Pony AI Inc. American Depositary Shares (PONY)

• Market cap: $5.33B
• 1 day: -1.64%
• 5 days: 8.78%
• 1 month: 4.39%
• 3 months: 18.03%
• 6 months: 8.94%
• Year to date: -1.32%
• 1 year: 24.92%
• 5 years: 24.92%
• 10 years: 24.92%
• Sector: Technology
• Industry: Information Technology Services

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

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

245% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 20

150% more funds holding in top 10

Funds holding in top 10: 6 [Q1] → 15 (+9) [Q2]

91% more capital invested

Capital invested by funds: $936M [Q1] → $1.78B (+$848M) [Q2]

82% more funds holding

Funds holding: 60 [Q1] → 109 (+49) [Q2]

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

9.45% more ownership

Funds ownership: 39.85% [Q1] → 49.3% (+9.45%) [Q2]

8% more call options, than puts

Call options by funds: $37.7M | Put options by funds: $34.9M

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $20
• Avg. target: $20
• High target: $20

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

UBS Paul Gong

$20

Buy Initiated

4 Aug 2025