Pony AI Aktie News

Even after a share price drop, SoundHound AI is trading at an expensive 30 times sales. BigBear.ai's revenue has been shrinking, and its margins are very low for the sector.

Pony AI is scaling its Virtual Driver autonomous system across robotaxi, robotruck, and licensing segments, leveraging proprietary simulation and AI technology. Gen-7 robotaxis, built with major OEMs, are 70% cheaper to manufacture than prior models, with further 20% cost reductions expected for 2026 vehicles. Fleet expansion partnerships with Xihu Group and Sunlight Mobility enable rapid growt...

Pony AI (PONY +0.28%) is emerging as one of the most exciting plays in autonomous driving, with soaring revenue, expanded approvals for robotaxis, and a fast-growing fleet. Analysts see more than 150 percent upside as the company scales across China and the U.S., making today's price a potentially rare entry point for long-term investors.

Pony AI Inc. (PONY) reported 3Q25 revenue of $25.44M, up 72% YoY, driven by strong Robotaxi and Licensing & Applications growth. PONY's Robotaxi segment saw fare-charging rides surge 200%+, with Licensing & Applications revenue up 354%, boosting gross margin to 18.4%. Management targets 1,000 vehicles by year-end and 3,000 by 2026, supporting a forecast of 2-3x revenue growth over two years.

Pony AI (PONY) achieved unit breakeven in Guangzhou, but low fares may limit long-term earnings, especially in China. PONY's asset-light model and lower Chinese costs could deliver positive EBITDA with a lower fleet size, but absolute EBITDA may fall short of consensus estimates. Competitive risks are rising as major Chinese OEMs enter the robotaxi market, and recent capital raises signal highe...

Chinese autonomous vehicle technology company Pony.ai said Tuesday it plans to triple the size of its robotaxi fleet by the end of next year as its pace of growth — and aspirations — accelerates.

Pony AI Inc. ( PONY ) Q3 2025 Earnings Call November 25, 2025 7:00 AM EST Company Participants George Shao Jun Peng - Co-founder, CEO & Chairman of the Board Tiancheng Lou - Co-founder, CTO & Director Haojun Wang - Chief Financial Officer Conference Call Participants Ming-Hsun Lee - BofA Securities, Research Division Bin Wang - Deutsche Bank AG, Research Division Kailin Wu - Citigroup Inc., Res...

The China autonomous driving specialist announced an expanded business partnership with one of its peers. This will see it operate on an "asset-light" model with Sunlight Mobility.