Major Global Funds Boost Holdings in WeRide as Revenue Soars 144% and Robotaxi Growth Accelerates

Institutional Investment Surges as ARK, Fidelity, and More Build Large Stakes

WeRide (NASDAQ: WRD, HKEX: 0800), a global leader in autonomous mobility technology, has just landed major investments from top global funds and strategic players. ARK Invest—managed by Cathie Wood—purchased 858,295 American Depositary Shares (ADSs) over three trading days, joining heavyweights like Fidelity Management & Research, Morgan Stanley Investment Management, Temasek, Invesco, NVIDIA, and Uber in building a position. This broadening roster of shareholders demonstrates rapidly growing institutional confidence in WeRide’s strategy and market position.

The investment push aligns with the increasing expectations for autonomous mobility as a transformative market, with industry forecasts projecting robotaxi fleets in the tens of millions by 2030. For funds like ARK Invest, which specialize in disruptive innovation, the WeRide bet represents a direct play on the sector’s long-term potential.

Revenue Up 144%, Gross Margin Climbs to 32.9%

Recent results reinforce the bullish sentiment: WeRide reported Q3 2025 revenue of $24.0 million—a staggering 144.3% year-over-year jump. Its core Robotaxi division generated $5.0 million in revenue, soaring 761% from the previous year. The company’s gross profit spiked by 1,123.9%, with gross margin rising by 26.4 percentage points to reach 32.9%. This places WeRide among the highest-margin operators in its field and highlights rapid progress toward sustainable profitability.

Analyst Targets Indicate Strong Upside for Shares

The optimism is also reflected on Wall Street. Bank of America recently launched coverage with a “Buy” rating and a US$12 price target for WeRide’s NASDAQ-listed ADSs—a 45.6% upside from the recent close. Bank of China International and Citi are even more bullish, setting targets as high as US$20.00 per share and forecasting nearly 100% potential returns. Several other top-tier investment banks—including J.P. Morgan, Morgan Stanley, and UBS—have echoed these positive ratings, underlining the belief that WeRide is positioned as a potential leader as robotaxi commercialization accelerates.

International Expansion and Regulatory Achievements Highlight Market Leadership

WeRide’s operational scale is global. The company’s autonomous vehicles are present in over 30 cities across 11 countries and have received driverless permits in eight different markets, including the US, China, UAE, Saudi Arabia, and several European countries. This regulatory head start supports rapid rollout—recently evidenced by the launch of a fully driverless Robotaxi service on Uber’s platform in Abu Dhabi. Plans are underway to deploy up to 1,000 Robotaxis in the Middle East by the end of 2026, with tens of thousands of units expected globally by 2030.

Outlook: Shareholder Base and Expansion Signal Confidence in Autonomous Mobility Future

With buy-in from a ‘who’s who’ of global institutional investors and strong revenue momentum, WeRide is executing a global growth strategy at scale. The company’s founder and CEO, Dr. Tony Han, recently expressed optimism about WeRide’s leadership in the autonomous driving market and affirmed the path toward profitability.

For investors watching the autonomous mobility race, WeRide stands out as both a pioneer and a scale player—already reaching major markets with regulatory approval and now backed by world-class institutional shareholders. As commercial deployment accelerates and new regions open up, WeRide’s execution over the next few years will be crucial for translating this early promise into enduring market leadership and shareholder value.

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