Shares of RoboSense (2498.HK) surged as a lot as 15% in morning buying and selling on February 20, 2026, following the corporate’s issuance of a revenue alert forecasting its first-ever quarterly internet revenue.
The Hong Kong-listed AI-driven robotics expertise firm stated it expects to report a internet revenue of not lower than RMB 60 million (roughly USD 8.3 million) for the fourth quarter of 2025. The projected turnaround follows sustained gross sales development throughout 2025, significantly in its robotics section, in addition to optimized monetary asset administration.
Robotics Phase Emerges as Key Development Driver
RoboSense reported that LiDAR gross sales within the robotics sector reached greater than 303,000 models in 2025, representing a year-on-year enhance of greater than 1,142% in contrast with 2024.
Within the fourth quarter alone, the corporate bought a complete of 459,600 LiDAR models, of which 221,200 models have been utilized in robotics functions. The determine was practically on par with gross sales for superior driver-assistance techniques (ADAS), suggesting a extra balanced income combine between automotive and robotics functions.
The corporate indicated that this shift towards robotics — a section typically related to increased margins — has contributed considerably to its enhancing profitability profile.
Strategic Enlargement Past Automotive
RoboSense has been increasing past its conventional automotive focus into robotics, positioning the latter as a serious development engine. Throughout its third-quarter earnings name, the corporate had guided for a worthwhile fourth quarter, and the newest revenue alert suggests it has met that concentrate on.
The anticipated quarterly revenue marks a possible inflection level for the corporate, which has traditionally operated at a loss amid heavy analysis and growth spending and trade competitors.
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