π Stock Review: WeRide Inc. (NASDAQ: WRD) β June 2025
Position: Long
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π Company Overview
WeRide Inc. is one of the most promising players in the global autonomous vehicle (AV) space. Headquartered in Guangzhou, China, and listed on NASDAQ, WeRide is rapidly scaling its Level 4 robotaxi and autonomous driving solutions across Asia and the Middle East.
With strong backing from major investors and a world-class R&D team, WeRide is moving beyond the testing phase and into full-scale deployment β a transition that separates future winners from concept-stage competitors.
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β Key Positives
1. Strategic Global Partnership with Uber
WeRide is making headlines with its multi-year, global partnership with Uber, which includes:
A US$100 million equity investment from Uber.
Plans to expand robotaxi operations into 15 cities over the next five years.
Seamless integration of WeRide vehicles into the Uber app, with Uber handling fleet operations.
π’ This is a real-world validation of WeRideβs tech and scalability β not just an MOU, but an active rollout.
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2. Solid Financial Foundation for a Growth Company
Q1 2025 revenue: US$10.0 million (β² 1.8% YoY)
Robotaxi business share: 22.3% of total revenue (β² from ~12% YoY)
Gross margin: Stable at 35%, highly respectable for an early-stage AV player.
π’ These figures indicate controlled growth, effective cost management, and a clear path to commercial scale.
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3. Share Buyback Program Signals Confidence
WeRide authorized a US$100 million share repurchase program, demonstrating:
Strong internal cash reserves
Managementβs conviction that the stock is undervalued
Long-term commitment to shareholder value
π’ Buybacks at this stage show belief, not desperation.
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4. Positioned for Long-Term AV Leadership
Operating actively in China and the UAE with Dubai soon to launch.
Targeting smart cities that are ready for AV adoption now.
Technologically mature enough to go commercial while many rivals are still in beta or closed-course testing.
π’ This is not a "someday" company β WeRide is already operating in the real world.
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π‘ Investment Outlook
While the stock has pulled back due to macro market pressure and risk-off sentiment toward growth stocks, nothing has fundamentally changed about WeRide's trajectory.
At ~$7.75 to $8.50, the stock presents a compelling long-term entry point, especially for investors with a 12β36 month horizon. As the Uber rollouts continue and earnings scale, WRD may see renewed institutional interest and breakout potential.
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π Summary
WeRide Inc. remains one of the most exciting, undervalued opportunities in the autonomous driving sector. With real revenues, real partnerships, and real deployments, this isnβt just a story stock β itβs a company executing on the future of mobility.
> π― Long-term rating: Bullish
π― Target range (12β18 months): USD 12.00 β 14.00
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