WeRide (NASDAQ:WRD) Issues Quarterly Earnings Results

WeRide (NASDAQ:WRD) posted its earnings results on Monday. The company reported ($0.24) earnings per share (EPS) for the quarter, FiscalAI reports. WeRide had a negative net margin of 329.54% and a negative return on equity of 24.31%. The business had revenue of $44.88 million during the quarter.

Here are the key takeaways from WeRide’s conference call:

• WeRide reported record FY2025 revenue of RMB 685 million (up 90% YoY) and Q4 revenue of RMB 314 million, with ~30% gross margin, a cash position of RMB 6.97 billion and a $100 million share repurchase authorization.
• Global Robotaxi fleet reached 1,125 vehicles (total AV fleet 2,113) across 12 countries with permits in 8, and management targets 2,600 robotaxis by end-2026 as part of an aggressive international rollout.
• Management cited meaningful unit-economics gains — total cost of ownership down ~38%, GXR BOM cut ~15%, remote-assistance ratio improved to 1:40, and per-vehicle production time under 10 minutes.
• Company emphasizes a technical moat via the WeRide GENESIS simulation platform, proprietary HPC 3.0 compute stack and one-stage end-to-end architecture, plus L2+ adoption by OEMs as differentiation.
• Despite progress, WeRide remains loss-making with FY2025 net loss of RMB 1.65 billion and high R&D-driven operating expenses (R&D ~67% of OPEX), leaving profitability and sustained cash burn as key risks.

WeRide Stock Up 9.0%

NASDAQ:WRD opened at $6.92 on Tuesday. The company has a market cap of $2.24 billion, a P/E ratio of -8.24 and a beta of 4.35. WeRide has a twelve month low of $6.01 and a twelve month high of $16.86. The business has a 50 day moving average price of $7.52 and a two-hundred day moving average price of $8.81.

Institutional Trading of WeRide

Institutional investors have recently made changes to their positions in the business. NewEdge Advisors LLC acquired a new position in WeRide during the first quarter worth $27,000. JPMorgan Chase & Co. bought a new stake in WeRide during the 2nd quarter worth about $30,000. Leonteq Securities AG bought a new stake in WeRide during the 4th quarter worth about $36,000. SBI Securities Co. Ltd. boosted its stake in shares of WeRide by 37.6% during the 3rd quarter. SBI Securities Co. Ltd. now owns 4,898 shares of the company’s stock worth $48,000 after buying an additional 1,339 shares during the last quarter. Finally, Daiwa Securities Group Inc. acquired a new position in shares of WeRide during the 4th quarter worth about $65,000.

Key WeRide News

Here are the key news stories impacting WeRide this week:

• Positive Sentiment: Record revenue growth — WeRide reported full?year 2025 revenue of RMB 684.6 million, up ~90% year-over-year, and Q4 revenue of $44.9M, signaling accelerating top-line traction that supports growth expectations. WeRide Reports Record Full-Year 2025 Revenue
• Positive Sentiment: Fleet and global expansion — Management highlighted growth in its robotaxi fleet and expanding international footprint, which could drive recurring revenue and future scale benefits as deployments increase. WeRide Doubles Revenue as Robotaxi Fleet and Global Footprint Expand
• Positive Sentiment: Strong messaging from the earnings call and presentation — Management emphasized strategic expansion, record revenue momentum and provided an investor slide deck and transcript, which reassured some investors on execution and growth cadence. Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Unaudited results and regulatory notes — The company released unaudited Q4 and full? year 2025 results under dual regulatory regimes; investors may wait for audited statements for final confirmation. Unaudited Q4 and Full-Year 2025 Results
• Neutral Sentiment: Full earnings materials available — The company posted a slide deck and full call transcript (useful for due diligence), enabling investors to drill into unit economics and deployment timelines. Q4 Results Presentation
• Negative Sentiment: Continued GAAP losses and poor margins — WeRide reported a Q4 loss per share of ($0.24), a negative net margin of 329.5%, and negative return on equity (~24.3%), underscoring that profitability remains a distant goal and capital needs could pressure the share price. Press Release / Financials
• Negative Sentiment: High volatility and valuation risk — The stock carries elevated beta and a wide trading range (12?month high/low gap), so sentiment swings around execution updates and capital raises could amplify price moves. Earnings Call Transcript

Analysts Set New Price Targets

WRD has been the topic of a number of research analyst reports. CLSA began coverage on WeRide in a research report on Monday, January 5th. They set an “outperform” rating and a $13.00 price target on the stock. Weiss Ratings reissued a “sell (d-)” rating on shares of WeRide in a research note on Monday, December 29th. Bank of America began coverage on shares of WeRide in a report on Monday, December 1st. They set a “buy” rating and a $12.00 target price on the stock. Finally, Citigroup reaffirmed a “buy” rating on shares of WeRide in a research note on Monday, January 19th. Four investment analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $13.13.

About WeRide

WeRide Inc (NASDAQ: WRD) is a developer of autonomous driving technology focused on providing Level 4 (L4) self-driving solutions for passenger mobility and logistics. The company’s full-stack platform integrates sensors, computing hardware, software algorithms and vehicle controls to enable driverless taxis, shuttles and goods delivery vehicles. By combining perception, planning and controls in a turnkey system, WeRide aims to accelerate the commercialization of robotaxi services and autonomous fleet operations.

Founded in 2017 and headquartered in Guangzhou, China, WeRide maintains research and development centers in Silicon Valley and China.