Hesai Technology stock tumbles on short seller report

EditorLouis Juricic
Published 03/18/2025, 10:54 AM
© Reuters.

Investing.com -- Shares of Hesai Technology (NASDAQ:HSAI) fell 8% after Blue Orca Capital named the company as a new short idea, questioning the legitimacy of its business and financial disclosures. The short seller’s report alleges that the company is misleading investors and the U.S. government regarding its involvement with the Chinese military and the authenticity of its financial statements.

The report by Blue Orca Capital claims to have found evidence of Hesai’s LiDAR systems being used in Chinese military vehicles, despite the company’s assertions to the contrary. The short seller also casts doubt on Hesai’s reported revenues and margins, suggesting they are inconsistent with customer purchasing volumes and defy financial logic. Additionally, the report accuses Hesai of not disclosing the loss of its largest customer and a significant workforce reduction, up to 30%, to investors.

Blue Orca’s allegations have raised serious concerns among investors, leading to a sharp decline in Hesai’s stock price. The report emphasizes that the short seller has a financial interest in the decline of Hesai’s stock, as it holds a short position in the company’s securities.

The market’s reaction reflects the impact of such allegations on investor sentiment, particularly when they involve potential dishonesty and risks associated with geopolitical tensions. Hesai Technology has not yet responded publicly to the claims made in the Blue Orca report at the time of writing.

Investors are advised to exercise caution and conduct their own due diligence, considering the short seller’s disclaimer about the potential biases in its report. The situation highlights the influence that short seller reports can have on stock prices, especially when they involve accusations of fraud or misconduct.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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