Jan. 9 at 12:23 PM
$WRD $PONY yet Pony continues to climb but Weride can't break
$10 why? These are some pros/cons factors.
Pony AI factors influencing its stock climb (currently around
$17.29 as of January 9, 2026):
Pony AI exceeded its 2025 robotaxi target, reaching 1,159 vehicles with plans to surpass 3,000 by end-2026.
It achieved city-wide unit economics breakeven on Gen-7 robotaxis in key Chinese cities.
Strong revenue growth from surging robotaxi fares and partnerships drives momentum.
Positive analyst sentiment and higher price targets fuel investor buying.
WeRide factors explaining its struggle around
$9.70–
$9.80 (unable to break/sustain
$10 as of January 9, 2026):
WeRide advances globally with Uber partnerships, driverless permits in UAE, and launches planned for early 2026.
Revenue growth is slower with ongoing heavy losses and cash burn.
Post-IPO volatility and Hong Kong listing pressures suppress the price.
Slower domestic scaling versus Pony limits short-term confidence
