高盛发表研报指，禾赛第三季营运利润及净利润分别较高盛预测高125%和200%，主要归因于激光雷达出货量更高、营运费用降低以及权益投资收入。高盛相信，禾赛科技处于有利地位，能够受益于中国新能源车市场从2025年开始加速采用导航辅助驾驶，连同低成本产品的推出，将驱动激光雷达在大众车型中的使用；海外高级辅助驾驶(ADAS)机会，从全球汽车制造商获得设计订单，量产预计于2026及2027年开始；全球Robotaxi/机器人市场，禾赛在2024年拥有全球Robotaxi市场61%的市占率，并从其他垂直领域(如自动割草机)获得增量订单。 高盛对禾赛美股12个月目标价为36美元，港股12个月目标价为281港元，评级“买入”。
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