Pony Ai Inc (PONY)

$12.00 -3.00 (-20.00%)
Market Cap N/A
Revenue (ttm) 71.90M
Net Income (ttm) -124.81M
EPS (ttm) N/A
PE Ratio N/A
Forward PE N/A
Profit Margin N/A
Debt to Equity Ratio N/A
Volume 7,155,400
Avg Vol N/A
Day's Range N/A - N/A
Shares Out N/A
Stochastic %K N/A
Beta N/A
Analysts N/A
Price Target N/A

Company Profile

Pony AI Inc., through its subsidiaries, engages in the autonomous mobility business in the People's Republic of China, the United States, and internationally. The company provides robotaxi services that include autonomous vehicle (AV) engineering solutions, such as AV software deployment and maintenance; vehicle integration and engineering; and road-testing services to original equipment manufacturers and transportation network companies. It also offers robotruck services that provide transporta...

Industry: Information Technology Services
Sector: Technology
Phone: 86 20 3466 7656
Website: pony.ai
Address:
1301 Pearl Development Building, 1 Mingzhu 1st Street Hengli Town Nansha District, Guangzhou, China
LubberJML
LubberJML Feb. 23 at 4:29 PM
$WRD is having an interesting day so far. Stock price held up as MACD and RSI rolled over starting at 9:38AM. Now the oscillators are ticking up to support WRD higher stock while stocks and indexes are being hammered. Also outerfroming $PONY
0 · Reply
LubberJML
LubberJML Feb. 22 at 12:21 PM
$WRD Q3 was a shift between WRD and $PONY that needs Q4 to confirm. If confirmed and WRD advances again, then there is a long road ahead in 2026 to reverse the 2025 divergence. Since there IPO WRD lost 57% while PONY gained 13%. That is a massive misunderstand for two companies regarded similarly. More important now than who to blame (Tony and Jennifer)is to see the changes that repairs the divergence and the damage. These two companies need to do a lot more and a lot better. It's not fair the competition can bury their AV results like the do but they can. Hence, do better. Be smarter. Be bolder. Be convincing. Own your markets.
0 · Reply
BillionerOfKing
BillionerOfKing Feb. 21 at 10:04 PM
$PONY Current Stock Price: $13.62 Contracts to trade: $13.5 PONY Feb 27 2026 Call Entry: $0.56 Exit: $1.08 ROI: 92% Hold ~23 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
0 · Reply
LubberJML
LubberJML Feb. 20 at 5:06 PM
$WRD what we already know about Q4 earnings for WeRide vs $PONY WeRide taxi revenue boomed vs PONY in Q# and total revenue narrowed to $1MM USD. WeRide added 38% more taxis in Q4. PONY added 18% more taxis. Presumption is, taxi revenue booms again for Q4. Revenue from WePilot started in December. It will be very little but it will chip in on the total. Then there is all the rest I won't speculate on via UBER and GRAB and the rest of its businesses. WRD is saying Q4 will be a huge miss. The above data says b.s. Anyone want to chip in or argue this further, fire away.
1 · Reply
LubberJML
LubberJML Feb. 20 at 2:20 PM
$WRD $PONY it gets mroe retaded for PONY vs WeRide by the day. PONY Analyst consensus points to ~36% revenue growth for 2026 (from ~$88M in 2025 to ~$120M average estimate, with highs up to ~$151M). WeRide Forecasts show strong but more variable growth, with some analyst expectations around ~110% revenue growth in 2026 (taking revenue toward hundreds of millions, e.g., ~$440M in longer-term ramps).
0 · Reply
LubberJML
LubberJML Feb. 20 at 1:26 PM
$WRD how is it this story so disconnected on Wal lStreet and with US investors chasing $PONY that is shrinking comapred to WeRide? WeRide got a special shout out in this analysis of Robotaxi growth i nChina for its accelerated Q3 growth rate. This is just on taxi. Weride has the busses, sweeps, cargo van and WePilot to boot. WeRide add 38% more taxis fro mQ3 - 1/15/2026 vs PONY that added 18% more taxis for the same period. WAYMO, BAIDU and TESLA bury their AV business inside of the larger companies. PONY and WeRide can not. I bet they would look like WeRide and PONY if they did psot revenue, margin and loss. WeRide had fantastic margin and net loss improvements vs PONY plus the revenue growth mentioned before. How long will the US investor be so fu*ked up about WRD?
0 · Reply
TheCatalystCalendar
TheCatalystCalendar Feb. 19 at 6:28 PM
Mobile World Congress starts March 2 and ends on the 5th. This is a catalyst that creates a lot of Runup trades 2-4 weeks before the event up to the event. It also creates a few big “event trades” where their presentations impress lots of people and everyone pulls out their phones and buys stock in the moment. Volume pops. Both typically sell off after, holding all else equal. A broader rally in tech and AI would push the other way on the pendulum but a lot of these companies like to dilute right after MWC and can kind of steal away the price momentum. A few I’ve found that are less likely to do that include $RDWR $NTGR $ALLT $PONY $INSG I’m also playing smaller ones like INSG, AIRG, CRNT Sorry for being so busy if anyone’s asked questions I’ve completely missed em. You can find me on discord usually but I will do better checking my notifications on ST! Let’s get these $! Do your own research!
0 · Reply
LubberJML
LubberJML Feb. 18 at 10:29 AM
$WRD $PONY and NVDIA Q4 13Fs PONY: 1.3% fewer Institutions added 1.5MM more shares in Q4 vs Q3 65 Institutions closed out positions Institutional activity was flat QoQ WRD: 7.6% more institutions added 6.37MM more shares in Q4 vs Q3 42 Institutions closed out positions Institutional activity was more constructive Q0Q In December I wrote funds will closeout WRD bcs they will not show WRD on their year end book. Q4 closeouts set a record for WeRide. Foreign institutions dominate ownership of WRD but a small handful of US institutions closed the gap in Q4. Together they own >90% of 13F shares. NVDIA: Closeout is a disappointment bcs they were a partner of WeRide. It's a slap in the face. NVDIA does not need the $11MM they got by selling out. NVDIA is in everything but NVDIA does not own stock in every company that uses their chips. Just when WeRide is supposed to ramp revenue they bailed and took a 50% loss. Optics are bad.
1 · Reply
LubberJML
LubberJML Feb. 17 at 11:44 AM
$WRD nice start to the 13f filings that will roll in on final reporting day today. Temasek with a nice increase in WRD and no change for a tiny stake in $PONY
0 · Reply
LubberJML
LubberJML Feb. 16 at 11:06 AM
$WRD vs $PONY institutional ownership on Q4 2025. Final Q4 numbers get reported by close of bell on Tuesday, February 17. 13F Filings on Fintel comparing Q4 to Q3 shows institutions reduced shares on PONY and increased shares on WRD in Q4. PONY Q3 showed approx 170MM shares owned. PONY Q4 shows 99.4MM owned (see note 1 below). WRD Q3 showed 65MM. WRD Q4 shows 83MM. Both WRD and PONY had higher institutional shares held in Q1, Q2 and Q3 but that changed in Q4 where PONY saw a big drop. Note 1: The 99.4MM shares for Q4 includes Toyota Motors close out of 42.4MM shares per a 13F on Fintel site. The same Fintel Report shows Toyota still owns 42.4MM shares per a 13G. I can not find any verification the 13Ffor the closeout is real so perhaps Fintel has a glitch? I messaged Toyota and PONY for confirmation last Friday. No reply yet. If Toyota is a mistake, then shares owned gets revised up to 141.8MM, still a sizeable reduction from Q3 approx 170MM.
2 · Reply
Latest News on PONY
PONY AI Inc. Joins MSCI China Index as First Robotaxi Constituent

Feb 11, 2026, 5:00 AM EST - 12 days ago

PONY AI Inc. Joins MSCI China Index as First Robotaxi Constituent

PONY AI Inc. to Hold Extraordinary General Meeting on April 2, 2026

Feb 5, 2026, 4:00 AM EST - 18 days ago

PONY AI Inc. to Hold Extraordinary General Meeting on April 2, 2026

Pony.ai Expands Robotaxi Commercialization With ATBB, Advancing Asset-Light Scaling Across Urban and Airport Mobility

Jan 27, 2026, 9:00 PM EST - 26 days ago

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Pony AI: Shoring Up Cash Reserves And Bolstering Fare Revenue

Jan 12, 2026, 2:03 AM EST - 6 weeks ago

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Pony.ai and BAIC BJEV Deepen Strategic Partnership to Accelerate Robotaxi Development and Commercialization

Jan 10, 2026, 12:46 AM EST - 6 weeks ago

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Pony AI: Massively Expanded Fleet And A Path To Profitability

Dec 17, 2025, 4:24 AM EST - 2 months ago

Pony AI: Massively Expanded Fleet And A Path To Profitability

Scaling Up: How Pony AI's Fleet Targets Could Double Revenue By 2026

Nov 27, 2025, 8:14 AM EST - 3 months ago

Scaling Up: How Pony AI's Fleet Targets Could Double Revenue By 2026

Pony AI: Low Fairs May Damage Long-Term Potential (Downgrade To Hold)

Nov 26, 2025, 4:46 PM EST - 3 months ago

Pony AI: Low Fairs May Damage Long-Term Potential (Downgrade To Hold)

China's Pony.ai plans to triple global robotaxi fleet by the end of 2026

Nov 25, 2025, 11:54 AM EST - 3 months ago

China's Pony.ai plans to triple global robotaxi fleet by the end of 2026

Pony AI Inc. (PONY) Q3 2025 Earnings Call Transcript

Nov 25, 2025, 10:53 AM EST - 3 months ago

Pony AI Inc. (PONY) Q3 2025 Earnings Call Transcript

PONY AI Inc. Partners with Sunlight Mobility to Adopt an Asset-Light Model for Accelerating Fleet Expansion

Nov 24, 2025, 3:30 AM EST - 3 months ago

PONY AI Inc. Partners with Sunlight Mobility to Adopt an Asset-Light Model for Accelerating Fleet Expansion

Oklo ($OKLO) | Pony.ai ($PONY) | Archer Aviation ($ACHR) | NANO Nuclear Energy ($NNE)

Nov 19, 2025, 9:17 AM EST - 3 months ago

Oklo ($OKLO) | Pony.ai ($PONY) | Archer Aviation ($ACHR) | NANO Nuclear Energy ($NNE)

ACHR NNE OKLO

Pony.ai Announces Gen-4 Autonomous Truck Lineup, Set for Mass Production and Deployment in 2026

Nov 18, 2025, 7:00 PM EST - 3 months ago

Pony.ai Announces Gen-4 Autonomous Truck Lineup, Set for Mass Production and Deployment in 2026

PONY AI Inc. to Report Third Quarter 2025 Financial Results on November 25, 2025

Nov 11, 2025, 4:00 AM EST - 3 months ago

PONY AI Inc. to Report Third Quarter 2025 Financial Results on November 25, 2025

Pony.ai Lists on HKEX, Ushering in a New Era of Scaled Commercialization in Autonomous Driving

Nov 6, 2025, 12:01 AM EST - 3 months ago

Pony.ai Lists on HKEX, Ushering in a New Era of Scaled Commercialization in Autonomous Driving

China's Pony.ai sees shares drop 12% as autonomous driving firm debuts in Hong Kong

Nov 5, 2025, 8:41 PM EST - 3 months ago

China's Pony.ai sees shares drop 12% as autonomous driving firm debuts in Hong Kong

Pony AI set to price Hong Kong listing at HK$139 per share, sources say

Nov 3, 2025, 4:40 AM EST - 4 months ago

Pony AI set to price Hong Kong listing at HK$139 per share, sources say

Pony.ai granted first citywide driverless commercial robotaxi permit in China's Shenzhen

Oct 31, 2025, 5:12 AM EDT - 4 months ago

Pony.ai granted first citywide driverless commercial robotaxi permit in China's Shenzhen

Pony.ai Granted Shenzhen's First Citywide Permit for Fully Driverless Commercial Robotaxi Operations

Oct 31, 2025, 5:00 AM EDT - 4 months ago

Pony.ai Granted Shenzhen's First Citywide Permit for Fully Driverless Commercial Robotaxi Operations

PONY AI Inc. Launches Hong Kong Initial Public Offering

Oct 27, 2025, 8:00 PM EDT - 4 months ago

PONY AI Inc. Launches Hong Kong Initial Public Offering

PONY AI Inc. Reaches 300th Gen-7 BAIC Robotaxi Milestone, Advancing Toward 1,000-Vehicle Combined Fleet by Year-End

Oct 24, 2025, 5:00 AM EDT - 4 months ago

PONY AI Inc. Reaches 300th Gen-7 BAIC Robotaxi Milestone, Advancing Toward 1,000-Vehicle Combined Fleet by Year-End

Pony.ai Rolls Out Its 300th ARCFOX Alpha T5 Robotaxi, Advancing Toward 1,000-Vehicle Combined Fleet by Year-End

Oct 24, 2025, 4:00 AM EDT - 4 months ago

Pony.ai Rolls Out Its 300th ARCFOX Alpha T5 Robotaxi, Advancing Toward 1,000-Vehicle Combined Fleet by Year-End

Pony AI's Hong Kong IPO Can Boost Upside Potential

Oct 23, 2025, 9:16 PM EDT - 4 months ago

Pony AI's Hong Kong IPO Can Boost Upside Potential

Should You Get On Pony AI?

Oct 23, 2025, 7:27 PM EDT - 4 months ago

Should You Get On Pony AI?

Pony AI: Turning Into A Real Business As Revenue Grows And Costs Deflate

Oct 21, 2025, 2:47 PM EDT - 4 months ago

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PONY Bringing Autonomous Tech to Europe, STLA Struggles to Keep Up

Oct 17, 2025, 3:30 PM EDT - 4 months ago

PONY Bringing Autonomous Tech to Europe, STLA Struggles to Keep Up

Stellantis teams up with Pony.ai to develop robotaxis in Europe

Oct 17, 2025, 11:12 AM EDT - 4 months ago

Stellantis teams up with Pony.ai to develop robotaxis in Europe

STLA

Pony.ai ($PONY) and Stellantis Partner to Advance Autonomous Robotaxi Development in Europe

Oct 17, 2025, 9:00 AM EDT - 4 months ago

Pony.ai ($PONY) and Stellantis Partner to Advance Autonomous Robotaxi Development in Europe

STLA

Stellantis, Pony.ai to develop self-driving vehicles in Europe

Oct 17, 2025, 7:31 AM EDT - 4 months ago

Stellantis, Pony.ai to develop self-driving vehicles in Europe

STLA

Chinese robotaxi company Pony.ai to work with Stellantis on Europe expansion

Oct 17, 2025, 4:38 AM EDT - 4 months ago

Chinese robotaxi company Pony.ai to work with Stellantis on Europe expansion

STLA

Stellantis and Pony.ai Partner to Advance Robotaxi Development in Europe

Oct 17, 2025, 4:00 AM EDT - 4 months ago

Stellantis and Pony.ai Partner to Advance Robotaxi Development in Europe

STLA

Self-driving car companies Pony.ai and WeRide get the OK for Hong Kong listing

Oct 15, 2025, 12:21 PM EDT - 4 months ago

Self-driving car companies Pony.ai and WeRide get the OK for Hong Kong listing

WRD

China greenlights autonomous driving firms Pony.ai and WeRide's Hong Kong listings

Oct 15, 2025, 5:46 AM EDT - 4 months ago

China greenlights autonomous driving firms Pony.ai and WeRide's Hong Kong listings

WRD

Pony.ai Secures Robotaxi Testing Permit in Dubai, Accelerating Middle East Deployment

Sep 26, 2025, 8:08 AM EDT - 5 months ago

Pony.ai Secures Robotaxi Testing Permit in Dubai, Accelerating Middle East Deployment

Pony AI: The Secret Sauce To AV

Sep 24, 2025, 7:30 AM EDT - 5 months ago

Pony AI: The Secret Sauce To AV

Archer Aviation ($ACHR) | Pony.ai ($PONY) | Fluence Energy ($FLNC) | Oklo ($OKLO)

Sep 22, 2025, 9:41 AM EDT - 5 months ago

Archer Aviation ($ACHR) | Pony.ai ($PONY) | Fluence Energy ($FLNC) | Oklo ($OKLO)

ACHR FLNC OKLO

Pony AI: A Solid Autonomous Mobility Bet

Sep 21, 2025, 9:22 AM EDT - 5 months ago

Pony AI: A Solid Autonomous Mobility Bet

Pony.ai Expands Into Singapore, to Deploy Autonomous Vehicles in Cooperation with ComfortDelGro

Sep 20, 2025, 12:00 AM EDT - 5 months ago

Pony.ai Expands Into Singapore, to Deploy Autonomous Vehicles in Cooperation with ComfortDelGro

Is PONY stock beating robotaxi rivals in the race to profitability?

Sep 19, 2025, 12:47 PM EDT - 5 months ago

Is PONY stock beating robotaxi rivals in the race to profitability?

PONY AI Inc. and Mowasalat Deploy Robotaxi on Public Roads in Doha, Qatar

Sep 5, 2025, 5:25 AM EDT - 6 months ago

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Pony AI: Keep Betting On This Bullish Horse

Aug 20, 2025, 8:26 AM EDT - 6 months ago

Pony AI: Keep Betting On This Bullish Horse

Pony.ai Attracts Premium Capital as Funds Chase the Next Tech Transformation

Aug 18, 2025, 9:53 AM EDT - 6 months ago

Pony.ai Attracts Premium Capital as Funds Chase the Next Tech Transformation

Pony AI: A High-Risk, High-Reward AV Start-Up

Aug 13, 2025, 9:52 AM EDT - 6 months ago

Pony AI: A High-Risk, High-Reward AV Start-Up

PONY Beats Earnings & Doubles Robotaxi Service Revenue

Aug 12, 2025, 2:30 PM EDT - 6 months ago

PONY Beats Earnings & Doubles Robotaxi Service Revenue

Why Pony AI stock tanked on Q2 earnings and why the dip is worth buying

Aug 12, 2025, 12:22 PM EDT - 6 months ago

Why Pony AI stock tanked on Q2 earnings and why the dip is worth buying

Pony AI Inc. (PONY) Q2 2025 Earnings Call Transcript

Aug 12, 2025, 11:13 AM EDT - 6 months ago

Pony AI Inc. (PONY) Q2 2025 Earnings Call Transcript

Ford ($F) | Oklo ($OKLO) | Lightbridge ($LTBR) | Redwire ($RDW) | Pony.ai ($PONY)

Aug 12, 2025, 9:23 AM EDT - 6 months ago

Ford ($F) | Oklo ($OKLO) | Lightbridge ($LTBR) | Redwire ($RDW) | Pony.ai ($PONY)

F OKLO

PONY AI Inc. Accelerates Gen-7 Robotaxi Production with over 200 Newly Produced, On Track to Scale Up 1,000-Vehicle Fleet by Year End

Aug 12, 2025, 5:00 AM EDT - 6 months ago

PONY AI Inc. Accelerates Gen-7 Robotaxi Production with over 200 Newly Produced, On Track to Scale Up 1,000-Vehicle Fleet by Year End

Pony.ai ($PONY) | WeRide ($WRD) | AEye ($LIDR) | NVIDIA ($NVDA) | Eco Wave Power Global ($WAVE)

Jul 28, 2025, 10:09 AM EDT - 7 months ago

Pony.ai ($PONY) | WeRide ($WRD) | AEye ($LIDR) | NVIDIA ($NVDA) | Eco Wave Power Global ($WAVE)

LIDR NVDA WAVE WRD

Pony AI Vs. WeRide: Who's Leading China's Robotaxi Race

Jul 28, 2025, 8:46 AM EDT - 7 months ago

Pony AI Vs. WeRide: Who's Leading China's Robotaxi Race

WRD

LubberJML
LubberJML Feb. 23 at 4:29 PM
$WRD is having an interesting day so far. Stock price held up as MACD and RSI rolled over starting at 9:38AM. Now the oscillators are ticking up to support WRD higher stock while stocks and indexes are being hammered. Also outerfroming $PONY
0 · Reply
LubberJML
LubberJML Feb. 22 at 12:21 PM
$WRD Q3 was a shift between WRD and $PONY that needs Q4 to confirm. If confirmed and WRD advances again, then there is a long road ahead in 2026 to reverse the 2025 divergence. Since there IPO WRD lost 57% while PONY gained 13%. That is a massive misunderstand for two companies regarded similarly. More important now than who to blame (Tony and Jennifer)is to see the changes that repairs the divergence and the damage. These two companies need to do a lot more and a lot better. It's not fair the competition can bury their AV results like the do but they can. Hence, do better. Be smarter. Be bolder. Be convincing. Own your markets.
0 · Reply
BillionerOfKing
BillionerOfKing Feb. 21 at 10:04 PM
$PONY Current Stock Price: $13.62 Contracts to trade: $13.5 PONY Feb 27 2026 Call Entry: $0.56 Exit: $1.08 ROI: 92% Hold ~23 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
0 · Reply
LubberJML
LubberJML Feb. 20 at 5:06 PM
$WRD what we already know about Q4 earnings for WeRide vs $PONY WeRide taxi revenue boomed vs PONY in Q# and total revenue narrowed to $1MM USD. WeRide added 38% more taxis in Q4. PONY added 18% more taxis. Presumption is, taxi revenue booms again for Q4. Revenue from WePilot started in December. It will be very little but it will chip in on the total. Then there is all the rest I won't speculate on via UBER and GRAB and the rest of its businesses. WRD is saying Q4 will be a huge miss. The above data says b.s. Anyone want to chip in or argue this further, fire away.
1 · Reply
LubberJML
LubberJML Feb. 20 at 2:20 PM
$WRD $PONY it gets mroe retaded for PONY vs WeRide by the day. PONY Analyst consensus points to ~36% revenue growth for 2026 (from ~$88M in 2025 to ~$120M average estimate, with highs up to ~$151M). WeRide Forecasts show strong but more variable growth, with some analyst expectations around ~110% revenue growth in 2026 (taking revenue toward hundreds of millions, e.g., ~$440M in longer-term ramps).
0 · Reply
LubberJML
LubberJML Feb. 20 at 1:26 PM
$WRD how is it this story so disconnected on Wal lStreet and with US investors chasing $PONY that is shrinking comapred to WeRide? WeRide got a special shout out in this analysis of Robotaxi growth i nChina for its accelerated Q3 growth rate. This is just on taxi. Weride has the busses, sweeps, cargo van and WePilot to boot. WeRide add 38% more taxis fro mQ3 - 1/15/2026 vs PONY that added 18% more taxis for the same period. WAYMO, BAIDU and TESLA bury their AV business inside of the larger companies. PONY and WeRide can not. I bet they would look like WeRide and PONY if they did psot revenue, margin and loss. WeRide had fantastic margin and net loss improvements vs PONY plus the revenue growth mentioned before. How long will the US investor be so fu*ked up about WRD?
0 · Reply
TheCatalystCalendar
TheCatalystCalendar Feb. 19 at 6:28 PM
Mobile World Congress starts March 2 and ends on the 5th. This is a catalyst that creates a lot of Runup trades 2-4 weeks before the event up to the event. It also creates a few big “event trades” where their presentations impress lots of people and everyone pulls out their phones and buys stock in the moment. Volume pops. Both typically sell off after, holding all else equal. A broader rally in tech and AI would push the other way on the pendulum but a lot of these companies like to dilute right after MWC and can kind of steal away the price momentum. A few I’ve found that are less likely to do that include $RDWR $NTGR $ALLT $PONY $INSG I’m also playing smaller ones like INSG, AIRG, CRNT Sorry for being so busy if anyone’s asked questions I’ve completely missed em. You can find me on discord usually but I will do better checking my notifications on ST! Let’s get these $! Do your own research!
0 · Reply
LubberJML
LubberJML Feb. 18 at 10:29 AM
$WRD $PONY and NVDIA Q4 13Fs PONY: 1.3% fewer Institutions added 1.5MM more shares in Q4 vs Q3 65 Institutions closed out positions Institutional activity was flat QoQ WRD: 7.6% more institutions added 6.37MM more shares in Q4 vs Q3 42 Institutions closed out positions Institutional activity was more constructive Q0Q In December I wrote funds will closeout WRD bcs they will not show WRD on their year end book. Q4 closeouts set a record for WeRide. Foreign institutions dominate ownership of WRD but a small handful of US institutions closed the gap in Q4. Together they own >90% of 13F shares. NVDIA: Closeout is a disappointment bcs they were a partner of WeRide. It's a slap in the face. NVDIA does not need the $11MM they got by selling out. NVDIA is in everything but NVDIA does not own stock in every company that uses their chips. Just when WeRide is supposed to ramp revenue they bailed and took a 50% loss. Optics are bad.
1 · Reply
LubberJML
LubberJML Feb. 17 at 11:44 AM
$WRD nice start to the 13f filings that will roll in on final reporting day today. Temasek with a nice increase in WRD and no change for a tiny stake in $PONY
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LubberJML
LubberJML Feb. 16 at 11:06 AM
$WRD vs $PONY institutional ownership on Q4 2025. Final Q4 numbers get reported by close of bell on Tuesday, February 17. 13F Filings on Fintel comparing Q4 to Q3 shows institutions reduced shares on PONY and increased shares on WRD in Q4. PONY Q3 showed approx 170MM shares owned. PONY Q4 shows 99.4MM owned (see note 1 below). WRD Q3 showed 65MM. WRD Q4 shows 83MM. Both WRD and PONY had higher institutional shares held in Q1, Q2 and Q3 but that changed in Q4 where PONY saw a big drop. Note 1: The 99.4MM shares for Q4 includes Toyota Motors close out of 42.4MM shares per a 13F on Fintel site. The same Fintel Report shows Toyota still owns 42.4MM shares per a 13G. I can not find any verification the 13Ffor the closeout is real so perhaps Fintel has a glitch? I messaged Toyota and PONY for confirmation last Friday. No reply yet. If Toyota is a mistake, then shares owned gets revised up to 141.8MM, still a sizeable reduction from Q3 approx 170MM.
2 · Reply
LubberJML
LubberJML Feb. 13 at 8:59 PM
$WRD for an ambitious person tonight....I don't have time today to dig into this today. I'll try to find some confirmation tomorrow. Did Toyota sell 42MM shares of $PONY Toyota and PONY are working together on its taxi. Unusual transaction? Fintel is showing Toyota sold all of its 42MM shares in PONY for Q4 per a 13F Filing today. In another category (13G Filings) Toyota shows these shares are still held. I can not find confirmation elsewhere. Does Fintel have a glitch? Fintel is showing Toyota sold all of its 42MM shares in PONY for Q4 per a 13F Filing today. In another category (13G Filings) Toyota shows these shares are still held. I can not find confirmation elsewhere. Does Fintel have a glitch?
1 · Reply
LubberJML
LubberJML Feb. 12 at 7:37 PM
$WRD robotaxi growth for WeRide and $PONY by quarter in 2025 is an interesting study, especially rate of change. PONY: q1 270 Q2 500 Q3 961 Q4 1159 mid January WeRide: Q1 Not Specified (1,200 AV overall) Q2 Not Specified Q3 750 Q4 1,023 mid January This suggests that in the final 2 qtrs of 2025 WeRide added nearly as many robotaxis as PONY did over 4 qtrs, This sugegsts wit hthe help from UBER as of now and GRAB in 2 more months, PONY takes thge back seat to WeRide in fleet size. WeRide will also have its own robotaxis to add. By Q2 2026 everyone should know it and WRD will show it. Then there is the entie AV lineup and WePilot. It's beyone stupid right now what US traders and shorts think and do.
2 · Reply
LubberJML
LubberJML Feb. 12 at 5:14 PM
$WRD and this is what they did to $PONY
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bayside0218
bayside0218 Feb. 12 at 11:22 AM
$PONY WRD BETTER CHOICE
0 · Reply
mikesterz7
mikesterz7 Feb. 11 at 11:05 AM
$PONY The inclusion positions Pony as the first pure-play robotaxi operator to join the benchmark, underscoring its expanding footprint in self-driving technology and commercialization.
1 · Reply
ShKumaresan
ShKumaresan Feb. 11 at 10:56 AM
$PONY This AI Autonomous Driving Firm Joins MSCI China Index —What’s On The Cards? https://stocktwits.com/news-articles/markets/equity/pony-ai-stock-msci-china-index-robotaxi-toyota-production-2026/cZb69h5R4qK
0 · Reply
StocktwitsNews
StocktwitsNews Feb. 11 at 10:55 AM
This AI Autonomous Driving Firm Joins MSCI China Index —What’s On The Cards? $PONY $AIQ $ARTY https://stocktwits.com/news/equity/markets/pony-ai-stock-msci-china-index-robotaxi-toyota-production-2026/cZb69h5R4qK
0 · Reply
SuperGreenToday
SuperGreenToday Feb. 10 at 10:29 PM
$PONY Share Price: $14.74 Contract Selected: Mar 06, 2026 $15 Calls Buy Zone: $0.80 – $0.99 Target Zone: $1.28 – $1.57 Potential Upside: 51% ROI Time to Expiration: 23 Days | Updates via https://fxcapta.com/stockinfo/
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TheCatalystCalendar
TheCatalystCalendar Feb. 10 at 9:07 PM
Mobile World Congress is coming march 2-5! Usually this catalyst creates a nice 2-4 week Runup opportunity as traders push prices up with their high expectations for each company’s presentations. I created my “Proof of MWC” just like I had the “Proof of CES” portfolio in December and January. MWC and CES are very similar kinds of catalysts and it’s important to protect profits and exit the trade by the time the event ends, before any of these companies start diluting to take advantage of their lofty new stock prices. Top 5 for MWC so far that I’ve found: $AIRG $RDWR $CRNT $ALLT $PONY attached to this post is the entire list I’ve found so far. I’m leaving large and mega caps off, since we are trying to capture the FOMO, which requires there to be a more limited supply on the float.
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thenewmoney
thenewmoney Feb. 10 at 8:21 PM
A new type of robotaxi is ramping up production in China. And Pony AI and Toyota are behind it. $PONY https://www.thenew.money/article/pony-ai-and-toyota-are-mass-producing-robotaxis-in-china
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Praynbuy
Praynbuy Feb. 10 at 5:52 PM
$PONY I’m new here, but I already see a lot of potential. Are you familiar with the fact that Pony has partnered with a major company like Bolt? This is big news. I’m currently invested and waiting for further updates, especially since the CEO has said that major announcements are coming in 2026. 👀 https://bolt.eu/en/blog/bolt-ponyai-autonomous-driving-europe/
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NLZ
NLZ Feb. 10 at 11:13 AM
$PONY Even on bad news (Baidu claiming Uber slot in Dubai, leaving Pony without a demand layer). Pony stock still goes up. Either the market has no clue what the implications are for Pony, or this meme stock is not phased by the fundamental realities. Let me explain in simple terms By losing effective access to the Dubai demand layer, Pony loses revenue visibility, platform learning, and regional signaling power. That is not cosmetic. That is structural. Pony is strategically sidelined in the most important Middle East AV market. What remains are state-backed, non-platform deployments with limited near-term impact. That makes the Middle East non-material for Pony’s valuation, even if not irrelevant operationally.
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