Guoyuan International: Maintain Buy rating on Waterdrop (WDH.US), AI-driven high-speed performance growth

SmartFinance APP has learned that after Waterdrop Company (WDH.US) released its earnings for the second quarter of 2026, Guoyuan International issued a research report maintaining a "Buy" rating on Waterdrop Company, with a target price of $1.25. The report pointed out that Waterdrop Company’s revenue saw rapid growth this quarter, with AI fully integrated into the entire chain of customer acquisition, underwriting, and claims. In the second quarter, AI contributed to an incremental premium of nearly 100 million yuan. Looking ahead to 2026, the company is expected to achieve rapid year-on-year revenue growth and continue its income-driven growth strategy.