SEP 29·SEC EDGARLow
ZHANG NING sold $110K of PONY
ZHANG NING (Vice President) sold 15,524 shares of Pony AI Inc. (PONY) at $7.10 ($0.11M total) on 2026-09-28.
StockNASDAQ · US · USDTechnology · Information Technology Services
$PONY
Pony AI Inc.
AlphAI earnings readQ2 FY2026 · AUG 18PONY AI Inc. Reports Second Quarter 2026 Financial Results: Total Revenues Up 68.8% YoY to US$36.2 mm with Robotaxi Services Revenue Up 691.2% to US$12.1 mmVerdict: mixedRead →
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
Price · $PONYvia TradingView
AI sentiment · 7d0 articles
No enriched coverage for $PONY in the last 7 days.
Insider · 30dAll trades →
- Buys
- — 0 txs
- Sells
- $474K 4 txs
Mo Luyi1× · $88K
10b5-1 share of filings0%
Top stories · $PONYMore →
SEP 29·SEC EDGAR
Lou Tiancheng sold (to issuer) $177K of PONY
Lou Tiancheng (Chief Technology Officer) sold (to issuer) 25,729 shares of Pony AI Inc. (PONY) at $6.89 ($0.18M total) on 2026-09-25.
AUG 27·insidermonkey.com
Pony AI (PONY) Sees Robotaxi Fares Soar as Global Fleet Expands
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 sentiment & insider activity
Recent PONY coverage spans earnings, insider activity and market movers.
In the last 30 days, PONY insiders filed 4 SEC Form 4 transactions — no purchases and 4 sales ($474K). The most active reporter was Mo Luyi, Vice President, with 1 filing.
What's driving PONY
ZHANG NING (Vice President) sold 15,524 shares of Pony AI Inc. (PONY) at $7.10 ($0.11M total) on 2026-09-28.
Lou Tiancheng (Chief Technology Officer) sold (to issuer) 25,729 shares of Pony AI Inc. (PONY) at $6.89 ($0.18M total) on 2026-09-25.
The quarter shows accelerating fare monetization and expanding fleet, but with higher capex, worsening cash burn, and a one-off impairment.
Earnings miss with widening loss despite revenue surge.
Strong revenue growth and improved loss margins may support a price rally, but continued operating losses and cash burn pose downside risk.
AlphAI scores every news story that mentions PONY with an AI model for sentiment and relevance, and aggregates insider trades from Pony AI Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
News on $PONY
Score
ZHANG NING sold $110K of PONY
ZHANG NING (Vice President) sold 15,524 shares of Pony AI Inc. (PONY) at $7.10 ($0.11M total) on 2026-09-28.
1 min readLou Tiancheng sold (to issuer) $177K of PONY
Lou Tiancheng (Chief Technology Officer) sold (to issuer) 25,729 shares of Pony AI Inc. (PONY) at $6.89 ($0.18M total) on 2026-09-25.
1 min read
Pony AI (PONY) Sees Robotaxi Fares Soar as Global Fleet Expands
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.
6 min read
Pony AI’s Revenue Is Soaring, But Profitability Hinges On A Shared Ride
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.
2 min read
Pony AI (PONY) Q2 2026 Earnings Call Transcript
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.
3 min readWhy is Pony AI stock climbing today?
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.
2 min read
Analysts Offer Insights on Technology Companies: Pony AI Inc. Sponsored ADR (PONY) and Intuit (INTU)
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.
2 min readPony AI (PONY) Stock Can Revenue Growth Outrun Persistent Losses?
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.
3 min read
Pony AI Is Scaling Robotaxis Fast—Can the Stock Reach BofA’s $17 Target?
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.
2 min readUber launches self-driving rides in Zagreb with Pony.ai, Verne
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.
1 min read