Yahoo Finance·2026-01-24 10:57Company Overview - Pony AI operates in the Chinese market, focusing on autonomous vehicles and robotaxis, with headquarters in Fremont, California, and Guangzhou, China [3] - The company has been a leader in the autonomous vehicle sector since its inception in 2016, developing self-driving vehicles and robotaxis [3] Product and Technology - Pony's robotaxi service, PonyPilot, is available in major cities including Beijing, Shanghai, Guangzhou, and Shenzhen, accessible via a mobile app [1] - The company has launched its sixth-generation automated robotaxi vehicles and recently introduced Gen-7 robotaxis, aiming to operate 3,000 robotaxis by the end of the year [1] - Pony's technology includes high-end sensors for perception, AI for prediction and planning, and a robust infrastructure with over 20 safety features integrated into its vehicles [2] Financial Performance - In Q3 2025, revenue from robotaxis increased by 89.5% year-over-year, contributing to total quarterly revenues of US$25.4 million, a 72% year-over-year gain [7] - The company reported a net operating loss of 14 cents per share in Q3, based on non-GAAP measures [7] Analyst Insights - Citi analyst Jeff Chung has a positive outlook on Pony AI, citing several upcoming catalysts, including potential gains from Q4 results and a favorable re-rating of Pony's valuation [8] - Chung rates Pony AI as a Buy with a price target of $24.50, indicating a potential upside of 48% from the current price of $16.58 [8] - The consensus rating for Pony AI is Strong Buy, based on 4 reviews, with a majority favoring Buy over Hold [8]