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Pony AI Inc. Stock Price, News & Analysis

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Welcome to our dedicated page for Pony AI news (Ticker: PONY), a resource for investors and traders seeking the latest updates and insights on Pony AI stock.

Pony AI Inc. (PONY) generates frequent news as it advances the commercialization of autonomous driving technology for mobility and logistics. Company announcements highlight progress in Level 4 robotaxi deployment, autonomous truck development, global partnerships and capital markets activities. News coverage often centers on how Pony.ai is scaling its Virtual Driver platform and expanding fully driverless services across major cities and international markets.

Investors and observers following Pony.ai news can expect updates on its Gen-7 robotaxi fleet, including milestones in mass production, cost reductions in its autonomous driving system and the launch of fully driverless commercial operations in Tier-1 Chinese cities such as Beijing, Shanghai, Guangzhou and Shenzhen. The company also reports on strategic partnerships with automotive manufacturers like BAIC BJEV and logistics and mobility operators that support asset-light fleet expansion and broader user access.

Another key news theme is Pony.ai’s autonomous truck business. Press releases describe the rollout of its Gen-4 autonomous truck lineup, developed with partners such as SANY Truck, and provide details on system design, redundancy and testing for freight scenarios. Coverage may also include information on freight transport mileage and permitting progress in various regions.

Pony.ai news items frequently address its global footprint, including collaborations in markets such as Singapore, Qatar, Luxembourg, the United Arab Emirates and South Korea. In addition, the company issues news related to its Nasdaq and Hong Kong Stock Exchange listings, quarterly financial results and regulatory filings. Readers interested in PONY stock can use this news feed to monitor operational milestones, partnership developments and disclosures that shape the company’s autonomous mobility and logistics strategy over time.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Pony AI Inc. (NASDAQ: PONY), a leader in autonomous mobility commercialization, has scheduled its Q2 2025 earnings release for August 12, 2025, before U.S. market opening. The company will host an earnings conference call on the same day at 8:00 AM ET (8:00 PM Beijing/Hong Kong Time).

Participants must pre-register online to join the call. A replay will be available until August 19, 2025, accessible via phone and the company's investor relations website at ir.pony.ai.

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FAQ

What is the current stock price of Pony AI (PONY)?

The current stock price of Pony AI (PONY) is $13.61 as of February 20, 2026.

What is the market cap of Pony AI (PONY)?

The market cap of Pony AI (PONY) is approximately 6.0B.

PONY Rankings

PONY Stock Data

5.99B
288.76M
Information Technology Services
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