PONY
Pony AI Inc.
$8.96
+3.94%
$3.7B
No data for this timeframe.
Vol
Market Cap$3.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders4 funds
Inst. Value$303.8M
Inst. Activity1 buys / 2 sells
Insider Activity0B / 4S
Insider Net $-$804.9K
Reddit Sentiment50° Neutral
SEC Reports4
Press Releases1
Exchange OTC·Sector Services-Computer Integrated Systems Design·Inc. E9·CIK 0001969302·Prev Close $8.62
Recent Activity
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 22, 2026
SEC
Pony AI Inc. reported Q4 2025 earnings with an EPS of $-0.12, narrowly beating consensus of $-0.13, and revenue of $22.0
PRESS-RELEASE — Impact 4/10
Apr 14, 2026
Insider
ZHANG NING sold 200,000 shares
Vice President @ $0.00 ($0.00)
Apr 14, 2026
Insider
Qiu Mark sold 6,692 shares
Director @ $0.00 ($0.00)
Apr 14, 2026
Insider
TAI JACKSON P sold 6,692 shares
Director @ $0.00 ($0.00)
Inst.
BANK OF AMERICA CORP — DOUBLED
296,720 shares ($4.3M)
Price Targets
$20.91
+143.5% upside
Strong Buy
Current $8.59
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 |
| Dec 17, 2025 | Barclays | INITIATE | Equal-Weight |
| Dec 15, 2025 | Macquarie | INITIATE | Outperform |
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 ▲ +1.1% | $-0.69 — $-0.50 | -30% YoY | 9 |
| Next FY | $-0.63 ▼ -3.9% | $-0.82 — $-0.43 | -3% YoY | 9 |
Latest Reports
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-RELEASE
2/10
Pony AI Inc. announced it will report Q1 2026 earnings on May 26, 2026, with a conference call. The press release contai
May 6, 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 | $255.4M | DOUBLED |
| MORGAN STANLEY | $43.9M | DOUBLED |
| BANK OF AMERICA CORP | $4.3M | DOUBLED |
| WELLS FARGO & COMPANY/MN | $210.5K | NEAR_EXIT |
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
4 institutional holders with $303.8M total value (20,951,198 shares) as of 2025-Q4. Top holders: FMR, MORGAN, BANK. Net selling activity: 2 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 17,615,617 | $255.4M | 84.1% | DOUBLED +187.5% |
| 2 | MORGAN STANLEY | 3,024,346 | $43.9M | 14.4% | DOUBLED +528.4% |
| 3 | BANK OF AMERICA CORP /DE/ | 296,720 | $4.3M | 1.4% | DOUBLED +553.6% |
| 4 | WELLS FARGO & COMPANY/MN | 14,515 | $210.5K | 0.1% | NEAR_EXIT -80.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | DOUBLED | 45,399 | 296,720 | +553.6% | $4.3M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 72,801 | 14,515 | -80.1% | $210.5K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 19,700 | 0 | -100.0% | $0.00 | 2025-Q4 |
| FMR LLC | DOUBLED | 5,728,862 | 16,468,163 | +187.5% | $370.4M | 2025-Q3 |
| MORGAN STANLEY | DOUBLED | 526,775 | 3,310,302 | +528.4% | $74.4M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 13,912 | 72,801 | +423.3% | $1.6M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | 235,182 | 45,399 | -80.7% | $1.0M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 19,700 | — | $443.1K | 2025-Q3 |
| FMR LLC | ADD | 2,867,770 | 5,728,862 | +99.8% | $75.6M | 2025-Q2 |
| UBS Group AG | DOUBLED | 124,727 | 1,036,741 | +731.2% | $13.7M | 2025-Q2 |
| MORGAN STANLEY | TRIM | 1,369,081 | 526,775 | -61.5% | $7.0M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | NEW | — | 13,912 | — | $183.6K | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 58,000 | 0 | -100.0% | $0.00 | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 14,885 | 0 | -100.0% | $0.00 | 2025-Q2 |
| FMR LLC | NEW | — | 2,867,770 | — | $25.3M | 2025-Q1 |
| MORGAN STANLEY | DOUBLED | 998 | 1,369,081 | +137082.5% | $12.1M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 58,000 | — | $511.6K | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 14,885 | — | $131.3K | 2025-Q1 |
| CITADEL ADVISORS LLC | EXIT | 480,000 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | NEW | — | 480,000 | — | $6.9M | 2024-Q4 |
| UBS Group AG | NEW | — | 150,964 | — | $2.2M | 2024-Q4 |
| MORGAN STANLEY | NEW | — | 998 | — | $14.3K | 2024-Q4 |
9 unique insiders with 4 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 | A | 200,000 | $0.00 | $0.00 |
| Apr 14, 2026 | Qiu Mark | Director | A | 6,692 | $0.00 | $0.00 |
| Apr 14, 2026 | TAI JACKSON P | Director | A | 6,692 | $0.00 | $0.00 |
| Apr 14, 2026 | Mo Luyi | Vice President | A | 200,000 | $0.00 | $0.00 |
| Apr 14, 2026 | Ahmed Asmau | Director | A | 6,692 | $0.00 | $0.00 |
| Apr 14, 2026 | Wang Haojun | Chief Financial Officer | A | 300,000 | $0.00 | $0.00 |
| Apr 2, 2026 | Lou Tiancheng | Chief Technology Officer | A | 600,000 | $0.00 | $0.00 |
| Apr 2, 2026 | Peng Jun | Chief Executive Officer | A | 1,400,000 | $0.00 | $0.00 |
| Mar 30, 2026 | Lou Tiancheng | Chief Technology Officer | J | 2,500,000 | $0.00 | $0.00 |
| 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 | M | 11,000 | $0.00 | $0.00 |
| Mar 25, 2026 | Mo Luyi | Vice President | M | 11,000 | $0.00 | $0.00 |
| Mar 25, 2026 | Wang Haojun | Chief Financial Officer | M | 963 | $0.00 | $0.00 |
| Mar 25, 2026 | Wang Haojun | Chief Financial Officer | M | 963 | $0.00 | $0.00 |
| Mar 25, 2026 | Gao Tian | VP, Chief of Staff, GC | M | 16,000 | $0.00 | $0.00 |
| Mar 25, 2026 | Gao Tian | VP, Chief of Staff, GC | M | 16,000 | $0.00 | $0.00 |
| Mar 25, 2026 | ZHANG NING | Vice President | M | 11,000 | $0.00 | $0.00 |
| Mar 25, 2026 | ZHANG NING | Vice President | M | 11,000 | $0.00 | $0.00 |
| Mar 25, 2026 | Lou Tiancheng | Chief Technology Officer | M | 31,250 | $0.00 | $0.00 |
| Mar 25, 2026 | Lou Tiancheng | Chief Technology Officer | D | 31,250 | $11.39 | $355.9K |
| Mar 25, 2026 | Lou Tiancheng | Chief Technology Officer | M | 31,250 | $0.00 | $0.00 |
4 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 2 neutral. Avg impact: 4.5/10.
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
+143.5% upside
Strong Buy (1.33)
$10.00 Low
$32.80 High
| Metric | Value |
|---|---|
| Current Price | $8.59 |
| 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 | -30.0% | +1.1% | 1↑ 2↓ | $0.1B | 63.3% | 9 |
| Next FY 2027-12-31 |
$-0.63 | $-0.82 | $-0.43 | -2.7% | -3.9% | 0↑ 3↓ | $0.3B | 114.9% | 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 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 3 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 |
| Dec 17, 2025 | Barclays | INITIATE | — | Equal-Weight |
| Dec 15, 2025 | Macquarie | INITIATE | — | Outperform |
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
4 mentions
0 bullish
0 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| 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 |
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 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)
May 5, 2026
short_interest
FTD: PONY — 60,131 shares ($0.6M) failed to deliver
Settlement: 20260505, Price: $10.40, FTD Value: $625,362.4, PONY AI INC SPONSORED ADS(CYM)