Pony AI Partners with ATBB to Expand Robotaxi Operations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 28 2026
0mins
Should l Buy PONY?
Source: Benzinga
Pony AI Inc. saw a significant decline in its stock price, crossing below the 5-day SMA, as the Nasdaq-100 and S&P 500 both experienced losses today.
The company has formed a strategic partnership with Beijing ATBB to jointly operate Robotaxi services in tier-1 cities in China. This collaboration aims to enhance Pony AI's competitive position by expanding its services to include airport and business travel, leveraging an asset-light approach. The partnership will integrate Pony AI's ride-hailing platform with ATBB's mobility ecosystem, allowing for improved operational flexibility and scalability, with plans to grow its Robotaxi fleet from 1,159 to over 3,000 vehicles by the end of 2026.
This partnership marks a significant step for Pony AI in the autonomous driving sector, indicating strong growth potential as it aims to capture a larger share of the premium mobility market.
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Analyst Views on PONY
Wall Street analysts forecast PONY stock price to rise
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 11.190
Low
15.00
Averages
24.95
High
31.30
Current: 11.190
Low
15.00
Averages
24.95
High
31.30
About PONY
Pony AI Inc is a holding company primarily engaged in the commercialization of autonomous driving technology. The Company is mainly engaged in the provision of three services. The Robotaxis services provide online car-hailing services to individual passengers through autonomous driving taxis and offer engineering solutions for autonomous driving taxis. The engineering solution service projects typically involve a combination of software development, system integration, hardware components and related services. The Robotrucks services mainly engage in selling virtual driver solutions and providing freight services. The licensing and applications mainly provide intelligent travel solutions composed of software licenses, hardware and data analysis tools.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Revenue Decline Expectations: Despite the strong EPS forecast, the revenue estimate stands at $23.93 million, representing a 32.6% year-over-year decline, highlighting challenges in revenue growth that could impact investor confidence.
- Revision Trends: Over the past three months, EPS estimates have seen one upward revision with no downward adjustments, indicating increased analyst confidence in the company's profitability; similarly, revenue estimates have also been revised upward once, suggesting cautious optimism about future performance.
- Strategic Partnership Expansion: Pony AI's expanded partnership with Tencent may provide additional resources and technological support, enhancing its competitive edge in the autonomous driving sector, particularly in potential expansions within the Middle Eastern market.
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- Market Readiness and Testing: The partners have begun on-road testing in Zagreb using Pony.ai's Gen-7 autonomous driving system, ensuring market readiness and obtaining European regulatory approval, which is expected to lay the groundwork for future market expansion.
- Scalability Goals: The three companies plan to establish a scalable commercial robotaxi service in Zagreb, with ambitions to expand to a fleet of thousands of robotaxis over the next few years, promoting the adoption of autonomous driving services across Europe.
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- Revenue Decline Factors: The significant revenue drop is primarily attributed to weakened market demand and intensified competition, posing challenges for the company in maintaining profitability and potentially necessitating strategic adjustments to navigate industry changes.
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See More
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- Technology Deployment Progress: Pony AI's Gen-7 autonomous driving system is currently undergoing on-road testing on the Arcfox Alpha T5 robotaxi, ensuring safety and reliability for future commercial operations, thereby laying a solid foundation for the service.
- Market Expansion Plans: This collaboration is not limited to Zagreb, as the companies aim to expand the service to additional European cities over the coming years, targeting the establishment of a scalable fleet of thousands of robotaxis, further promoting the adoption of autonomous driving technology.
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See More
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- Improved Profitability: Pony.ai reported a net income of $75.5 million in Q4 2025, marking its first quarterly profit, primarily due to an increase in the fair value of trading securities, reflecting the success of its strategic investments and improved financial position.
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See More
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- Accelerated Fleet Expansion: By the end of 2026, Pony.ai's robotaxi fleet has surpassed 1,400 units, with plans to deploy in over 20 cities globally, particularly in multiple tier-one and emerging cities in China, showcasing the company's strong capabilities in market penetration and geographic expansion.
- Validation of Unit Economics: Pony.ai achieved consecutive unit economics breakeven in Guangzhou and Shenzhen, with the Gen-7 model reaching a peak daily net revenue of RMB394 in Shenzhen, which not only validates the effectiveness of its business model but also lays the groundwork for future profitability.
- Deepened Strategic Partnerships: The strategic partnership with Toyota has been further strengthened, securing the production of 1,000 Gen-7 robotaxis, which will directly support the company's expansion and is expected to accelerate growth in both domestic and international markets.
See More
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- Earnings Announcement Date: Pony AI is set to release its Q4 earnings on March 26 before market open, with a consensus EPS estimate of $0.22, reflecting a substantial year-over-year growth of 171%, indicating a significant improvement in the company's profitability.
- Revenue Decline Expectations: Despite the strong EPS forecast, the revenue estimate stands at $23.93 million, representing a 32.6% year-over-year decline, highlighting challenges in revenue growth that could impact investor confidence.
- Revision Trends: Over the past three months, EPS estimates have seen one upward revision with no downward adjustments, indicating increased analyst confidence in the company's profitability; similarly, revenue estimates have also been revised upward once, suggesting cautious optimism about future performance.
- Strategic Partnership Expansion: Pony AI's expanded partnership with Tencent may provide additional resources and technological support, enhancing its competitive edge in the autonomous driving sector, particularly in potential expansions within the Middle Eastern market.
See More
Pony.ai and Uber Launch Europe's First Robotaxi Service
- Strategic Partnership Launch: Pony.ai and Uber announced a strategic partnership in Zagreb, Croatia, to launch Europe's first commercial robotaxi service, with initial deployment work already underway, marking a significant step in the commercialization of autonomous driving technology.
- Market Readiness and Testing: The partners have begun on-road testing in Zagreb using Pony.ai's Gen-7 autonomous driving system, ensuring market readiness and obtaining European regulatory approval, which is expected to lay the groundwork for future market expansion.
- Scalability Goals: The three companies plan to establish a scalable commercial robotaxi service in Zagreb, with ambitions to expand to a fleet of thousands of robotaxis over the next few years, promoting the adoption of autonomous driving services across Europe.
- Investment and Support: Uber intends to invest in Verne as a strategic partner and support future expansion, combining Pony.ai's technology, Verne's operational capabilities, and Uber's global platform to drive the globalization of autonomous ride-hailing services.
See More
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- Earnings Overview: Pony AI reported a Q4 non-GAAP EPS of -$0.12 with revenue of $29.13 million, reflecting an 18% year-over-year decline, indicating pressure in the competitive landscape that may affect investor confidence moving forward.
- Revenue Decline Factors: The significant revenue drop is primarily attributed to weakened market demand and intensified competition, posing challenges for the company in maintaining profitability and potentially necessitating strategic adjustments to navigate industry changes.
- Cash Reserves Strengthening: Pony AI is bolstering its cash reserves and enhancing fare revenue to ensure greater financial flexibility in future operations, thereby supporting technology development and market expansion initiatives.
- Collaborative Innovation: Pony AI has partnered with Verne and Uber to launch Europe’s first commercial robotaxi service, marking a strategic move in the autonomous driving sector aimed at increasing market share through innovative service offerings.
See More
Verne, Pony AI, and Uber Launch Europe's First Robotaxi Service
- Strategic Partnership Launch: Verne, Pony AI, and Uber announced the launch of the first commercial robotaxi service in Zagreb, Croatia, marking a significant advancement in the European autonomous taxi market, which is expected to attract a large user base and drive market growth.
- Technology Deployment Progress: Pony AI's Gen-7 autonomous driving system is currently undergoing on-road testing on the Arcfox Alpha T5 robotaxi, ensuring safety and reliability for future commercial operations, thereby laying a solid foundation for the service.
- Market Expansion Plans: This collaboration is not limited to Zagreb, as the companies aim to expand the service to additional European cities over the coming years, targeting the establishment of a scalable fleet of thousands of robotaxis, further promoting the adoption of autonomous driving technology.
- Integrated Service Advantage: Uber will integrate this robotaxi service into its global ride-hailing network, enhancing user experience and increasing market competitiveness, while also providing Verne with a customer-facing platform that fosters collaborative business development.
See More
Pony.ai Rapidly Expands Robotaxi Business Model
- Significant Revenue Growth: In Q4 2025, Pony.ai's robotaxi revenue surged 160% year-over-year, while fare revenue skyrocketed over 500%, indicating substantial progress in fleet expansion and user adoption, thereby solidifying its market position.
- Fleet Expansion Plans: By 2026, Pony.ai aims to scale its fleet to over 3,000 vehicles and deploy robotaxis in 20 cities globally, with nearly half in overseas markets, a strategy expected to drive rapid growth in international markets.
- Improved Profitability: Pony.ai reported a net income of $75.5 million in Q4 2025, marking its first quarterly profit, primarily due to an increase in the fair value of trading securities, reflecting the success of its strategic investments and improved financial position.
- Technological and Partnership Advantages: Through collaborations with multiple OEMs, including Toyota, Pony.ai is advancing the mass production of its Gen-7 model, with plans to produce 1,000 bZ4X robotaxis in 2026, enhancing capital efficiency and market expansion capabilities.
See More
Pony.ai Reports 2025 Financials: Robotaxi Revenue Soars
- Significant Revenue Growth: In Q4 2025, Pony.ai's robotaxi revenues surged by 160% year-over-year, with fare-charging revenues skyrocketing over 500%, indicating substantial progress in market demand and operational efficiency, which is expected to further drive overall revenue growth.
- Accelerated Fleet Expansion: By the end of 2026, Pony.ai's robotaxi fleet has surpassed 1,400 units, with plans to deploy in over 20 cities globally, particularly in multiple tier-one and emerging cities in China, showcasing the company's strong capabilities in market penetration and geographic expansion.
- Validation of Unit Economics: Pony.ai achieved consecutive unit economics breakeven in Guangzhou and Shenzhen, with the Gen-7 model reaching a peak daily net revenue of RMB394 in Shenzhen, which not only validates the effectiveness of its business model but also lays the groundwork for future profitability.
- Deepened Strategic Partnerships: The strategic partnership with Toyota has been further strengthened, securing the production of 1,000 Gen-7 robotaxis, which will directly support the company's expansion and is expected to accelerate growth in both domestic and international markets.
See More
