SENSETIME-W (00020) stock is soaring in intraday trading, with shares surging 5.34% as investors react positively to a new research report from Goldman Sachs and optimistic outlooks from other analysts. The artificial intelligence company's stock performance is buoyed by expectations of expanding consumer-oriented (ToC) business and growing generative AI revenues.

Goldman Sachs has raised expectations for SENSETIME-W's ToC business expansion, anticipating the company will begin monetizing through monthly or annual subscription fees following free trials for new users. The investment bank highlighted SenseTime's entry into the ToC generative AI application field, particularly noting its productivity tools like Raccoon office AI and Kapi accounting AI. These applications leverage the company's SenseNova foundation model, potentially creating a competitive edge in the AI-native market.

Adding to the positive sentiment, Cathay Haitong pointed out SENSETIME-W's improved performance in the first half of 2025, with significantly narrowed losses and a 72.7% year-on-year growth in generative AI business revenue. CITIC Securities also weighed in, emphasizing the company's "one foundation, two wings" approach in large model applications, which is expected to enhance penetration rates and customer stickiness in productivity and interactive tools scenarios. The focus on generative AI is seen as a key driver for the comprehensive development of SENSETIME-W's innovation businesses, supporting the stock's upward movement.