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When AMD put a US$8.2b all stock offer on the table for Fei-Fei Li’s World Labs, the deal sent a clear signal that AI hardware, robotics and simulation are moving from story to spend. Investors see capital, talent and world-model tech converging, and worry about missing the next wave of winners or holding the wrong exposures. This article unpacks three stocks linked to that news and how this shift could reshape their risk and reward profiles. The stocks covered below are just a small sample,...
RoboSense Technology Co., Ltd. ("RoboSense" or the "Company"; stock code: 2498.HK), a pioneering robotics platform company for Physical AI, has officially released its 2026 interim results.
RoboSense (HKEX: 02498), a pioneering robotics company for the Physical AI era, announced its LiDAR sales volume for the first half of 2026, with total LiDAR sales reaching 719,200 units, up 169.6% year over year, including 282,600 units in the robotics segment, up 510.4% year over year, and 436,600 units in the ADAS segment, up 98.0% year over year. The strong performance was driven by RoboSense's full-stack proprietary chip technologies and continued growth across both its ADAS and robotics se
RoboSense Technology Co., Ltd. ("RoboSense" or the "Company"; Stock Code: 2498.HK), an AI-driven robotics technology company, today announced its financial results for the first quarter of 2026, delivering a landmark quarter in which the robotics business surpassed 50% of total LiDAR shipments for the first time in the Company's history. Building on the momentum of its first-ever profitable quarter in Q4 2025, RoboSense enters 2026 with strong operational confidence. The Company's dual-engine st
CEO RJ Scaringe says Chinese firms dominate the affordable lidar market, and a U.S.-based joint venture could be one path forward
Event driven snapshot of Robosense Technology Robosense Technology (SEHK:2498) has drawn investor attention after recent share price weakness, with the stock showing negative returns over the past month, past 3 months, year to date and over the past year. Against that backdrop, investors are weighing Robosense Technology’s HK$1,941.008m in revenue alongside a reported net loss of CN¥145.922m, as well as its current value score of 4 and intrinsic discount of 64.89%. See our latest analysis for...
With a street-high upside potential of 70.2%, Robosense Technology Co (OTC:RBSTF) ranks among the 10 best robotics stocks to buy under $30. On April 21, 2026, Robosense Technology Co (OTC:RBSTF) used its Shenzhen Tech Day to lay out what may be its most consequential product push to date, unveiling a new chip architecture, two flagship […]
The company said the factory, which is now being built, is intended to serve overseas customers looking to broaden their supply chains beyond China.
RoboSense (HKEX: 2498), an AI-driven robotics technology company, hosted its 2026 Tech Day in Shenzhen today, marking a landmark moment with the global debut of its pioneering self-developed SPAD-SoC architecture, EOCENE, and two flagship image-grade chipsets, Phoenix and Peacock. Alongside these core launches, RoboSense offered a strategic preview of its revolutionary RGBD sensor, slated for release in 2027. This breakthrough signifies a paradigm shift in 3D perception technology, solidifying R
RoboSense (2498.HK) , a pioneering AI-driven robotics technology company, announced its sales volume for the first quarter of 2026, with total LiDAR sales reaching 330,300 units, representing a year-on-year increase of 204.1%. Among these, LiDAR sales volume for the ADAS segment totaled 144,800 units, while LiDAR sales volume for robotics and others reached 185,500 units, representing a robust year-on-year surge of 1,458.8%. For the very first time, RoboSense's robotics LiDAR sales volume surpas
RoboSense Technology Co., Ltd. has reported a quarterly net profit for the first time, pointing to a turning point as its robotics-focused LiDAR shipments surged. The company said the Q4 2025 result beat what the market had been bracing for, helped by a sharp jump in volume and a richer product mix. As per the report shared with Benzinga, RoboSense posted about RMB 104 million in net income for Q4 2025 on revenue of roughly RMB 751 million, alongside operating profit of around RMB 130 million. T
RoboSense Technology Co., Ltd. ("RoboSense" or the "Company"; Stock Code: 2498.HK), a pioneering AI-driven robotics technology company, announced its financial results for the fourth quarter and full year of 2025, underlining robust performance driven by its dual-engine strategy of ADAS and robotics.
Partnership underscores how regulatory approval of Level 3 autonomy in China is accelerating LiDAR’s role.
Investors may be wondering whether Robosense Technology at HK$34.48 is starting to look attractive, or if the risks still outweigh the potential upside. The stock has seen a 0.6% decline over the last week, a 1.2% decline over the last month, and is down 7.6% year to date and 25.8% over the past year, so recent returns have been weak and may be affecting how investors think about its potential. Recent coverage has focused on how Robosense Technology is positioned within the broader tech...
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