Market Cap 1.96B
Revenue (ttm) 95.23M
Net Income (ttm) -230.20M
EPS (ttm) N/A
PE Ratio 0.00
Forward PE N/A
Profit Margin -241.73%
Debt to Equity Ratio 0.04
Volume 3,159,288
Avg Vol 2,466,234
Day's Range N/A - N/A
Shares Out 310.69M
Stochastic %K 100%
Beta 1.89
Analysts Strong Sell
Price Target $14.07

Company Profile

WeRide Inc., an investment holding company, provides autonomous driving products and solutions for mobility, logistics, and sanitation industries in the People's Republic of China and Europe. Its product categories include robotaxis, robobus, robovan, and robosweeper. The company also offers advanced driver-assistance system solutions; intelligent data services; and WeRide Go app, an online ride-hailing platform. It has a strategic alliance with ELEVATE Slovakia to launch autonomous driving prog...

Industry: Software - Application
Sector: Technology
Phone: 86 20 2909 3388
Address:
Tower A, Guanzhou Life Science Innovation Center, 21st Floor No. 51, Luoxuan Road Guangzhou International Biotech Island, Guangzhou, China
LubberJML
LubberJML Aug. 10 at 5:11 PM
$WRD two days to see how Q2 goess and I hope it has a food forecast for anything WeRide does. I think Q2 will meet consensus for revenue but I have my doubts for EPS + lower net loss. Q1 report, as I wrote, was a mess for me. I think the market supported that. Fortunately Tony bought >40MM shares that keep WRD from seeing $4's or lower. That won't happen again after Q2. I said this many times already. Demark, EU and Slovakia are not relevant right here. They will be later on. Denmark is relevant in 12 months. GRAB is a free ride with safety operators. EU + Slovakia are piloting for future expansion w/ or w/o fares but with drivers. That's cash burn. Tony said WeRide will add a 4th Tier 1 city this year,. That could be 200+ taxis withe fares and no drivers. That's what BAIDU, WAYMO and PONY do, but not WeRide. WeRide said it will double taxis in the ME this year. When? Geely builds started in Q3. WeRide added >200 AV (types unknown) since Q1. Not enough but enough to hit Q2 rev est.
0 · Reply
QuantumHarbor
QuantumHarbor Aug. 10 at 3:30 PM
$ALOY $ALMU $ZEC $VOYG $WRD ALOY remains execution-driven, ALMU remains speculative, Zcash focuses on privacy-oriented blockchain technology, VOYG remains execution-dependent, and WRD remains speculative. I'm watching commercialization, crypto adoption, funding, and company-specific catalysts.
0 · Reply
LubberJML
LubberJML Aug. 10 at 3:10 PM
$WRD the awareness keeps adding up and WeRide for these two articles today feature WeRide i nthe top spot above BAIDU and PONY. Eventually Wall Street will take their focus off of the US robotaxi market and consdier what these top Chines AV companies are doing in and out of China, especially the EU. The EU is 100MM people larger than the US population and the countries adding AV have tremendous needs shaped by demographics (aging drivers and cancelled or reduced bus routes bcs there are no drivers). Robotaxi is up for competition. WeRide ought to outshine them for bus and sweeps if vans if/when those AV finally scale. https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://voi.id/en/teknologi/588979&ved=2ahUKEwjz2NPMqpaWAxVsgv0HHaPUBm0QvOMEKAB6BAgcEAE&usg=AOvVaw2LV8UKyXin8xAH_4D0eMuK
0 · Reply
LubberJML
LubberJML Aug. 10 at 2:43 PM
$WRD I shared this bull flag set up targeting +$6.50+ for awhile now. Today there is a 2nd bull flag (green lines) targeting the same $6.50+. The more supporing patterns the better/stronger the chnaces. However, $6.50 does not repair the past damages but chart 2 marked out by the tan colored box shows a possible market sentiment shift. No more spikes higher followed by spikes lower. This looks like consolidation. Lets see if Q2 earnings report can confirm that.
0 · Reply
NLZ
NLZ Aug. 10 at 10:40 AM
$WRD 🇭🇰 Interesting development on the Hong Kong Robobus project. OASES, the Hong Kong Government’s Office for Attracting Strategic Enterprises, has taken down its LinkedIn post (which I shared prior post) that explicitly identified WeRide as powering the two Golden Dragon autonomous minibuses being deployed with Citybus/ASTRI. Why the post was removed is unknown. One possibility is simply that the WeRide attribution was published before all parties had cleared it for public disclosure. The timing is interesting with WeRide reporting earnings this week, but I would not assume the removal is earnings-related. Importantly, deletion does not prove the information was correct or incorrect. However, given that OASES is a Hong Kong government office and the government has separately confirmed that WeRide is actively participating in autonomous-driving tests in Hong Kong, I still view the original attribution as meaningful evidence. I might just a premature disclosure. We’ll find out soon
1 · Reply
LubberJML
LubberJML Aug. 10 at 5:35 AM
$WRD this will help getting investor eyeballs off of the US Robotaxi segment for Chinese AV. Lots and lots of stories. https://www.bing.com/ck/a?!&&p=2a26ce2a5b2387dd80d9743fdfd4dd02cf306e7027acbad3bf183d865c6f73d3JmltdHM9MTc4NjIzMzYwMA&ptn=3&ver=2&hsh=4&fclid=3f56afb5-c9f4-6e3f-270e-bfefc85c6fd8&psq=weride+news&u=a1aHR0cHM6Ly93d3cudGhlc3Rhci5jb20ubXkvYXNlYW5wbHVzL2FzZWFucGx1cy1uZXdzLzIwMjYvMDgvMTAvY2hpbmVzZS1hdXRvbm9tb3VzLXRheGktdGVjaG5vbG9neS1leHBhbmRzLWludG8tZXVyb3BlYW4tbWFya2V0cw
0 · Reply
MPH_one
MPH_one Aug. 9 at 8:45 PM
$WRD https://www.linkedin.com/posts/ceo-kasper-gjedsted_greenmobility-as-enters-strategic-partnership-share-7490054444575948815-xqIh/?utm_source=share&utm_medium=member_android&rcm=ACoAADI5F7kBf58SS-GvRLnITqviwWRg6su7mXw
0 · Reply
LubberJML
LubberJML Aug. 9 at 8:09 AM
$WRD Her'e a link you should send to Tony and to WeRide X accounts before Monday. Ask Tony to invite himeslf to their show to discuss this more. This is the most complete and honest discussion I ever saw for WeRide and the expansion plan. It's rather brilliant how the did this interview. They will see what you send bcs they monitor X all the time to remove replies to their posts that they do not like. This board is so passive about your investment in WRD. Try fighting for that in a way you can that wins for all sides. Perhaps if WeRide sees 50 requests on X next week they'll do that or listen in to learn why this video has so much excitement. Tony might even learn something about how to better communicate the plan. I did that this morning. Consider joining in. https://x.com/RoadToAutonomy/status/2085748499077873667/video/1
1 · Reply
NLZ
NLZ Aug. 8 at 8:12 PM
$WRD 🇭🇰 Interesting Hong Kong find. I think there is a high probability that pilot licence PL25004(1), effective May 20, is connected to WeRide's Robotaxi program, although WeRide is not explicitly named as the AV-stack provider. (similar to the Robobus announcement, I shared earlier). The permit covers exactly 3 Farizon JL6501BEV105 autonomous vehicles manufactured by Zhejiang Haoqing, part of Geely. Kwoon Chung Smart Mobility is specifically embedded in the pilot, with its staff eligible to participate and two Kwoon Chung facilities designated for vehicle inspection and maintenance. Importantly, this is not a closed-course test. The permit allows passenger-carrying autonomous operation on public roads around the Hong Kong-Zhuhai-Macao Bridge and Hong Kong International Airport, including access between the Park & Fly facility and airport authority/immigration checkpoints.
1 · Reply
LubberJML
LubberJML Aug. 8 at 12:02 PM
$WRD starting the phase where the casualties show up. Robtaxi is taking a small share of ride hailing business where the weaker players cannot make it any longer. This happened to EV in a big way. Fortunately WeRide (and PONY) raised enough money to last for 3+ years.
0 · Reply
Latest News on WRD
China's WeRide enters Denmark, extending European footprint

Mon, 03 Aug 2026 01:35:33 -0400 - 7 days ago

China's WeRide enters Denmark, extending European footprint


WeRide Inc. Announces Results of Annual General Meeting

Fri, 26 Jun 2026 16:30:00 -0400 - 6 weeks ago

WeRide Inc. Announces Results of Annual General Meeting


WeRide, Uber and AVOMO Bring Robotaxis to Madrid

Tue, 02 Jun 2026 04:30:00 -0400 - 2 months ago

WeRide, Uber and AVOMO Bring Robotaxis to Madrid


WeRide, Uber, and AVOMO Bring Robotaxis to Madrid

Tue, 02 Jun 2026 04:30:00 -0400 - 2 months ago

WeRide, Uber, and AVOMO Bring Robotaxis to Madrid


WeRide to deploy autonomous Robobus at Roland-Garros tournament

2026-05-26T10:17:52.000Z - 2 months ago

WeRide to deploy autonomous Robobus at Roland-Garros tournament


WeRide price target raised to $11.80 from $11.50 at BofA

2026-05-14T12:09:34.000Z - 3 months ago

WeRide price target raised to $11.80 from $11.50 at BofA


WeRide Q1 Earnings Call Highlights

Wed, 13 May 2026 15:12:44 -0400 - 3 months ago

WeRide Q1 Earnings Call Highlights


WeRide Earnings Call Transcript: Q1 2026

May 13, 2026, 8:00 AM EDT - 3 months ago

WeRide Earnings Call Transcript: Q1 2026


WeRide Earnings release: Q1 2026

May 13, 2026, 8:00 AM EDT - 3 months ago

WeRide Earnings release: Q1 2026


WeRide Slides: Q1 2026

May 13, 2026, 8:00 AM EDT - 3 months ago

WeRide Slides: Q1 2026


WeRide Inc. to Hold Annual General Meeting on June 26, 2026

Fri, 08 May 2026 16:30:00 -0400 - 3 months ago

WeRide Inc. to Hold Annual General Meeting on June 26, 2026


WeRide Transcript: Deutsche Bank ADR Virtual Investor Conference

Apr 28, 2026, 12:30 PM EDT - 3 months ago

WeRide Transcript: Deutsche Bank ADR Virtual Investor Conference


WeRide Inc. Files Its 2025 Annual Report on Form 20-F

Thu, 23 Apr 2026 09:15:00 -0400 - 3 months ago

WeRide Inc. Files Its 2025 Annual Report on Form 20-F


WeRide initiated with a Buy at Goldman Sachs

2026-04-16T22:05:16.000Z - 4 months ago

WeRide initiated with a Buy at Goldman Sachs


Uber increases stake in WeRide as robotaxi partnership ramps up in Dubai

Tue, 31 Mar 2026 12:26:26 -0400 - 4 months ago

Uber increases stake in WeRide as robotaxi partnership ramps up in Dubai


Uber and WeRide ramp up robotaxi operations in Dubai

Tue, 31 Mar 2026 12:26:26 -0400 - 4 months ago

Uber and WeRide ramp up robotaxi operations in Dubai


WeRide price target raised to $11.50 from $10.20 at BofA

2026-03-27T13:12:31.000Z - 4 months ago

WeRide price target raised to $11.50 from $10.20 at BofA


WeRide initiated with an Outperform at BNP Paribas

2026-03-26T09:00:24.000Z - 4 months ago

WeRide initiated with an Outperform at BNP Paribas

WRD


WeRide announces $100M share repurchase program

2026-03-24T14:20:32.000Z - 4 months ago

WeRide announces $100M share repurchase program

WRD


WeRide reports Q4 EPS (RMB 1.71) vs (RMB 2.43) last year

2026-03-24T14:15:25.000Z - 4 months ago

WeRide reports Q4 EPS (RMB 1.71) vs (RMB 2.43) last year

WRD


WeRide Earnings Call Transcript: Q4 2025

Mar 23, 2026, 8:00 AM EDT - 5 months ago

WeRide Earnings Call Transcript: Q4 2025


WeRide Earnings release: Q4 2025

Mar 23, 2026, 8:00 AM EDT - 5 months ago

WeRide Earnings release: Q4 2025


WeRide Slides: Q4 2025

Mar 23, 2026, 8:00 AM EDT - 5 months ago

WeRide Slides: Q4 2025


WeRide Annual report: Q4 2025

Mar 23, 2026, 8:00 AM EDT - 5 months ago

WeRide Annual report: Q4 2025


WeRide Using AI to Cut Costs as It Grows Robotaxi Fleet

Feb 11, 2026, 8:56 PM EST - 6 months ago

WeRide Using AI to Cut Costs as It Grows Robotaxi Fleet


WeRide and Uber to Deploy 1,200 Robotaxis in the Middle East

Feb 6, 2026, 1:15 AM EST - 6 months ago

WeRide and Uber to Deploy 1,200 Robotaxis in the Middle East


Uber, WeRide launch driverless robotaxis in Abu Dhabi

Nov 26, 2025, 2:57 AM EST - 9 months ago

Uber, WeRide launch driverless robotaxis in Abu Dhabi

UBER


WeRide Earnings Call Transcript: Q3 2025

Nov 24, 2025, 8:00 AM EST - 9 months ago

WeRide Earnings Call Transcript: Q3 2025


WeRide Earnings release: Q3 2025

Nov 24, 2025, 8:00 AM EST - 9 months ago

WeRide Earnings release: Q3 2025


WeRide Slides: Q3 2025

Nov 24, 2025, 8:00 AM EST - 9 months ago

WeRide Slides: Q3 2025


LubberJML
LubberJML Aug. 10 at 5:11 PM
$WRD two days to see how Q2 goess and I hope it has a food forecast for anything WeRide does. I think Q2 will meet consensus for revenue but I have my doubts for EPS + lower net loss. Q1 report, as I wrote, was a mess for me. I think the market supported that. Fortunately Tony bought >40MM shares that keep WRD from seeing $4's or lower. That won't happen again after Q2. I said this many times already. Demark, EU and Slovakia are not relevant right here. They will be later on. Denmark is relevant in 12 months. GRAB is a free ride with safety operators. EU + Slovakia are piloting for future expansion w/ or w/o fares but with drivers. That's cash burn. Tony said WeRide will add a 4th Tier 1 city this year,. That could be 200+ taxis withe fares and no drivers. That's what BAIDU, WAYMO and PONY do, but not WeRide. WeRide said it will double taxis in the ME this year. When? Geely builds started in Q3. WeRide added >200 AV (types unknown) since Q1. Not enough but enough to hit Q2 rev est.
0 · Reply
QuantumHarbor
QuantumHarbor Aug. 10 at 3:30 PM
$ALOY $ALMU $ZEC $VOYG $WRD ALOY remains execution-driven, ALMU remains speculative, Zcash focuses on privacy-oriented blockchain technology, VOYG remains execution-dependent, and WRD remains speculative. I'm watching commercialization, crypto adoption, funding, and company-specific catalysts.
0 · Reply
LubberJML
LubberJML Aug. 10 at 3:10 PM
$WRD the awareness keeps adding up and WeRide for these two articles today feature WeRide i nthe top spot above BAIDU and PONY. Eventually Wall Street will take their focus off of the US robotaxi market and consdier what these top Chines AV companies are doing in and out of China, especially the EU. The EU is 100MM people larger than the US population and the countries adding AV have tremendous needs shaped by demographics (aging drivers and cancelled or reduced bus routes bcs there are no drivers). Robotaxi is up for competition. WeRide ought to outshine them for bus and sweeps if vans if/when those AV finally scale. https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://voi.id/en/teknologi/588979&ved=2ahUKEwjz2NPMqpaWAxVsgv0HHaPUBm0QvOMEKAB6BAgcEAE&usg=AOvVaw2LV8UKyXin8xAH_4D0eMuK
0 · Reply
LubberJML
LubberJML Aug. 10 at 2:43 PM
$WRD I shared this bull flag set up targeting +$6.50+ for awhile now. Today there is a 2nd bull flag (green lines) targeting the same $6.50+. The more supporing patterns the better/stronger the chnaces. However, $6.50 does not repair the past damages but chart 2 marked out by the tan colored box shows a possible market sentiment shift. No more spikes higher followed by spikes lower. This looks like consolidation. Lets see if Q2 earnings report can confirm that.
0 · Reply
NLZ
NLZ Aug. 10 at 10:40 AM
$WRD 🇭🇰 Interesting development on the Hong Kong Robobus project. OASES, the Hong Kong Government’s Office for Attracting Strategic Enterprises, has taken down its LinkedIn post (which I shared prior post) that explicitly identified WeRide as powering the two Golden Dragon autonomous minibuses being deployed with Citybus/ASTRI. Why the post was removed is unknown. One possibility is simply that the WeRide attribution was published before all parties had cleared it for public disclosure. The timing is interesting with WeRide reporting earnings this week, but I would not assume the removal is earnings-related. Importantly, deletion does not prove the information was correct or incorrect. However, given that OASES is a Hong Kong government office and the government has separately confirmed that WeRide is actively participating in autonomous-driving tests in Hong Kong, I still view the original attribution as meaningful evidence. I might just a premature disclosure. We’ll find out soon
1 · Reply
LubberJML
LubberJML Aug. 10 at 5:35 AM
$WRD this will help getting investor eyeballs off of the US Robotaxi segment for Chinese AV. Lots and lots of stories. https://www.bing.com/ck/a?!&&p=2a26ce2a5b2387dd80d9743fdfd4dd02cf306e7027acbad3bf183d865c6f73d3JmltdHM9MTc4NjIzMzYwMA&ptn=3&ver=2&hsh=4&fclid=3f56afb5-c9f4-6e3f-270e-bfefc85c6fd8&psq=weride+news&u=a1aHR0cHM6Ly93d3cudGhlc3Rhci5jb20ubXkvYXNlYW5wbHVzL2FzZWFucGx1cy1uZXdzLzIwMjYvMDgvMTAvY2hpbmVzZS1hdXRvbm9tb3VzLXRheGktdGVjaG5vbG9neS1leHBhbmRzLWludG8tZXVyb3BlYW4tbWFya2V0cw
0 · Reply
MPH_one
MPH_one Aug. 9 at 8:45 PM
$WRD https://www.linkedin.com/posts/ceo-kasper-gjedsted_greenmobility-as-enters-strategic-partnership-share-7490054444575948815-xqIh/?utm_source=share&utm_medium=member_android&rcm=ACoAADI5F7kBf58SS-GvRLnITqviwWRg6su7mXw
0 · Reply
LubberJML
LubberJML Aug. 9 at 8:09 AM
$WRD Her'e a link you should send to Tony and to WeRide X accounts before Monday. Ask Tony to invite himeslf to their show to discuss this more. This is the most complete and honest discussion I ever saw for WeRide and the expansion plan. It's rather brilliant how the did this interview. They will see what you send bcs they monitor X all the time to remove replies to their posts that they do not like. This board is so passive about your investment in WRD. Try fighting for that in a way you can that wins for all sides. Perhaps if WeRide sees 50 requests on X next week they'll do that or listen in to learn why this video has so much excitement. Tony might even learn something about how to better communicate the plan. I did that this morning. Consider joining in. https://x.com/RoadToAutonomy/status/2085748499077873667/video/1
1 · Reply
NLZ
NLZ Aug. 8 at 8:12 PM
$WRD 🇭🇰 Interesting Hong Kong find. I think there is a high probability that pilot licence PL25004(1), effective May 20, is connected to WeRide's Robotaxi program, although WeRide is not explicitly named as the AV-stack provider. (similar to the Robobus announcement, I shared earlier). The permit covers exactly 3 Farizon JL6501BEV105 autonomous vehicles manufactured by Zhejiang Haoqing, part of Geely. Kwoon Chung Smart Mobility is specifically embedded in the pilot, with its staff eligible to participate and two Kwoon Chung facilities designated for vehicle inspection and maintenance. Importantly, this is not a closed-course test. The permit allows passenger-carrying autonomous operation on public roads around the Hong Kong-Zhuhai-Macao Bridge and Hong Kong International Airport, including access between the Park & Fly facility and airport authority/immigration checkpoints.
1 · Reply
LubberJML
LubberJML Aug. 8 at 12:02 PM
$WRD starting the phase where the casualties show up. Robtaxi is taking a small share of ride hailing business where the weaker players cannot make it any longer. This happened to EV in a big way. Fortunately WeRide (and PONY) raised enough money to last for 3+ years.
0 · Reply
NLZ
NLZ Aug. 8 at 11:13 AM
$WRD 🇭🇰 𝗔𝘂𝘁𝗼𝗻𝗼𝗺𝗼𝘂𝘀 𝗠𝗶𝗻𝗶𝗯𝘂𝘀𝗲𝘀 𝗛𝗶𝘁 𝗛𝗼𝗻𝗴 𝗞𝗼𝗻𝗴’𝘀 𝗥𝗼𝗮𝗱𝘀 | 𝗪𝗲𝗥𝗶𝗱𝗲 𝗗𝗿𝗶𝘃𝗲𝘀 𝗦𝗺𝗮𝗿𝘁 𝗠𝗼𝗯𝗶𝗹𝗶𝘁𝘆 𝗙𝗼𝗿𝘄𝗮𝗿𝗱 Transport Department granted another autonomous vehicle pilot licence last month, green lighting an autonomous minibus trial operating between Hong Kong Science Park and MTR University Station. The 2 minibuses on trial, powered by WeRide. From R&D to real-world testing, pioneering technologies introduced by OASES Enterprises are propelling Hong Kong’s Smart Mobility into a new era paving the way for a smarter, greener commuting experiences. Still not sure if this is an old photo, or that this is another unknown bus configuration. It does not resemble the Golden Dragon Sprite config (it seems), not WeRide/Yutong Xiaoyu 2.0. Details tbc soon. The Hong Kong Transport Department separately confirms that the July 2026 licence covers 2 autonomous light buses on exactly that route, with an onboard backup operator during the trial.
2 · Reply
NLZ
NLZ Aug. 8 at 10:26 AM
$WRD Employee productivity WeRide's employee productivity should become an increasingly relevant indicator as WeRide scales. Reported 2025 headcount remains distorted by 2,694 R&D data-processisng employees, while the potential separation of JingShuo could materially reduce the consolidated workforce. Maybe more importantly, WeRide GENESIS and WITT are designed to structurally reduce the labor intensity of autonomous-driving development. GENESIS has reduced data collection and annotation costs by more than 75% (not all labor related) while WITT automates large-scale video understanding, tagging and curation. If these efficiencies translate into slower headcount growth as Robotaxi and ADAS Revenue scale, Revenue per employee could improve substantially. Any post-spin improvement should nevertheless be separated between perimeter effects and genuine productivity gains. JingShuo This actually makes the JingShuo separation more strategically logical. >
2 · Reply
NLZ
NLZ Aug. 8 at 6:03 AM
$WRD The road to autonomy discussing WeRides deal in Danmark. Starts around the 40min mark. https://x.com/RoadToAutonomy/status/2085748499077873667/video/1?s=46
1 · Reply
LubberJML
LubberJML Aug. 7 at 7:46 PM
$WRD this is the one to pay attention to. I showed it 3 times already if not more. Did the market sentiment change? Every prior ramp and dump happened as a spike in both directions. That changed on June 26 nd this is looking more like consolidation and a mood change for the positive. This needs more time to prove itself but the basing0rising level and the MACD and RSI looks the best that it ever did since the IPO. We've been gutted and disappointed too many times. Was the last time the last one? More time....
0 · Reply
LubberJML
LubberJML Aug. 7 at 7:33 PM
$WRD retest of channels and running for $6.50 +/- Very textbook
0 · Reply
NLZ
NLZ Aug. 7 at 5:44 PM
$WRD Some updates on the Sweeper Side There seems to a fair bit of momentum for Urban Sanitation vehicles. I've seen quite some hiring signals that make suggest this product line is coming of age. The Chinese market appears to be crossing from pilots into procurement. Some WeRide noteworthy events this year: - Yutong - WeRide production and commercialisation commitment covering 150 units S5 - OEM led (March) - Clean Pro Group, signs a strategic cooperation agreement, covering the deployment of at least 300 S3 units over 5 yrs delivered in batches and intended for deployment across projects in 22 provinces - Operator Led (March) - Romania (there have been reports, no further details - Slovakia delivery of S3 units (June) - Fushan (photo) S3 pilot deployment (July ) - Shanghai Zhangjiang: explicitly described as “procuring S6 unmanned sanitation vehicles.” That is a useful commercial datapoint because it indicates an actual purchasing process rather than testing (Aug '26) >
1 · Reply
LubberJML
LubberJML Aug. 7 at 2:47 PM
$WRD $6.50 is still in play but by a diff path
0 · Reply
MPH_one
MPH_one Aug. 7 at 1:11 PM
$WRD https://www.linkedin.com/posts/alexandrahm1_innovation-autonomousvehicles-futuremobility-ugcPost-7491000196718383118-MNER/?utm_source=social_share_send&utm_medium=android_app&rcm=ACoAADI5F7kBf58SS-GvRLnITqviwWRg6su7mXw&utm_campaign=copy_link Is copenjagen next airport? Is denmark following after Zurich with WeRide technology?
2 · Reply
NLZ
NLZ Aug. 7 at 12:26 PM
$WRD I’d appreciate some feedback on the valuation framework I’m working on for my updated investment report. I’m using a SOTP approach rather than applying 1 consolidated revenue multiple to WeRide. Robotaxi, Robobus, RoboSweeper, Robovan and WePilot/Physical AI are valued separately, reflecting differences in maturity, capital intensity, growth potential and operating leverage. The model uses 2027E revenue. I deliberately kept the forecast horizon relatively short. I built the estimates from a 2025 base and, given the limited longer-term guidance from management, I believe extending detailed forecasts much further would introduce more assumption risk than useful precision. My current base-case multiples range from 4.5x for RoboSweeper to 8.5x for WePilot/PhysicalAI, with Robotaxi at 7.5x. Combined, this produces an operating EV of roughly RMB 24B, or about 7.2x 2027E revenue. After liquidity and debt, the framework implies: Downside: ~$7.50 Base: ~$11.58 Upside: ~$16.00 >
2 · Reply
NLZ
NLZ Aug. 7 at 8:41 AM
$WRD The 30th stop of the Second China Urban Intelligent Driving Competition will take place in Guiyang on August 15 to 16, 2026. This is potentially a tougher test than Kunming. D1EV specifically highlights Guiyang’s steep gradients, tunnels, rapid light transitions and complex multi-level interchanges. It describes the round as another increase in difficulty, testing perception accuracy, decision speed and environmental adaptation simultaneously. For WeRide, Guiyang should be particularly informative after Kunming. D1EV now explicitly identifies wrong-route decisions and incomplete scenario coverage as remaining weaknesses for the Bosch + WeRide solution. A strong Guiyang performance would therefore carry more weight than another win on a conventional urban route. Let’s see if they can reclaim the top spot again.
0 · Reply
LubberJML
LubberJML Aug. 6 at 2:19 PM
$WRD unusual but back in the channel where it closes is what matters
0 · Reply