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WRWRD

WeRide Inc.

$WRD·$1.8B·Software - Application·Technology
$5.85-1.7%YTD-33.4%1Y-39.4%
Mentions · last 7 days
2026-08-07: 4 posts2026-08-08: 1 posts2026-08-09: 3 posts2026-08-10: 9 posts2026-08-11: 8 posts2026-08-12: 51 posts2026-08-13: 11 posts87+192%
Price updated 18h ago·X counts updated 2d ago
WRWRD
$WRDWeRide Inc.
$5.85-1.68%87 posts+192%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $WRD, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-08-15

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

WeRide is the China autonomous-driving story — Q2 revenue +82%, gross margin +900bps to 37.5%, Singapore Robobus, -39% YoY drawdown.

WeRide is a China-based autonomous-driving technology platform (Robotaxi, Robobus, Robovan, Robosweeper) — the equity is a real hot-momentum name in the AV category, though the YoY drawdown reflects the broader Chinese-ADR risk-off cycle.

  • Q2 revenue exploded: revenue +82% YoY to RMB231.7M (driven by L2++ ADAS and international L4 Robotaxi deployments) — that's the specific proof point that the commercial ramp is real, not narrative.
  • Gross margin +900bps QoQ to 37.5% — that's a specific fact pattern of operating leverage kicking in as revenue scales, and 'R&D framed like Netflix's content spend' suggests stabilization ahead.
  • International expansion real: Robobuses arriving in Singapore, exploring Australia/Southeast Asia — de-risks China-concentration.
  • Q2 EPS -$0.18 vs -$0.13 (-34%) — operating losses high but growth narrative dominates. Analysts project revenue ramp $1.09B FY26 → $10.82B FY29 with EPS positive by FY29.
  • Position at 9% of 52w, -22% below 200d MA — real drawdown reflecting China-ADR risk overhang despite Q2 operational strength.

November 23 is the next print — a fifth consecutive quarter of revenue growth plus international geography expansion extends the recovery; any specific autonomous-driving accident event or China-regulatory intervention is the invalidator. The real risk on a Chinese ADR AV name is that geopolitical risk (delisting, sanctions) dominates the multiple regardless of operational execution.

Agrees with X sentimentAgrees with the X bulls on the Q2 revenue +82% YoY, gross margin +900bps QoQ, and international Robobus/geography expansion as real specific fact patterns. Partial only because operating losses remain very high and the -39% YoY drawdown reflects real China-ADR risk that the growth framing under-weights.

What to watch: November 23 Q3 print — international geography expansion trajectory and margin sustainability. A fifth consecutive quarter of revenue growth extends the recovery; regulatory intervention or accident event is the invalidator.

On the calendar: 2026-11-23 — Q3 earnings

china adr riskprice missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment⚠6 posts analyzed · as of 2026-08-14 · top-engagement diverged

WeRide is bullish. Q2 total revenue +82% YoY to 231.7M RMB (driven by L2++ ADAS and international L4 Robotaxi deployments), gross margin +900bps QoQ to 37.5%, more Robobuses arriving in Singapore, and R&D framed like Netflix's content spend — stabilizing to unlock operating leverage. Operating losses remain high but the growth narrative dominates.

Read the AI verdict + X sentiment for $WRD

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Chinese autonomous driving company operating robotaxi, robobus, robovan, and robosweeper fleets across Asia and the Middle East.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $WRD.

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $WRD

Neutral — Chinese autonomous driving company operating robotaxi, robobus, robovan, and robosweeper fleets across Asia and the Middle East; limited read-through from software - application macro dynamics to this specific revenue mix.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
-3.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-7.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-24.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-255%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
15.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-23.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
30.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 12, 2026$-0.18$-0.13-34.3%
Q1 2026May 13, 2026$-0.06$-0.11+48.3%
Q4 2025Mar 23, 2026$-0.24$-0.14-67.6%
Q3 2025Nov 24, 2025$-0.15——
Next earningsMon, Nov 23·consensus EPS $-0.11

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$113.4M+56.6%34.7%-388%$-1.11—
Q4 FY25$309.7M+119.9%28.5%-184%$-1.68—
Q3 FY25$171.0M+144.2%32.8%-222%$-1.08—
Q2 FY25$127.2M+60.7%28.1%-357%$-1.44—

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.1B$900.6M – $1.4B-$3.70-$4.58 – -$2.835
FY27$2.2B$1.8B – $2.8B-$2.98-$6.16 – $0.317
FY28$5.3B$4.3B – $6.6B-$0.89-$1.18 – -$0.694
FY29$10.8B$9.0B – $13.6B$2.11$1.64 – $2.803
FY30$16.9B$14.0B – $21.1B$10.38$8.06 – $13.796

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.9%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-21.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 281.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.885-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsApr 223
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
+ 54 other (48 6-Ks · 3 3s · 1 20-F · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

China's WeRide eyes Australia, Southeast Asia among potential new markets after strong Q2reuters.com·2d agoWeRide Inc. (WRD) Q2 2026 Earnings Call Transcriptseekingalpha.com·3d agoWeRide Q2 Earnings Call Highlightsmarketbeat.com·3d agoAccelerating European Expansion Through Proven Asset-Light Model, Driving Rapid Overseas Revenue Growth; 2Q2026 Total Revenue Reached RMB231.7 Million, Up 82.2% Year over Yearglobenewswire.com·3d agoEmpowered Funds LLC Takes $1.46 Million Position in WeRide Inc. $WRDdefenseworld.net·7d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · top 5 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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