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Pony AI Inc. Stock Price

NasdaqGS:PONY Community·US$7.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 63 Fair Values set on narratives written by author

PONY Share Price Performance

US$15.87
2.50 (18.70%)
US$15.00
Fair Value
US$15.87
2.50 (18.70%)
5.8% overvalued intrinsic discount
US$15.00
Fair Value
Price US$15.87
AnalystLowTarget US$15.00
frogwater US$3.61
AnalystHighTarget US$32.80

PONY Community Narratives

AnalystLowTarget·
Fair Value US$15 5.8% overvalued intrinsic discount

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

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frogwater·
Fair Value US$3.61 339.6% overvalued intrinsic discount

Simple Math - Pony pays for each robotaxi in 8 months.

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AnalystHighTarget·
Fair Value US$32.8 51.6% undervalued intrinsic discount

Autonomous Mobility Scale And World Model Capabilities Will Support A Stronger Long Term Outlook

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PONY logo
Pony AI

Simple Math - Pony pays for each robotaxi in 8 months.

Both Guangzhou and Shenzhen allow 24 hour a day service. The average robotaxi fair price is $7.Read more

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US$3.61
339.6% overvalued intrinsic discount
frogwater's Fair Value
Revenue
46.9% p.a.
Profit Margin
12.95%
Future PE
30.73x
Price in 2030
US$5.42
US$32.8
51.6% undervalued intrinsic discount
Revenue
107.57% p.a.
Profit Margin
12.35%
Future PE
189.02x
Price in 2029
US$42.63
US$15
5.8% overvalued intrinsic discount
Revenue
38.11% p.a.
Profit Margin
12.75%
Future PE
284.43x
Price in 2028
US$19.51

Trending Discussion

Updated Narratives

PONY logo

Simple Math - Pony pays for each robotaxi in 8 months.

Fair Value: US$3.61 339.6% overvalued intrinsic discount
1 users have followed this narrative
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PONY logo

Autonomous Mobility Scale And World Model Capabilities Will Support A Stronger Long Term Outlook

Fair Value: US$32.8 51.6% undervalued intrinsic discount
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PONY logo

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

Fair Value: US$15 5.8% overvalued intrinsic discount
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Snowflake Analysis

Flawless balance sheet with low risk.

3 Risks
2 Rewards

Pony AI Inc. Key Details

US$96.4m

Revenue

US$78.5m

Cost of Revenue

US$17.9m

Gross Profit

US$356.2m

Other Expenses

-US$338.3m

Earnings

Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
-0.78
18.57%
-350.98%
0%
View Full Analysis

About PONY

Founded
2016
Employees
1527
CEO
Jun Peng
WebsiteView website
pony.ai

Pony AI Inc., through its subsidiaries, engages in the autonomous mobility business in the People’s Republic of China, the United States, and internationally. The company provides robotaxi services that include autonomous vehicle (AV) engineering solutions, such as AV software deployment and maintenance; vehicle integration and engineering; and road-testing services to original equipment manufacturers and transportation network companies. It also offers robotruck services that provide transportation services to logistics platforms. In addition, the company engages in the licensing and applications business that comprises personally-owned vehicle intelligent solutions, including intelligent driving software solutions, proprietary vehicle domain controller products, and data analytics tools; vehicle integration services, software development, and licensing services; and vehicle-to-everything (V2X) products and services to enhance road safety. The company's customers include OEMs and TNCs; OEMs and logistics platforms; and sensor and hardware component suppliers. The company has a strategic partnership with BAIC BJEV for the design and development of purpose-built Robotaxi models, jointly optimizing vehicle architectures and in-cabin systems to support autonomous operations and passenger experience. Pony AI Inc. was incorporated in 2016 and is based in Guangzhou, the People’s Republic of China.

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