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WRWRD

WeRide Inc.

$WRD·$1.7B·Software - Application·Technology
$5.51-1.4%YTD-37.8%1Y-46.5%
Price updated 3m ago·X counts updated 3d ago
WRWRD
$WRDWeRide Inc.
$5.51-1.43%45 posts1.2×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $WRD on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

45X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $WRD's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 98% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-18

Chatter is very bullish on WeRide after Q2 delivered revenue up 82% YoY to ~231.7M RMB with gross margin expanding ~900bps QoQ, driven by higher-margin sales of the L2++ ADAS software. Bulls describe R&D spend up as investment in the growth roadmap and highlight a fresh fleet of Robobuses arriving in Singapore joining existing GXR and Robosweeper deployments. Founder Tony Han demonstrated WRD 3.0 through Guangzhou downtown rush hour with zero intervention in a two-hour livestream. Skeptics flag unrelenting R&D-driven cash burn masks the top-line beat.

Read what X is saying about $WRD

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $WRD — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-09-16

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

Robotaxi story finally hitting Spain via Uber, but the P&L is a cash-burn crater and the stock is a broken 52-week chart.

WeRide is a Chinese autonomous-driving pure-play with real deployments — Spain L4 permit with Uber and AVOMO on 2026-09-10, Robobuses in Singapore, WRD 3.0 running Guangzhou rush hour with zero interventions.

  • Q4 revenue +120% YoY and gross margin expanded ~900bps QoQ off higher-margin ADAS licensing.
  • Op margin -388%, and the stock is -46% over 12 months, sitting at 5% of the 52-week range — the market is not paying for the growth curve, it's rejecting the burn.
  • Analyst consensus swings from -$3.82 EPS in 2026 to +$2.12 by 2029 — that's a hockey stick with no cushion for slippage.

The commercial catalysts are landing; the tape is waiting for a burn-rate stabilization story that hasn't printed.

Agrees with X sentimentX bulls emphasized the Q2 revenue beat and the Guangzhou livestream; skeptics flagged unrelenting R&D burn. Both are right — and skeptics are the ones being priced.

What to watch: Nov 23 Q3 print and any commentary on operating-loss trajectory, plus commercial ramp in Spain post-permit.

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

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

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

Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating while pure-play SaaS without clear AI differentiation faces flat NDR and rate-compressed multiples. IGV -9.7% T12M reflects the laggard drag on the index.

What this means for $WRD

Neutral — WeRide operates autonomous vehicle fleets in China and the Middle East; hardware-software AV company, not exposed to enterprise SaaS AI upsell.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-1.4%YTD
-6.9%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$-0.18$-0.13-37.7%
Q1 2026May 13, 2026$-0.06$-0.11+48.3%
Q4 2025Mar 23, 2026$-0.08$-0.14+43.1%
Q3 2025Nov 24, 2025$-0.15——
Next earningsMon, Nov 23·consensus EPS $-0.10

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$868.4M – $1.3B-$3.82-$3.93 – -$3.715
FY27$2.0B$1.6B – $2.5B-$3.08-$3.18 – -$2.977
FY28$4.2B$3.4B – $5.2B-$1.89-$2.49 – -$1.433
FY29$10.9B$8.9B – $13.6B$2.12$1.61 – $2.803
FY30$17.0B$13.8B – $21.1B$10.46$7.92 – $13.765

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.1.0×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.4%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.-6.4%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.-23.4%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 today0.8% 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
+ 52 other (49 6-Ks · 1 20-F · 1 13G · 1 S-8) in window

Recent news

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

WRD 3.0 Powers the AION i60 with Championship-Winning Technology Available from Deliveryglobenewswire.com·2d agoUber's AV Ambitions in Spain Gain Momentum: More Growth Ahead?zacks.com·6d agoWeRide, Uber, and AVOMO receive Spain's First National Operating Permit for Level 4 Autonomous Passenger Vehiclesglobenewswire.com·7d agoWeRide, Uber and AVOMO Receive Spain's First National Operating Permit for Level 4 Autonomous Passenger Vehiclesbusinesswire.com·7d agoUber Partners Wayve as Autonomous Rides Make U.K. Debut: What's Ahead?zacks.com·14d ago

In themes

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

EVs & Autonomous Vehicles

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Voices on X · last 7 days

No standout posts about $WRD on X in the 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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