | -3.75B |
| Operating Cash Flow | -403.22M | -218.11M | -3.93B | -3.23B | -3.08B | -2.49B |
| Investing Cash Flow | -7.74B | -3.39B | -2.80B | 3.46B | -9.30B | -1.55B |
| Financing Cash Flow | 6.96B | 5.38B | 6.26B | 1.08B | 3.33B | 9.38B |
SenseTime Group, Inc. Class B Technical Analysis
Negative
1.51
Price Trends
1.27
Negative
1.34
Negative
1.74
Negative
Market Momentum
-0.04
Negative
39.45
Neutral
53.29
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:0020, the sentiment is Negative. The current price of 1.51 is above the 20-day moving average (MA) of 1.16, above the 50-day MA of 1.27, and below the 200-day MA of 1.74, indicating a bearish trend. The MACD of -0.04 indicates Negative momentum. The RSI at 39.45 is Neutral, neither overbought nor oversold. The STOCH value of 53.29 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HK:0020.
SenseTime Group, Inc. Class B Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
56 Neutral | HK$18.67B | -5.58 | -7.08% | ― | 35.32% | 74.56% | |
53 Neutral | HK$16.35B | -13.18 | -10.49% | ― | ― | ― | |
53 Neutral | HK$10.86B | -6.26 | -21.63% | 0.96% | 109.13% | 40.49% | |
47 Neutral | HK$46.69B | 132.06 | 1.09% | ― | 31.42% | ― | |
45 Neutral | HK$12.08B | 61.05 | 1.93% | ― | 41.91% | ― | |
43 Neutral | HK$53.93B | -13.23 | -14.76% | ― | 45.69% | -146.01% |
* Technology Sector Average
HK:0020
SenseTime Group, Inc. Class B
1.11
-1.27
-53.38%
HK:3896
Kingsoft Cloud Holdings Ltd
4.12
-2.39
-36.71%
HK:6682
Beijing Fourth Paradigm Technology Co. Ltd. Class H
21.64
-34.11
-61.18%
HK:9660
Horizon Robotics Class B
3.42
-5.39
-61.19%
HK:2026
Pony AI Inc.
37.58
-88.52
-70.20%
HK:0800
WeRide Inc. Class A
11.00
-13.40
-54.92%
SenseTime Group, Inc. Class B Corporate Events
SenseTime Grants 127 Million RSUs to Staff Under 2022 Incentive Scheme
Sep 28, 2026
SenseTime Group Inc., the Hong Kong–listed AI specialist in computer vision and deep learning solutions, operates through a network of subsidiaries and affiliated entities to deliver AI platforms for smart cities, mobility, and enterprise cu...
SenseTime pivots to agentic AI as profits rebound in first-half 2026
Aug 26, 2026
SenseTime reported a strong first half of 2026, with revenue rising 23.4% year-on-year to RMB 2.91 billion and gross profit climbing 32.9%, while the company swung from a significant loss to a profit for the period and sharply reduced adjusted net...
SenseTime Signals First Profit Since Hong Kong Listing on Strong AI Portfolio Gains
Aug 16, 2026
SenseTime has issued a positive profit alert, indicating it expects to report a consolidated profit of about RMB500 million to RMB700 million for the first half of 2026, compared with a loss of roughly RMB1.49 billion a year earlier. This would ma...
SenseTime Sets August Board Meeting to Approve Interim Results and Consider Dividend
Aug 14, 2026
SenseTime Group Inc. has scheduled a board meeting for August 26, 2026, to review and approve its interim results for the six months ended June 30, 2026. The board will also consider whether to recommend an interim dividend, a decision that could ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.