Pony AI (PONY) Stock Rises 3% on Earnings Beat and Uber Robotaxi Partnership

TLDR

• Pony AI beat Q4 estimates with EPS of $0.12 and revenue of $29.1 million
• Stock rose 2.81% in pre-market trading on earnings and partnership news
• Robotaxi revenue surged 160% year-over-year to $6.7 million in Q4
• Pony AI announced a commercial robotaxi partnership with Uber, launching first in Zagreb, Croatia
• Fleet surpassed 1,400 vehicles; company targets 3,000+ units by end of 2026

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Pony AI (PONY) rose 2.81% in pre-market trading on Thursday after the company posted better-than-expected fourth quarter results and announced a new partnership with Uber Technologies to launch robotaxi services in Europe.

Pony AI Inc. American Depositary Shares, PONY

The company reported adjusted EPS of $0.12 for Q4, beating analyst forecasts. Revenue came in at $29.1 million for the quarter.

Total revenue was down 18% year-over-year from $35.5 million. The drop was mainly tied to timing issues around project-based revenue in its licensing and applications segment, which fell 53% to $9.4 million.

Robotruck services revenue edged up 1.2% to $13.1 million for the quarter.

The headline number that got Wall Street’s attention was robotaxi revenue, which jumped 160% year-over-year to $6.7 million. Fare-charging revenues within that segment surged more than 500% year-over-year.

On March 22, 2026, daily net revenue per Gen-7 vehicle hit an all-time high of RMB394, with 25 orders per vehicle recorded in Shenzhen.

Uber Partnership Brings Pony AI to Europe

The company announced a strategic deal with Uber to launch the first commercial robotaxi service in Europe. The service will start in Zagreb, Croatia, though an exact launch date was not given.

Pony AI has already expanded operations to Croatia, Hangzhou, and Changsha. The company is targeting deployment in more than 20 cities globally by year-end 2026.

The company hit consecutive unit economics breakeven in Guangzhou and Shenzhen within just four months of launching its Gen-7 robotaxi.

Fleet Growth and Financial Position

Pony AI’s fleet crossed 1,400 vehicles as of March 25, 2026. The company plans to more than double that to over 3,000 vehicles by the end of the year.

Adjusted net loss for the quarter widened to $49 million, up from $41.3 million in the same period last year. The company said this reflects front-loaded investment to speed up commercialization.

Cash and equivalents stood at $1.5 billion as of December 31, 2025, giving the company a solid runway.

The results were released as unaudited figures under U.S. GAAP. Pony AI cautioned investors not to place undue reliance on the unaudited numbers.

The most recent analyst rating on the stock is a Buy, with a price target of HK$255.20.

As of March 25, 2026, Pony AI’s fleet stood at 1,400+ units, with the company pushing hard toward its 3,000-vehicle target before year-end.

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