Weride Inc ADR WRD

$4.21 -0.31 (-6.86%)

Valuation

Market cap
1,404,296,000
Revenue TTM
$95,230,000
Net income TTM
$-230,200,000
PE ratio
0.00
Forward PE
—
Profit margin
-241.73%
Debt to equity
0.08

Trading

Volume
4,195,800
Avg volume
2,873,910
Day's range
$4.16 – $4.43
Shares out
310,685,000
Stochastic %K
5%
Beta
1.90
Analysts
Strong Sell
Price target
$13.88

Price

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...

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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 programs in Slovekia. 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
Website
https://www.weride.ai
Address
Tower A, Guanzhou Life Science Innovation Center, 21st Floor No. 51, Luoxuan Road Guangzhou International Biotech Island, Guangzhou, China

Latest news

Stocktwits

LubberJML Oct 15, 2:12 PM
$WRD this is the first time I asked AI to tell me what it notices between PONY and Weride. My question was this "what does wall street think between pony_ai and weride" I did not set up the question or show the graphics I made this morning and posted to this board. One simple question tha tAI could answer in any way. Goldman price target for PONY is >4X larger than it is for WRD and GS is bullish of both tickers It said Wall Street says WeRide has cash flow and acct receivable problems and faces labor-intensive overhead - I've said that for 12 months once qtr reports stacked up to give us comparisons WS conclusion is not my conclusion long term. No one here bought either stock expecting this. More-so for weRide because when you bought WRD they were in 9-13 countries , 20 - 60 cities, with 6-9 driver less permits with multiple L4 AV options fully deveoped an dexpensed for a market of 1.3B - 2B people.I expected faster scaling. The chart was never wrong. People's fundamentals were wrong
0 replies
soksobay Oct 15, 1:29 PM
$WRD dead money 4 years bull market
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LubberJML Oct 15, 12:52 PM
$WRD the biggest turn that I want to see from WeRide in its Q3 reports is a 10% shrinkage in net loss. If that happens that says other important metrics all got better for revenue, rev per employee, number of AV deployments/scaling, ADAS growth, etc. Han said the company will be profitable 10 qtrs from now. To do that net loss has to disappear. Their Q2 net loss was $59.1MM. To get to profitability by that time net loss should shrink by an avg of $5.9MM per qtr. That won't always be the average out but it's a ballpark reference for the trend going forward. So, net loss for Q3 should print at $53.2M. If that is delayed by another qtr it changes the value on the next 9 qtrs, which will be more than $5.9MM. The midpoint of analyst consensus revenue projection for 2026 is 149MM. H1 came in well above consensus est of $42MM thanks to a stronger Q2 beat. Q3 and Q4 need to avh $50MM per qtr. So, I think rev will favor a smaller net loss. Will it be enoguh to redice net loss by $5.9MM?
0 replies
NLZ Oct 15, 12:05 PM
@LubberJML 1. We don’t know that yet. I have a view on the business trajectory. I cannot predict how quickly the market will recognise it. I’ve put up a 2027e estimate (which probably needs more work tuning). 2. You can stand by the entire post. That does not resolve its errors. The headcount comparison mixes reporting dates, overlooks reporting categories (much of which can be attributed to JingShuo, which commercialises data services). That needs to be considered when attributing losses to headcount. 3. “The market is with me” is quite a leap, and imho a weak defence. YTD $PONY was down approx 64% YTD, vs. 52% for $WRD. If price performance validates your comparison, please explain why Pony has performed worse? Neither decline proves whose take is correct. 4. Fair enough. You are free to disagree with my take. I will keep pointing out factual errors though.
1 replies
LubberJML Oct 15, 10:08 AM
$WRD Will it be the same for the next 6 quarters or will WeRide scaling start to change some important numbers in Q3? Both CEOs need to step up and take charge of the narratives. They have not. Tony has a much better story to show than PONY does IMO, but he has not, at least not in the way the market needs. Aggregated data for the past 6 quarters on WRD and $PONY Bottom line to me is the head count. WeRide employees 3.3X more employees than PONY has and that shows up in the net loss and in 13F Filings, where it matters the most. They are close in total revenues earned, but that is where they separate. WeRide is closer to revenue acceleration (might already have happened, Q3 will confirm) that may help them on the outsized net losses to date. WeRide will have the 2nd msot AV in service i nthe AV sector by YE and be in 1st place by YE 2027. Sometime Wall Street will have to deal with that.
1 replies
LubberJML Oct 15, 6:42 AM
$WRD is in likley its earnings blackout (quiet) period so we will not get any updates until Q3 reports. Tony could have to speed up its release. Tony tried doing that once before ahead of Q4 report where he said, in an interview, that the Q4 numbers will be very good numbers. Perhaps this vid released 2 weeks ago is an attempt at it. What's your interprtation of the themes sorry we can't hear you bcs we are busy getting robotaxis out? So, we wait up to anotehr 4 weeks before WeRide will talk. https://www.youtube.com/shorts/D2HOAzThub4
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El_ZORRO_le_renard Oct 15, 2:42 AM
$WRD - To everyone who wants to help me: I’m placing a buy order at 4.04 for this Thursday morning. Please! Help me! I love it! Thank you very much! And I especially love it when a statement comes out of nowhere to scare off the small fry. You’re going to see all sorts of things. The shorts are very good at that game.
0 replies
Arcides Oct 15, 2:34 AM
$WRD riding to hell...
0 replies