Pony AI Inc.

SEHK:2026 Stock Report

Market Cap: HK$46.2b

Pony AI Management

Management criteria checks 2/4

Pony AI's CEO is James Peng, appointed in Nov 2016, has a tenure of 9.08 years. total yearly compensation is $559.00K, comprised of 98.2% salary and 1.8% bonuses, including company stock and options. directly owns 13.84% of the company’s shares, worth HK$6.39B. The average tenure of the management team and the board of directors is 9 years and 2.2 years respectively.

Key information

James Peng

Chief executive officer

US$559.0k

Total compensation

CEO salary percentage98.21%
CEO tenure9.1yrs
CEO ownership13.8%
Management average tenure9yrs
Board average tenure2.2yrs

Recent management updates

No updates

Recent updates

CEO Compensation Analysis

How has James Peng's remuneration changed compared to Pony AI's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2025n/an/a

-US$338m

Jun 30 2025n/an/a

-US$266m

Mar 31 2025n/an/a

-US$297m

Dec 31 2024US$559kUS$549k

-US$274m

Sep 30 2024n/an/a

-US$121m

Jun 30 2024n/an/a

-US$107m

Mar 31 2024n/an/a

-US$111m

Dec 31 2023US$456kUS$445k

-US$125m

Sep 30 2023n/an/a

-US$128m

Jun 30 2023n/an/a

-US$131m

Mar 31 2023n/an/a

-US$139m

Dec 31 2022US$2mUS$558k

-US$148m

Compensation vs Market: James's total compensation ($USD559.00K) is below average for companies of similar size in the Hong Kong market ($USD911.35K).

Compensation vs Earnings: James's compensation has increased whilst the company is unprofitable.

CEO

James Peng (50 yo)

9.1yrs
Tenure
US$559,000
Compensation

Dr. Jun Peng, also known as James, is Chairman of the Board & CEO of Pony AI Inc. and serves as its Director since November 2016. Dr. Peng joined the Pony AI Inc. November 2016. Dr. Peng has B.S. in Civil...

Leadership Team

NamePositionTenureCompensationOwnership
Jun Peng
Co-founder9.1yrsUS$559.00k13.84%
HK$ 6.4b
Tiancheng Lou
Co-founder9.1yrsUS$645.00k4.89%
HK$ 2.3b
Haojun Wang
Chief Financial Officer9yrsno datano data
George Shao
Head of Capital Markets & Investor Relationsno datano datano data
Tian Gao
VP, Chief of Staff4.6yrsno datano data
Chi-Chih Yao
Chief Adviserno datano datano data
Mo Luyi
VP and Head of the Guangzhou & Shenzhen Officesno datano datano data
Zhang Ning
VP, Head of Autonomous Driving System & Head of the Beijing Officeno datano datano data
Tung Ching Ng
Joint Company Secretaryless than a yearno datano data
9.0yrs
Average Tenure
39yo
Average Age

Experienced Management: 2026's management team is seasoned and experienced (9 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Jun Peng
Co-founder9.1yrsUS$559.00k13.84%
HK$ 6.4b
Tiancheng Lou
Co-founder8.8yrsUS$645.00k4.89%
HK$ 2.3b
Zilei Qiu
Independent Director1.1yrsUS$13.00kno data
Jackson Tai
Independent Director1.1yrsUS$13.00kno data
Fei Zhang
Non-Executive Director8yrsno datano data
Asmau Ahmed
Independent Director1.1yrsUS$12.00kno data
Takeo Hamada
Non-Executive Director2.2yrsno datano data
2.2yrs
Average Tenure
51yo
Average Age

Experienced Board: 2026's board of directors are not considered experienced ( 2.2 years average tenure), which suggests a new board.

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/01 02:31
End of Day Share Price 2025/12/01 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Pony AI Inc. is covered by 12 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ming-Hsun LeeBofA Global Research
Yonghuo LiangChina Merchants Securities (HK) Co., Ltd
Ming ChungCitigroup Inc