Pony.ai (PONY)
Builds autonomous-driving technology for Robotaxi and Robotruck services.
Something off on this page? Send us feedback.
Operates Robotaxi and Robotruck services while licensing autonomous-driving technology and applications. Its vehicle-agnostic Virtual Driver serves deployments in mainland China and the United States.
Combines its vehicle-agnostic Virtual Driver with Robotaxi and Robotruck services, alongside licensing and applications. Robotruck is its largest revenue line, while the company also earns revenue from Robotaxi services and technology licensing. Its operating emphasis is large-scale commercialization and mass production of autonomous-driving technology.
Operations are principally in mainland China and the United States. Jun Peng serves as chairman and chief executive, and co-founder Tiancheng Lou leads R&D as CTO. Large-scale Robotaxi and Robotruck commercialization depends on go-to-market execution, continued technology investment, capital availability, and conditions in its target markets.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 20, 2026 | Exane BNP Paribas | Upgrade | ||
| Aug 18, 2026 | Jefferies | Reiterate | Rating: —Target: $32.80 | Target: $17 |
| May 26, 2026 | Macquarie | Target | Target: $29 | Target: $24 |
| Apr 16, 2026 | Goldman Sachs | Target | Target: — | Target: $30 |
| Dec 16, 2025 | Barclays | Target | Target: — | Target: $15 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $1.11B · Total debt $19.0M · Total assets $1.74B · Shareholders' equity $1.58B
- Revenue
- $36.2M
- Operating income
- −$65.7M
- Net income
- −$59.8M
No dividends on record.
| Institutions | 38.72% | 136.79M shares | |
|---|---|---|---|
| 175 holders · as of Jun 30, 2026 | |||
| Insiders | 24.07% | 85.05M shares | |
| 10 holders · as of Jun 29, 2026 | |||
| Other | 37.21% | 131.48M shares | |
| remainder | |||
353.32M company shares as of Sep 15, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Jun Peng1Insiderdirector, officer: Chief Executive Officer | 16.98% | 60.00M | filed Nov 17, 2025 |
Ontario Teachers Pension Plan BoardInstitution | 6.13% | 21.64M | as of Jun 30, 2026 |
Tiancheng Lou2Insiderdirector, officer: Chief Technology Officer | 6.05% | 21.20M · 191,025 | filed Mar 31, 2025 |
Baillie Gifford & CoInstitution | 3.52% | 12.42M | as of Jun 30, 2026 |
FMR LLCInstitution | 3.06% | 10.81M | as of Jun 30, 2026 |
- Jun Peng's transaction reports restate only vehicles that traded; the 2025 ownership statement (60.00M) is used instead.
- Tiancheng Lou's transaction reports restate only vehicles that traded; the 2025 ownership statement (21.20M) is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 26, 2026 | Haojun Wang | officer: Chief Financial Officer | −13,751 | $6.86 |
| Jun 26, 2026 | Ning Zhang | officer: Vice President | −17,347 | $6.86 |
| Jun 26, 2026 | Luyi Mo | officer: Vice President | −14,460 | $6.86 |
| Mar 30, 2026 | Haojun Wang | officer: Chief Financial Officer | −18,283 | $8.69 |
| Mar 30, 2026 | Luyi Mo | officer: Vice President | −19,864 | $8.69 |
- WeRide (ADR)
Autonomous-driving peer across Robotaxi, Robotruck, and solutions.
- Baidu (ADR)
Apollo Go robotaxi platform competing for driverless mobility scale.
- Aurora Innovation
Commercial driverless-trucking developer serving freight carriers.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Pony.ai | $7.00 | +1.67% | $2.43B | — | — | 19.4 | +68.8% |
| WeRide (ADR) | $5.79 | +0.52% | $1.75B | — | — | 14.1 | +92.2% |
| Baidu (ADR) | $92.07 | −0.15% | $31.36B | — | 18.3 | 1.6 | +1.1% |
| Aurora Innovation | $6.49 | −0.25% | $12.77B | — | — | 2,553.5 | +100.0% |
| Median | — | 18.3 | 14.1 | +92.2% |