Pony AI Inc. - Sponsored ADR

PONY Technology Information Technology Services

Pony AI Inc. - Sponsored ADR’s revenue for fiscal 2025 (year ended December 2025) was $90.0 million, up 20.0% from fiscal 2024. In the quarter to June 2026, revenue grew 68.8%, EPS was flat and free cash flow fell 73.2%, each against the same quarter a year earlier. Revenue growth for three consecutive years.

4.93 0.24 −4.64%
Market cap
$1.8B
P/E
0.0×
Fwd P/E
−14.1×
Dividend yield
—
F-score
4/9
Altman Z
31.07
Beneish M
−1.70
Dividend safety
n/a

Insider Decisions trades per month

Total sells 1.41
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell — — — — 4 — — 3 — — 3 —
Insider Ownership 33.91%

Capital & Financial Ratios $m

Market Cap 1,830.00
Revenue 125.04
Net Income (76.76)
Free Cash Flow (203.60)
Net Debt (1,118.80)
Current Ratio 15.94 (at or above 1.5: strong)
Debt/Equity 0.00 (at or below 0.5: strong)
P/E ratio 0.00
Fwd P/E (14.10) (negative: loss-making)
P/S ratio 17.09 (above 10: high)
P/B ratio 1.25
Past 5Y EPS Growth —
This Y EPS Growth (77.05%) (below 0%: weak)
Next Y EPS Growth 0.21%
Next Y revenue growth 66.66% (at or above 10%: strong)
Next 5Y EPS Growth (4.82%) (below 0%: weak)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 590 745 1,168 1,119
Receivables 37 37 35 56
Inventory — — — —
Other — — — —
666 835 1,251 1,237
2023 2024 2025 Q'26
Payables 44 67 85 71
ST’ Debt — — — —
Other — — — —
48 71 91 78

Compound Annual Growth %

10y 5y 3y
Sales — — 9.59%
Cash Flow — — 0.00%
Earnings — — 0.00%
Book Value — — 0.00%

Revenue $m

Mar Jun Sep Dec Year
’26 34 36 — — —
’25 14 21 25 29 90
’24 13 — 15 36 75
’23 — — — — 72
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 (74) (44) — — —
’25 (54) (25) (57) (29) (165)
’24 (41) (18) (21) (31) (111)
’23 — — — (115) (115)
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 (74) (44) — — —
’25 (54) (25) (57) (29) (209)
’24 (41) (18) (21) (31) (122)
’23 — — — (115) (120)
Fiscal quarters ending in the months shown.

EPS $

Mar Jun Sep Dec Year
’26 (0.12) (0.14) — — —
’25 (0.12) (0.14) (0.16) 0.06 (0.35)
’24 (0.23) — (0.46) (0.99) (2.40)
’23 — — — — (1.41)
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.2
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low — — — — — — — — 11.90 4.11

Analyst estimates 2026–2028

Powerpack
High — — — — — — — — 16.32 24.92
People
People Employees — — — — — — — 1,306 1,460 1,669
Revenue/emp, $m — — — — — — 0.00 0.06 0.05 0.05
Income, $m
Income, $m Revenue — — — — — — 68 72 75 90
Gross margin, % — — — — — — 46.89 23.48 15.20 15.73
EBT — — — — — — (148) (125) (275) (77)
EBT margin, % — — — — — — (216.89) (174.49) (366.55) (85.29)
Net income — — — — — — (148) (125) (275) (77)
Depreciation — — — — — — 17 14 8 6
Per share, $
Per share, $ Revenue — — — — — — 0.80 0.81 0.66 0.24
Earnings — — — — — — (1.74) (1.41) (2.40) (0.35)
Cash flow — — — — — — (1.81) (1.30) (0.97) (0.43)
Capex — — — — — — (0.13) (0.05) (0.10) (0.12)
Free cash flow — — — — — — (1.95) (1.34) (1.07) (0.55)
Book value — — — — — — (6.32) (7.48) 8.47 4.50
Shares, m — — — — — — 85 89 114 380
Valuation, ×
Valuation, × P/E — — — — — — 0.00 0.00 0.00 0.00
P/S — — — — — — 0.00 0.00 0.00 61.21
P/B — — — — — — 0.00 0.00 2.70 3.22
EV/Sales — — — — — — 0.00 0.00 0.00 48.23
EV/FCF — — — — — — (3.22) (3.22) (13.40) (18.35)
Cash, $m
Cash, $m Operating cash flow — — — — — — (155) (115) (111) (165)
Capex — — — — — — (12) (4) (11) (44)
Free cash flow — — — — — — (166) (120) (122) (209)
Balance, $m
Balance, $m Working capital — — — — — — 595 618 764 1,159
Total debt — — — — — — — — — —
Net debt — — — — — — (580) (590) (745) (1,168)
Shareholders’ equity — — — — — — (540) (666) 969 1,709
Returns, %
Returns, % ROA — — — — — — 0.00 (16.44) (30.49) (9.36)
ROIC — — — — — — 0.00 0.00 (79.78) (30.11)
ROE — — — — — — 0.00 20.70 (181.17) (10.01)
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

Pony AI Inc. - Sponsored ADR vs peers in Information Technology Services (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
CHRN ChronoScale Holdings Corporation $2.3B — (loss-making) — (loss-making) +148.13% (above 0%: growing) n/m +653.15% (above 0%: growing) (9.99%) (59.99%) Compare
DXC DXC Technology Company. $2.2B 18.7× 14.8× −5.06% (below 0%: shrinking) +733.33% (above 0%: growing) +149.64% (above 0%: growing) 20.37% 0.53% Compare
INOD Innodata Inc $2.0B 36.9× 94.5× +57.80% (above 0%: growing) +86.96% (above 0%: growing) +4,885.72% (above 0%: growing) 46.08% 17.21% Compare
PONY Pony AI Inc. - Sponsored ADR $1.8B — (loss-making) — (loss-making) +68.82% (above 0%: growing) n/m −73.21% (below 0%: shrinking) 17.53% (181.51%)
FORTY Formula Systems (1985) Ltd. $1.8B 2.7× 13.9× +29.82% (above 0%: growing) +55.10% (above 0%: growing) +1,330.84% (above 0%: growing) 20.25% 9.16% Compare
CNXC Concentrix Corporation $1.7B — (loss-making) 7.0× −1.19% (below 0%: shrinking) n/m +38.49% (above 0%: growing) 34.60% (37.10%) Compare
GLOB Globant S.A. $1.7B 15.3× 10.6× +0.04% (above 0%: growing) n/m +476.16% (above 0%: growing) 33.89% 3.23% Compare
EFOR Everforth Inc. $1.6B 19.7× 14.3× −1.33% (below 0%: shrinking) −47.76% (below 0%: shrinking) −60.02% (below 0%: shrinking) 28.26% 4.08% Compare
KEEL Keel Infrastructure Corp $1.6B — (loss-making) — (loss-making) −50.04% (below 0%: shrinking) n/m −772.56% (below 0%: shrinking) (285.09%) (462.62%) Compare
Median of peers $1.7B 18.7× 14.1× −0.58% +71.03% +312.90% 24.32% 1.88%

All 73 Information Technology Services stocks →

Pony AI Inc. - Sponsored ADR (PONY) key facts

  • Concern: Pony AI Inc. - Sponsored ADR reported a net loss of $76.8 million, or a loss of $0.35 per share, for fiscal 2025.
  • Strength: Pony AI Inc. - Sponsored ADR’s revenue for fiscal 2025 (year ended December 2025) was $90.0 million, up 20.0% from fiscal 2024.
  • Pony AI Inc. - Sponsored ADR (PONY) is an Information Technology Services company in the Technology sector, listed on Nasdaq.
  • As of October 16, 2026, PONY traded at $4.93, a market capitalization of $1.8 billion.
  • Trailing earnings are negative, so a P/E ratio is not meaningful; the stock trades at 17.1× sales.
  • Return on equity was −10.0% and debt-to-equity 0.00.
  • Its Piotroski F-score is 4 out of 9 and its Altman Z-score is 31.07 (safe zone) for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

Pony AI Inc. - Sponsored ADR (PONY) Latest News

25 Aug

Impact 3 · transcript
stockrow.com/PONY · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com