PONY
Pony AI Inc.
$7.94
-4.57%
$3.4B
No data for this timeframe.
Vol
Market Cap$3.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders50 funds
Inst. Value$667.2M
Inst. Activity8 buys / 8 sells
Insider Activity0B / 4S
Insider Net $-$804.9K
Reddit Sentiment50° Neutral
SEC Reports5
Press Releases1
Exchange OTC·Sector Services-Computer Integrated Systems Design·Inc. E9·CIK 0001969302·Prev Close $8.32
Recent Activity
Jun 11, 2026
SEC
Three mega-passive institutions (State Street, Fidelity, Morgan Stanley) significantly increased their PONY positions in
INST-CLUSTER — Impact 4/10
Jun 3, 2026
short_volume
Short Volume: PONY — 55.2% short (1.1M / 2.0M)
Short: 1,080,403 | Exempt: 1,400 | TRF Vol: 1,958,149 | Short Ratio: 55.2% | Off-exchange volume (da
May 26, 2026
SEC
Pony.ai reported Q1 2026 revenue of $34.3M (+145.0% YoY), beating the $22.0M consensus by 56%. EPS of -$0.12 beat the -$
PRESS-RELEASE — Impact 7/10
May 6, 2026
SEC
Pony AI Inc. announced it will report Q1 2026 earnings on May 26, 2026, with a conference call. The press release contai
PRESS-RELEASE — Impact 2/10
Apr 14, 2026
Insider
ZHANG NING was granted 200,000 shares
Vice President
Apr 14, 2026
Insider
Qiu Mark was granted 6,692 shares
Director
Apr 14, 2026
Insider
TAI JACKSON P was granted 6,692 shares
Director
Inst.
FIL Ltd — TRIM
1,673,083 shares ($15.8M)
Price Targets
$20.91
+163.4% upside
Strong Buy
Current $7.94
Low $10.00
Median $21.00
High $32.80
16 analysts
$10.00
$32.80
Analyst Ratings
11Strong Buy
11Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Mar 31, 2026 | HSBC | INITIATE | Buy |
| Mar 30, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.17 ▼ -12.7% | $-0.19 — $-0.15 | 2 | |
| Next Q | $-0.18 ▼ -19.4% | $-0.19 — $-0.17 | 2 | |
| Current FY | $-0.61 ▲ +2.0% | $-0.69 — $-0.50 | -29% YoY | 9 |
| Next FY | $-0.60 | $-0.82 — $-0.39 | 0% YoY | 9 |
Latest Reports
NEUTRAL
INST-CLUSTER
4/10
Three mega-passive institutions (State Street, Fidelity, Morgan Stanley) significantly increased their PONY positions in
Jun 11, 2026
BULLISH
PRESS-RELEASE
7/10
Pony.ai reported Q1 2026 revenue of $34.3M (+145.0% YoY), beating the $22.0M consensus by 56%. EPS of -$0.12 beat the -$
May 26, 2026
NEUTRAL
Press
3/10
Pony AI Inc. announced it will release its unaudited financial results for Q4 and full year 2025 on March 26, 2026, foll
Mar 3, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $131.3M | DOUBLED |
| VANGUARD CAPITAL MANAGEMENT LLC | $74.3M | — |
| BAILLIE GIFFORD & CO | $60.0M | — |
| MIRAE ASSET GLOBAL ETFS | $40.3M | NEW |
| MORGAN STANLEY | $30.2M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 14, 2026 | ZHANG NING | A | $0.00 |
| Apr 14, 2026 | Qiu Mark | A | $0.00 |
| Apr 14, 2026 | TAI JACKSON | A | $0.00 |
| Apr 14, 2026 | Mo Luyi | A | $0.00 |
| Apr 14, 2026 | Ahmed Asmau | A | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $667.2M total value (70,761,493 shares) as of 2026-Q1. Top holders: FMR, VANGUARD, BAILLIE.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 13,910,926 | $131.3M | 19.7% | DOUBLED +187.5% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 7,868,349 | $74.3M | 11.1% | — |
| 3 | BAILLIE GIFFORD & CO | 6,359,468 | $60.0M | 9.0% | — |
| 4 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4,276,552 | $40.3M | 6.0% | NEW |
| 5 | MORGAN STANLEY | 3,203,944 | $30.2M | 4.5% | DOUBLED +528.4% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 3,033,786 | $28.6M | 4.3% | ADD +31.0% |
| 7 | TIGER GLOBAL MANAGEMENT LLC | 2,900,000 | $27.4M | 4.1% | DOUBLED +683.8% |
| 8 | Carlyle Group Inc. | 2,362,447 | $22.3M | 3.3% | — |
| 9 | SOROS FUND MANAGEMENT LLC | 2,230,400 | $21.1M | 3.2% | TRIM -40.8% |
| 10 | VANGUARD FIDUCIARY TRUST CO | 2,142,015 | $20.2M | 3.0% | — |
| 11 | BAMCO INC /NY/ | 2,125,643 | $20.1M | 3.0% | ADD +38.7% |
| 12 | ARK Investment Management LLC | 1,926,151 | $18.2M | 2.7% | ADD +29.8% |
| 13 | CITADEL ADVISORS LLC | 1,864,902 | $17.6M | 2.6% | DOUBLED +116.2% |
| 14 | Sumitomo Mitsui Trust Group, Inc. | 1,821,735 | $17.2M | 2.6% | DOUBLED +266.2% |
| 15 | FIL Ltd | 1,673,083 | $15.8M | 2.4% | TRIM -26.7% |
| 16 | M&G Plc | 1,638,326 | $14.7M | 2.2% | DOUBLED +268.9% |
| 17 | SOROS FUND MANAGEMENT LLC | 1,292,309 | $12.2M | 1.8% | TRIM -40.8% |
| 18 | Holocene Advisors, LP | 1,224,555 | $11.6M | 1.7% | NEW |
| 19 | Marex Group plc | 860,929 | $8.1M | 1.2% | ADD +51.9% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 759,139 | $7.2M | 1.1% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FIL Ltd | TRIM | 2,284,012 | 1,673,083 | -26.7% | $15.8M | 2026-Q1 |
| M&G Plc | DOUBLED | 444,157 | 1,638,326 | +268.9% | $14.7M | 2026-Q1 |
| Holocene Advisors, LP | NEW | — | 1,224,555 | — | $11.6M | 2026-Q1 |
| Marex Group plc | ADD | 566,871 | 860,929 | +51.9% | $8.1M | 2026-Q1 |
| Legal & General Group Plc | DOUBLED | 158,430 | 393,896 | +148.6% | $3.7M | 2026-Q1 |
| BlackRock, Inc. | DOUBLED | 3,801 | 156,327 | +4012.8% | $1.5M | 2026-Q1 |
| Verition Fund Management LLC | NEAR_EXIT | 915,346 | 150,078 | -83.6% | $1.4M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 296,720 | 137,854 | -53.5% | $1.3M | 2026-Q1 |
| Point72 Asset Management, L.P. | NEAR_EXIT | 3,209,963 | 103,560 | -96.8% | $977.6K | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. | NEAR_EXIT | 378,529 | 60,058 | -84.1% | $566.9K | 2026-Q1 |
| MARSHALL WACE, LLP | NEAR_EXIT | 2,502,711 | 52,244 | -97.9% | $493.2K | 2026-Q1 |
| NOMURA HOLDINGS INC | TRIM | 66,940 | 36,474 | -45.5% | $344.3K | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | NEAR_EXIT | 414,819 | 32,815 | -92.1% | $309.8K | 2026-Q1 |
| DEUTSCHE BANK AG\ | DOUBLED | 1,151 | 14,432 | +1153.9% | $136.2K | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 10,028 | 13,264 | +32.3% | $125.2K | 2026-Q1 |
| ASSETMARK, INC | DOUBLED | 64 | 131 | +104.7% | $1.2K | 2026-Q1 |
| Point72 Asset Management, L.P. | ADD | 2,229,815 | 3,209,963 | +44.0% | $46.5M | 2025-Q4 |
| TIGER GLOBAL MANAGEMENT LLC | DOUBLED | 370,000 | 2,900,000 | +683.8% | $42.0M | 2025-Q4 |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 2,169,257 | 2,840,863 | +31.0% | $41.2M | 2025-Q4 |
| MARSHALL WACE, LLP | DOUBLED | 736,993 | 2,502,711 | +239.6% | $36.3M | 2025-Q4 |
| FIL Ltd | DOUBLED | 402,884 | 2,284,012 | +466.9% | $33.1M | 2025-Q4 |
| Sumitomo Mitsui Trust Group, Inc. | DOUBLED | 539,141 | 1,974,499 | +266.2% | $28.6M | 2025-Q4 |
| ARK Investment Management LLC | ADD | 1,272,690 | 1,651,452 | +29.8% | $23.9M | 2025-Q4 |
| SOROS FUND MANAGEMENT LLC | TRIM | 2,078,999 | 1,231,714 | -40.8% | $17.9M | 2025-Q4 |
| Verition Fund Management LLC | NEW | — | 915,346 | — | $13.3M | 2025-Q4 |
9 unique insiders with 19 transactions. Net insider value: -$804.9K ($0.00 bought, $804.9K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 14, 2026 | ZHANG NING | Vice President | AWARD | 200,000 | — | — |
| Apr 14, 2026 | Qiu Mark | Director | AWARD | 6,692 | — | — |
| Apr 14, 2026 | TAI JACKSON P | Director | AWARD | 6,692 | — | — |
| Apr 14, 2026 | Mo Luyi | Vice President | AWARD | 200,000 | — | — |
| Apr 14, 2026 | Ahmed Asmau | Director | AWARD | 6,692 | — | — |
| Apr 14, 2026 | Wang Haojun | Chief Financial Officer | AWARD | 300,000 | — | — |
| Apr 2, 2026 | Lou Tiancheng | Chief Technology Officer | AWARD | 600,000 | — | — |
| Apr 2, 2026 | Peng Jun | Chief Executive Officer | AWARD | 1,400,000 | — | — |
| Mar 30, 2026 | Lou Tiancheng | Chief Technology Officer | J | 2,500,000 | — | — |
| Mar 30, 2026 | Wang Haojun | Chief Financial Officer | SELL | 18,283 | $8.69 | $158.8K |
| Mar 30, 2026 | Mo Luyi | Vice President | SELL | 19,864 | $8.69 | $172.6K |
| Mar 30, 2026 | ZHANG NING | Vice President | SELL | 22,946 | $8.69 | $199.3K |
| Mar 30, 2026 | Gao Tian | VP, Chief of Staff, GC | SELL | 31,561 | $8.69 | $274.2K |
| Mar 25, 2026 | Mo Luyi | Vice President | EXERCISE | 11,000 | — | — |
| Mar 25, 2026 | Wang Haojun | Chief Financial Officer | EXERCISE | 963 | — | — |
| Mar 25, 2026 | Gao Tian | VP, Chief of Staff, GC | EXERCISE | 16,000 | — | — |
| Mar 25, 2026 | ZHANG NING | Vice President | EXERCISE | 11,000 | — | — |
| Mar 25, 2026 | Lou Tiancheng | Chief Technology Officer | EXERCISE | 31,250 | — | — |
| Mar 25, 2026 | Lou Tiancheng | Chief Technology Officer | D | 31,250 | $11.39 | $355.9K |
5 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 3 neutral. Avg impact: 4.4/10.
NEUTRAL
INST-CLUSTER
4/10
Three mega-passive institutions (State Street, Fidelity, Morgan Stanley) significantly increased the
Jun 11, 2026
BULLISH
PRESS-RELEASE
7/10
Pony.ai reported Q1 2026 revenue of $34.3M (+145.0% YoY), beating the $22.0M consensus by 56%. EPS o
May 26, 2026
NEUTRAL
PRESS-RELEASE
2/10
Pony AI Inc. announced it will report Q1 2026 earnings on May 26, 2026, with a conference call. The
May 6, 2026
NEUTRAL
PRESS-RELEASE
4/10
Pony AI Inc. reported Q4 2025 earnings with an EPS of $-0.12, narrowly beating consensus of $-0.13,
Apr 22, 2026
BEARISH
CLUSTER
5/10
Four corporate insiders at Pony AI Inc. sold a combined $805K worth of shares in open-market transac
Apr 2, 2026
Current analyst consensus: Strong Buy (88% buy). Based on 25 analysts: 11 strong buy, 11 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$20.91 mean target
+163.4% upside
Strong Buy (1.33)
$10.00 Low
$32.80 High
| Metric | Value |
|---|---|
| Current Price | $7.94 |
| Target Low | $10.00 |
| Target Mean | $20.91 |
| Target Median | $21.00 |
| Target High | $32.80 |
| # Analysts | 16 |
| Recommendation | Strong Buy (1.33) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.17 | $-0.19 | $-0.15 | — | -12.7% | 0↑ 2↓ | $0.0B | — | 2 |
| Next Q 2026-09-30 |
$-0.18 | $-0.19 | $-0.17 | — | -19.4% | 0↑ 2↓ | $0.0B | — | 2 |
| Current FY 2026-12-31 |
$-0.61 | $-0.69 | $-0.50 | -28.8% | +2.0% | 1↑ 3↓ | $0.1B | 63.2% | 9 |
| Next FY 2027-12-31 |
$-0.60 | $-0.82 | $-0.39 | 0.2% | -0.0% | 0↑ 4↓ | $0.3B | 117.7% | 9 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.168 | |
| 7d ago | $-0.149 | -0.019 |
| 30d ago | $-0.149 | -0.019 |
| 60d ago | $-0.149 | -0.019 |
| 90d ago | $-0.140 | -0.028 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Mar 31, 2026 | HSBC | INITIATE | — | Buy |
| Mar 30, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 11 | 11 | 3 | 0 | 0 | 88% | |
| May 1, 2026 | 11 | 11 | 3 | 0 | 0 | 88% | |
| Apr 1, 2026 | 11 | 11 | 3 | 0 | 0 | 88% | |
| Mar 1, 2026 | 11 | 10 | 2 | 0 | 0 | 91% | |
| Feb 1, 2026 | 11 | 10 | 2 | 0 | 0 | 91% | |
| Jan 1, 2026 | 10 | 9 | 2 | 0 | 0 | 90% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
10 mentions
0 bullish
0 bearish
6 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 10, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 10, 2026 | 5 | 50° Neutral | 0 | 0 | 5 |
| May 17, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 17, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 31, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 31, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Jun 3, 2026
short_volume
Short Volume: PONY — 55.2% short (1.1M / 2.0M)
Short: 1,080,403 | Exempt: 1,400 | TRF Vol: 1,958,149 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: PONY — 56.1% short (1.5M / 2.7M)
Short: 1,540,462 | Exempt: 5,240 | TRF Vol: 2,744,961 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
May 26, 2026
earnings
PONY AI Inc. Reports First Quarter 2026 Financial Results with Continued Growth in Robotaxi Revenues and Expanding Fleet Deployment
<p align="justify">NEW YORK, May 26, 2026 (GLOBE NEWSWIRE) -- Pony AI Inc. (“Pony.ai” or the “Company”) (NASDAQ: PONY; HKEX: 2026), a global leader
May 26, 2026
earnings_calendar
PONY Q1 2026 Earnings Scheduled — 2026-05-26
May 26, 2026
short_volume
Short Volume: PONY — 63.7% short (4.5M / 7.1M)
Short: 4,498,536 | Exempt: 35,138 | TRF Vol: 7,067,583 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: PONY — 58.1% short (1.2M / 2.1M)
Short: 1,238,290 | Exempt: 8,456 | TRF Vol: 2,129,817 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: PONY — 71.4% short (1.3M / 1.9M)
Short: 1,320,928 | Exempt: 17,089 | TRF Vol: 1,850,623 | Short Ratio: 71.4% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: PONY — 56.3% short (0.7M / 1.2M)
Short: 677,887 | Exempt: 21 | TRF Vol: 1,204,714 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
May 20, 2026
ftd
FTD: PONY — 76,780 shares ($0.6M) failed to deliver
Settlement: 20260520, Price: $8.32, FTD Value: $638,809.6, PONY AI INC SPONSORED ADS(CYM)
May 18, 2026
short_volume
Short Volume: PONY — 56.3% short (1.1M / 1.9M)
Short: 1,057,871 | Exempt: 0 | TRF Vol: 1,878,500 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: PONY — 62.9% short (1.2M / 1.9M)
Short: 1,186,295 | Exempt: 0 | TRF Vol: 1,886,958 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: PONY — 144,533 shares ($1.3M) failed to deliver
Settlement: 20260514, Price: $9.02, FTD Value: $1,303,687.66, PONY AI INC SPONSORED ADS(CYM)
May 7, 2026
short_interest
FTD: PONY — 128,763 shares ($1.3M) failed to deliver
Settlement: 20260507, Price: $10.27, FTD Value: $1,322,396.01, PONY AI INC SPONSORED ADS(CYM)
May 6, 2026
earnings
PONY AI Inc. to Report First Quarter 2026 Financial Results on May 26, 2026
<p align="justify">NEW YORK, May 06, 2026 (GLOBE NEWSWIRE) -- Pony AI Inc. (“Pony.ai” or the “Company”) (NASDAQ: PONY; HKEX: 2026), a global leader
May 6, 2026
short_volume
Short Volume: PONY — 55.4% short (0.7M / 1.3M)
Short: 719,387 | Exempt: 11 | TRF Vol: 1,299,283 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)