Pony AI Inc. Stock Price, News & Analysis

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.

Pony.ai has secured a crucial autonomous driving testing permit from Dubai's Roads and Transport Authority (RTA), marking a significant expansion in the Middle East market. The company plans to launch commercial driverless services in Dubai by 2026, supporting the emirate's vision to convert 25% of urban trips to autonomous transport by 2030.

The announcement coincides with the Dubai World Congress for Self-Driving Transport 2025, where Pony.ai showcased its technology and robotaxi model. The company's global expansion includes recent partnerships in Singapore with ComfortDelGro, in Qatar with Mowasalat "Karwa", and integration plans with Uber's platform. Notably, Pony.ai's fleet has grown to over 500 vehicles operating across four Chinese Tier-1 cities, covering more than 2,000 square kilometers.

Pony.ai (NYSE:PONY) has announced its expansion into Singapore through a partnership with ComfortDelGro, Singapore's largest transportation service provider. The companies will deploy autonomous vehicles in the Punggol area with fixed routes, pending regulatory approval.

The initiative builds on their existing partnership, which began with an MoU in July 2024 and includes a successful pilot program in Guangzhou launched in March 2025. Pony.ai currently operates fully driverless Robotaxi services across four tier-1 Chinese cities, covering over 2,000 square kilometers with more than 50 million kilometers of autonomous driving mileage globally. The company reported a 136% year-over-year increase in registered users during Q2, maintaining a user satisfaction rate above 4.8/5.

Pony AI (NASDAQ:PONY) has announced a strategic partnership with Mowasalat (Karwa), Qatar's largest transportation provider, to deploy autonomous vehicles in Doha. The collaboration marks Pony.ai's expansion in the Middle East, now covering Dubai and Qatar.

The initial phase includes testing Robotaxis on public roads in Doha with safety operators onboard, focusing on adapting autonomous driving technology to Qatar's unique environment. Mowasalat, owned by the Qatar Investment Authority, operates the nation's largest ground transportation fleet and will help integrate autonomous driving solutions as part of Qatar National Vision 2030.

Pony.ai (NYSE:PONY) has attracted significant institutional investment, with ARK Invest leading a $12.9 million investment alongside 14 other major global investors including Baillie Gifford and Nikko Asset Management. The autonomous driving company reported impressive Q2 results with 158% year-over-year robotaxi revenue growth.

The company's seventh-generation robotaxi model achieved 70% cost reduction compared to its predecessor, with plans to expand its fleet to 1,000 vehicles by year-end. Pony.ai has secured commercial permits across all four Chinese tier-1 megacities and partnered with Tencent's WeChat platform. Major institutions including Goldman Sachs have issued "buy" ratings, with Goldman setting a price target of $24.5, suggesting 54.5% upside.

Pony AI (NASDAQ:PONY), a leader in autonomous mobility, reported strong Q2 2025 results with total revenues up 76% year-over-year to $21.5 million. The company has successfully produced over 200 Gen-7 Robotaxi vehicles and is on track to reach 1,000 vehicles by year-end.

Key highlights include Robotaxi fare-charging revenues surging over 300%, expansion of fully-driverless commercial operations across all four tier-one cities in China, and strategic partnerships in Dubai, South Korea, and Luxembourg. The company achieved significant cost efficiency improvements, targeting a 1:30 remote assistant-to-vehicle ratio by end of 2025.

Financial results show a gross profit of $3.5 million with a 16.1% margin, though the company reported a net loss of $53.3 million. Cash position remains strong at $747.7 million as of June 30, 2025.