Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$1.8B
329M shares
52-week range
$5.18 – $12.55
6% from low
Exchange
NASDAQ
ADRC
P/S (TTM)
2.3
WeRide Inc operates in the autonomous driving industry. The company has developed a universal autonomous driving technology platform that integrates full-stack software algorithms, modularized hardware solutions, and a infrastructure platform. The company provides autonomous driving products and services from L2 to L4 vehicles. The products of the company includes Robotaxi, Robobus, Robovan, Robosweeper, and others. The company earns its revenue from the People's Republic of China.
www.weride.aiNo one on the platform currently holds WRD.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 82,000 | $663.4K |
No one on the platform has traded WRD yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| Rev. Growth % | 89.6% | 106.6% | ||||
| Profit Margin % | -241.7% | -479.8% | ||||
| Free Cash Flow Margin % | -229.4% | -214.6% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $1.1B | +72.6% | $-3.77 | $-3.88–$-3.66 | — | 4 |
| 2027 | $2.0B | +85.3% | $-3.00 | $-3.10–$-2.89 | — | 4 |
| 2028 | $4.2B | +111.4% | $-1.89 | $-2.36–$-1.46 | — | 2 |
| 2029 | $11.8B | +180.8% | $2.13 | $1.65–$2.67 | 2.6× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 2 of the last 3 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-12 | $-0.13 | $-0.18 | -37.7% |
| 2026-05-13 | $-0.11 | $-0.06 | +48.3% |
| 2026-03-23 | $-0.14 | $-0.08 | +43.1% |
| $2.7B |
| — |
| KCKingsoft Cloud Holdings Limited | $9.52 | -3.15% | $2.8B | — |
| PAGSPagSeguro Digital Ltd. | $9.62 | -3.12% | $2.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
$WRD https://avmarketstrategist.substack.com/p/beti-the-french-av-operator-behind?utm_source=share&utm_medium=android&r=82vfby
View on StockTwits ↗
@Djmorri you know I have a bear flag pattern on $WRD targeting $4's, I shared it many times here. It's not a guarantee it is a probability. Year two of the IPo os knocking on the door and Tony is tweeting to 70 followers on X. What a bad look for now. Not the news, the perfromance, the doubts, the uncertainties.... I've been writing about all of this for awhile on why WRD is where it is and what it needs to change. For now the bear flag has to be respected, I hope not but hope is not a wise investment strategy.
View on StockTwits ↗
$WRD 🇩🇰 Denmark One detail worth watching in WeRide’s GreenMobility partnership. GreenMobility previously signed a non-binding LOI with Tensor (AutoX technology) for up to 2,000 autonomous vehicles. As we now know, it has since selected WeRide to launch a public autonomous mobility service in Denmark in H1 2027. The 2 could coexist, but the overlap raises another possibility: WeRide may be replacing Tensor as GreenMobility’s operational AV partner. A 2,000-vehicle rollout looks ambitious given GreenMobility’s current fleet of around 1,400 cars. It’s probably a ceiling value. Still, it reveals the scale of GreenMobility’s autonomous ambitions. If even part of that ambition shifts toward WeRide, I believe Denmark could become a meaningful deployment market.
View on StockTwits ↗$WRD 🇸🇬 Singapore Grab to increase autonomous vehicle fleet to 50, eyes expansion beyond Punggol https://www.businesstimes.com.sg/companies-markets/grab-increase-autonomous-vehicle-fleet-50-eyes-expansion-beyond-punggol
View on StockTwits ↗@NLZ @Djmorri One year ago WeRide met with 10-11 wall street banks/instiutions from Sept-Oct then did 1-2 more events in Nov. I was able to find a few words on line about 1-2 of those events but nothing noteworthy. $WRD did not gain on those events. 13F filings since those events shows me inst did not bite. So, road shows won't help without your last sentence of monetisation. However, to be fair, WeRide is much furhter along here than they were last September so perhaps a raod show might help. Inst know though. They really do. US CNBC and Bloomberg primetime morning shows is 6MM people not 67. That will help. What isnt could learn from Tony is what Tony meant in Sept when he said Lenovo 200K builds is a conservative number, or why he said in March how WRD is 40X undervalued to WAYMO. That begs for clarity. Both Lenovo and 40X tells me Tony knows a bit more on both topics. What Tony could not say in 2025 he can say it now but he needs to say more and say it to better places.
View on StockTwits ↗$WRD the final score card. launched less than 1 year ago. WeRide won all but one of the intelligent driver challenges it took part in (8 times!). Let that sink in… Beating the established Chinese players like Huawei, Momenta, Zeekr, Nio, XPeng, etc. Last 2 rounds, with Aion N60 (RRP $15-17K), it beat vehicles costing 5-6x more…
View on StockTwits ↗@NLZ I only care about the top 5 slots as these are the pereived winners. The bottom 10 could certainly look different but they are irrelvant. Wall Street does not care about them and shouldn't care about them. $WRD had the largest percentage change (ROC) and that is bigger tha nthe overall ranking. That happened on Spai, 3% more on the next ranking puts WeRide above Baidu. That's coming soon IMO. This story has gotten no media coverage and WeRide isn't pumping that either. This story needs to get off the pages of X and Stocktwits and put on primetime finTV, just like what Tony poste today on X to his 67 followers.
View on StockTwits ↗@Djmorri what you said is true but it seems like Tony changed a bot in March defending $WRD and WeRide. More tyhan 1 year ago I posted a story here about Tony's philoshy on messagiung his stock price. At that time Tony said in an interview that his mentor (CFO of Baidu) said if you take care of the company then the stock price will take care of itself. I said that was a mistake for Tony to say and wrote why. Today Tony has a great story to show but he needs a platform larger than the 67 follwoers he has on X. I think someone or soemthing put a fire under Tony's ass in March. The stock was heading to $3's IMO before he stepped up. Whatever lite him than needs even more and better here.
View on StockTwits ↗$WRD Tony tried but he used X where he has 67 followers. Right nessage. Wrong place. He said: There's still a significant gap between public perception and the reality of autonomous driving. Yesterday, while livestreaming the 2027 GAC AION i60 powered by WRD 3.0 in Guangzhou, we secured our eighth title in China's Urban Intelligent Driving Competition, a record no other solution has achieved. My takeaway: the intelligent driving systems we offer today are already delivering performance that outperforms average drivers in many scenarios. This is not a slogan. It's a reality built on years of real-world operations, live demonstrations, and consistent wins in competition. The reason comes down to algorithms. WeRide started with L4 autonomy, and we're now bringing those same globally validated capabilities into L2++ products. We've made advanced intelligent driving available in vehicles priced below $20,000 in China. Once great intelligent driving becomes accessible to everyone, .
View on StockTwits ↗$WRD this article provides a useful snapshot of how quickly China’s ADAS market is consolidating around a handful of platforms. The market itself is expanding rapidly. The article estimates L2 penetration at 70.5%, NOA penetration at 36.1% in the 1st 5 months of 2026, and urban NOA penetration at 25.7% by May. More importantly, advanced ADAS is moving down-market, with the RMB100k–150k segment emerging as one of the largest volume opportunities. On current installed volume, WeRide remains well behind Momenta and other established ADAS players. The article estimates 13K WRD3.0 installations in H1 and therefore places it in the 3rd tier of L2++ providers. I think that assessment is too backward-looking. The oportunity is waiting ahead: Automotive programs have long dev cycles between technical evaluation, nomination, integration, SOP and meaningful production volumes. WeRide has already 30+ model nominations, while only a fraction have reached volume production. > https://www.zhihu.com/question/1937115355060335902/answer/2082863634619819713
View on StockTwits ↗
$WRD Xi says China will take lead to foster AI, tech cooperation among BRICS countries. Chinese tech will lead the way in the future, we must play the long game. https://www.cnbc.com/amp/2026/09/13/china-xi-ai-tech-brics.html
View on StockTwits ↗
$WRD category comparisons against the top 5: W = WAYMO #1, B = Baidu #2, WRD = WeRide #3, P = PONY #4 . T =TESLA #5. T and W have wildly higher valuations vs WRD. WRD is the worst AV stock wiht lowest market cap + fewest 13F Holders. The divergence is mad. Tony has to explain WRD for the market to understand WeRide. Score Card. Operations: W 88 WRD 86 (clsoe 2nd) B 66 T 53 P 47 Scale: W 95 B 90 WRD 78 (distant 3rd but closes the gap by YE to #2) P 69 T 64 Revenue: W 85 B 81 WRD+P ( 72 (tied for 3rd spot but WRD will clsoe the gap by YE) T 42 (T market cap on robotaxi is insanely off sides) Commercialiazation: W 87 B 86 WRD 81 (improving) B 78 T72 Manufactruing: T 95 (uo dispute, understood why)n B 84 W and WRD 55 (tied for 3rd) B 54 Safety: W 87 WRD 73 (2nd spot is a shocker on actual perfromance/safety records) p 69 T 49 WRD needs a valuaton upgrade int YE. https://stkt.co/j1a46rQh
View on StockTwits ↗$WRD WeRide wins Shenyang. Again. 🏆 The GAC Aion N60 powered by WeRide WRD 3.0 has won the Shenyang round of the China Urban Intelligent Driving Competition, completing a second consecutive preliminary + final sweep. Shenyang final: 🥇 Aion N60 / WeRide — 101.76 🥈 Hongqi Tiangong 08 / Zhuoyu — 94.83 🥉 Aito M9 / Huawei ADS 5.0 — 94.57 The N60 also topped the entire preliminary field with 105.5, ahead of Huawei, Horizon and Momenta-powered competitors. This follows the N60’s double victory in Guiyang. Same AEP 2.3.0.0 software, two very different cities, four consecutive P1 results across preliminaries and finals. Perhaps most significant: WeRide is now winning with a ~RMB100k mass-market vehicle, not just the premium Exeed/Bosch implementation. Eight competition wins for WeRide. Wins #7 and #8 belong to the N60. Next up Changsha
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.