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Pony AI Inc. is an artificial intelligence technology company principally engaged in the operation and development of autonomous vehicles. It specializes in software algorithms and infrastructure that enable vehicles to perceive surroundings, predict behaviors, and maneuver autonomously. The company operates fully driverless robotaxis accessible via the PonyPilot mobile app in major Chinese cities including Beijing, Shanghai, Guangzhou, and Shenzhen, managing a dedicated fleet for ride-hailing services. Pony AI Inc. conducts its core activities primarily in the People's Republic of China, with additional operations in the United States through subsidiaries. Its technology targets the transportation sector, advancing robotaxi services and autonomous driving solutions. Founded in 2016 and headquartered in Guangzhou, Guangdong, Pony AI Inc. plays a significant role in the evolving autonomous mobility market, focusing on AI-driven vehicle perception and navigation systems.
$6.66
$0.32 (-4.58%)
EOD Jul 17, 2026
The business is unprofitable at the operating level (-289.84% margin). The thesis depends entirely on whether and when it reaches sustainable profitability.
Revenue up 20.0% YoY with margins expanding 90.7pp.
Negative free cash flow of -$209M. The business is consuming cash, not generating it.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$110M
▲ +20.0% YoY
Net Income (TTM)
-$93M
▲ +72.1% YoY
Op. Margin
-238.64%
▲ +90.7pp YoY
ROIC
-15.15%
▲ +11.6pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
-$229M
▼ -71.0% YoY
Op. Cash Flow (TTM)
-$229M
▲ +78.5% YoY
Net Debt
-$1.14B
Net Cash Position
Cash & Equiv.
$1.17B
3Y CAGR: +9.6%
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Pony AI (PONY)'s valuation is best read against its own history, its peers, and the growth its price implies. A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Pony AI scores 40/100 on Intrinsiqq's quality scorecard (a mixed business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 0.2%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Pony AI scores 40 out of 100 on Intrinsiqq's quality score, a weighted blend of 6 metrics each scored 0 to 100, which makes it a mixed business on these measures. Recent fundamentals include a -238.6% operating margin and a -15.2% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Yes, Pony AI pays a regular dividend of about $0.01 per share per year (typically in quarterly installments), a yield of roughly 0.2% at the current price. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For PONY's full payout history, growth streak and dividend-safety score, see the dividends tab.
That depends on valuation and quality together, not either alone. you should weigh PONY's valuation and scores 40/100 on quality (mixed). It also yields about 0.2%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.