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$Pony AI Inc(PONY)$  

⭐ Stock Review: Pony AI Inc (PONY)

Pony AI is increasingly standing out as one of the most advanced and commercially focused players in the autonomous driving space.

What differentiates Pony AI from many “concept-stage” AI companies is its clear transition from R&D to real-world monetisation. The company’s 7th-generation robotaxi fleet in Guangzhou has reportedly achieved positive unit economics, a key milestone that very few autonomous driving companies globally can claim today.

From a business perspective, Pony AI is demonstrating:

Strong revenue momentum, with meaningful year-on-year growth

Improving gross margins, reflecting better cost control and operational efficiency

A clear scaling roadmap, targeting thousands of robotaxis by 2026 and much larger deployment longer term

Strategically, Pony AI benefits from exposure to multiple large markets — China, the U.S., and potentially the Middle East — while also being dually listed in the U.S. and Hong Kong, improving visibility and future institutional access. Recent discussions around index inclusion and Stock Connect eligibility further reinforce that Pony AI is now on the radar of long-term institutional investors, not just retail traders.

While short-term price volatility is expected given the broader tech and China market sentiment, the long-term thesis remains intact:

Autonomous mobility is moving from experimentation to deployment

Cost curves are coming down

Operators with proven real-world data and regulatory progress will survive

Pony AI represents a high-quality, high-volatility growth stock with real technological depth and improving fundamentals. For investors who can tolerate short-term swings, PONY offers compelling long-term optionality in the global robotaxi and AI mobility market.