Pony AI/$PONY

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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
$2.9B
-
-$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

Robotaxi service revenues surged 691.2% YoY to US$12.1 million in Q2 2026—accounting for one-third of total revenues—demonstrating robust demand and successful monetization of ride-hailing services (IR release, Reuters).
The pipeline of planned and potential overseas robotaxi deployments expanded to more than 4,000 vehicles as of August 18, 2026, highlighting accelerating global expansion and diversified growth opportunities (Reuters).
Pony.ai’s Robotaxi operations achieved city-wide unit-economics breakeven in Shenzhen in February 2026—following Guangzhou in November 2025—validating the scalability and profitability potential of its Gen-7 fleet at the city level (HKEX).
Capital expenditures in Q2 2026 rose to US$32.2 million from US$9.6 million in Q2 2025, reflecting steep investment requirements that may pressure cash flow and free‐cash‐flow generation (IR release).
Non-GAAP loss from operations for the six months ended June 30, 2026 increased to US$110.5 million from US$101.1 million in the same period last year, underscoring widening operating losses amid rapid expansion (Form 6-K).
Over 90% of Pony.ai’s revenue is generated in the PRC, exposing the company to U.S.-China geopolitical tensions and export controls that could restrict access to advanced AI semiconductors and hamper global expansion (20-F).
Data summarised monthly by Lightyear AI. Last updated on 24 Aug 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

Funds containing Pony AI

Funds
Fund name
Fund size
$PONY weighting
Amundi Prime All Country World€WEBN
€3.2B0.00%
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