ZHANG NING sold $110K of PONY

Pony AI (PONY) reported Q2 revenue of $36.2M, up 68.8% YoY, with robotaxi revenue surging 691% to $12.1M. Fare-charging revenue grew 849.3% YoY, driven by a fleet of 1,975 robotaxis and partnerships. The company is expanding internationally and improving unit economics in key cities, but capital expenditures and cash burn increased. Pony AI remains unprofitable with an operating loss of $65.7M, though losses are narrowing.

Pony AI's robotaxi revenue surged 534% YoY to $20.64M in H1 2026, driving total revenue to $70.47M. Despite single-vehicle profitability in Guangzhou and Shenzhen, net loss widened to $98.86M due to high R&D costs. The company aims to deploy 3,500 vehicles by year-end but needs 40,000-50,000 for positive cash flow. Shares have fallen 60% since IPO, with a P/S ratio of 27x.

Pony AI stock rose 2.4% to $8.02 in pre-market trading after launching its autonomous ride-hailing service in Zagreb, Croatia, in partnership with Uber. The company reported Q2 2026 revenue growth of 69% and a narrower loss than expected. BNP Paribas Exane upgraded the stock to Outperform, with 16 of 18 analysts now rating it a Buy. The NASDAQ was up 0.1%, while the S&P 500 and Dow Jones were flat.

Pony AI (NASDAQ:PONY) discussed Q2 2026 results, reporting total revenue up 69% year over year. Robotaxi revenue rose 691% and fare-charging revenue increased over 9x. The robotaxi fleet grew to 2,000 vehicles, targeting 3,500 by year-end, and the company said it has over 4,000 vehicle commitments via partners including Uber.

Pony AI Inc. reported Q2 2026 revenue of $36.2M, up 69% year over year and above the $35.2M forecast, driven by robotaxi revenue of $12.1M (+691%). The company reported GAAP operating loss of $65.7M and ended June 30 with $1.39B cash. Shares fell 3.13% premarket to $7.73.

Pony.ai (PONY) shares rose 3.01% premarket after the company reported Q2 revenue of $36.2 million, up 68.8%. Robotaxi services revenue was $12.1 million, up 691.2%, and fare-charging revenue rose over 800%. Net loss narrowed 14.9% to $45.4 million, with results affected by a $33.4 million fair value gain and a $25.0 million impairment.