Pony AI Collaborates with Stellantis to Launch Robotaxi Services in Europe

Written by Emily J. Thompson, Senior Investment Analyst

WRD-2.54%

STLA-0.51%

PONY-0.84%

Source: WSJ

Updated: Oct 17 2025

0mins

Source: WSJ

Collaboration Announcement: Pony AI is partnering with Stellantis to deploy robotaxis in Europe, highlighting the growing competition among Chinese robotaxi companies.
Testing Plans: The companies plan to launch test robotaxis in Luxembourg in the coming months, with Pony AI's European division based in the same location.

WRD

$8.82+Infinity%1D

Analyst Views on WRD

Wall Street analysts forecast WRD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WRD is 14.77 USD with a low forecast of 12.00 USD and a high forecast of 17.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

3 Analyst Rating

3 Buy

0 Hold

0 Sell

Strong Buy

Current: 9.050

Low

12.00

Averages

14.77

High

17.00

Current: 9.050

Low

12.00

Averages

14.77

High

17.00

Citi

Jeff Chung

Buy

maintain

$15.30

2026-01-19

New

Reason

Citi

Jeff Chung

Price Target

$15.30

AI Analysis

2026-01-19

New

maintain

Buy

Reason

Citi analyst Jeff Chung added a "90-day upside catalyst watch" on WeRide while keeping a Buy rating on the shares with a $15.30 price target. Citi sees upside in the stock from Waymo's potential financing round in Q1 at an implied valuation of 280-times 2025 price-to-sales. This could re-rate WeRide's valuation, which equates to 34-times 2025 price-to-sales, the analyst tells investors in a research note. Citi also expects improving sentiment around WeRide's possible entry into Southbound Stock Connect in June.

JPMorgan

Alex Yao

Overweight

downgrade

$21 -> $17

2025-12-07

Reason

JPMorgan

Alex Yao

Price Target

$21 -> $17

2025-12-07

downgrade

Overweight

Reason

JPMorgan analyst Alex Yao lowered the firm's price target on WeRide to $17 from $21 and keeps an Overweight rating on the shares. The firm sees the company's monetization scaling more slowly in China until policies catch up the robotaxi technology. The analyst cut near-term estimates for WeRide but keeps its longer term earnings power assumptions largely unchanged.

Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for WRD

Unlock Now

Citi

NULL

Buy

initiated

$15.50

2025-09-29

Reason

Citi

Price Target

$15.50

2025-09-29

initiated

NULL

Buy

Reason

Citi initiated coverage of WeRide with a Buy rating and $15.50 price target. The firm believes the robotaxi sector is at an \"inflection point.\" Citi is positive on the robotaxi market in China, expecting the penetration to grow from 0.1% in 2025 to 9.0% in 2030 and 30% in 2035. The firm rolled out coverage of China's largest robotaxi operators, Pony AI and WeRide, with Buys.

UBS

Buy

initiated

$12

2025-08-04

Reason

UBS

Price Target

$12

2025-08-04

initiated

Buy

Reason

UBS initiated coverage of WeRide with a Buy rating and $12 price target. The firm says the company has pioneered L4, or high driving automation, deployment acorss 30 cities in 10 countries, the analyst tells investors in a research note. The firm likes WeRide's overseas strategy and "top-tier" robotaxi technology. It estimates 71% annual sales growth through 2030.

About WRD

WeRide Inc is a holding company mainly engaged in the commercialization of autonomous driving technology. The Company mainly operates three businesses. The company sells autonomous driving vehicles, primarily including robobuses, robotaxis and robosweepers, and related sensor suites. The Company provides autonomous driving related operational and technical support services. The Company also offers other technology services, including advanced driver-assistance system (ADAS) research and development services, and intelligent data services. The Company's autonomous driving products and solutions are available in multiple countries including China, the United Arab Emirates, Saudi Arabia, Switzerland, France, Singapore and Japan.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.