Pony AI Inc. (PONY) Q2 2026 Earnings Call Transcript
Pony AI Inc. (PONY) Q2 2026 Earnings Call Transcript
Seeking Alpha8/18/2026Neutral
PONY
Pony AI Inc. American Depositary SharesNASDAQTECHNOLOGYINFORMATION TECHNOLOGY SERVICES
Key Statistics
Market Cap
$3.47B
P/E Ratio
—
EPS
$-0.34
Beta
—
52W High
$24.92
52W Low
$6.37
50-Day MA
$7.60
200-Day MA
$11.59
Dividend Yield
—
Profit Margin
-128.20%
Forward P/E
—
PEG Ratio
—
About Pony AI Inc. American Depositary Shares
Pony AI Inc., based in California, is a leading innovator in the autonomous driving technology space, dedicated to transforming smart mobility through advanced artificial intelligence. By leveraging sophisticated machine learning algorithms and robust hardware, the company develops safe and efficient self-driving systems, fortified by strategic partnerships with prominent automotive manufacturers and extensive real-world testing. With the escalating demand for autonomous vehicles, Pony AI is well-positioned to influence the future of transportation and urban mobility, driving improvements in safety and operational efficiency in a dynamic market environment.
Fundamentals
| Revenue (TTM) | $110.27M |
| Gross Profit (TTM) | $17.41M |
| EBITDA | $-257.47M |
| Operating Margin | -170.30% |
| Return on Equity | -7.18% |
| Return on Assets | -12.10% |
| Revenue/Share (TTM) | $0.28 |
| Book Value | $3.73 |
| Price-to-Book | 2.19 |
| Price-to-Sales (TTM) | 31.44 |
| EV/Revenue | 22.62 |
| EV/EBITDA | — |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 145.00% |
| Shares Outstanding | $353.32M |
| Float | $277.66M |
| % Insiders | 0.03% |
| % Institutions | 38.82% |
Historical Volatility
HV 10-Day
42.87%
HV 20-Day
45.27%
HV 30-Day
48.47%
HV 60-Day
60.58%
HV Rank
0.4%
Volatility is currently contracting
Analyst Ratings
Consensus ($20.91 target)
2
Strong Buy14
Buy2
HoldLatest News
Pony AI: We're Seeing Early Signs Of Robotaxi Commercialization
Pony AI Inc. is transitioning from R&D-heavy autonomy to a high-growth mobility platform, driven by surging robotaxi revenue and aggressive fleet expansion. Robotaxi revenue grew 691% YoY to $12.1M, with paid rides up 850%, indicating real-world demand and a pivot to fare-based operations. Operating leverage is emerging: revenue is up 69% YoY while operating expenses rose only 11%, improving margins despite continued heavy R&D investment.
Seeking Alpha8/18/2026Positive
Pony AI Q2 Earnings Call Highlights
Pony AI NASDAQ: PONY reported second-quarter 2026 revenue of $36.2 million, up 69% from $21.5 million a year earlier, as growth in its robotaxi business accelerated and its fleet expanded to approximately 2,000 vehicles.
MarketBeat8/18/2026Neutral
China's Pony.ai's overseas robotaxi pipeline expands to over 4,000 vehicles
Chinese autonomous driving firm Pony.ai said on Tuesday that its pipeline of planned and potential overseas robotaxi deployments has expanded to more than 4,000 vehicles.
Reuters8/18/2026Positive
PONY AI Inc. Reports Second Quarter 2026 Financial Results: Total Revenues Up 68.8% YoY to US$36.2 mm with Robotaxi Services Revenue Up 691.2% to US$12.1 mm
NEW YORK, Aug. 18, 2026 (GLOBE NEWSWIRE) -- Pony AI Inc. (“Pony.ai” or the “Company”) (NASDAQ: PONY; HKEX: 2026), a global leader in achieving large-scale mass production and commercialization of autonomous driving technology, today announced its unaudited financial results for the quarter and six months ended June 30, 2026.
GlobeNewsWire8/18/2026Neutral
CNBC's The China Connection newsletter: Money or power? The key to winning the AI race
If China has one dollar left, "that dollar is going to be spent on AI rather than real estate," said Bruce Liu, CEO of Esoterica Capital. For now, private sector AI investment in the U.S. is around 23 times more than in mainland China, according to Fitch's BMI.
CNBC8/17/2026Neutral
Uber and Pony.ai plan to bring 2,000 robotaxis to Europe
Chinese autonomous vehicle maker Pony AI and Uber plan to bring 2,000 robotaxis to four cities in Europe as part of an expanded partnership.
TechCrunch8/14/2026Positive
China's Pony.ai, Uber to jointly deploy over 2,000 robotaxis in Europe
Chinese autonomous driving firm Pony.ai announced on Friday plans to deploy more than 2,000 robotaxis in Europe under an expanded partnership with Uber.
Reuters8/14/2026Positive
Uber partners with China's Pony.ai for 2,000 robotaxis in Europe
Pony.ai and Uber plan to roll out 2,000 robotaxis across Europe. The two companies also agreed to work together in the Middle East.
CNBC8/14/2026Positive
Pony.ai and Uber Expand Partnership to Deploy Over 2,000 Robotaxis in Europe
Expanded partnership builds on the partnership in Zagreb and targets four additional cities in Europe. SAN FRANCISCO and GUANGZHOU, China, Aug. 13, 2026 /PRNewswire/ -- Pony AI Inc. ("Pony.ai") (NASDAQ: PONY; HKEX: 2026), a global leader in the large-scale commercialization of autonomous driving technology, and Uber Technologies, Inc. ("Uber") (NYSE: UBER), today announced an expansion of their strategic partnership, with plans to collaborate on the deployment of more than 2,000 Pony.ai Robotaxis across Europe.
PRNewsWire8/14/2026Neutral
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Data last updated: 8/18/2026