Pony AI (PONY) Expected to Post Earnings on Tuesday

Pony AI (NASDAQ:PONY) is anticipated to announce its Q2 2026 results before the market opens on Tuesday, August 18th. Analysts expect the company to announce earnings of ($0.1477) per share and revenue of $34.4510 million for the quarter. Interested persons can check the company’s upcoming Q2 2026 earning summary page for the latest details on the call scheduled for Tuesday, August 18, 2026 at 8:00 AM ET.

Pony AI (NASDAQ:PONY) last posted its earnings results on Tuesday, May 26th. The company reported ($0.09) earnings per share for the quarter, topping the consensus estimate of ($0.12) by $0.03. Pony AI had a negative return on equity of 17.13% and a negative net margin of 128.22%.The firm had revenue of $34.25 million for the quarter, compared to analyst estimates of $22.30 million. On average, analysts expect Pony AI to post $-1 EPS for the current fiscal year and $-1 EPS for the next fiscal year.

Pony AI Trading Up 3.8%

NASDAQ:PONY opened at $8.46 on Tuesday. Pony AI has a 1 year low of $6.36 and a 1 year high of $24.92. The stock has a 50-day moving average price of $7.66 and a two-hundred day moving average price of $10.20. The stock has a market cap of $3.68 billion, a price-to-earnings ratio of -23.50 and a beta of 3.95.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on PONY shares. The Goldman Sachs Group set a $30.00 price objective on Pony AI in a report on Thursday, April 16th. Weiss Ratings cut Pony AI from a “sell (d-)” rating to a “sell (e+)” rating in a research note on Thursday, June 11th. Wall Street Zen downgraded shares of Pony AI from a “hold” rating to a “sell” rating in a report on Sunday, April 26th. Zacks Research upgraded shares of Pony AI from a “strong sell” rating to a “hold” rating in a report on Monday, May 25th. Finally, Macquarie Infrastructure restated an “outperform” rating and set a $24.00 price objective on shares of Pony AI in a report on Tuesday, May 26th. Five equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $19.94.

Insider Transactions at Pony AI

In other news, VP Ning Zhang sold 17,347 shares of Pony AI stock in a transaction that occurred on Friday, June 26th. The shares were sold at an average price of $6.86, for a total value of $119,000.42. Following the sale, the vice president directly owned 630,109 shares in the company, valued at $4,322,547.74. This trade represents a 2.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Haojun Wang sold 13,751 shares of the business’s stock in a transaction on Friday, June 26th. The stock was sold at an average price of $6.86, for a total transaction of $94,331.86. Following the completion of the sale, the chief financial officer directly owned 1,442,504 shares in the company, valued at approximately $9,895,577.44. This represents a 0.94% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 45,558 shares of company stock valued at $312,528 in the last ninety days.

Institutional Investors Weigh In On Pony AI

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new stake in shares of Pony AI in the third quarter valued at about $89,174,000. Tiger Global Management LLC grew its stake in Pony AI by 683.8% in the fourth quarter. Tiger Global Management LLC now owns 2,900,000 shares of the company’s stock valued at $42,050,000 after purchasing an additional 2,530,000 shares in the last quarter. FIL Ltd grew its stake in Pony AI by 466.9% in the fourth quarter. FIL Ltd now owns 2,284,012 shares of the company’s stock valued at $33,118,000 after purchasing an additional 1,881,128 shares in the last quarter. Marshall Wace LLP increased its position in shares of Pony AI by 239.6% during the 4th quarter. Marshall Wace LLP now owns 2,502,711 shares of the company’s stock worth $36,289,000 after purchasing an additional 1,765,718 shares during the last quarter. Finally, Bamco Inc. NY bought a new stake in shares of Pony AI during the 2nd quarter worth approximately $22,230,000.

About Pony AI

Pony AI Inc develops and commercializes autonomous driving technologies for passenger mobility, freight transportation and other applications. Its proprietary Virtual Driver platform integrates software, hardware and services, while its PonyWorld world model supports the development and deployment of its autonomous driving systems. The company operates three primary business lines: Robotaxi services, Robotruck services and Intelligent Solutions, which include autonomous driving domain controllers and other technology products and services for automakers and industry customers.

Founded in late 2016 in Fremont, California, by Jun “James” Peng and Tiancheng Lou, Pony.ai is headquartered in Guangzhou, China.