Pony AI Inc. Stock Price, News & Analysis

Pony AI (NASDAQ: PONY) expanded its partnership with Sunlight Mobility on Nov 24, 2025 to adopt an asset-light model for Robotaxi fleet rollout. Under a newly signed agreement, Sunlight Mobility will fund Gen-7 Robotaxi vehicles and an initial fleet will be deployed in Guangzhou before year-end 2025. The arrangement integrates Pony.ai's Virtual Driver and collaborative ADV fleet supply into both companies' platforms, shares economic benefits, and aims to accelerate scalable, capital-efficient fleet expansion across China via Sunlight's mobility platform covering 180+ cities.

Pony.ai (NASDAQ:PONY) unveiled its Gen-4 autonomous truck lineup, co-developed with partners including SANY Truck, targeting mass production and initial fleet deployment in 2026. The system uses 100% automotive-grade components and reuses Robotaxi components to cut bill-of-materials cost by ~70% versus the prior generation. Designs target a 20,000-hour service life (up to 1,000,000 km) and use fully redundant safety across six systems. The first two models are battery-electric and built for thousand-unit scale production. A "1+4" platooning setup is projected to lower freight cost/km by 29%, raise profit margin by 195%, and cut ~60 tons CO2 per vehicle annually based on current trials.

Pony.ai announced plans to enter Singapore with partner ComfortDelGro to deploy autonomous mobility services in the Punggol district, targeting fixed routes and an initial launch "in the coming months" pending regulatory approval.

The rollout follows a July 2024 MoU and a March 2025 pilot in Guangzhou. Pony.ai highlighted commercial Robotaxi operations in four tier‑1 Chinese cities covering >2,000 km2, 50 million km of autonomous driving mileage, a 136% YoY increase in registered users in Q2, and a user satisfaction rating above 4.8/5.

Pony AI (NASDAQ: PONY) will report its unaudited third quarter 2025 financial results before U.S. market open on Tuesday, November 25, 2025.

Management will host an earnings conference call on November 25, 2025 at 7:00 A.M. ET / 8:00 P.M. Beijing/Hong Kong Time. Participants must complete online registration to receive dial‑in numbers, passcode, and a unique PIN. A replay is available through December 2, 2025 by phone (US: 1-877-344-7529; International: 1-412-317-0088) using Replay Access Code 4711053. A live and archived webcast will be on the company investor relations site at https://ir.pony.ai.

Pony.ai (HKEX:2026 / NASDAQ:PONY) listed on the Main Board of the Hong Kong Stock Exchange on November 6, 2025, establishing a dual-primary listing across U.S. and Hong Kong markets.

The company issued ~48.25 million shares via the Hong Kong IPO; if the over-allotment is fully exercised, proceeds are expected to reach HK$7.7 billion, making it the largest autonomous-driving IPO in 2025 and the biggest AI-sector fundraising among Hong Kong new issues this year.

Pony.ai reported > 55 million km autonomous mileage, holds fully driverless Level 4 commercial robotaxi permits in Beijing, Shanghai, Guangzhou, and Shenzhen, and says its Gen-7 Robotaxi BOM cost fell > 70% (computing unit -80%; solid-state LiDAR -68%), supporting large-scale commercialization plans.

Pony.ai (NASDAQ: PONY) was granted Shenzhen's first citywide permit for fully driverless commercial robotaxi operations on October 31, 2025, jointly with Shenzhen Xihu Corporation Limited.

The authorization permits fully driverless service across Shenzhen, launching first in Nanshan, Qianhai, and Baoan and expanding gradually. Pony.ai and Xihu formed a strategic partnership in June 2025 and plan to deploy over 1,000 Gen-7 robotaxis in Shenzhen over the next few years. Pony.ai reports a current fleet of 720+ robotaxis, targeting 1,000 by year-end 2025, and cites 55 million km of autonomous testing globally. Pony.ai says it is the only company authorized for fully driverless commercial robotaxi services across all four Chinese Tier-1 cities: Beijing, Shanghai, Guangzhou, and Shenzhen.

Pony AI (Nasdaq: PONY) announced its 300th Gen-7 ARCFOX Alpha T5 Robotaxi produced in partnership with BAIC on Oct 24, 2025. The unit is undergoing testing and validation ahead of planned broader commercial deployment in Beijing and Shenzhen later this year. Combined with the ramp-up of Gen-7 GAC Robotaxi vehicles, Pony AI said these efforts support its year-end target of a 1,000-vehicle combined fleet. The company also presented production and deployment advancements at the 2025 World Intelligent Connected Vehicles Conference in Beijing.

Pony.ai (NASDAQ: PONY) rolled out its 300th ARCFOX Alpha T5 Robotaxi on Oct 24, 2025, a jointly manufactured vehicle with BAIC that advances mass deployment ahead of a year-end target of a 1,000-vehicle combined fleet. Mass production began in July 2025; the Alpha T5 uses Pony.ai's Gen-7 autonomous driving system built with exclusively automotive-grade components.

Pony.ai says integration into the production line cut the autonomous driving system bill of materials by 70%. The Alpha T5 has on-road testing permits in Beijing and Shenzhen and is undergoing fully driverless validation for commercial ride-hailing in Tier-1 Chinese cities and select international markets.

Stellantis (PONY) and Pony.ai signed a non-binding Memorandum of Understanding on Oct 17, 2025 to jointly develop and test SAE Level 4 autonomous vehicles for Europe.

The collaboration pairs Pony.ai's autonomous driving software with Stellantis' AV-Ready medium-size BEV van platform, targeting the Peugeot e-Traveller as the initial test vehicle. Real-world testing will begin in Luxembourg in the coming months with a gradual rollout across European cities starting in 2026. The program emphasizes safety validation, regulatory readiness, and scalable robotaxi and multi-passenger van applications leveraging Stellantis' LCV leadership through Pro One.