Pony AI is demonstrating early commercialization momentum with revenue accelerating to $36.2M in 2026Q2, up 68.8% YoY, yet the company remains deeply unprofitable with operating margins at -181.5% and R&D consuming over 150% of revenue. The balance sheet shows...
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Trailing total returns as of 10/2/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 18, 2026 | -$0.14+5.2% vs -$0.15 | $36M+5.1% vs $34M |
Q2 2026 May 26, 2026 | -$0.12+1.0% vs -$0.12 | $34M+53.6% vs $22M |
Q2 2026 Mar 26, 2026 | -$0.05-10.0% vs -$0.05 | $29M+18.2% vs $25M |
Q4 2025 Nov 25, 2025 | -$0.14+28.9% vs -$0.20 | $25M+7.4% vs $24M |
After the introduction of lower-cost next-gen systems, Pony is scaling its robotaxi and robotruck businesses. The market is still skeptical of these efforts, but management commentary across a number of companies suggests that the market has reached an inflection point. While there is still uncertainty around unit economics, higher utilization should lead to attractive margins over time.
HANNOVER, Germany, Sept. 14, 2026 /PRNewswire/ -- At IAA TRANSPORTATION 2026, Pony AI Inc. ("Pony.ai") (NASDAQ: PONY; HKEX: 2026) today unveiled a new Level 4 (L4) autonomous heavy-duty truck developed in collaboration with GAC Commercial Vehicle.
Chinese self-driving technology firm Pony.ai unveiled a new Level 4 autonomous heavy goods vehicle on Monday at the IAA Transportation trade fair in Hanover, Germany, and said it was talking to European governments and potential customers about road tests on the continent.
Invited passengers can take fully driverless Robotaxi test rides along a 22-kilometer route, marking a European first The move marks further progress under Pony.ai's joint deployment model and advances its "dual-engine" growth strategy and commercialization roadmap in Europe ZAGREB, Croatia, Sept. 10, 2026 /PRNewswire/ -- Pony AI Inc. ("Pony.ai") (NASDAQ: PONY; HKEX: 2026), a global leader in the large-scale commercialization of autonomous driving technology, and Verne today announced the start of fully driverless Robotaxi test rides with passengers on public roads in Zagreb, marking a European first.
Benchmark PONY against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Pony AI Inc. American Depositary Shares (PONY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $6.24 | $2.2B | -17.83 | 20.28% | -148.85% | -10.03% | 0.27% | |
| $7.35 | $5.99B | -15.31 | 14.51% | -201.49% | -40.43% | — | |
| $45.63 | $27.24B | -7.21 | -12.44% | -572.79% | — | — | |
| $1.17 | $54.19M | -1.30 | 15.35% | -7786.44% | -46.4% | — | |
| $0.36 | $80.21M | -1.05 | 127% | -153.1% | -118.08% | — | |
| $40.87 | $2.6B | -38.20 | 52.46% | -26.02% | -18.45% | — |
Pony AI Inc. American Depositary Shares (PONY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Pony AI Inc. American Depositary Shares (PONY) stock FAQ — growth, dividends, profitability & financials explained
Pony AI Inc. American Depositary Shares (PONY) reported $125.2M in revenue for fiscal year 2025. This represents a 1442% increase from $8.1M in 2021.
Pony AI Inc. American Depositary Shares (PONY) grew revenue by 20.3% over the past year. This is strong growth.
Pony AI Inc. American Depositary Shares (PONY) reported a net loss of $148.0M for fiscal year 2025.
Yes, Pony AI Inc. American Depositary Shares (PONY) pays a dividend with a yield of 0.27%. This makes it attractive for income-focused investors.
Pony AI Inc. American Depositary Shares (PONY) has a return on equity (ROE) of -10.0%. Negative ROE indicates the company is unprofitable.
Pony AI Inc. American Depositary Shares (PONY) had negative free cash flow of $314.8M in fiscal year 2025, likely due to heavy capital investments.
