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Robotics·PONY
Pony AI Inc. American Depositary Shares
NASDAQ · US
Autonomous driving technology company.
AI relevance
Autonomy software and perception adjacency relevant to embodied AI and robot fleets.
Price
$8.34
Change
+0.40 (+5.04%)
Market cap
$2.9B
52w range
$8–$25
Exchange
NASDAQ
Country
US
Jason's Chips
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Price chart
PONY market performance
Daily close for Pony AI Inc. American Depositary Shares
- Latest close
- $8.34
- Range move
- -$4.31 (-34.1%)
- Range high
- $24.06
- Range low
- $7.94
- Latest volume
- 5.4M
- Source
- FMP EOD
Downloads
CSVExports
Download statements, ratios, chart data, and transcript indexes.
Income statement
5 annual rowsRevenue, gross profit, R&D, operating income, EBITDA, net income, and EPS.
Balance sheet
5 annual rowsCash, receivables, inventory, PP&E, assets, debt, liabilities, and equity.
Cash flow
5 annual rowsOperating cash flow, capital expenditures, and free cash flow.
Key metrics
5 annual rowsEnterprise value, valuation multiples, returns, yields, and cash conversion.
Ratios
5 annual rowsMargins, liquidity ratios, valuation ratios, leverage, and per-share metrics.
Chart data
389 rowsFive years of daily close and volume data powering the company chart.
Transcript list
6 rowsAvailable earnings-call transcript dates by fiscal year and quarter.
StreetBuy
Analyst expectations
Rating consensus2 ratings
Strong buy
0
Buy
1
Hold
1
Sell
0
Strong sell
0
Annual estimates
| Period | Revenue avg | Revenue range | EPS avg | EPS range | EBITDA avg | EBIT avg | Net income avg | SG&A avg | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 2026-12-31 | $146.4M | $132.6M - $156.4M | $-0.62 | $-1.22 - $-0.45 | -$140.1M | -$142.1M | -$236.1M | $261.3M | 15 rev / 5 EPS |
| 2027-12-31 | $309.5M | $224.7M - $634.0M | $-0.60 | $-1.18 - $-0.43 | -$296.1M | -$300.4M | -$229.4M | $552.2M | 16 rev / 5 EPS |
| 2028-12-31 | $686.5M | $537.3M - $1.19B | $-0.39 | $-0.77 - $-0.28 | -$656.9M | -$666.3M | -$148.2M | $1.22B | 14 rev / 2 EPS |
| 2029-12-31 | $1.68B | $1.31B - $2.92B | $0.29 | $0.21 - $0.56 | -$1.61B | -$1.63B | $109.4M | $3.00B | 15 rev / 1 EPS |
| 2030-12-31 | $3.85B | $3.01B - $6.69B | $2.82 | $2.02 - $5.52 | -$3.68B | -$3.73B | $1.07B | $6.86B | 15 rev / 1 EPS |
Quarterly estimates
| Period | Revenue avg | Revenue range | EPS avg | EPS range | EBITDA avg | EBIT avg | Net income avg | SG&A avg | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 2026-06-30 | $34.5M | $33.6M - $35.3M | $-0.15 | $-0.16 - $-0.13 | -$33.0M | -$33.4M | -$64.0M | $61.5M | 2 rev / 2 EPS |
| 2026-09-30 | $38.0M | $38.0M - $38.1M | $-0.16 | $-0.17 - $-0.15 | -$36.4M | -$36.9M | -$67.6M | $67.9M | 2 rev / 2 EPS |
| 2026-12-31 | $47.9M | $47.3M - $48.4M | $-0.17 | $-0.18 - $-0.17 | -$45.8M | -$46.4M | -$75.3M | $85.4M | 1 rev / 1 EPS |
| 2027-03-31 | $74.7M | $73.8M - $75.6M | $-0.17 | $-0.17 - $-0.16 | -$71.4M | -$72.5M | -$72.5M | $133.2M | 1 rev / 1 EPS |
| 2027-06-30 | $87.8M | $86.7M - $88.9M | $-0.19 | $-0.19 - $-0.19 | -$84.0M | -$85.2M | -$81.9M | $156.6M | 1 rev / 1 EPS |
| 2027-09-30 | $114.9M | $113.5M - $116.3M | $-0.22 | $-0.22 - $-0.22 | -$109.9M | -$111.5M | -$94.9M | $204.9M | 1 rev / 1 EPS |
| 2027-12-31 | $104.1M | $102.8M - $105.4M | $-0.20 | $-0.21 - $-0.20 | -$99.6M | -$101.0M | -$88.9M | $185.7M | 1 rev / 1 EPS |
| 2028-03-31 | $136.1M | $134.5M - $137.8M | $-0.13 | $-0.13 - $-0.13 | -$130.2M | -$132.1M | -$57.5M | $242.9M | 1 rev / 1 EPS |
Price target history
| Window | Targets | Average target |
|---|---|---|
| Last month | 1 | $24.00 |
| Last quarter | 2 | $27.00 |
| Last year | 5 | $26.16 |
| All time | 6 | $25.13 |
Sources: TheFly
Latest grade actions
| Date | Firm | Action | Previous | New |
|---|---|---|---|---|
| 2026-03-30 | Barclays | Maintain | Equal Weight | Equal Weight |
| 2025-11-07 | Citigroup | Maintain | Buy | Buy |
Historical rating snapshots
| Date | Strong buy | Buy | Hold | Sell | Strong sell |
|---|---|---|---|---|---|
| 2026-06-01 | 2 | 14 | 2 | 0 | 0 |
| 2026-05-01 | 2 | 14 | 2 | 0 | 0 |
| 2026-04-01 | 2 | 14 | 2 | 0 | 0 |
| 2026-03-01 | 2 | 14 | 2 | 0 | 0 |
| 2026-02-01 | 2 | 12 | 1 | 0 | 0 |
| 2026-01-01 | 2 | 12 | 1 | 0 | 0 |
| 2025-12-01 | 1 | 11 | 1 | 0 | 0 |
| 2025-11-01 | 1 | 10 | 0 | 0 | 0 |
FinancialsFY 2025
Financials
Income statement annual
| Period | Revenue | Gross profit | Gross margin | R&D | Operating income | EBITDA | Net income | EPS |
|---|---|---|---|---|---|---|---|---|
| FY 2025 | $90.2M | $14.2M | 15.7% | $218.0M | -$261.5M | -$70.7M | -$134.3M | $-0.35 |
| FY 2024 | $75.0M | $11.4M | 15.2% | $240.2M | -$285.5M | -$266.6M | -$274.1M | $-2.40 |
| FY 2023 | $71.9M | $16.9M | 23.5% | $122.7M | -$143.2M | -$111.1M | -$124.8M | $-0.36 |
| FY 2022 | $68.4M | $32.1M | 46.9% | $153.6M | -$170.7M | -$131.6M | -$148.0M | $-0.42 |
| FY 2021 | $8.1M | $6.3M | 77.7% | $170.6M | -$215.3M | -$210.4M | -$224.7M | $-0.64 |
Cash flow annual
| Period | Operating cash flow | Capex | Free cash flow |
|---|---|---|---|
| FY 2025 | -$165.0M | $43.9M | -$208.8M |
| FY 2024 | -$110.8M | $11.4M | -$122.2M |
| FY 2023 | -$115.3M | $5.1M | -$120.4M |
| FY 2022 | -$154.6M | $12.0M | -$166.6M |
| FY 2021 | -$146.3M | $25.4M | -$171.8M |
Balance sheet annual
| Period | Cash + ST inv. | Receivables | Inventory | PP&E | Assets | Debt | Net debt | Liabilities | Equity |
|---|---|---|---|---|---|---|---|---|---|
| FY 2025 | $1.17B | $35.0M | $0 | $75.3M | $1.81B | $28.9M | -$266.5M | $103.8M | $1.65B |
| FY 2024 | $745.0M | $36.9M | $0 | $36.6M | $1.05B | $13.8M | -$522.2M | $82.1M | $951.1M |
| FY 2023 | $589.6M | $37.2M | $0 | $19.4M | $747.1M | $7.4M | -$418.6M | $51.9M | $684.0M |
| FY 2022 | $577.9M | $34.2M | $0 | $33.8M | $771.5M | $13.0M | -$303.2M | $1.31B | -$551.5M |
| FY 2021 | $418.8M | $2.2M | $0 | $33.1M | $708.9M | $0 | -$242.5M | $1.11B | -$402.1M |
Annual ratios and key metrics
| Period | Gross margin | Op margin | Net margin | Current | Quick | ROE | ROIC | EV / sales | EV / EBITDA | FCF yield | R&D / rev. | Cash cycle |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FY 2025 | 15.7% | -289.8% | -148.9% | 13.7x | 13.7x | -8.1% | -15.0% | 58.1x | -74.1x | -3.8% | 241.6% | 59d |
| FY 2024 | 15.2% | -380.6% | -365.4% | 11.8x | 11.8x | -28.8% | -29.1% | 14.9x | -4.2x | -7.5% | 320.1% | 179d |
| FY 2023 | 23.5% | -199.2% | -173.6% | 13.8x | 13.8x | -18.2% | -20.2% | 52.4x | -33.9x | -2.9% | 170.7% | 189d |
| FY 2022 | 46.9% | -249.6% | -216.4% | 13.4x | 13.4x | 26.8% | -23.3% | 56.8x | -29.5x | -4.0% | 224.6% | 183d |
| FY 2021 | 77.7% | -2652.5% | -2768.3% | 14.7x | 14.7x | 55.9% | -31.7% | 486.0x | -18.7x | -4.1% | 2101.7% | 98d |
Annual growth
| Period | Revenue | Gross profit | R&D | Op income | Net income | EPS | FCF | Capex | Cash + ST inv. | Inventory | Assets | Debt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FY 2025 | +20.3% | +24.5% | -9.2% | +8.4% | +51.0% | +85.4% | -70.9% | -284.8% | +56.7% | 0.0% | +72.5% | +109.2% |
| FY 2024 | +4.3% | -32.5% | +95.7% | -99.3% | -119.6% | -566.7% | -1.5% | -124.2% | +26.4% | 0.0% | +40.7% | +87.7% |
| FY 2023 | +5.1% | -47.3% | -20.1% | +16.1% | +15.7% | +14.3% | +27.7% | +57.7% | +2.0% | 0.0% | -3.2% | -43.6% |
| FY 2022 | +742.5% | +408.1% | -10.0% | +20.7% | +34.1% | +34.4% | +3.0% | +52.7% | +38.0% | 0.0% | +8.8% | 0.0% |
| FY 2021 | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
SegmentsFY 2025
Revenue Mix
Latest product mixFY 2025 · $49.8M
Product$33.3M · 66.8%
Engineering Solution Services$16.5M · 33.2%
Latest geography mixFY 2024 · $75.0M
UNITED STATES$75.0M · 100.0%
Product revenue annual
| Period | Total | Engineering Solution Services | Product | Virtual Driver Operation Services |
|---|---|---|---|---|
| FY 2025 | $49.8M | $16.5M | $33.3M | -- |
| FY 2024 | $75.0M | $28.0M | $7.6M | $39.4M |
Geography revenue annual
| Period | Total | UNITED STATES |
|---|---|---|
| FY 2024 | $75.0M | $75.0M |
Transcripts6 on file
Transcripts
Events
Events
Next earnings
2026-08-18EPS est $-0.15
Latest news
- Wall Street Analysts See a 170.19% Upside in Pony AI Inc. - Sponsored ADR (PONY): Can the Stock Really Move This High?
Zacks Investment Research · 2026-06-16
- Bolt, Stellantis, Pony.ai to launch autonomous vehicle test program in Luxembourg
Reuters · 2026-06-08