$WeRide Inc.(WRD)$ 📊 WeRide (-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$WeRide Inc.(WRD)$

📊 WeRide (WRD) Stock Re-Analysis – July 2025

🟢 Key Strengths & Positive Developments

1. Uber Partnership = Real-World Revenue

WeRide is already generating profits, which is rare in the autonomous driving sector.

Its partnership with Uber in the UAE is live and growing fast, proving its business model has real traction.

2. First Profitable Quarter

Achieved net income of $15.4M on revenue of $45M in Q1 2025.

Gross margins at 35%, showing strong cost control even while scaling.

3. Aggressive Buyback Program

Company approved a $50 million share repurchase plan – this reflects confidence by management in the long-term value.

4. IPO Float Still Low

As a recent IPO, only a portion of shares are available in public float, making WRD highly sensitive to positive news, which could spark quick upside runs.

5. Sector Tailwinds

The global robotaxi and autonomous vehicle market is projected to reach $400B+ by 2030.

WeRide is one of the only publicly listed pure-play AV companies with live operations and real-world applications.

---

⚠️ Why the Price Dropped Recently (Despite Good Earnings)

Short-term profit-taking post-IPO is common.

Some early investors likely locked in gains after the Uber announcement spike.

Market sentiment in EV/tech has been volatile, but this doesn’t reflect company fundamentals.

---

🔮 Outlook

Q2 Earnings (due August 2025) could surprise further as the Uber rollout scales.

Multiple cities in China and the Middle East are in pipeline for expansion.

Price could revisit $10–$12 range in the next few months with positive catalysts.

---

📝 Positive Investor Review (Example)

> 🚗💡 WeRide (WRD) – The Hidden Gem in Autonomous Driving

Just entered my position in WRD and I’m impressed by how much real-world progress they’ve made. Unlike many AV companies burning cash, WeRide is already profitable, with Uber as a paying partner in the UAE and a healthy 35% margin.

With their $50M buyback plan, the management is showing real confidence. I believe WRD is still undervalued around $8–9, and once the next earnings or city launch hits, it could break $12 easily. Long-term, this is a leader in a $400B+ market.

✅ Strong fundamentals

✅ Real revenue & net income

✅ Uber partnership scaling

Holding tight. This might just be the next big thing in smart mobility. 🚀

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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wavyix
07-29
wavyix
Impressive analysis

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Uber Partnership = Real-World Revenue</p>\n<p>WeRide is already generating profits, which is rare in the autonomous driving sector.</p>\n<p>Its partnership with Uber in the UAE is live and growing fast, proving its business model has real traction.</p>\n<p>2. First Profitable Quarter</p>\n<p>Achieved net income of $15.4M on revenue of $45M in Q1 2025.</p>\n<p>Gross margins at 35%, showing strong cost control even while scaling.</p>\n<p>3. Aggressive Buyback Program</p>\n<p>Company approved a $50 million share repurchase plan – this reflects confidence by management in the long-term value.</p>\n<p>4. IPO Float Still Low</p>\n<p>As a recent IPO, only a portion of shares are available in public float, making WRD highly sensitive to positive news, which could spark quick upside runs.</p>\n<p>5. Sector Tailwinds</p>\n<p>The global robotaxi and autonomous vehicle market is projected to reach $400B+ by 2030.</p>\n<p>WeRide is one of the only publicly listed pure-play AV companies with live operations and real-world applications.</p>\n<p>---</p>\n<p>⚠️ Why the Price Dropped Recently (Despite Good Earnings)</p>\n<p>Short-term profit-taking post-IPO is common.</p>\n<p>Some early investors likely locked in gains after the Uber announcement spike.</p>\n<p>Market sentiment in EV/tech has been volatile, but this doesn’t reflect company fundamentals.</p>\n<p>---</p>\n<p>🔮 Outlook</p>\n<p>Q2 Earnings (due August 2025) could surprise further as the Uber rollout scales.</p>\n<p>Multiple cities in China and the Middle East are in pipeline for expansion.</p>\n<p>Price could revisit $10–$12 range in the next few months with positive catalysts.</p>\n<p>---</p>\n<p>📝 Positive Investor Review (Example)</p>\n<p>&gt; 🚗💡 WeRide (WRD) – The Hidden Gem in Autonomous Driving</p>\n<p>Just entered my position in WRD and I’m impressed by how much real-world progress they’ve made. Unlike many AV companies burning cash, WeRide is already profitable, with Uber as a paying partner in the UAE and a healthy 35% margin.</p>\n<p>With their $50M buyback plan, the management is showing real confidence. I believe WRD is still undervalued around $8–9, and once the next earnings or city launch hits, it could break $12 easily. Long-term, this is a leader in a $400B+ market.</p>\n<p>✅ Strong fundamentals</p>\n<p>✅ Real revenue &amp; net income</p>\n<p>✅ Uber partnership scaling</p>\n<p>Holding tight. This might just be the next big thing in smart mobility. 🚀</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/WRD\">$WeRide Inc.(WRD)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;</p>\n<p>📊 WeRide (WRD) Stock Re-Analysis – July 2025</p>\n<p>🟢 Key Strengths &amp; Positive Developments</p>\n<p>1. Uber Partnership = Real-World Revenue</p>\n<p>WeRide is already generating profits, which is rare in the autonomous driving sector.</p>\n<p>Its partnership with Uber in the UAE is live and growing fast, proving its business model has real traction.</p>\n<p>2. First Profitable Quarter</p>\n<p>Achieved net income of $15.4M on revenue of $45M in Q1 2025.</p>\n<p>Gross margins at 35%, showing strong cost control even while scaling.</p>\n<p>3. Aggressive Buyback Program</p>\n<p>Company approved a $50 million share repurchase plan – this reflects confidence by management in the long-term value.</p>\n<p>4. IPO Float Still Low</p>\n<p>As a recent IPO, only a portion of shares are available in public float, making WRD highly sensitive to positive news, which could spark quick upside runs.</p>\n<p>5. Sector Tailwinds</p>\n<p>The global robotaxi and autonomous vehicle market is projected to reach $400B+ by 2030.</p>\n<p>WeRide is one of the only publicly listed pure-play AV companies with live operations and real-world applications.</p>\n<p>---</p>\n<p>⚠️ Why the Price Dropped Recently (Despite Good Earnings)</p>\n<p>Short-term profit-taking post-IPO is common.</p>\n<p>Some early investors likely locked in gains after the Uber announcement spike.</p>\n<p>Market sentiment in EV/tech has been volatile, but this doesn’t reflect company fundamentals.</p>\n<p>---</p>\n<p>🔮 Outlook</p>\n<p>Q2 Earnings (due August 2025) could surprise further as the Uber rollout scales.</p>\n<p>Multiple cities in China and the Middle East are in pipeline for expansion.</p>\n<p>Price could revisit $10–$12 range in the next few months with positive catalysts.</p>\n<p>---</p>\n<p>📝 Positive Investor Review (Example)</p>\n<p>&gt; 🚗💡 WeRide (WRD) – The Hidden Gem in Autonomous Driving</p>\n<p>Just entered my position in WRD and I’m impressed by how much real-world progress they’ve made. Unlike many AV companies burning cash, WeRide is already profitable, with Uber as a paying partner in the UAE and a healthy 35% margin.</p>\n<p>With their $50M buyback plan, the management is showing real confidence. I believe WRD is still undervalued around $8–9, and once the next earnings or city launch hits, it could break $12 easily. Long-term, this is a leader in a $400B+ market.</p>\n<p>✅ Strong fundamentals</p>\n<p>✅ Real revenue &amp; net income</p>\n<p>✅ Uber partnership scaling</p>\n<p>Holding tight. This might just be the next big thing in smart mobility. 🚀</p></body></html>","text":"$WeRide Inc.(WRD)$ 📊 WeRide (WRD) Stock Re-Analysis – July 2025 🟢 Key Strengths & Positive Developments 1. Uber Partnership = Real-World Revenue WeRide is already generating profits, which is rare in the autonomous driving sector. Its partnership with Uber in the UAE is live and growing fast, proving its business model has real traction. 2. First Profitable Quarter Achieved net income of $15.4M on revenue of $45M in Q1 2025. Gross margins at 35%, showing strong cost control even while scaling. 3. Aggressive Buyback Program Company approved a $50 million share repurchase plan – this reflects confidence by management in the long-term value. 4. IPO Float Still Low As a recent IPO, only a portion of shares are available in public float, making WRD highly sensitive to positive news, which could spark quick upside runs. 5. Sector Tailwinds The global robotaxi and autonomous vehicle market is projected to reach $400B+ by 2030. WeRide is one of the only publicly listed pure-play AV companies with live operations and real-world applications. --- ⚠️ Why the Price Dropped Recently (Despite Good Earnings) Short-term profit-taking post-IPO is common. Some early investors likely locked in gains after the Uber announcement spike. Market sentiment in EV/tech has been volatile, but this doesn’t reflect company fundamentals. --- 🔮 Outlook Q2 Earnings (due August 2025) could surprise further as the Uber rollout scales. Multiple cities in China and the Middle East are in pipeline for expansion. Price could revisit $10–$12 range in the next few months with positive catalysts. --- 📝 Positive Investor Review (Example) > 🚗💡 WeRide (WRD) – The Hidden Gem in Autonomous Driving Just entered my position in WRD and I’m impressed by how much real-world progress they’ve made. Unlike many AV companies burning cash, WeRide is already profitable, with Uber as a paying partner in the UAE and a healthy 35% margin. With their $50M buyback plan, the management is showing real confidence. I believe WRD is still undervalued around $8–9, and once the next earnings or city launch hits, it could break $12 easily. Long-term, this is a leader in a $400B+ market. ✅ Strong fundamentals ✅ Real revenue & net income ✅ Uber partnership scaling Holding tight. 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