We came across a bullish thesis on WeRide Inc. (WRD) on Value Investing Subreddit Page by peterchs1470. In this article, we will summarize the bulls’ thesis on WRD. WeRide Inc. (WRD)’s share was trading at $8.01 as of May 9th.
A fleet of autonomous vehicles driving down a sun-drenched highway.
WeRide (WRD) is rapidly emerging as a major player in autonomous mobility, catalyzed by its deepening strategic partnership with Uber and strong backing from Nvidia. A landmark deal announced on May 5, 2025, will see Uber and WeRide expand their collaboration to deploy robotaxi services in 15 additional global cities, building on earlier deployments in Abu Dhabi and Dubai. Uber’s $100 million equity investment in WeRide, expected to close later this year, underscores the scale and ambition of this rollout, with WeRide providing autonomous driving technology while Uber manages the ride-hailing interface. Meanwhile, Nvidia’s ownership of 1.74 million WeRide shares has amplified investor confidence, spotlighting the company’s technological edge and potential for massive commercial success. The recent launch of WeRide’s fare-charging Level-4 Robobus in Guangzhou marks a significant leap in monetizing its AV platform. These developments have driven a 14.45% surge in the stock, with investor sentiment buoyed by the successful AI pilot programs and imminent Q1 2025 earnings results scheduled for May 21. With strategic momentum, global expansion, and powerful partners, WeRide is positioned for a breakout year. If execution aligns with expectations, shares could surge toward the $50 mark, representing a potential 480% upside, making this a high-conviction bet on the future of mobility.
WeRide Inc. (WRD) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 2 hedge fund portfolios held WRD at the end of the fourth quarter which was 0 in the previous quarter. While we acknowledge the risk and potential of WRD as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than WRD but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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Disclosure: None. This article was originally published at Insider Monkey.
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