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WeRide (WRD) Is Up 15.4% After Launching Fully Driverless Uber Robotaxis In Abu Dhabi

Simply Wall St · 1d ago
  • In November 2025, WeRide and Uber launched Level 4 fully driverless Robotaxi commercial services in Abu Dhabi, the first such deployment in the Middle East and the first city outside the U.S. with fully driverless operations on the Uber platform.
  • This rollout, backed by pioneering city-level permits and a path toward breakeven unit economics, highlights WeRide’s growing commercial footprint and regulatory traction in autonomous mobility.
  • With WeRide’s autonomous Abu Dhabi rollout gaining scale, we’ll examine how this progress shapes the company’s investment narrative around commercialization.

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What Is WeRide's Investment Narrative?

To own WeRide, you really need to believe that Level 4 robotaxis can move from pilots to scaled, profitable networks, and that the company can defend its early lead in key markets like the Middle East. The fully driverless Uber rollout in Abu Dhabi directly targets one of the main short term catalysts: proving breakeven unit economics on commercial routes rather than just racking up test miles. It also reinforces the regulatory story, adding to permits across multiple countries and helping justify a rich price to sales multiple despite continued losses of over CNY 1 billion in the first nine months of 2025. At the same time, the equity raises and share price volatility underline the biggest risks around dilution, cash burn and execution if utilization or deployment targets slip.

But there is a less obvious execution risk investors should have on their radar. Insights from our recent valuation report point to the potential overvaluation of WeRide shares in the market.

Exploring Other Perspectives

WRD Community Fair Values as at Dec 2025
WRD Community Fair Values as at Dec 2025
Fifteen fair value estimates from the Simply Wall St Community span from below US$1 to above US$200 per share, showing how far apart expectations sit. When you set that against WeRide’s high valuation multiples and dependence on scaling Middle East robotaxi economics, it underlines why you might want to review several different viewpoints before deciding what the story really looks like.

Explore 15 other fair value estimates on WeRide - why the stock might be worth less than half the current price!

Build Your Own WeRide Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your WeRide research is our analysis highlighting 1 key reward and 3 important warning signs that could impact your investment decision.
  • Our free WeRide research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate WeRide's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.