Key Takeaways PONY plans to expand its robotaxi fleet from 250 to more than 1,000 vehicles by the end of 2025. A new partnership with Xihu Group supports large-scale Gen 7 robotaxi deployment in Shenzhen. PONY also joined forces with Toyota and Uber to boost mass production and global deployment.Pony AI (PONY) , an autonomous-driving company based in Guangzhou, China, is accelerating its robotaxi ambitions. The company, which had around 250 robotaxis in its fleet late last year, aims to have in excess of ...

Key Takeaways PONY shares fell 29.5% in 30 days after surging more than 245% from mid-April to mid-May 2025. The company plans to grow its robotaxi fleet to over 1,000 vehicles by the end of 2025. PONY's local sourcing and key partnerships help shield it from tariff risks and supply shocks.Pony AI (PONY) , an autonomous-driving company based in Guangzhou, China, has seen its shares tumble 29.5% over the past 30 days, faring worse than the Zacks  Transportation - Equipment and Leasing industry’s 1.4% decli ...

Core Insights - Pony.ai is advancing its Robotaxi mass production and commercialization with public road testing of its seventh-generation Robotaxis in China [1][2] - The new Robotaxis are based on Guangzhou Auto's Aion V model and feature Pony.ai's latest autonomous driving system, which was recently unveiled [2][3] - The Gen-7 system boasts significant improvements, including a 70% reduction in BOM costs and the exclusive use of automotive-grade components [3][4] Company Developments - Pony.ai has received regulatory approval for road tests, marking a shift from closed-track validation to real-world testing [2] - The company has accumulated over 45 million kilometers of autonomous test mileage and operates in over 2,000 square kilometers across major Chinese cities [5] - The goal for 2025 is to achieve mass production, with plans to deploy a fleet of over 1,000 vehicles by year-end [6] Technological Advancements - The Gen-7 system includes six types of sensors for comprehensive perception and a proprietary sensor cleaning solution for adverse conditions [4] - The technology is designed to exceed human safety standards and improve navigation in complex environments through reinforcement learning [4] Strategic Partnerships - Pony.ai has formed partnerships with major players in technology and mobility services, including Tencent Cloud, Alipay, and Uber, to support widespread adoption [7] - The company aims to create a sustainable business model for the mass production and deployment of autonomous vehicles [8]

Pony AI is developing autonomous vehicle technology to be deployed on robotaxis, trucks, and everyday owned vehicles. It is focused on large cities in China, such as Shenzhen and Beijing. Shares soared last month because of partnership announcements with Uber and Tencent Holdings. Uber is now a strategic partner with Pony AI and hopes to deploy the technology for ridesharing in a Middle East market shortly. The Tencent partnership is with Tencent Cloud. In the early stages of its business model, Pony AI gen ...

Core Insights - Pony.ai has announced a strategic partnership with Shenzhen Xihu Corporation Limited to deploy over 1,000 Gen 7 Robotaxis in Shenzhen, marking a significant step in integrating autonomous driving with local mobility networks [1][3] - The partnership will utilize an "asset-light + AI-empowered model" to enhance the deployment of safe and efficient mobility services in tier-one cities in China [1][3] Company Overview - Pony.ai is a global leader in the commercialization of autonomous mobility, leveraging its Virtual Driver technology to develop a sustainable business model for mass production and deployment of vehicles [5] - Founded in 2016, Pony.ai has expanded its operations across various regions including China, Europe, East Asia, and the Middle East [5] Partner Overview - Shenzhen Xihu Corporation Limited, established in 1979, is a large-scale group known for its high-quality service in transportation, particularly as a pure electric taxi operator with nearly 5,000 electric taxis [6] - Xihu Group's extensive experience in fleet management and regulatory compliance will play a crucial role in scaling up Pony.ai's Robotaxi services [2][6] Strategic Collaboration - The collaboration aims to combine Xihu Group's fleet management expertise with Pony.ai's AI technology and order dispatch capabilities to create a seamless autonomous mobility experience [2][3] - Pony.ai is the first company authorized to operate paid fully-driverless robotaxis in Shenzhen, demonstrating its technical capabilities in complex urban environments [4]

29 May 2025 | 2:32AM HKT Pony AI Inc. (PONY): Robotaxi fleet expansion in overseas market; Rising commercialization in China market; Buy Pony AI announced the company has entered a MoU (Memorandum of Understanding) with Dubai's RTA (Roads and Transport Authority) in May to deploy the company's Robotaxi fleet in the region (Link). Recently, Chinese Robotaxi companies are accelerating their expansion to overseas markets, and we review the advantages and challenges of Chinese suppliers' overseas expansion in t ...

Most of us have heard the dictum "the trend is your friend." And this is undeniably the key to success when it comes to short-term investing or trading. But it isn't easy to ensure the sustainability of a trend and profit from it.The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the stock alive.Inves ...

Group 1: Company Overview - Pony.ai is a leader in the autonomous driving technology industry, focusing on robotaxis for ride-hailing, robotrucks for deliveries, and systems for personal vehicles [1] - The company has seen significant stock price growth, rising from $4.11 on April 22 to nearly $20 [2] Group 2: Strategic Partnerships - Pony.ai has formed partnerships with Uber and Toyota, enhancing its scale and distribution capabilities [4] - The partnership with Uber allows users to access Pony.ai's robotaxi service through Uber's platform [4] - The deal with Toyota aims to initiate mass production of Pony.ai's seventh-generation robotaxi lineup [4] Group 3: Management Confidence - Pony.ai's management has announced a voluntary lock-up period of 540 days starting May 25, indicating strong confidence in the company's future [6] - This voluntary lock-up period is rare and suggests that the upper management believes in the long-term potential of the company [6] Group 4: Market Positioning - Pony.ai's stock is currently forming an "IPO U-Turn Base," a pattern that has historically led to significant price increases [7] - The company is insulated from tariff uncertainties due to its locally sourced supply chain [10] Group 5: Conclusion - The combination of strong stock momentum, strategic partnerships, and management's unusual voluntary lock-up period positions Pony.ai for potential growth [11]

Investment Rating - The report maintains a "Buy" rating for Pony AI Inc. with a 12-month target price of US$26.0, reflecting an upside potential of 45.4% from the current price of US$17.88 [18][19]. Core Insights - Pony AI reported 1Q25 revenues of US$14 million, representing a 12% year-over-year increase but a 61% decrease quarter-over-quarter. The operating loss narrowed to US$56 million from US$173 million in 4Q24, indicating improved operational efficiency [1][12]. - The company is ramping up its robotaxi operations, with fare-charging revenues increasing by 800% year-over-year. The Gen7 robotaxi model is entering mass production, with plans to deploy a total of 1,000 robotaxis by year-end [1][12]. - Partnerships with major companies like Tencent and Uber are expected to enhance user base and service integration, further supporting revenue growth [12][18]. Financial Performance - In 1Q25, gross profit was US$2 million, with a gross margin of 16.6%, down from previous quarters due to increased sales of domain controllers [12]. - The company’s net income loss narrowed to US$43 million from US$181 million in 4Q24, indicating a trend towards improved financial health [12]. - The report projects revenue growth for 2025-2026, with a slight increase in gross margin estimates to 16.2% and 16.9% respectively, supported by larger operational scale [9][11]. Revenue Breakdown - Robotaxi revenues in 1Q25 were US$1.7 million, up 200% year-over-year, while robotruck revenues were US$7.8 million, reflecting a 4% year-over-year increase [7]. - Licensing and applications revenues remained stable at US$4.5 million, with growth driven by new clients in the autonomous domain [7]. Valuation and Forecast - The valuation is based on a discounted EV/EBITDA method, applying a target multiple of 13.5x for 2031E EBITDA, reflecting a higher forward year EBITDA growth of 21% in 2032E [11][15]. - The report revises revenue forecasts for 2025-2026 upwards by 0% to 1%, indicating faster fleet deployment than previously expected [9][10]. Market Position - Pony AI is positioned as a leader in Level 4 autonomous mobility, operating fully driverless robotaxis in major Chinese cities and expanding its global footprint with road test qualifications in Luxembourg and South Korea [18][19].

The U.S.-listed equity of Chinese autonomous-vehicle developer Pony AI (PONY 5.44%) accelerated well higher on Tuesday. Following the company's unveiling of its latest quarterly results, investors in this country sent its American depositary receipts (ADRs) almost 6% higher. That was miles ahead of the S&P 500 index's 0.4% decline. One fast Pony In its first quarter, Pony AI collected a bit under $14 million in revenue, up by nearly 12% from the slightly more than $12.5 million in the same period of 2024. I ...