Pony AI Inc. American Depositary Shares(PONY)Earnings, Financials & Key RatiosPony AI Inc. American Depositary Shares (PONY) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2025Q4
the company's free cash flow deficit of -$152.0 million in 2025Q4 and the disconnect between accounting profits and actual cash generation suggest significant long-term liquidity risks.
Pony AI Inc. American Depositary Shares (PONY) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Pony AI Inc. American Depositary Shares (PONY) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 26, 2026 | $0.09vs $0.12+25.7% | $34Mvs $22M+53.6% |
| Q2 2026 | Mar 26, 2026 | $0.12vs $0.05-148.3% | $29Mvs $25M+18.2% |
| Q4 2025 | Nov 25, 2025 | $0.14vs $0.20+28.9% | $25Mvs $24M+7.4% |
| Q3 2025 | Aug 12, 2025 | $0.13 | $21M |
Recent stock market news and headlines for Pony AI Inc. American Depositary Shares (PONY)
Pony AI stands out as an attractive opportunity after a ~50% YTD selloff, despite strong operational progress. I expect the S&P 500 to remain flat through year-end but anticipate a broadening rally favoring small and mid-cap growth stocks like PONY. PONY is rapidly expanding revenue-generating robotaxi routes in China, driving substantial growth in paying users and fare volume.
Pony.ai (PONY) is deeply undervalued after a market overreaction to regulatory concerns, despite strong Q1 results and raised 2026 guidance. PONY achieved unit operating break-even in core Chinese cities, reported 145% YoY revenue growth, and projects 350% robotaxi revenue growth by 2026. The asset-light model, robust safety record, and edge computing architecture position PONY to benefit from upcoming regulatory tightening post-Wuhan incident.
The mean of analysts' price targets for Pony AI Inc. - Sponsored ADR (PONY) points to a 170.2% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
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 |
|---|---|---|---|---|---|---|---|
| $6.58 | $2.32B | -18.80 | 20.28% | -148.85% | -10.03% | 0.26% | |
| $9.50 | $7.74B | -19.79 | 14.51% | -203.97% | -37.31% | — | |
| $40.74 | $24.32B | -6.44 | -12.44% | -572.79% | — | — | |
| $1.34 | $62.06M | -1.49 | 15.35% | -12698.89% | -56.22% | — | |
| $0.69 | $152.43M | -2.03 | 127% | -181.46% | -101.64% | — | |
| $44.06 | $2.81B | -41.18 | 52.46% | -30.12% | -22.2% | — |
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 $90.1M in revenue for fiscal year 2025. This represents a 1010% 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 $133.9M for fiscal year 2025.
Yes, Pony AI Inc. American Depositary Shares (PONY) pays a dividend with a yield of 0.26%. 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 $288.4M in fiscal year 2025, likely due to heavy capital investments.
