profit from every $100 of sales.

Pony AI
Trading close to its lowest price of the past year.
The essentials
Four questions every investor asks, answered in one line each.
more sales each year, on average, 2022 to 2025.
It has no yearly profit to compare the price with.
It holds more cash than debt.
Money in, money out
What Pony AI sold, what it kept, and what it did with the cash.
Sales went from $68.4 million in 2022 to $90.0 million in 2025, with -$134 million of profit last year.
Pony AI vs. similar companies
How it compares with the largest companies in its industry.
| Company | Profit from $100 of sales | Sales growth a year | Price per $1 of profit |
|---|---|---|---|
Pony AI | No profit yet | ||
United Rentals | 27.9× · Fair price | ||
AerCap Holdings | 7.1× · Cheap | ||
FTAI Aviation | 36.8× · Expensive | ||
Ryder System | 21.6× · Fair price |
AI analysis
An AI analyst reads Pony AI's last five years, its segments, earnings, insiders and peers, and writes the bull case, the bear case and what the price expects.
Run the AI analysisFull statementsIncome, balance sheet and cash flow, year by year
Income statement
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| 68 | 72 | 75 | 90 | |
| 32 | 17 | 11 | 14 | |
| -171 | -143 | -286 | -261 | |
| -154 | -129 | -277 | -255 | |
| -148 | -125 | -274 | -134 | |
| -0.40 | -0.34 | -2.40 | -0.35 | |
| 46.9% | 23.5% | 15.2% | 15.7% | |
| -249.6% | -199.2% | -380.6% | -289.8% | |
| -216.4% | -173.6% | -365.4% | -148.9% |
Balance sheet
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Total assets | 772 | 747 | 1,051 | 1,813 |
| Cash | 316 | 426 | 536 | 293 |
| Total debt | 13 | 7 | 14 | 29 |
| Total liabilities | 54 | 52 | 82 | 104 |
| 706 | 684 | 951 | 1,652 | |
| 368 | 368 | 114 | 380 | |
| -18.8% | -16.4% | -23.4% | -12.3% | |
| -21.0% | -18.2% | -28.8% | -8.1% |
Cash flow
| In millions of USD | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| -155 | -115 | -111 | -165 | |
| 12 | 5 | 11 | 44 | |
| -167 | -121 | -122 | -209 | |
| Dividends paid | – | 0 | 0 | 6 |
| 0 | 6 | 0 | 0 | |
| 13 | 3 | 127 | 31 |
Valuation
- –
- –
- –
- 2.1×
- 21.6×
- –
- –
- -10.8%
- -6.9%
- 0.0%
Profitability
- 15.7%
- -289.8%
- -148.9%
- -269.6%
- -15.1%
- 5.8%
- -12.7%
- -7.4%
- -15.2%
- 241.5%
Growth
- +9.6%
- –
- −70.9%
- –
- +2.1%
Financial health
- -1.0×
- 0.01
- 0.8%
- –
- 13.67
- 13.67
- 0.05
How it ranks in Industrials
Each dot is where the company stands among every company over $300M in the sector. Further right is better.
What analysts expect
- Average price target
- $24.67
- Range
- $15.00 – $30.00
- 1 analysts
These targets were collected on May 20, 2026 and our analyst feed has not updated since, so we no longer compare them with today's price.
Recent earnings
Our results feed has not updated since May 21, 2026. Results reported after that are not in this table yet.
| Date | EPS | Expected | Surprise |
|---|---|---|---|
| Mar 26, 2026 | -0.12 | -0.05 | −148.3% |
| Nov 25, 2025 | -0.14 | -0.20 | +28.9% |
| Aug 12, 2025 | -0.13 | – | – |
| May 20, 2025 | -0.10 | – | – |
| Mar 25, 2025 | -0.31 | – | – |
| Feb 26, 2025 | -0.28 | -0.28 | +0.0% |
| Jun 30, 2024 | -0.29 | – | – |
| Mar 31, 2024 | -0.29 | – | – |
News
Pony.ai partners with inDrive, Nvidia to launch robotaxis in KazakhstanYahoo Finance · Oct 23, 2026Pony AI Non-GAAP EPS of -$0.10, revenue of $36.22MSeeking Alpha · Aug 18, 2026Pony AI Inc. Q2 2026 Earnings PreviewSeeking Alpha · Aug 17, 2026Insider trades
Our insider feed has not updated since May 26, 2026. Trades filed after that are not listed yet.
No insider trades on file.
The seven classic investing rulebooks
0/7Passes 0 of 7. Each bar is how well the company fits that investor's published rules, from 0 to 100; 60 or more counts as a pass.
Questions about Pony AI
Is Pony AI a good stock to buy?
A business with weak numbers that is not profitable yet. 0 of the 7 famous investors' published rulebooks we apply pass it. Whether it suits you depends on your goals and the price you pay; invest-like never tells anyone to buy or sell. The AI analysis lays out the case for and against. Read the Pony AI AI analysis
What does Pony AI do?
Pony AI Inc., through its subsidiaries, engages in the autonomous mobility in the People's Republic of China and the United States. The company provides robotruck services, such as transportation services to the logistics platforms. It is in Rental & Leasing Services, based in Guangzhou, China, with 1,669 employees.
Does Pony AI pay a dividend?
Yes. In 2025 it paid out $6.44 million in dividends.
Is Pony AI stock halal?
Questionable. Pony AI sits in a grey zone: short-term investments may earn interest; type not reported. How we check
How has Pony AI stock done over the past year?
Down 64.2% over the past twelve months, to $4.46. It traded between $4.43 and $17.37 and is 74.3% below its high.
Who are Pony AI's competitors?
The largest listed companies in the same industry are United Rentals, AerCap Holdings, FTAI Aviation and Ryder System. The peers table on this page compares their profit, growth and price with Pony AI's.
Prices: daily closes to Nov 13, 2026. Fundamentals: company reports via invest-like data.



