Pony.ai unveils Gen-4 Robotruck developed with GAC Commercial Vehicle. New Gen-4 Robotruck launch with GAC partnership advances core autonomous tech and market positioning.
| Nov 25 | Feb 26 | May 26 | Aug 26 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Buy | — | — | — | — | — | — | — | — | — | — | — | — |
| Sell | — | — | — | — | — | 4 | — | — | 3 | — | — | — |
| 2023 | 2024 | 2025 | Q'26 | |
|---|---|---|---|---|
| Cash | 589.60 | 745.03 | 1,167.58 | 1,118.80 |
| Receivables | 37.23 | 36.88 | 34.98 | 56.23 |
| Inventory | — | — | — | — |
| Other | — | — | — | — |
| 666.35 | 834.62 | 1,250.64 | 1,236.81 |
| 2023 | 2024 | 2025 | Q'26 | |
|---|---|---|---|---|
| Payables | 44.30 | 66.55 | 85.26 | 70.82 |
| ST’ Debt | — | — | — | — |
| Other | — | — | — | — |
| 48.17 | 70.89 | 91.48 | 77.58 |
| 10y | 5y | 3y | |
| Sales | — | — | ‡‡‡‡‡ |
| Cash Flow | — | — | ‡‡‡ |
| Earnings | — | — | ‡‡‡ |
| Book Value | — | — | ‡‡‡ |
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 34.25 | 36.22 | — | — |
—
|
| ’25 | 13.98 | 21.46 | 25.44 | 29.13 |
90.00
|
| ’24 | 12.52 | — | 14.79 | 35.52 |
75.03
|
| ’23 | — | — | — | — |
71.90
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | (74.20) | (44.01) | — | — |
—
|
| ’25 | (54.16) | (25.41) | (56.79) | (28.59) |
(164.95)
|
| ’24 | (41.08) | (18.05) | (20.64) | (31.00) |
(110.76)
|
| ’23 | — | — | — | (115.42) |
(115.42)
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | (74.20) | (44.01) | — | — |
—
|
| ’25 | (54.16) | (39.87) | (56.79) | (72.46) |
(208.83)
|
| ’24 | (41.08) | (19.93) | (20.64) | (42.34) |
(122.10)
|
| ’23 | — | — | — | (119.64) |
(119.64)
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | (0.12) | (0.14) | — | — |
—
|
| ’25 | (0.12) | (0.14) | (0.16) | 0.06 |
(0.35)
|
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | — | — | — | — | — | 11.90 | 4.11 | — | — | — |
Low Price
|
| — | — | — | — | — | — | — | — | 16.32 | 24.92 | — | — | — |
High Price
|
| — | — | — | — | — | — | — | 1,306 | 1,460 | 1,669 | — | — | — |
Employees
|
| — | — | — | — | — | — | 0.00 | 0.06 | 0.05 | 0.05 | — | — | — |
Revenue/Emp
|
| — | — | — | — | — | — | 68.39 | 71.90 | 75.03 | 90.00 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue
|
| — | — | — | — | — | — | 46.89% | 23.48% | 15.20% | 15.73% | — | — | — |
Gross Margin
|
| — | — | — | — | — | — | (148.32) | (125.45) | (275.00) | (76.76) | — | — | — |
EBT
|
| — | — | — | — | — | — | (216.89%) | (174.49%) | (366.55%) | (85.29%) | ‡‡‡ | ‡‡‡ | ‡‡‡ |
EBT Margin
|
| — | — | — | — | — | — | (148.25) | (125.33) | (275.01) | (76.76) | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Net Income
|
| — | — | — | — | — | — | 16.77 | 14.34 | 8.36 | 6.22 | — | — | — |
Depreciation
|
| — | — | — | — | — | — | 0.80 | 0.81 | 0.66 | 0.24 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue/Sh
|
| — | — | — | — | — | — | — | — | (2.40) | (0.35) | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Earnings/Sh
|
| — | — | — | — | — | — | (1.81) | (1.30) | (0.97) | (0.43) | — | — | — |
Cash Flow/Sh
|
| — | — | — | — | — | — | (0.13) | (0.05) | (0.10) | (0.12) | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Capex/Sh
|
| — | — | — | — | — | — | (1.95) | (1.34) | (1.07) | (0.55) | — | — | — |
Free CF/Sh
|
| — | — | — | — | — | — | (6.32) | (7.48) | 8.47 | 4.50 | — | — | — |
Book Value/Sh
|
| — | — | — | — | — | — | 85.32 | 89.10 | 114.32 | 379.91 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Shares
|
| — | — | — | — | — | — | 0.00 | 0.00 | 0.00 | 0.00 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
PE Ratio
|
| — | — | — | — | — | — | 0.00 | 0.00 | 0.00 | 61.21 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PS Ratio
|
| — | — | — | — | — | — | 0.00 | 0.00 | 2.70 | 3.22 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PB Ratio
|
| — | — | — | — | — | — | 0.00 | 0.00 | 0.00 | 48.23 | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ |
EV/Sales
|
| — | — | — | — | — | — | (3.22) | (3.22) | (13.40) | (18.35) | — | — | — |
EV/FCF
|
| — | — | — | — | — | — | (154.77) | (115.42) | (110.76) | (164.95) | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Op' Cash Flow
|
| — | — | — | — | — | — | (11.51) | (4.22) | (11.34) | (43.87) | ‡‡‡‡‡ | — | — |
Capex
|
| — | — | — | — | — | — | (166.28) | (119.64) | (122.10) | (208.83) | — | — | — |
FCF
|
| — | — | — | — | — | — | 595.47 | 618.18 | 763.74 | 1,159.16 | — | — | — |
Working Cap'
|
| — | — | — | — | — | — | — | — | — | — | — | — | — |
Total Debt
|
| — | — | — | — | — | — | (579.71) | (589.60) | (745.03) | (1,167.58) | — | — | — |
Net Debt
|
| — | — | — | — | — | — | (539.58) | (666.10) | 968.71 | 1,709.00 | — | — | — |
Sh' Equity
|
| — | — | — | — | — | — | 0.00% | (16.44%) | (30.49%) | (9.36%) | — | — | — |
ROA
|
| — | — | — | — | — | — | 0.00% | 0.00% | (79.78%) | (30.11%) | — | — | — |
ROIC
|
| — | — | — | — | — | — | 0.00% | 20.70% | (181.17%) | (10.01%) | — | — | — |
ROE
|
Pony AI Inc. (PONY) is charging ahead as a pioneer in autonomous driving, blending cutting-edge AI with robotaxi services and ADAS to tap into the trillion-dollar AV market exploding by 2030. Fresh off its 2024 Nasdaq SPAC debut, the China-rooted innovator—backed by a landmark Toyota partnership and commercial robotaxi launches in Beijing and Guangzhou—is scaling rapidly. Revenue has built steadily from $68M in 2022 to $75M in 2024, but the real fireworks are ahead: analysts forecast an 18% jump to $88M in 2025, 36% to $120M in 2026, and a staggering 119% surge to $263M in 2027, fueled by employee growth, Level 4 driverless fleets, and China’s robotaxi-friendly regulations.
While early-stage losses and margin pressures are par for the AV course—with net losses widening to $275M in 2024 amid heavy R&D and capex—the fundamentals scream turnaround. Pony boasts a fortress balance sheet with net cash swelling to $745M, positive book value post-IPO, and projections for breakeven EBT margins by 2025-2027. Valuation multiples like EV/Sales dropping from 60x to 22x as revenues triple signal emerging value, especially versus high-flying peers.
Analyst targets ignite the bull case: a mean 56% upside from recent levels, with highs at 133%, perfectly aligned with Pony’s path to FCF positivity, fleet expansion, and AV dominance. In this disruptive mobility revolution, PONY is primed for liftoff—don’t miss the full analysis for the metrics driving this high-conviction growth rocket.
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