Investment Gains Could Help Pony AI's 4Q Bottom Line Swing to Positive Territory -- Market Talk

Dow Jones02-04

0952 GMT - Investment gains could help Pony AI's bottom line return to positive territory in the fourth quarter, UBS analysts say in a note. For 2026, the company aims to widen its footprint, targeting a fleet of 3,000 robotaxis with rising R&D and capex to support expansion, they add. It could also expand to new regions or grow current operations, with a focus on southern China, they add. Pony AI achieved UE break-even in Guangzhou in the third quarter, they say. Pony AI's share price has experienced some volatility and is high beta in nature, UBS says. Yet the brokerage remains constructive on the stock, as physical application of AI in the mobility industry is turning into reality both technologically and financially. (jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

February 04, 2026 04:52 ET (09:52 GMT)

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For 2026, the company aims to widen its footprint, targeting a fleet of 3,000 robotaxis with rising R&amp;D and capex to support expansion, they add. It could also expand to new regions or grow current operations, with a focus on southern China, they add. Pony AI achieved UE break-even in Guangzhou in the third quarter, they say. Pony AI's share price has experienced some volatility and is high beta in nature, UBS says. Yet the brokerage remains constructive on the stock, as physical application of AI in the mobility industry is turning into reality both technologically and financially. 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