Jan. 8 at 8:15 AM
$WRD CLSA just started coverage on WeRide, with an Outperform and a
$13 target, roughly 32% upside from here.
Bank of America and Citi are also bullish. Consensus now sits around
$13.
But beyond analyst targets, what’s more interesting is what’s actually happening on the ground.
WeRide is now the first Robotaxi company running
$NVDA new DRIVE Thor X chip, and at CES 2026 Jensen Huang talked openly about a future where most vehicles are self-driving, with WeRide shown as part of that global L4 ecosystem.
Their GXR robotaxis are already operating fully driverless in China and the UAE, expanding fleets across the Middle East, and heading toward Singapore next.
Per-vehicle trip counts are rising, costs are coming down, and some markets are starting to approach break-even.
