Pony.ai
Builds autonomous-driving technology for Robotaxi and Robotruck services.
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Profile
Operates Robotaxi and Robotruck services while licensing autonomous-driving technology and applications. Its vehicle-agnostic Virtual Driver serves deployments in mainland China and the United States.
Combines its vehicle-agnostic Virtual Driver with Robotaxi and Robotruck services, alongside licensing and applications. Robotruck is its largest revenue line, while the company also earns revenue from Robotaxi services and technology licensing. Its operating emphasis is large-scale commercialization and mass production of autonomous-driving technology.
Operations are principally in mainland China and the United States. Jun Peng serves as chairman and chief executive, and co-founder Tiancheng Lou leads R&D as CTO. Large-scale Robotaxi and Robotruck commercialization depends on go-to-market execution, continued technology investment, capital availability, and conditions in its target markets.
Company facts
Key statistics
Year to date −52.9% · Average volume (30d) 3.9M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 20, 2026 | Exane BNP Paribas | Upgrade | Neutral | Outperform | ||
| Aug 18, 2026 | Jefferies | Reiterate | Buy | $32.80 | $17 | |
| May 26, 2026 | Macquarie | Target | $29 | $24 | ||
| Apr 16, 2026 | Goldman Sachs | Target | $30 | |||
| Dec 16, 2025 | Barclays | Target | $15 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 18, 2026Q2 FY26 | −$0.15 | −$0.14 | +5.2% | $34.5M | $36.2M | +5.1% | −2.88% |
| May 26, 2026Q1 FY26 | −$0.12 | −$0.09 | +25.7% | $22.3M | $34.3M | +53.6% | +4.28% |
| Mar 26, 2026Q4 FY25 | −$0.05 | −$0.12 | −148.3% | $24.6M | $29.1M | +18.2% | −5.97% |
| Nov 25, 2025Q3 FY25 | −$0.20 | −$0.14 | +28.9% | $23.7M | $25.4M | +7.4% | +0.90% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $14.0M | $21.5M | $25.4M | $29.3M | $34.3M | $36.2M | |
| Gross profit | $2.3M | $3.5M | $4.7M | $3.7M | $5.6M | $6.4M | |
| Operating income | −$56.0M | −$61.3M | −$69.7M | −$74.2M | −$58.3M | −$65.7M | |
| Net income | −$43.0M | −$53.1M | −$61.3M | $23.5M | −$50.4M | −$59.8M | |
| Diluted EPS | −$0.12 | −$0.15 | −$0.16 | $0.06 | −$0.12 | −$0.14 | |
| Gross margin | 16.6% | 16.1% | 18.4% | 12.7% | 16.2% | 17.5% | |
| Operating margin | -400.9% | -285.6% | -273.9% | -253.6% | -170.3% | -181.5% |
Fiscal years (4-quarter sums)FY23 $71.9M · FY24 $87.5M · FY25 $90.1M
Revenue by product · FY25
Revenue by geography · FY24
Balance sheet, Jun 30, 2026Cash & short-term investments $1.11B · Total debt $19.0M · Total assets $1.74B · Shareholders' equity $1.58B
Dividends
No dividends on record.
Ownership
Shares outstanding 353.32M · Float 277.66M · 78.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Jun Peng | 60.00M | 13.80% | 13G | Nov 17, 2025 |
| Ontario Teachers Pension Plan Board | 21.64M | 6.13% | 13F | Aug 7, 2026 |
| HSG Venture VI Holdco, Ltd. ("HSG Venture VI Holdco") | 19.02M | 6.30% | 13G | Nov 14, 2025 |
| Baillie Gifford & Co | 12.42M | 3.52% | 13F | Aug 6, 2026 |
| FMR LLC | 10.81M | 3.06% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 26, 2026 | Haojun Wang | officer: Chief Financial Officer | −13,751 | $6.86 |
| Jun 26, 2026 | Ning Zhang | officer: Vice President | −17,347 | $6.86 |
| Jun 26, 2026 | Luyi Mo | officer: Vice President | −14,460 | $6.86 |
| Mar 30, 2026 | Haojun Wang | officer: Chief Financial Officer | −18,283 | $8.69 |
| Mar 30, 2026 | Luyi Mo | officer: Vice President | −19,864 | $8.69 |
Peers
- WeRide (ADR)
Autonomous-driving peer across Robotaxi, Robotruck, and solutions.
- Baidu (ADR)
Apollo Go robotaxi platform competing for driverless mobility scale.
- Aurora Innovation
Commercial driverless-trucking developer serving freight carriers.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Pony.ai | $7.57 | −0.07% | $2.68B | — | — | 21.4 | +68.8% |
| WeRide (ADR) | $6.02 | −0.50% | $1.84B | — | — | 14.9 | +92.3% |
| Baidu (ADR) | $97.12 | +0.01% | $33.03B | — | 19.0 | 1.8 | +1.1% |
| Aurora Innovation | $5.85 | +0.43% | $11.43B | — | — | 2,286.8 | +100.0% |
| Median | — | 19.0 | 14.9 | +92.3% |