Weride Inc ADR (WRD)

$6.37 -0.15 (-2.30%)
Market Cap 2.14B
Revenue (ttm) 50.23M
Net Income (ttm) -350.09M
EPS (ttm) N/A
PE Ratio 0.00
Forward PE N/A
Profit Margin -696.97%
Debt to Equity Ratio 0.04
Volume 1,905,453
Avg Vol 3,641,604
Day's Range N/A - N/A
Shares Out 323.93M
Stochastic %K 28%
Beta 4.36
Analysts Strong Sell
Price Target $15.07

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. Its product categories include robotaxis, robobus, robovan, and robosweeper. The company also offers advanced driver-assistance system solutions; and WeRide Go app, an online ride-hailing platform. WeRide Inc. was incorporated in 2017 and is headquartered in Guangzhou, the People's Republic of China.

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 Mar. 6 at 4:58 PM
$WRD one day is not a trend but today is an intertsting day for the divergence between $PONY and WRD, perhaps the biggest divergence ever (excluding the NVDA event). PONY is down sharpy (5.5% lower) on high volume and WRD is down .70% on low volume. About 6 months ago I wrote WRD will rise to match PONY or PONY will fall to match WRD or they meet in the middle somewhere. Why the big difference today? I hope it's on WeRide the fundamentals for WeRide vs PONY and the upcoming earnings report and a view WeRide is much more dominant than PONY will ever be. Again. one day is not trend. It is a hope though for better times.
1 · Reply
MPH_one
MPH_one Mar. 6 at 3:03 PM
$WRD https://stocktwits.com/news-articles/markets/equity/wrd-stock-rallies-on-robotaxi-fleet-expansion-in-middle-east-with-uber/cZbFYtmR4FY
1 · Reply
LubberJML
LubberJML Mar. 6 at 2:58 PM
$WRD we're back
0 · Reply
Xliao38890
Xliao38890 Mar. 6 at 2:55 PM
$WRD nothing to do with fundamentals. It’s the China 🇨🇳 and US relationship which is in trouble after Iran attack
1 · Reply
NLZ
NLZ Mar. 6 at 2:45 PM
$WRD 🇦🇪 Dubai Service Resumed
0 · Reply
NLZ
NLZ Mar. 6 at 2:43 PM
$WRD Pony getting seriously hammered today
0 · Reply
LubberJML
LubberJML Mar. 6 at 1:24 PM
$WRD GOODNESS, I'll take it. Link to article attached. Approach 1 values WeRide on a Discounted Cash Flow (DCF) Analysis basis https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://simplywall.st/stocks/us/automobiles/nasdaq-wrd/weride/news/assessing-weride-wrd-after-steep-share-price-slide-and-dcf-u&ved=2ahUKEwjDyoaFrouTAxUy_7sIHRcrDl0QvOMEKAB6BAgfEAE&usg=AOvVaw0gZk6_icY0HjjMeBsZt47l
1 · Reply
DragonAlgo
DragonAlgo Mar. 6 at 11:39 AM
🐉 $WRD CALL — DragonAlgo® Signal Contract: WRD CALL Expiry: 2026-03-20 | Strike: $7.50 | Type: CALL Option Plan (premium): Entry: $0.10 Stop: $0.07 TP1: $0.13 TP2: $0.17 TP3: $0.24 Risk preset by model constraints. 🔗 https://dragonalgo.com
0 · Reply
NLZ
NLZ Mar. 6 at 11:18 AM
$WRD 🇯🇵 Robobus operations: Hiroshima Hokkaido (snowy environment) Matsuyama (L4) Gifu (L2) Quote: “If you pause and look up leading examples of autonomous buses in Japan, you’ll see WeRide popping up everywhere.”
0 · Reply
NLZ
NLZ Mar. 6 at 8:42 AM
$WRD 🇯🇵 City of Gifu (north of Nagoya) WeRide status: WeRide is a recent replacement for the earlier Navya-based pilot; originally Gifu ran a Navya shuttle with game‑controller “semi-autonomous” operation, and then switched to the WeRide bus, which is “clearly a different beast.” The five‑year project (started in 2023 initially with Navya) Gifu is taking on autonomous buses as a 5‑year long‑term initiative to revitalize city-center transport after scrapping trams. Automation level and cockpit: It is explicitly described as running effectivel at Level 2 in Gifu (vs. Level 4 deployments elsewhere like Matsuyama). I noticed that markings on the bus (it also shows the Navya bus in the clip), do not show the WeRide brand. That’s probably because of sensitivites that exist between Japan and China. Like Matsuyama, it looks still small scale. But another bus in Japan is another bus. https://youtu.be/rvU1b4SF3nM?is=itccLt5O6BzM5kWm
1 · Reply
Latest News on WRD
WeRide and Uber Begin First Commercial Robotaxi Service in Downtown Abu Dhabi

Feb 12, 2026, 1:00 AM EST - 22 days ago

WeRide and Uber Begin First Commercial Robotaxi Service in Downtown Abu Dhabi

UBER

WeRide Using AI to Cut Costs as It Grows Robotaxi Fleet

Feb 11, 2026, 8:56 PM EST - 22 days 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 - 4 weeks ago

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

WeRide GENESIS Unites Physical and Generative AI to Redefine Autonomous Driving Simulation

Jan 27, 2026, 8:07 PM EST - 5 weeks ago

WeRide GENESIS Unites Physical and Generative AI to Redefine Autonomous Driving Simulation

WeRide Makes Robotaxi Booking Effortless via Tencent's Super-app WeChat in China

Jan 14, 2026, 4:00 AM EST - 7 weeks ago

WeRide Makes Robotaxi Booking Effortless via Tencent's Super-app WeChat in China

WeRide and Uber Launch Autonomous Robotaxi Rides in Dubai, Expanding AV Footprint in the UAE

Dec 12, 2025, 4:00 AM EST - 3 months ago

WeRide and Uber Launch Autonomous Robotaxi Rides in Dubai, Expanding AV Footprint in the UAE

UBER

WeRide: Autonomous Driving At A Discount

Dec 11, 2025, 7:21 AM EST - 3 months ago

WeRide: Autonomous Driving At A Discount

Cathie Wood's ARK Invest Sold Tesla Stock and Snapped Up These Chinese Tech Stocks

Dec 9, 2025, 2:19 PM EST - 3 months ago

Cathie Wood's ARK Invest Sold Tesla Stock and Snapped Up These Chinese Tech Stocks

TSLA BIDU

Robotaxi Rollout Is Paying Off For WeRide

Nov 28, 2025, 8:14 AM EST - 3 months ago

Robotaxi Rollout Is Paying Off For WeRide

Uber, WeRide launch driverless robotaxis in Abu Dhabi

Nov 26, 2025, 2:57 AM EST - 3 months ago

Uber, WeRide launch driverless robotaxis in Abu Dhabi

UBER

WeRide and Uber Launch Middle East's First Fully Driverless Robotaxi Commercial Operations in Abu Dhabi, UAE

Nov 26, 2025, 2:00 AM EST - 3 months ago

WeRide and Uber Launch Middle East's First Fully Driverless Robotaxi Commercial Operations in Abu Dhabi, UAE

UBER

WeRide: This Ride Is Getting Safer

Nov 24, 2025, 2:53 PM EST - 3 months ago

WeRide: This Ride Is Getting Safer

WeRide Inc. (WRD) Q3 2025 Earnings Call Transcript

Nov 24, 2025, 1:23 PM EST - 3 months ago

WeRide Inc. (WRD) Q3 2025 Earnings Call Transcript

Global Expansion Accelerates: Landmark UAE Driverless Robotaxi Commercial Permit, Autonomous Vehicles Licensed in Eight Countries, Record YoY Revenue Growth of 144.3%

Nov 24, 2025, 4:00 AM EST - 3 months ago

Global Expansion Accelerates: Landmark UAE Driverless Robotaxi Commercial Permit, Autonomous Vehicles Licensed in Eight Countries, Record YoY Revenue Growth of 144.3%

WeRide's Robotaxi Receives Driverless Permit in Switzerland; Autonomous Vehicles Now Licensed in 8 Countries

Nov 20, 2025, 4:30 AM EST - 3 months ago

WeRide's Robotaxi Receives Driverless Permit in Switzerland; Autonomous Vehicles Now Licensed in 8 Countries

WeRide Secures World's First City-level Fully Driverless Robotaxi Permit Outside the U.S.

Nov 17, 2025, 7:42 AM EST - 3 months ago

WeRide Secures World's First City-level Fully Driverless Robotaxi Permit Outside the U.S.

Northstar Clean Technologies ($ROOOF) | Toyota ($TM) | WeRide ($WRD) | ECARX ($ECX)

Nov 13, 2025, 8:57 AM EST - 4 months ago

Northstar Clean Technologies ($ROOOF) | Toyota ($TM) | WeRide ($WRD) | ECARX ($ECX)

TM ECX

WeRide and Grab Achieve First Autonomous Vehicle Testing in Singapore's Punggol District

Nov 13, 2025, 2:50 AM EST - 4 months ago

WeRide and Grab Achieve First Autonomous Vehicle Testing in Singapore's Punggol District

WeRide to Announce Third Quarter 2025 Financial Results on November 24, 2025

Nov 12, 2025, 5:00 AM EST - 4 months ago

WeRide to Announce Third Quarter 2025 Financial Results on November 24, 2025

China WeRide's shares set to open down nearly 8% in Hong Kong trading debut

Nov 5, 2025, 8:30 PM EST - 4 months ago

China WeRide's shares set to open down nearly 8% in Hong Kong trading debut

WeRide Lists on Hong Kong Stock Exchange, Becoming World's First Publicly Traded Robotaxi Company in Hong Kong and US

Nov 5, 2025, 8:30 PM EST - 4 months ago

WeRide Lists on Hong Kong Stock Exchange, Becoming World's First Publicly Traded Robotaxi Company in Hong Kong and US

Archer Aviation ($ACHR) | WeRide ($WRD) | Plug Power ($PLUG) | ChargePoint ($CHPT)

Nov 5, 2025, 9:01 AM EST - 4 months ago

Archer Aviation ($ACHR) | WeRide ($WRD) | Plug Power ($PLUG) | ChargePoint ($CHPT)

ACHR CHPT PLUG

WeRide Achieves SOP for One-Stage End-to-End ADAS Solution, Setting a New Industry Benchmark

Nov 5, 2025, 5:31 AM EST - 4 months ago

WeRide Achieves SOP for One-Stage End-to-End ADAS Solution, Setting a New Industry Benchmark

WeRide Announces Pricing of Global Offering

Nov 4, 2025, 7:00 AM EST - 4 months ago

WeRide Announces Pricing of Global Offering

China's WeRide targets about $308 million in HK listing, Bloomberg News reports

Nov 3, 2025, 9:22 PM EST - 4 months ago

China's WeRide targets about $308 million in HK listing, Bloomberg News reports

WeRide Announces CEO's Voluntary Lock-Up to Reinforce Long-Term Commitment as Company Launches Hong Kong IPO

Oct 28, 2025, 7:55 AM EDT - 4 months ago

WeRide Announces CEO's Voluntary Lock-Up to Reinforce Long-Term Commitment as Company Launches Hong Kong IPO

WeRide: International Expansion Will Boost Future Operating Profitability

Oct 21, 2025, 10:45 AM EDT - 4 months ago

WeRide: International Expansion Will Boost Future Operating Profitability

Self-driving car companies Pony.ai and WeRide get the OK for Hong Kong listing

Oct 15, 2025, 12:21 PM EDT - 5 months ago

Self-driving car companies Pony.ai and WeRide get the OK for Hong Kong listing

PONY

China greenlights autonomous driving firms Pony.ai and WeRide's Hong Kong listings

Oct 15, 2025, 5:46 AM EDT - 5 months ago

China greenlights autonomous driving firms Pony.ai and WeRide's Hong Kong listings

PONY

Chinese autonomous driving firm WeRide taps banks for Hong Kong listing, sources say

Oct 14, 2025, 4:20 AM EDT - 5 months ago

Chinese autonomous driving firm WeRide taps banks for Hong Kong listing, sources say

WeRide Launches Robotaxi and Robobus Pilots in Ras Al Khaimah, Expanding Into Third UAE Emirate

Oct 2, 2025, 5:00 AM EDT - 5 months ago

WeRide Launches Robotaxi and Robobus Pilots in Ras Al Khaimah, Expanding Into Third UAE Emirate

WeRide Secures Robotaxi Trial Permit in Dubai and Wins First Place at Dubai World Challenge for Self-Driving Transport

Sep 26, 2025, 9:45 AM EDT - 5 months ago

WeRide Secures Robotaxi Trial Permit in Dubai and Wins First Place at Dubai World Challenge for Self-Driving Transport

WeRide Named to Fortune's 2025 Change the World List for Its Leading Role in Driving Social Impact with Autonomous Mobility

Sep 25, 2025, 4:29 AM EDT - 5 months ago

WeRide Named to Fortune's 2025 Change the World List for Its Leading Role in Driving Social Impact with Autonomous Mobility

WeRide Included in Nasdaq Golden Dragon China Index

Sep 23, 2025, 5:00 AM EDT - 5 months ago

WeRide Included in Nasdaq Golden Dragon China Index

Can China Stocks Continue to Outperform? What the Charts Say About Bilibili, Vipshop, WeRide

Sep 22, 2025, 11:33 AM EDT - 5 months ago

Can China Stocks Continue to Outperform? What the Charts Say About Bilibili, Vipshop, WeRide

BILI VIPS

WeRide to Launch GXRs and Robobus in Singapore as part of Grab's New Ai.R Autonomous Service

Sep 22, 2025, 5:14 AM EDT - 5 months ago

WeRide to Launch GXRs and Robobus in Singapore as part of Grab's New Ai.R Autonomous Service

WeRide Robobus Receives Belgium's First Level 4 Permit, Leading AV Industry with Products Licensed in Seven Countries

Sep 19, 2025, 7:00 AM EDT - 6 months ago

WeRide Robobus Receives Belgium's First Level 4 Permit, Leading AV Industry with Products Licensed in Seven Countries

French Ambassador to China Visits WeRide and Experiences Autonomous Driving Solutions

Sep 17, 2025, 6:22 AM EDT - 6 months ago

French Ambassador to China Visits WeRide and Experiences Autonomous Driving Solutions

Fluence Energy ($FLNC) | WeRide ($WRD) | Redwire ($RDW) | Blink Charging ($BLNK)

Sep 11, 2025, 9:12 AM EDT - 6 months ago

Fluence Energy ($FLNC) | WeRide ($WRD) | Redwire ($RDW) | Blink Charging ($BLNK)

BLNK FLNC

WeRide Enters Belgium as Autonomous Robobus Rolls Into Leuven

Sep 11, 2025, 5:00 AM EDT - 6 months ago

WeRide Enters Belgium as Autonomous Robobus Rolls Into Leuven

WeRide Launches 24/7 Fully Driverless Robotaxi Service in Guangzhou's Huangpu District

Sep 4, 2025, 5:00 AM EDT - 6 months ago

WeRide Launches 24/7 Fully Driverless Robotaxi Service in Guangzhou's Huangpu District

WeRide to Participate in September Investor Conferences

Sep 2, 2025, 11:00 PM EDT - 6 months ago

WeRide to Participate in September Investor Conferences

Ormat Technologies ($ORA) | WeRide ($WRD) | AEye ($LIDR) | PowerBank ($SUUN)

Aug 26, 2025, 9:08 AM EDT - 6 months ago

Ormat Technologies ($ORA) | WeRide ($WRD) | AEye ($LIDR) | PowerBank ($SUUN)

LIDR ORA SUUN

WeRide and Shenzhen Bus Group Launch Shenzhen's First Fully Driverless Robobus Public Transport Line

Aug 26, 2025, 5:00 AM EDT - 6 months ago

WeRide and Shenzhen Bus Group Launch Shenzhen's First Fully Driverless Robobus Public Transport Line

VinFast Auto ($VFS) | WeRide ($WRD) | Energy Fuels ($UUUU) | Energy Vault ($NRGV)

Aug 21, 2025, 10:06 AM EDT - 7 months ago

VinFast Auto ($VFS) | WeRide ($WRD) | Energy Fuels ($UUUU) | Energy Vault ($NRGV)

NRGV VFS UUUU

WeRide Unveils WePilot AiDrive, A One-Stage End-to-End ADAS Targeted for Mass Production in 2025

Aug 21, 2025, 5:00 AM EDT - 7 months ago

WeRide Unveils WePilot AiDrive, A One-Stage End-to-End ADAS Targeted for Mass Production in 2025

WeRide Secures Strategic Equity Investment from Grab, Partners to Deploy Robotaxis and Autonomous Shuttles in Southeast Asia

Aug 15, 2025, 5:18 AM EDT - 7 months ago

WeRide Secures Strategic Equity Investment from Grab, Partners to Deploy Robotaxis and Autonomous Shuttles in Southeast Asia

WeRide Q2: Finally Robotaxi Revenue, But This Valuation Leaves No Chance

Aug 8, 2025, 12:10 PM EDT - 7 months ago

WeRide Q2: Finally Robotaxi Revenue, But This Valuation Leaves No Chance

WeRide Launches 24/7 Robotaxi Testing in Beijing, Advances Towards Full-Day Service

Aug 6, 2025, 6:15 AM EDT - 7 months ago

WeRide Launches 24/7 Robotaxi Testing in Beijing, Advances Towards Full-Day Service

Competitive edge in autonomous driving will unlock profitability: WeRide CEO

Aug 1, 2025, 2:54 AM EDT - 7 months ago

Competitive edge in autonomous driving will unlock profitability: WeRide CEO

LubberJML
LubberJML Mar. 6 at 4:58 PM
$WRD one day is not a trend but today is an intertsting day for the divergence between $PONY and WRD, perhaps the biggest divergence ever (excluding the NVDA event). PONY is down sharpy (5.5% lower) on high volume and WRD is down .70% on low volume. About 6 months ago I wrote WRD will rise to match PONY or PONY will fall to match WRD or they meet in the middle somewhere. Why the big difference today? I hope it's on WeRide the fundamentals for WeRide vs PONY and the upcoming earnings report and a view WeRide is much more dominant than PONY will ever be. Again. one day is not trend. It is a hope though for better times.
1 · Reply
MPH_one
MPH_one Mar. 6 at 3:03 PM
$WRD https://stocktwits.com/news-articles/markets/equity/wrd-stock-rallies-on-robotaxi-fleet-expansion-in-middle-east-with-uber/cZbFYtmR4FY
1 · Reply
LubberJML
LubberJML Mar. 6 at 2:58 PM
$WRD we're back
0 · Reply
Xliao38890
Xliao38890 Mar. 6 at 2:55 PM
$WRD nothing to do with fundamentals. It’s the China 🇨🇳 and US relationship which is in trouble after Iran attack
1 · Reply
NLZ
NLZ Mar. 6 at 2:45 PM
$WRD 🇦🇪 Dubai Service Resumed
0 · Reply
NLZ
NLZ Mar. 6 at 2:43 PM
$WRD Pony getting seriously hammered today
0 · Reply
LubberJML
LubberJML Mar. 6 at 1:24 PM
$WRD GOODNESS, I'll take it. Link to article attached. Approach 1 values WeRide on a Discounted Cash Flow (DCF) Analysis basis https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://simplywall.st/stocks/us/automobiles/nasdaq-wrd/weride/news/assessing-weride-wrd-after-steep-share-price-slide-and-dcf-u&ved=2ahUKEwjDyoaFrouTAxUy_7sIHRcrDl0QvOMEKAB6BAgfEAE&usg=AOvVaw0gZk6_icY0HjjMeBsZt47l
1 · Reply
DragonAlgo
DragonAlgo Mar. 6 at 11:39 AM
🐉 $WRD CALL — DragonAlgo® Signal Contract: WRD CALL Expiry: 2026-03-20 | Strike: $7.50 | Type: CALL Option Plan (premium): Entry: $0.10 Stop: $0.07 TP1: $0.13 TP2: $0.17 TP3: $0.24 Risk preset by model constraints. 🔗 https://dragonalgo.com
0 · Reply
NLZ
NLZ Mar. 6 at 11:18 AM
$WRD 🇯🇵 Robobus operations: Hiroshima Hokkaido (snowy environment) Matsuyama (L4) Gifu (L2) Quote: “If you pause and look up leading examples of autonomous buses in Japan, you’ll see WeRide popping up everywhere.”
0 · Reply
NLZ
NLZ Mar. 6 at 8:42 AM
$WRD 🇯🇵 City of Gifu (north of Nagoya) WeRide status: WeRide is a recent replacement for the earlier Navya-based pilot; originally Gifu ran a Navya shuttle with game‑controller “semi-autonomous” operation, and then switched to the WeRide bus, which is “clearly a different beast.” The five‑year project (started in 2023 initially with Navya) Gifu is taking on autonomous buses as a 5‑year long‑term initiative to revitalize city-center transport after scrapping trams. Automation level and cockpit: It is explicitly described as running effectivel at Level 2 in Gifu (vs. Level 4 deployments elsewhere like Matsuyama). I noticed that markings on the bus (it also shows the Navya bus in the clip), do not show the WeRide brand. That’s probably because of sensitivites that exist between Japan and China. Like Matsuyama, it looks still small scale. But another bus in Japan is another bus. https://youtu.be/rvU1b4SF3nM?is=itccLt5O6BzM5kWm
1 · Reply
Rexracer13
Rexracer13 Mar. 5 at 7:37 PM
$WRD wow 6.46. told you all. Hopefully you all got out back at 12.
0 · Reply
LubberJML
LubberJML Mar. 5 at 6:37 PM
$WRD the Trump family has three multi billion dollar luxury real estate development projects in SA in areas where WeRide is and where Iran is striking. These deals were started after he took office (no corruption, right). Some investors are getting nervous. Will Trump chance his investments getting hammered for an extended war or will he TACO here as well? I pose the scenario and the question. I have no idea what that moron will do.
0 · Reply
DragonAlgo
DragonAlgo Mar. 5 at 6:12 PM
🐉 $WRD PUT — DragonAlgo® Signal Contract: WRD PUT Expiry: 2026-04-17 | Strike: $10.00 | Type: PUT Option Plan (premium): Entry: $3.55 Stop: $2.56 TP1: $4.62 TP2: $6.03 TP3: $8.52 🔗 https://dragonalgo.com
0 · Reply
LubberJML
LubberJML Mar. 5 at 4:58 PM
$WRD for all the conversations and hope and agony over Weride so far, the one place we are finally at is the place where they start putting up better QoQ numbers. I think Q4 does that splendidly. Q1 will be harder off of Trump's idiotic war in Iran. There is a lot of uncertainty now and I doubt this is settled anytime soon. I have no idea where this goes or what it does but it will slow down the numbers. What would help is if other regions outside the ME/UAE signed on and added some AV. No use debating WRD for now bcs of the uncertainties.
1 · Reply
HarlemMoney
HarlemMoney Mar. 5 at 2:05 PM
$WRD The company confirmed compliance with Hong Kong’s 15% public float rule and highlighted only minor lapses in legacy share plan awards, indicating limited dilution risk. https://www.tipranks.com/news/company-announcements/weride-reports-no-share-capital-changes-in-february-2026-hong-kong-filing
0 · Reply
NLZ
NLZ Mar. 5 at 1:03 PM
$WRD Hong Kong had a decent close.
0 · Reply
NLZ
NLZ Mar. 5 at 5:53 AM
$WRD 🇸🇬 Singapore is lit 🔥 Public operations will start 1st of April.
2 · Reply
DragonAlgo
DragonAlgo Mar. 4 at 8:51 PM
🐉 $WRD CALL — DragonAlgo® Signal Contract: WRD CALL Expiry: 2026-04-17 | Strike: $7.50 | Type: CALL Option Plan (premium): Entry: $0.43 Stop: $0.31 TP1: $0.55 TP2: $0.72 TP3: $1.02 🔗 https://dragonalgo.com
0 · Reply
LubberJML
LubberJML Mar. 4 at 7:28 PM
$WRD one more point on the original post. WeRide webpage on its product lineup covers every AV they have and not one of those covered mentions orders or intent orders or potential sales orders. WePilot does meontion all the above in the phrase "One of the largest projects in China's L2 sector by order value（in partnership with Bosch)" They likely talked to OEM themselves and via BOSCH parners before they wrote that.
1 · Reply
LubberJML
LubberJML Mar. 4 at 7:13 PM
$WRD the potential on the statement below for WePilot could be up 4% in China in 2026. They have big competition but that competitions did not win back to back awards for their ADAS technology like WeRide did. Any OEM wanting first class / safest technology for their vehicles will have Weride at the top of the list
0 · Reply
LubberJML
LubberJML Mar. 4 at 6:56 PM
$WRD I read this statement from WeRide so many times before today but this time is the first time where it matters bcs in Nov it had SOP and in Dec start of revenue (I presume). How much for Q4 is TBD on March 23 earn call. The two themes of WeRide's messaging are: -One of the largest projects in China's L2 sector goes to scale. -By order value (in partnership with Bosch) has one of the highest contract/order values. Last week Tony said China sells 30MM vehicles a year. Not all 30MM have ADAS L2++ technology but given what WePilot and BOSCH are doing and have said in recent interviews, the potntial on this is massive. I hope to hear more i nthe call on where this goes and how this may place WRD alongside TESLA and WAYMO hype. But i nWeRide case, it won;t be hype.
0 · Reply
LubberJML
LubberJML Mar. 4 at 4:35 PM
$WRD this is where it gets interesting. Consensus revenue estimate for Q4 earnings between PONY (P) and WeRide (W): P = $23.9MM, down from $25.4MM in Q3 W = $33.4MM, up from $24MM in Q3 My projection last month for both was $30MM in Q4 but I like what consensus shows better. WeRide's projections edge higheron faster growth acceleration, stronger international commercialization momentum, and a mix favoring product + service scaling in high-potential markets like the Middle East.
1 · Reply