WeRide (WRD), the autonomous driving company backed by Nvidia (NVDA), just unveiled WePilot AiDrive, a revolutionary one-stage end-to-end advanced driver-assistance system (ADAS) that could fundamentally challenge Tesla's (TSLA) Full Self-Driving (FSD) dominance. This breakthrough represents a significant leap beyond traditional two-stage autonomous systems.

Typically, conventional approaches separate sensing and decision-making into distinct processes. However, WePilot AiDrive integrates both functions into a unified architecture, enabling vehicles to "see and act" simultaneously, mimicking skilled human drivers. This innovation delivers faster response times, efficient routing, and superior fault tolerance compared to existing systems.

Developed in partnership with Tier 1 supplier Bosch, the technology has completed core function validation and is expected to enter mass production later in 2025. The system has showcased remarkable capabilities across complex scenarios, including lane changes in heavy traffic, navigation around unplanned construction, unprotected intersection turns, and intricate interactions with pedestrians and obstacles in urban environments.

WeRide’s Widening Ecosystem

WeRide's technical advantages are compelling. The scalable computing architecture runs on high-performance platforms while scaling down to mid- and low-power setups through model distillation. Its proprietary middleware decouples algorithms from hardware, enabling rapid adaptation across different platforms. The system supports both pure vision and multi-sensor fusion configurations, providing flexibility that Tesla's camera-only approach lacks.

The WePilot AiDrive employs extensive driving data to automatically generate training labels and continuously improve performance, a capability that strengthens with each mile driven. This creates a self-improving system that handles edge cases and long-tail scenarios effectively over time.

WeRide has also achieved another milestone: approval for late-night Robotaxi testing in Beijing's challenging conditions. Equipped with over 20 sensors, including high-precision cameras and LiDARs, the system achieves 360-degree coverage with a 200-meter detection range, ensuring stable operation even in poor lighting and adverse weather.

With operations across 10 cities in four countries and China's first 24/7 autonomous ride-hailing network already launched in Guangzhou, WeRide is positioning itself as a formidable Tesla competitor with superior technical architecture and expanding global presence.

Is WeRide a Good Stock to Own?

In Q2 of 2025, WeRide reported revenue of $17.8 million, up almost 61% year-over-year (YoY), driven by an explosive 836.7% surge in robotaxi revenue to $6.4 million, the highest quarterly robotaxi revenue in company history. This represents 36.1% of total revenue, showcasing WeRide's successful transition from R&D to commercial operations. Gross profit grew 40.6% with industry-leading margins of 28.1%, indicating strong operational efficiency.

WeRide's launch of the HPC 3.0 platform powered by Nvidia DRIVE AGX Thor chips represents a technological breakthrough. This system reduces autonomous driving costs by 50% while delivering 2,000 TOPS of AI compute power, making WeRide's GXR the world's first mass-produced Level 4 autonomous vehicle built on Nvidia's latest platform. This technological edge positions WeRide ahead of competitors in the race toward profitable autonomous operations.

WeRide stands alone as the only technology company with autonomous driving permits across six countries. The company's partnerships with Uber (UBER) in Abu Dhabi have tripled fleet size, while new operations in Saudi Arabia, Dubai, Shanghai, and Singapore demonstrate rapid international expansion. Each vehicle averages dozens of trips daily, with rides exceeding six kilometers, indicating strong unit economics.

With $570.6 million in cash and cash equivalents plus $242.2 million in wealth management products, WeRide maintains a robust financial position to fund expansion. The company has achieved over 2,200 days of public operations with zero regulatory incidents, demonstrating exceptional safety credentials that enable regulatory approvals worldwide.

What Is the WRD Stock Price Target?

Analysts tracking WRD stock forecast sales to rise from $50 million in 2024 to $624 million in 2027. Comparatively, it is forecast to end 2027 with an adjusted earnings per share of $0.04, compared to a loss per share of $0.38 in 2024. 

Out of the five analysts covering WRD stock, three recommend “Strong Buy,” one recommends “Moderate Buy,” and one recommends “Hold.” The average WRD stock price target is $16.68, above the current price of $9.41.