Pony AI Inc.

NasdaqGS:PONY Stok Raporu

Piyasa değeri: US$3.4b

Pony AI Yönetim

Yönetim kriter kontrolleri 2/4

Pony AI CEO'su James Peng, Nov2016 tarihinde atandı, in görev süresi 9.58 yıldır. in toplam yıllık tazminatı $ 559.00K olup, şirket hissesi ve opsiyonları dahil olmak üzere 98.2% maaş ve 1.8% ikramiyelerden oluşmaktadır. şirketin hisselerinin 13.84% ine doğrudan sahiptir ve bu hisseler $ 476.40M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 9.5 yıl ve 2.7 yıldır.

Anahtar bilgiler

James Peng

İcra Kurulu Başkanı

US$559.0k

Toplam tazminat

CEO maaş yüzdesi98.21%
CEO görev süresi9.6yrs
CEO sahipliği13.8%
Yönetim ortalama görev süresi9.5yrs
Yönetim Kurulu ortalama görev süresi2.7yrs

Son yönetim güncellemeleri

Recent updates

Seeking Alpha • May 27

Pony AI 1Q26: 145% Growth--And It May Be Just Getting Started

Summary Pony AI Inc. (PONY) delivered a standout 1Q26, beating revenue and earnings expectations with 145% YoY revenue growth and a raised full-year outlook. PONY's Robotaxi segment is the primary growth engine, with revenue up ~400% YoY and fare-based revenue surging 456%, signaling robust product-market fit and repeat urban usage. Management raised guidance, now expecting Robotaxi revenue to exceed 3.5x 2025 levels and fleet size to surpass 3,500 vehicles, supported by strong user adoption and capital-efficient joint deployment. Despite high losses and premium valuation (21.2x forward EV/sales), PONY's $1.4B cash position and multi-vertical expansion strategy underpin its transition toward a dominant autonomous mobility platform. Read the full article on Seeking Alpha
Analiz Makalesi • May 26

We're Hopeful That Pony AI (NASDAQ:PONY) Will Use Its Cash Wisely

We can readily understand why investors are attracted to unprofitable companies. For example, although...
Seeking Alpha • Apr 25

Pony AI: Risk Versus Potential

Summary Pony AI Inc., an autonomous driving company, remains unprofitable but has significant growth potential, making it a high-risk, high-reward investment for those seeking exposure to this sector. The autonomous driving market is gaining attention, with companies like Waymo and Tesla advancing their technologies, which could benefit Pony AI as investor interest grows. Pony AI's recent quarterly earnings showed $36 million in revenue, with a substantial cash reserve allowing it to sustain losses while expanding its robotaxi services and partnerships. Despite the risks, Pony AI's technology and international expansion efforts make PONY stock a potentially compelling, albeit speculative, investment opportunity in the rapidly evolving autonomous driving market. Read the full article on Seeking Alpha
Seeking Alpha • Apr 17

Pony AI: Huge Upside In A Booming Robotaxi Market

Summary Pony AI has faced a sharp stock decline but presents a buying opportunity due to its strong market position and long-term growth potential. The company is a pioneer in autonomous driving, operating robotaxis and robotrucks in key Chinese and U.S. markets, with significant recent route approvals. Strategic partnerships, like with AION for robotaxi production and international expansion into Europe, bolster PONY's growth prospects. Despite Q4 losses, PONY maintains a strong balance sheet with $745 million in cash and minimal debt, ensuring financial stability and focus on growth. One of the most important things about the Company is its emphasis on the software side of AB, reducing its CapEx significantly compared to its peers. Read the full article on Seeking Alpha
Seeking Alpha • Feb 24

Pony AI: A High-Growth Bet On Self-Driving Tech

Summary I’m bullish on Pony AI because it has no debt, a strong cash position, and impressive revenue growth potential. Despite its high valuation, I believe its leadership in China’s robotaxi market makes it a compelling long-term investment. I see institutional investors starting to accumulate shares, which could stabilize the stock and drive further upside. While geopolitical risks exist, Pony AI’s strategic expansion into high-demand transit routes reinforces my confidence in its future. Read the full article on Seeking Alpha
Seeking Alpha • Dec 31

Pony AI: Early-Stage China AV Play That Is Primed To Grow

Summary Pony AI Inc.'s recent IPO at $13 per share offered a promising international investment in a rapidly growing autonomous driving company. Pony AI, the first autonomous taxi company in China, is developing both Level 4 and Level 5 autonomous driving technologies, similar to Waymo in the U.S. The company targets massive end markets: Robotaxis ($66.6 billion by 2030) and robotrucks ($605 billion by 2035), with significant revenue from licensing its IP to the likes of Toyota. The company recently opened new airport routes in Beijing. Year to date in FY24, the company's revenue is already growing at a >2x y/y pace. PONY stock currently trades at ~25x forward revenue, which is modest for a company that has significant untapped revenue opportunity as more robotaxi routes open in China. Read the full article on Seeking Alpha
Seeking Alpha • Dec 12

Pony AI: An Attractive Autonomous Driving Technology Play

Summary Initiating coverage on Pony AI with a 'Buy' rating, citing industry tailwinds and significant growth potential in autonomous driving technology over the next 24–36 months. PONY's robotaxi and robotruck segments show strong early growth, with strategic partnerships and regulatory approvals positioning the company for future expansion. Despite current losses, the company's high R&D investment and industry partnerships are expected to drive innovation and long-term profitability. Regulatory risks and gradual adoption timelines are noted, but the large addressable market in China and beyond supports a positive long-term outlook. Read the full article on Seeking Alpha
Seeking Alpha • Nov 29

Pony AI IPO: What To Make Of It

Summary Pony AI, a Chinese autonomous vehicle company, recently went public, raising $260 million but experiencing initial share price volatility, now trading around $12. The company focuses on robotaxi and self-driving truck technology, with significant operations in China and partnerships with major automakers like Toyota. Despite strong revenue growth, Pony AI remains unprofitable, burning $90 million in cash in H1 2024. Pony AI is a high-risk, high-reward investment; for lower-risk exposure to autonomous driving, consider Alphabet, which owns Waymo and is highly profitable. Read the full article on Seeking Alpha

CEO Tazminat Analizi

James Peng'un ücretlendirmesi Pony AI'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

-US$141m

Dec 31 2025n/an/a

-US$134m

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

Tazminat ve Piyasa: James 'nin toplam tazminatı ($USD 559.00K ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 6.92M ).

Tazminat ve Kazançlar: James şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.

CEO

James Peng (51 yo)

9.6yrs
Görev süresi
US$559,000
Tazminat

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...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Jun Peng
Co-founder9.6yrsUS$559.00k13.84%
$ 476.4m
Tiancheng Lou
Co-Founder9.6yrsUS$645.00k4.91%
$ 169.0m
Haojun Wang
CFO & Joint Company Secretary9.5yrsVeri yok0.33%
$ 11.3m
George Shao
Head of Capital Markets & Investor Relationsno dataVeri yokVeri yok
Chi-Chih Yao
Chief Adviserno dataVeri yokVeri yok
Mo Luyi
VP and Head of the Guangzhou & Shenzhen Officesno dataVeri yok0.077%
$ 2.7m
Zhang Ning
VP, Head of Autonomous Driving System & Head of the Beijing Officeno dataVeri yok0.14%
$ 4.9m
Tung Ching Ng
Joint Company Secretary1.2yrsVeri yokVeri yok
9.5yrs
Ortalama Görev Süresi
39yo
Ortalama Yaş

Deneyimli Yönetim: PONY 'un yönetim ekibi deneyimli ve deneyimlidir ( 9.5 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Jun Peng
Co-founder9.6yrsUS$559.00k13.84%
$ 476.4m
Tiancheng Lou
Co-Founder9.3yrsUS$645.00k4.91%
$ 169.0m
Zilei Qiu
Independent Director1.6yrsUS$13.00k0.0017%
$ 59.9k
Jackson Tai
Independent Director1.6yrsUS$13.00k0.0017%
$ 59.9k
Fei Zhang
Non-Executive Director8.5yrsVeri yokVeri yok
Asmau Ahmed
Independent Director1.6yrsUS$12.00k0.0017%
$ 59.9k
Takeo Hamada
Non-Executive Director2.7yrsVeri yokVeri yok
2.7yrs
Ortalama Görev Süresi
52yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: PONY 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 2.7 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/18 23:07
Gün Sonu Hisse Fiyatı2026/06/18 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Pony AI Inc. 21 Bu analistlerden 16, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Jiong ShaoBarclays
Chen ChiBNP Paribas
Yawen TanBNP Paribas