PONY
Pony AI Inc. American Depositary SharesPONY
PONY
About: 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 People's Republic of China.
Employees: 1,460
0
Funds holding %
of 7,312 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
71% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 17
25% more funds holding
Funds holding: 48 [Q4 2024] → 60 (+12) [Q1 2025]
2.87% more ownership
Funds ownership: 36.98% [Q4 2024] → 39.85% (+2.87%) [Q1 2025]
25% less funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 6 (-2) [Q1 2025]
36% less capital invested
Capital invested by funds: $1.46B [Q4 2024] → $936M (-$524M) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for PONY.
Financial journalist opinion
Based on 12 articles about PONY published over the past 30 days
Positive
Green Stock News
1 day ago
MP Materials ($MP) | First Solar ($FSLR) | Pony AI ($PONY) | FuelCell Energy ($FCEL)
Welcome to the Green Stock News brief for Thursday July 10th. Here are today's top headlines: MP Materials (NYSE: MP) has formed a major public-private partnership with the U.S. Department of Defense to rapidly expand a domestic rare earth magnet supply chain and reduce reliance on foreign sources.
Neutral
GlobeNewsWire
2 days ago
PONY AI Inc. Begins Mass Production and Road Testing of Multiple Gen-7 Robotaxi Models
NEW YORK, July 10, 2025 (GLOBE NEWSWIRE) -- Pony AI Inc. (“Pony.ai” or the “Company”) (Nasdaq: PONY), a global leader in achieving large-scale commercialization of autonomous mobility, today announced that its seventh-generation (“Gen-7”) Robotaxi recently entered mass production for multiple models and began road testing. This milestone brings Pony.ai significantly closer to its goal of expanding its fleet to 1,000 vehicles by the end of 2025, laying a strong foundation for future large-scale commercial deployment.
Neutral
GlobeNewsWire
4 days ago
PONY AI Inc. and Dubai RTA Co-Reveal Robotaxi Introduction
NEW YORK, July 07, 2025 (GLOBE NEWSWIRE) -- Pony AI Inc. (“Pony.ai” or the “Company”) (Nasdaq: PONY), a global leader in achieving large-scale commercialization of autonomous mobility, and Dubai's Roads and Transport Authority (RTA) recently held a robotaxi unveiling ceremony in Dubai, formalizing their partnership to advance L4 autonomous mobility solutions.
Positive
Seeking Alpha
1 week ago
Pony AI: Bullish On This Horse Race
Pony AI offers a pure-play on autonomous mobility, with strong growth potential driven by partnerships like Uber and a leading position in China. Despite high cash burn and lack of profitability, the upside case appears more compelling than the downside risk at this early stage. Technological advancements, such as the Gen 7 autonomous system and strategic fleet expansion, reinforce Pony Ai's competitive edge and commercial prospects.
Positive
Zacks Investment Research
1 week ago
Pony AI's U.S. Arm Up for Sale? AV Space Heats Up Further
Uber may acquire PONYs U.S. arm. The companies have AV-related ties, with plans to launch robotaxis in the Middle East.
Positive
Seeking Alpha
1 week ago
Pony AI: A Terrific Investment As Robotaxi Routes Take Off
Pony AI offers early-stage, high-growth exposure to China's autonomous vehicle market, with rapid expansion in serviceable areas and strong monetization progress. The company's dual U.S.-China presence, multiple revenue streams, and major cost reductions in its latest AV system strengthen its long-term investment case. Recent Q1 results show accelerating robotaxi revenue growth and successful regulatory approvals, signaling the beginning of substantial monetization.
Positive
TechCrunch
2 weeks ago
Travis Kalanick is trying to buy Pony.ai — and Uber might help
Uber founder Travis Kalanick is looking for ways to buy the U.S. arm of Chinese autonomous vehicle company Pony.ai, according to The New York Times. Kalanick is reportedly working with investors to finance an acquisition, and Uber may even help make the transaction happen, the Times reports.
Positive
The Motley Fool
2 weeks ago
Pony AI: The Next $1 Trillion Robotaxi Play?
Pony AI (PONY 16.73%) is leading the race to deploy fully autonomous robotaxis -- and its recent advances could propel the stock to new highs. Discover how partnerships with Uber, Tencent, and Toyota position Pony AI for breakout growth, why analysts are bullish, and what this $1 trillion disruptor might deliver next.
Neutral
PRNewsWire
2 weeks ago
Pony.ai Added to Nasdaq Golden Dragon China Index, Shares Surge 16.7%
GUANGZHOU, China , June 25, 2025 /PRNewswire/ -- The Nasdaq Golden Dragon China Index recently announced its latest component adjustment. Pony.ai (NASDAQ:PONY) has been added to the index, effective June 23.
Positive
Zacks Investment Research
2 weeks ago
UBER vs. PONY: Which Stock is Leading in Autonomous Ride-Hailing?
UBER inks AV deals with WeRide and NVIDIA, but PONY ramps robotaxi rollout and aims to have in excess of 1,000 robotaxis by 2025-end.
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