Pony AI Inc. American Depositary Shares
PONY
NASDAQ·Technology·Software - Application·Mkt cap $2.6B
$7.35
▲ +1.94%
P/E
-20.18
Mkt Cap
$2.6B
52-Wk Range
$6.37–$24.92
52-Week Range
$6.37 - $24.92
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 47.8% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Advanced AI autonomous driving technology
- Cross-market presence in China and US
- Comprehensive transportation solution ecosystem
- Proprietary vehicle domain controller products
Bear Case
1 risk
- Very high volatility (beta 3.8). Expect 3x market swings. Position size accordingly.
Growth
Moderate growth ahead
Expanding autonomous vehicle market
Value
Deep value opportunity - significant discount to Rental & Leasing peers
Momentum
Weak
-18.0% over 3m
Quality
Thin
Mixed fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying PONY right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 24, 2026
AUG 18, 2026
Reported EPS of -$0.14 vs -$0.15 consensus (+5.2% surprise). Revenue of $36.2M vs $34.5M expected (+5.1%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+5.2%
Revenue trend · last 8Q
—
-16%
+12%
-13%
+1%
+16%
+145%
+69%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$25.2M
$25.2M
$14.0M
$21.5M
$25.4M
$29.3M
$34.3M
$36.2M
Margins · last 8Q
Gross
17.5%
Operating
-181.5%
Profit
-165.2%
Wall Street consensus
2 analysts · 50% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
50%
Hold
50%
Sell
0%
Median Price Target
—
Latest: Bank of America · Jun 11, 2026
vs Industry
How PONY stacks vs Software - Application
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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