摩根大通发表报告，将速腾聚创的评级由“中性”升至“增持”，目标价由28.6港元上调至53港元，相当于未来一年预测市销率5倍。除了中国新能源汽车中ADAS LiDAR加快采用外，摩通注意到包括机器人割草机、无人驾驶出租车和物流机器人在内的各种机器人应用对LiDAR的强劲需求。摩通认为，鉴于更广泛的LiDAR应用前景和未来更多上行空间，速腾聚创值得估值重估。 摩通预计速腾聚创2025至2027年LiDAR总出货量分别为83.6万、180万、280万单位(复合年增长率：74%；约30%来自机器人），并预计综合毛利率将稳定在28%左右，2026及27年的调整后净利润分别1.87亿元及4.93亿元，2025年料净亏损约8600万元。
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