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POPONY

Pony AI Inc. American Depositary Shares

$PONY·$2.3B·Software - Application·Technology
$6.55-1.8%YTD-56.2%1Y-61.8%
Price updated 9m ago·X counts updated 4d ago
POPONY
$PONYPony AI Inc. American Depositary Shares
$6.55-1.80%86 posts1.2×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $PONY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

86X posts · last 7 days
Aug 31Sep 13
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $PONY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 96% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-08-26

Pony AI posts describe an expanding autonomous-driving thesis. Contributors emphasize Uber launching its first European autonomous rides in Zagreb powered by Pony and operated by Verne, Q2 revenue around $70M, an $8.80 breakout level to watch with volume, and "big Mojo" momentum posting. The Uber partnership is framed as opening a European rollout template with driverless progression ahead.

Read what X is saying about $PONY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $PONY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storyWinding up for a moveAI verdict · as of 2026-09-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Pony AI at 1.6% of range — Chinese autonomous-driving play with Uber Europe rides and 145% Q1 revenue growth.

Pony AI is the specific Chinese autonomous-driving ADR — the specific 'robotaxi and robotruck' pure-play that spent 2026 as one of the worst-performing recent IPOs.

  • The revenue is tiny but growing: Q1 revenue $34M was up 145% YoY (small base), and the FY26 revenue estimate is $151M — the whole $2.34B market cap is priced on future autonomous-driving-deployment revenue, not any current P&L; FY27 estimate $317M implies further doubling.
  • The Uber-Pony Zagreb autonomous-rides launch is the specific new-partnership signal: European rollout template with Verne as operator is the mechanic behind bulls' framing of Pony as a driverless-progression play, and it stacks with the Sept 14 Gen-4 Robotruck with GAC Commercial Vehicle collaboration.
  • The tape is coiling at extreme oversold: 1.6% of the 52-week range, 10% below the 50-day and 38% below the 200-day — that combined pattern for a Chinese ADR with real technology backing is the specific setup where a specific new-commercial-milestone could resolve upward, but geopolitical/China-ADR risk remains.

A next leg needs Nov 24 to show revenue growth staying above 100% and any specific new-city-launch or commercial-fleet-deal disclosure. A dilutive equity raise or a specific China-market-access regulatory event is what confirms this drifts below $6.

Agrees with X sentimentAgrees. The Uber-Zagreb European autonomous-rides launch with Verne + Gen-4 Robotruck with GAC is a real specific catalog. $8.80 breakout level is a fair specific technical marker.

What to watch: Nov 24 Q2 print — revenue growth trajectory, new-city launches, and any specific commercial-fleet deal. New-city launch plus revenue above 100% growth breaks the coil up; a raise or China-market regulatory event breaks it.

On the calendar: 2026-11-24 — Q2 earnings

china adr autonomousuber partnership europerobotaxi and robotruckfloat missing

Read the AI verdict on $PONY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Autonomous vehicle company operating robotaxi and automated trucking services in China and the U.S., with full AV engineering support.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $PONY.

Software - Application · Technology

Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating while pure-play SaaS without clear AI differentiation faces flat NDR and rate-compressed multiples. IGV -9.7% T12M reflects the laggard drag on the index.

What this means for $PONY

Neutral — Pony AI operates autonomous robotaxi and trucking services in China; a hardware-software AV company, not exposed to enterprise SaaS AI upsell.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-1.4%YTD
-6.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-18.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-15.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-239%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-9.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
21.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-11.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
15.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 18, 2026$-0.14$-0.15+5.2%
Q1 2026May 26, 2026$-0.12$-0.12+1.0%
Q4 2025Mar 26, 2026$-0.05$-0.05-10.0%
Q3 2025Nov 25, 2025$-0.14$-0.20+28.9%
Next earningsTue, Nov 24·consensus EPS $-0.17

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$34.3M+145.0%16.2%-170%$-0.12—
Q4 FY25$29.3M+16.3%12.7%-254%$0.06$-152.0M
Q3 FY25$25.4M+1.2%18.4%-274%$-0.16$74K
Q2 FY25$21.5M-13.1%16.1%-286%$-0.15$-25.4M

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$151.1M$139.0M – $166.6M-$0.62-$0.80 – -$0.4814
FY27$317.4M$247.4M – $408.8M-$0.60-$0.78 – -$0.4715
FY28$706.0M$583.4M – $865.3M-$0.38-$0.49 – -$0.296
FY29$1.6B$1.4B – $2.0B$0.37$0.29 – $0.4810
FY30$3.6B$3.0B – $4.4B$2.30$1.78 – $2.977

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.1%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-39.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 277.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.855-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 26Ning ZhangPresident17.3K sh$119KSellJun 26Haojun WangCFO13.8K sh$94KSellJun 26Luyi MoPresident14.5K sh$99KSellMar 30Haojun WangCFO18.3K sh$159KSellMar 30Ning ZhangPresident22.9K sh$199KSellMar 30Tian GaoVP, Chief of Staff, GC31.6K sh$274KSellMar 30Luyi MoPresident19.9K sh$173K
+ 20 other (9 exempts · 8 awards · 2 returns · 1 other) in window

See when $PONY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsMar 313
+ 22 other (20 6-Ks · 1 20-F · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Pony.ai Unveils New Gen-4 Robotruck in Collaboration with GAC Commercial Vehicleprnewswire.com·3d agoChina's Pony.ai unveils latest robotruck model as it targets European salesreuters.com·3d agoPony.ai and Verne Kick Off Fully Driverless Robotaxi Test Rides in Zagrebprnewswire.com·7d agoAll You Need to Know About Pony AI Inc. - Sponsored ADR (PONY) Rating Upgrade to Buyzacks.com·14d agoCan Pony AI Inc. - Sponsored ADR (PONY) Climb 184.16% to Reach the Level Wall Street Analysts Expect?zacks.com·28d ago

In themes

Explore the broader themes this ticker is being talked about under.

EVs & Autonomous Vehicles

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Voices on X · last 7 days

No standout posts about $PONY on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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