WeRide Inc. (WRD) AI Stock Analysis

NASDAQ: WRDAI research summary: business, growth, valuation, analysts, bull and bear case.

WRD AI stock analysis summary

AI Research

WeRide Inc. (WRD) develops autonomous driving products and solutions, including robotaxis, robobuses, and robovans. While revenue grew 89.6% in FY2025 to $684.6M and quarterly revenue rose 82.2% year-over-year in the quarter ended June 30, 2026, the company posted a net loss of -$1.65B in FY2025. Balance sheet liquidity remains supported by $5.38B in cash and short-term investments alongside net cash of $4.76B.

Market cap
$1.34B
Revenue (TTM)
$830.8M
P/E
—
1Y return
-61.3%
S&P 500 16.8%
Avg. target
$13.40
228.4% vs last close

Bull case

  • Revenue grew 89.6% in FY2025 to $684.6M, backed by a 5-year revenue CAGR of 106.6%.
  • The balance sheet features $4.76B in net cash and a current ratio of 5.36 as of June 30, 2026.
  • Analyst sentiment includes 8 Strong Buy ratings and a mean price target of $13.40, representing 228.4% upside to the last closing price.

Bear case

  • WeRide reported an annual net loss of -$1.65B and negative free cash flow of -$1.57B in FY2025.
  • Significant dilution has occurred, with the company's share count expanding 347.2% over five years.
  • The stock fell 61.3% over the past year, trailing the S&P 500 return of 16.8%.

What WeRide Inc. does

WeRide Inc. is an investment holding company that provides autonomous driving products and solutions for the mobility, logistics, and sanitation industries in the People's Republic of China and Europe. Its product lineup includes robotaxis, robobuses, robovans, and robosweepers. The company also offers advanced driver-assistance system solutions, intelligent data services, and the WeRide Go online ride-hailing app platform. In addition, WeRide maintains a strategic alliance with ELEVATE Slovakia to launch autonomous driving programs in Slovakia. Incorporated in 2017, the company is headquartered in Guangzhou, the People's Republic of China, and employs 3,661 people.

Growth and profitability

WeRide delivered a 5-year revenue CAGR of 106.6% from FY2020 to FY2025. Revenue expanded from $138.2M in FY2021 to $527.5M in FY2022, before declining to $401.8M in FY2023 and $361.1M in FY2024. In FY2025, revenue rebounded 89.6% to $684.6M, while gross margin stood at 30.2% and research and development expenses totaled $1.37B. The company recorded an operating margin of -266.2% and a net loss of -$1.65B in FY2025, resulting in an EPS of -$2.13. For the trailing twelve months ended June 30, 2026, revenue was $830.8M with quarterly revenue growth of 82.2% year-over-year, an operating margin of -182.0%, and an EPS of -$0.73.

WRD income statement →

Balance sheet and cash flow

As of June 30, 2026, WeRide held $5.38B in cash and short-term investments against total debt of $615.8M, providing net cash of $4.76B. Total assets stood at $7.76B and shareholders' equity was $6.40B, yielding a debt-to-equity ratio of 0.10 and a current ratio of 5.36. During FY2025, operating cash flow was -$1.32B and free cash flow was -$1.57B, with capital expenditures of $248.4M. Over the past five years, the company's share count increased 347.2%.

WRD balance sheet →

Valuation and performance

WeRide trades at a price-to-sales multiple of 1.6x and an enterprise value-to-revenue multiple of 10.1x, based on a market capitalization of $1.34B and an enterprise value of $1.26B. Its price-to-sales multiple is below the 2.8x median of its US-listed Technology peers, while its price-to-book ratio is 2.0x. Shares closed at $4.08 on October 16, 2026, down 53.0% year-to-date and 61.3% over the prior year, compared to a 16.8% one-year gain for the S&P 500 (SPY). The stock trades 39.9% below its 200-day moving average.

WRD key metrics →

What analysts expect

Wall Street coverage includes 8 Strong Buy and 4 Buy ratings, with zero Hold, Sell, or Strong Sell ratings. The mean price target is $13.40, which is 228.4% above the last close of $4.08. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $1.06B and an EPS of -$4.61. For the following fiscal year, 6 analysts forecast revenue of $2.02B and an EPS of -$3.72. The company beat EPS estimates in 2 of the last 4 quarters, and its next earnings date is November 23, 2026.

WRD forecast and price target →

Key risks and what to watch

  • Operating cash outflow reached -$1.32B in FY2025 as the company spent $1.37B on research and development.
  • Trailing twelve-month operating margin of -182.0% highlights ongoing operating losses.
  • Analysts estimate an EPS of -$4.61 for the fiscal year ending December 31, 2026, pointing to continued unprofitable operations.
  • The share price of $4.08 trades 39.9% below its 200-day average and near its 52-week low of $4.05.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this WRD AI stock analysis

This page is an AI-written research summary of WeRide Inc. (WRD). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: WRD income statement, WRD balance sheet, WRD key metrics, WRD analyst forecast, WRD chart. See the WRD stock overview for the latest quote and news.

WRD AI stock analysis FAQ

Does WeRide pay a dividend?

No, WeRide does not pay a dividend. The company reinvests cash into operations, recording capital expenditures of $248.4M in FY2025.

What is WeRide's cash and debt position?

As of June 30, 2026, WeRide had $5.38B in cash and short-term investments and $615.8M in total debt, resulting in net cash of $4.76B.

What is the consensus analyst price target for WRD?

The mean analyst price target is $13.40, which is 228.4% above its October 16, 2026 closing price of $4.08.

When is WeRide's next earnings report?

WeRide is scheduled to report its next financial results on November 23, 2026.

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