Pony AI Inc.
PONY
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Pony AI Inc. is positioned in the rapidly growing Information Technology Services sector, which is expected to see increased demand for AI-driven solutions as industries digitize.
- Revenue increased by 6% compared to the prior quarter, reaching $36 million.
- Gross margin improved to 17.5%, up from 16.2% in the previous quarter.
- The company has a negative profit margin of -1.18, indicating ongoing financial struggles.
- Operating margin has significantly compressed to -181.5%, reflecting operational inefficiencies.
- The overall score is a 'Strong Sell' with a score of -27.00, indicating bearish market sentiment.
Fundamentals
| Market cap | $2.51B | Enterprise value | $1.47B | Trailing P/E | — | Forward P/E | -8.71 |
| PEG | — | Price / book | 1.59 | Beta | — | Dividend yield | 0.00% |
| Revenue growth | 68.8% | Earnings growth | — | Gross margin | 16.2% | Operating margin | -1.8% |
| Profit margin | -118.5% | ROE | -6.8% | ROA | -12.3% | Debt / equity | 0.01 |
| Current ratio | 15.94 | Free cash flow | -$271.90M | Analyst recommendation | strong_buy | Mean target | $19.86 |
| 52w high | $23.62 | 52w low | $5.71 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | $36.2M | $34.3M | $29.1M | $25.4M | $21.5M | — |
| Op margin | -181.5% | -170.3% | -253.6% | -273.9% | -285.6% | — |
| Net income | -$59.8M | -$50.4M | $23.4M | -$61.3M | -$53.1M | — |
| Gross margin | 17.5% | 16.2% | 12.7% | 18.4% | 16.1% | — |
| Gross profit | $6.3M | $5.6M | $3.7M | $4.7M | $3.5M | — |
| Operating income | -$65.7M | -$58.3M | -$73.9M | -$69.7M | -$61.3M | — |
- Revenue +6% vs prior quarter ($36M vs $34M).
- Gross margin 17.5% (was 16.2% prior quarter).
- Operating margin compressed to -181.5%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $90.0M | $75.0M | $71.9M | $68.4M | — |
| Op margin | -289.8% | -380.6% | -199.2% | -249.6% | — |
| Net income | -$134M | -$274M | -$125M | -$148M | — |
| Gross margin | 15.7% | 15.2% | 23.5% | 46.9% | — |
| Gross profit | $14.2M | $11.4M | $16.9M | $32.1M | — |
| Operating income | -$261M | -$286M | -$143M | -$171M | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-08 · Uber vs. Pony AI: Which Company Has the Edge in the Robotaxi Race?
2026-10-08 · Pony AI Plans to Launch Gen-7 Robotaxis in London on Uber App
2026-10-02 · Does Pony AI (PONY) Change Its Growth Story With Europe’s First Driverless Trial?
2026-10-01 · Pony AI (PONY) In Focus On Index Changes As Valuation Debate Heats Up
2026-09-30 · “SoundHound AI Jumps 5% on India Product Launch; BigBear.ai Rises 3%, Pony AI Stays Flat
2026-09-29 · Asian Equities Traded in the US as American Depositary Receipts Decline in Tuesday Trading
2026-09-28 · Zacks Investment Ideas feature highlights: Alibaba, Baidu, Kingsoft Cloud, Tencent, Hesai, Pony AI and WeRide
2026-09-25 · Trump-Xi Meeting Puts These 5 Chinese AI Stocks in Focus
2026-09-18 · Waymo to launch robotaxis in Singapore, its first Southeast Asia market, by 2028
2026-09-14 · Pony AI Launches Robotruck Developed With GAC Commercial Vehicle
2026-09-14 · Pony.ai Unveils New Gen-4 Robotruck in Collaboration with GAC Commercial Vehicle
2026-09-14 · Pony.ai Unveils New Gen-4 Robotruck in Collaboration with GAC Commercial Vehicle
Price (daily)
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