Pony.ai reported record Robotaxi order volumes during China’s New Year holiday, showcasing strong demand and operational capacity in Shenzhen.
Quiver AI Summary
Pony AI Inc. has announced a successful operational performance of its Robotaxi services during the 2026 Chinese New Year holiday, achieving record paid order volumes in Shenzhen and delivering seamless services across China's major cities, including Guangzhou, Beijing, and Shanghai. The company's operations demonstrated resilience during this busy travel season, with paid orders in Shenzhen exceeding the total for all of 2025, thanks to an expanded fleet and increased vehicle utilization. During the nine-day holiday period, Pony.ai recorded an average of 26 paid orders per vehicle daily. These accomplishments reflect growing consumer demand and reinforce Pony.ai's leadership in deploying autonomous driving technology. Looking ahead, the company plans to expand its fleet and operational coverage to enhance safe and reliable mobility for more users.
Potential Positives
- Pony.ai reported record paid order volumes in Shenzhen during the 2026 Chinese New Year holiday, indicating strong demand for its Robotaxi services.
- The company successfully maintained continuous Robotaxi operations across four major cities in China during a peak travel period, showcasing the reliability and resilience of its autonomous driving technology.
- The year-to-date cumulative paid orders in Shenzhen exceeded the total for the entire year of 2025, reflecting significant growth and increased vehicle utilization.
- Pony.ai's achievements underscore its position as a leader in the commercial deployment of autonomous driving technology and highlight its commitment to expanding fleet size and operational coverage.
Potential Negatives
- Although the press release highlights strong operational performance, it lacks specific details on how sustained demand will be managed going forward, raising concerns about scalability and sustainability.
- The reliance on year-to-date cumulative paid orders in Shenzhen exceeding the total for 2025 may suggest prior underperformance or lack of growth in earlier periods, which could impact investor confidence.
- There is no mention of any regulatory challenges or safety incidents related to its autonomous services during the CNY period, which could imply unaddressed risks that might affect public perception and operational continuity.
FAQ
What achievements did Pony.ai reach during the 2026 Chinese New Year?
Pony.ai reported record paid order volumes for its Robotaxi services and delivered uninterrupted operations in four tier-one cities.
How did Pony.ai's robotaxi service perform in Shenzhen?
In Shenzhen, paid orders surpassed the total for the full year of 2025, showing significant growth and demand.
What is Pony.ai's goal for its autonomous driving technology?
Pony.ai aims for large-scale mass production and commercialization of autonomous driving, focusing on safety and reliability.
Where does Pony.ai operate its services?
Pony.ai operates its autonomous driving services across China, Europe, East Asia, the Middle East, and globally.
How does Pony.ai plan to expand its services?
The company plans to expand its fleet size and operational coverage to accommodate increasing user demand for autonomous mobility.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$PONY Hedge Fund Activity
We have seen 92 institutional investors add shares of $PONY stock to their portfolio, and 90 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- TOYOTA MOTOR CORP/ removed 42,453,831 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $615,580,549
- ONTARIO TEACHERS PENSION PLAN BOARD removed 15,149,236 shares (-70.0%) from their portfolio in Q4 2025, for an estimated $219,663,922
- IDG CHINA VENTURE CAPITAL FUND IV ASSOCIATES L.P. removed 7,071,865 shares (-76.1%) from their portfolio in Q4 2025, for an estimated $102,542,042
- POINT72 HONG KONG LTD added 5,522,833 shares (+inf%) to their portfolio in Q3 2025, for an estimated $124,208,514
- IDG CHINA CAPITAL FUND III ASSOCIATES L.P. removed 4,570,712 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $66,275,324
- TIDAL INVESTMENTS LLC removed 3,000,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $43,500,000
- TIGER GLOBAL MANAGEMENT LLC added 2,530,000 shares (+683.8%) to their portfolio in Q4 2025, for an estimated $36,685,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$PONY Analyst Ratings
Wall Street analysts have issued reports on $PONY in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 11/07/2025
- Jefferies issued a "Buy" rating on 10/10/2025
To track analyst ratings and price targets for $PONY, check out Quiver Quantitative's $PONY forecast page.
$PONY Price Targets
Multiple analysts have issued price targets for $PONY recently. We have seen 4 analysts offer price targets for $PONY in the last 6 months, with a median target of $26.75.
Here are some recent targets:
- Jiong Shao from Barclays set a target price of $15.0 on 12/17/2025
- Eugene Hsiao from Macquarie set a target price of $29.0 on 12/15/2025
- Jeff Chung from Citigroup set a target price of $24.5 on 11/07/2025
- An analyst from Jefferies set a target price of $32.8 on 10/10/2025
Full Release
SHENZHEN, China, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Pony AI Inc. (“Pony.ai” or the “Company”) (NASDAQ: PONY; HKEX: 2026), a global leader in achieving large-scale mass production and commercialization of autonomous driving technology, today announced strong operational performance of its Robotaxi services during the 2026 Chinese New Year (“CNY”) holiday period, highlighted by record paid order volumes in Shenzhen.
During the CNY holiday, Pony.ai delivered continuous Robotaxi operations across China’s four tier-one cities: Guangzhou, Shenzhen, Beijing, and Shanghai, offering reliable autonomous mobility services throughout the travel season. The Company’s ability to deliver uninterrupted service during one of China’s busiest travel periods demonstrates the resilience and reliability of its autonomous driving technology.
In particular, the Company has seen a substantial expansion in service volume in Shenzhen, known as China’s Silicon Valley. As of February 16, year-to-date cumulative paid orders in the city have already exceeded the total for the full year of 2025, driven by an expanded fleet in deployment and higher vehicle utilization. The latter was proven by an average of 26 paid orders per vehicle per day during the nine-day CNY holiday. All these records reflect surging user demand for Pony.ai's Robotaxi services and its solid operational capability.
The achievements have solidified Pony.ai's large-scale commercial deployment of autonomous driving technology. As momentum continues to build, the Company will continue to expand fleet size and operational coverage, bringing safe and reliable autonomous mobility to a broader user base.
About Pony AI Inc.
Pony AI Inc. (“Pony.ai”) (NASDAQ: PONY; HKEX: 2026), founded in 2016, is a global leader in achieving large-scale mass production and commercialization of autonomous driving technology. Pony.ai is committed to delivering safe, advanced, and reliable autonomous driving technology and solutions. At the heart of Pony.ai’s strategy is its proprietary world model PonyWorld and its Virtual Driver technology. Together, they power the development and scaling of its Robotaxi services, Robotruck services, and licensing and applications businesses. With operations spanning China, Europe, East Asia, the Middle East, and beyond, Pony.ai stands among a select few companies globally to achieve fully driverless commercial operations. Pony.ai has forged deep and extensive partnerships across the autonomous driving value chain, enabling it to accelerate the commercialization of autonomous driving in line with its ultimate vision: “Autonomous Mobility Everywhere.” For more information, please visit: https://ir.pony.ai .
Safe Harbor Statement
This press release contains statements that may constitute "forward-looking" statements pursuant to the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as "will," "expects," "anticipates," "aims," "future," "intends," "plans," "believes," "estimates," "likely to," and similar statements. Statements that are not historical facts, including statements about Pony.ai’s beliefs, plans, and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. Further information regarding these and other risks is included in Pony.ai’s filings with the SEC and the Hong Kong Stock Exchange. All information provided in this press release is as of the date of this press release, and Pony.ai does not undertake any obligation to update any forward-looking statement, except as required under applicable law.
For investor inquiries, please contact:
Pony.ai
Investor Relations
Email:
[email protected]