PONY trades 279.3% below Wall Street's consensus target of $23.67.
Last 12 months price action with 12-month analyst target path
The base valuation assumes PONY achieves its forward estimates and maintains a stable P/E multiple of historical averagesx. This scenario reflects the blended consensus of 3 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of October 2, 2026, Pony AI Inc. American Depositary Shares (PONY) has a Wall Street consensus price target of $23.67, based on estimates from 3 covering analysts. With the stock currently trading at $6.24, this represents a potential upside of +279.3%. The company has a market capitalization of $2.20B.
Analyst price targets range from a low of $17.00 to a high of $30.00, representing a 55% spread in expectations. The median target of $24.00 aligns closely with the consensus average. The wide target spread reflects significant disagreement on fair value.
The current analyst consensus rating is Buy, with 2 analysts rating the stock as a Buy or Strong Buy,1 rating it Hold, and 0 rating it Sell or Strong Sell. The positive sentiment balance indicates moderate optimism about the stock prospects.
From a valuation perspective, PONY trades at a trailing P/E of -17.8x. Analysts expect EPS to grow -81.5% over the next year.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
 MBLYMobileye Global Inc. | $6.0B | $7.35 | $11.38 | +54.8% | Buy | 15.0x | 26 |
 LAZRLuminar Technologies, Inc. | $27.2B | $45.63 | $86.00 | +88.5% | Buy | — | 9 |
 LIDRAEye, Inc. | $54M | $1.17 | $12.00 | +925.6% | Hold | — | 4 |
 INVZInnoviz Technologies Ltd. | $80M | $0.36 | $6.00 | +1577.4% | Buy | — | 5 |
 OUSTOuster, Inc. | $2.6B | $40.87 | $61.25 | +49.9% | Buy | — | 10 |
 UBERUber Technologies, Inc. | $138.2B | $67.88 | $104.56 | +54.0% | Buy | 20.2x | 63 |
 LYFTLyft, Inc. | $5.8B | $15.21 | $18.21 | +19.7% | Hold | 26.9x | 60 |
 AVAVAeroVironment, Inc. | $7.1B | $140.31 | $220.33 | +57.0% | Buy | 42.8x | 30 |
 NVDANVIDIA Corporation | $5.6T | $230.86 | $345.21 | +49.5% | Buy | 24.9x | 79 |
 INTCIntel Corp. | $605.3B | $120.00 | $110.97 | -7.5% | Hold | 78.1x | 85 |
Quick answers to the most common questions about buying PONY stock.
The consensus Wall Street price target for PONY is $23.67, representing 279.3% upside from the current price of $6.24. With 3 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.
PONY has a consensus rating of "Buy" based on 3 Wall Street analysts. The rating breakdown is predominantly bullish, with 2 Buy/Strong Buy ratings. The consensus 12-month price target of $23.67 implies 279.3% upside from current levels.
PONY's current price is $6.24 with a consensus target of $23.67 (279.3% implied move). Analyst estimates suggest the stock is undervalued at current levels.
The most bullish Wall Street analyst has a price target of $30 for PONY, while the most conservative target is $17. The consensus of $23.67 represents the median expectation. These targets typically reflect 12-month expectations.
PONY is lightly followed, with 3 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 2 have Buy ratings, 1 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month PONY stock forecast based on 3 Wall Street analysts shows a consensus price target of $23.67, with estimates ranging from $17 (bear case) to $30 (bull case). The median consensus rating is "Buy".
Wall Street analysts are very optimistic on PONY, with a "Buy" consensus rating and $23.67 price target (279.3% upside). 2 of 3 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
PONY analyst price targets range from $17 to $30, a 55% wide spread indicating significant analyst disagreement. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $23.67 consensus represents the middle ground.
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