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Pony AI/$PONY

1D1W1M3M6MYTD1Y5YMAX

About Pony AI

Pony AI Inc is an artificial intelligence technology company that is principally engaged in the operation and development of autonomous vehicles. It operates fully driverless robotaxis through the PonyPilot mobile app in Beijing, Shanghai, Guangzhou, and Shenzhen. The company operates a fleet of robotaxis. The Group conducts its operations mainly in the People's Republic of China (PRC) and the United States of America (U.S.) through subsidiaries. Key revenue is generated from the Peoples Republic of China.
Ticker
$PONY
Sector
Software & Cloud Services
Primary listing
NASDAQ
Employees
-
Headquarters
Guangzhou, China
Website
pony.ai

Pony AI Metrics

BasicAdvanced
$2.1B
-
-$0.36
-
-

What the Analysts think about Pony AI

Analyst ratings (Buy, Hold, Sell) for Pony AI stock.
Analyst projections of the future price of Pony AI stock.

Bulls say / Bears say

Paid demand is scaling quickly: second-quarter Robotaxi revenue rose 691% to US$12.1 million, while fare-charging revenue increased 849%. That suggests growth is increasingly coming from rides, not just development work. (SEC)
Uber and Pony.ai plan to deploy more than 2,000 robotaxis across five European cities. The partnership offers a route into overseas markets using Uber’s platform and local operating partners. (Reuters)
Revenue is growing faster than costs: first-half revenue nearly doubled while operating expenses rose 10.5%, and second-quarter gross margin improved to 17.5% from 16.1%. That points to early operating leverage, though it has not yet produced a profit. (SEC, MarketWatch)
Despite fast sales growth, the second-quarter net loss widened to US$59.8 million from US$53.1 million a year earlier. The business has yet to turn expanding operations into better bottom-line results. (MarketWatch)
Cash use is rising: operating cash outflow reached US$118.2 million in the first half, up from US$79.6 million a year earlier, while liquid resources fell to US$1.39 billion from US$1.51 billion at year-end. Continued fleet and infrastructure spending could keep weighing on returns. (SEC)
Regulatory approvals could slow fleet growth: Chinese authorities ordered industry-wide safety rectifications and paused new permits after a mass robotaxi outage. That makes expansion dependent on safety reviews as well as demand and funding. (Caixin Global)
Data summarised monthly by Lightyear AI. Last updated on 17 Oct 2026.

Pony AI Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Pony AI Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Pony AI News

AllArticlesVideos

Uber rival inDrive eyes 2027 robotaxi tests in Central Asia with Pony.ai and Nvidia

TechCrunch1 week ago

Uber and China's Pony.ai plan to launch robotaxis in London

TechCrunch3 weeks ago

Cathie Wood Bets Big on Flying Taxis With Joby, Archer Trades—Invests in TSLA Robotaxi Rivals WeRide, Pony AI

Benzinga4 weeks ago

Funds containing Pony AI

Funds
Fund name
Fund size
$PONY weighting
Global X Artificial Intelligence£AIQG
$88M0.18%
Global X Artificial Intelligence$AIQU
$88M0.18%
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