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JPMorgan Lowers Near-Term Estimates for WeRide (WRD) Citing Gradual Revenue Growth and Regulatory Hurdles

WeRide Inc. (NASDAQ:WRD) is one of the best low priced technology stocks to buy according to analysts. On December 7, JPMorgan analyst Alex Yao lowered the firm’s price target on WeRide to $17 from $21, while maintaining an Overweight rating on the shares. Yao expects WeRide’s revenue growth in China to be gradual until local regulations catch up with autonomous driving technology. Consequently, the firm has reduced its near-term estimates for the company despite a confident outlook on its long-term profitability.

Furthermore, on December 1, Bank of America initiated coverage of WeRide with a Buy rating and $12 price target. The firm expects WeRide Inc. (NASDAQ:WRD) to expand its fleet and achieve profitability by 2029. This growth is projected to be driven by a wider international rollout of robotaxi services, using partnerships and first-mover advantages, coupled with the increasing profitability of the company’s robotaxi operations within the Chinese market.

In Q3 2025, the company’s total revenue reached 171 million RMB, which was a 144% increase year-over-year. This growth was fueled by a 428% surge in product revenue (79 million RMB) and a 67% increase in service revenue (92 million RMB). Most notably, the Robo Taxi segment saw revenue jump 761% to 35 million RMB, now representing 21% of the company’s total income. WeRide significantly expanded its global footprint, now operating in 11 countries and over 30 cities with a fleet of more than 1,600 Level 4 autonomous vehicles.

WeRide Inc. (NASDAQ:WRD) is an investment holding company that provides autonomous driving products and solutions for mobility, logistics, and sanitation industries in the People’s Republic of China.

While we acknowledge the potential of WRD to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than WRD and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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