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NASDAQ · China · Information Technology Services

PONY Pony AI

Robotaxi operator

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$5.04
−2.04% today
1W
+0.5%
1M
−26.9%
3M
−33.6%
YTD
−65.3%
1Y
−72.7%
Off 52w high
−77.0%
Next earnings (est.): 2026-11-18
Market cap$2.24B
P/E (trailing)—Forward -7.7
EV / sales9.2×EV/EBITDA -4.4×
Revenue (TTM)$125MGrowth 68.8% y/y
Margins16.2%gross · op -181.5%
Free cash flow-$272MCash $1.11B · debt $19.02M
Analyst target$19.23+281.9% upside · 16 analysts · strong buy
Riskβ —Short 8.0% of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

PONY · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

3 events
  1. 3
    2026-08-18EarningsBeat / raise

    Reported EPS -0.1 vs -0.17 expected (+40.5% surprise).

  2. 2
    2026-05-26EarningsBeat / raise

    Reported EPS -0.09 vs -0.13 expected (+28.7% surprise).

  3. 1
    2026-03-26EarningsBeat / raise

    Reported EPS -0.12 vs -0.15 expected (+21.6% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-18-0.17-0.1+40.5%
2026-05-26-0.13-0.09+28.7%
2026-03-26-0.15-0.12+21.6%

About Pony AI

Website ↗

Pony AI Inc., through its subsidiaries, engages in the autonomous mobility business in the People's Republic of China and internationally. The company provides robotaxi services that include autonomous vehicle (AV) engineering solutions, such as AV software deployment and maintenance; vehicle integration and engineering; and road-testing services to original equipment manufacturers and transportation network companies. It also offers robotruck services that provide transportation services to logistics platforms. In addition, the company engages in the licensing and applications business that comprises personally-owned vehicle intelligent solutions, including intelligent driving software solutions, proprietary vehicle domain controller products, and data analytics tools; vehicle integration services, software development, and licensing services; and vehicle-to-everything (V2X) products an…

1,669 employees · Guangzhou, China

Driverless fleets are scaling city by city. Sensors, compute, mapping and permits gate the rollout.

Sensors→Compute→Driver→Fleet

What would prove us wrong. Weakens if safety incidents halt expansion across multiple cities.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
GOOGL
Alphabet
Waymo driverless fleet and TPUs $318.4−0.58%−7.4%+1.9%
TSLA
Tesla
Megapack storage, Optimus and autonomy $394.9+6.08%+6.1%−12.2%
MBLY
Mobileye
ADAS and autonomy stack $6.61+0.99%−17.8%−36.7%
APTV
Aptiv
Vehicle architecture and autonomy hardware $43.45+1.77%−3.0%−42.9%
UBER
Uber Technologies
Demand aggregator for robotaxi fleets $66.00−1.05%−5.2%−19.2%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.