$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 (PONY) reported Q2 2026 revenue of $36.2M, up 68.8% YoY, with Robotaxi services growing 691.2% and Robotruck services up 40.0%. Gross margin improved to 17.5%, while net loss narrowed to $45.4M. The company expanded its fleet and user base, targeting 3,500 vehicles by year-end and breakeven unit economics in Guangzhou and Shenzhen.

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.

Analysts from Barclays maintained ratings on Pony AI (PONY) and Intuit (INTU). PONY received a Hold rating with a $10 target, while INTU got a Buy rating with a $443 target. Analyst consensus for PONY is Strong Buy with a $19.38 target, and for INTU is Moderate Buy with a $405.64 target.

Pony AI (PONY) reported Q2 revenue of US$36.2m, up 69% YoY, with robotaxi and robotruck income growing significantly. However, net loss widened to US$45.4m. Gross margin improved to 17.5%, and operating margin loss narrowed. Management highlighted positive unit economics in key cities and partnerships with Uber. The stock rose 1.1% post-earnings.

Pony AI Inc. (NASDAQ:PONY) announced plans to deploy over 4,000 robotaxis overseas, partnering with Uber, Bolt, Stellantis, and others. BofA Securities lowered its price target to $17 but maintained a Buy rating. Q2 revenue rose 69% to $36.2M, with robotaxi revenue up 691%. Despite growth, the company reported a net loss of $44.7M and faces intense competition.

Uber, Verne, and Pony.ai launched autonomous rides in Zagreb, making it the first European city with self-driving Uber vehicles. The service is initially limited to key areas, with a licensed operator on board. Pony.ai provides the technology, Verne operates the fleet, and Uber integrates the service. The companies plan to expand to more European cities.

Uber, Verne, and Pony.ai launched autonomous rides in Zagreb, the first in Europe. Riders can book AVs via the Uber app, with a licensed operator monitoring. The service combines Pony.ai's tech, Verne's operations, and Uber's platform. Uber (NYSE: UBER) aims to expand the service to other European cities. Pony.ai (NASDAQ: PONY; HKEX: 2026) provides the autonomous driving solution.

BofA Securities reduced its price target for Pony AI Inc (NASDAQ:PONY) to $17 from $19, maintaining a Buy rating. The company reported Q2 2026 revenue of $36.2M, up 69% YoY, with Robotaxi services revenue up 691% YoY. Gross profit margin was 17.5%, beating estimates. Non-GAAP net loss was $44M, in line with expectations. The company's market cap is $3.47B.