Pony AIPONY
PONY logo
Fair Value
US$10
Share price26 Jun
US$8.2317.7% undervalued intrinsic discount
Loading
1Y-44.35%
7D1.11%

Autonomous Ridehail Fleet Expansion Will Drive Scale But Keep Profitability Pressured For Years

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published
26 Dec 25
Updated
26 Jun 26
Views
111
Not Invested

Fair Value vs Share Price

US$10
vs US$8.2317.7% undervalued intrinsic discount
PastFuture-266m481m202120222023202420252026202720282029Revenue US$481.2mEarnings US$58.3m
63.4%
Revenue growth
12.1%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Pony AI

  • Fair value estimate changes
  • Narrative and analyst updates
  • Key company announcements

Company analysis

Excellent balance sheet and slightly overvalued.

Market capUS$3.6b
PB2.3x
Estimated Growth49.1%
Dividend YieldN/A
Full analysis

CEO & management

Jun Peng
CEO
9.7yrs
CEO Tenure

Through its subsidiaries, engages in the autonomous mobility business in the People’s Republic of China and internationally.