Pony AI Delivers Over 100 Robotaxis to Guangzhou
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 19 2026
0mins
Should l Buy PONY?
Pony AI announced the delivery of an initial batch of more than 100 seventh-generation robotaxis to Guangzhou Chenqi Mobility Technology in China. The vehicles, based on the GAC AION V model, will join Chenqi's ride-hailing platform OnTime Mobility and begin commercial operations soon. At the same time, Pony AI and Chenqi Mobility signed an upgraded strategic cooperation agreement in Guangzhou to jointly build a Robotaxi fleet and expand geographic coverage beyond current operations, marking a new phase in their long-standing partnership. Under the upgraded collaboration framework, Pony AI will focus on the research, development, and continued iteration of its core autonomous driving technology, the "Virtual Driver." Through a technology licensing model, Pony AI will generate recurring revenue by providing its autonomous driving system to fleet partners. Chenqi Mobility will be responsible for fleet asset ownership, safety assurance, vehicle dispatching, and platform operations.
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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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See More
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- Investment and Expansion Plans: Uber intends to invest in Verne as a strategic partner to support future expansion, with all three companies committed to building a scalable autonomous mobility ecosystem that accelerates the commercialization of autonomous driving globally.
See More
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- Strategic Partnership Launch: Pony.ai, Uber, and Verne announced the launch of the first commercial robotaxi service in Zagreb, Croatia, with initial deployment work already underway, marking a significant milestone in the commercialization of autonomous driving in Europe.
- Technological Integration Advantage: Pony.ai will provide its Gen-7 autonomous driving system, Uber will integrate the service into its global mobility platform, and Verne will manage fleet operations, creating a synergistic effect that enhances market competitiveness.
- Market Expansion Plans: The robotaxi service in Zagreb is expected to scale to thousands of vehicles over the next few years, with potential expansion into additional European cities and markets, driving the global application of autonomous driving technology.
- Investment and Support: Uber will invest in Verne as a strategic partner, supporting its future expansion, which further solidifies the trio's market position in autonomous driving and promotes the establishment of a sustainable autonomous mobility ecosystem.
See More
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- Expansion Plans: There is potential for the service to expand into additional European cities.
See More
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Service Details: The robotaxi service, developed by Pony.ai, is now operational in Europe, showcasing the company's expansion into international markets.
See More
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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.
See More
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- 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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- Strategic Partnership Initiated: Pony.ai has signed a strategic partnership with Uber and Verne to launch the first commercial robotaxi service in Zagreb, Croatia, marking a significant milestone in the commercialization of autonomous driving in Europe.
- Technological Integration Advantage: Pony.ai will provide its Gen-7 autonomous driving system, Uber will integrate the service into its global mobility platform, and Verne will manage fleet operations, enhancing competitive positioning in the market through collaboration.
- Market Readiness Progress: On-road validation testing is currently underway in Zagreb, with fare-charging services expected to commence soon, establishing the city as the first commercial robotaxi market in Europe, with plans for expansion into additional cities.
- Investment and Expansion Plans: Uber intends to invest in Verne as a strategic partner to support future expansion, with all three companies committed to building a scalable autonomous mobility ecosystem that accelerates the commercialization of autonomous driving globally.
See More
Pony.ai and Uber Launch Europe's First Robotaxi Service in Zagreb
- Strategic Partnership Launch: Pony.ai, Uber, and Verne announced the launch of the first commercial robotaxi service in Zagreb, Croatia, with initial deployment work already underway, marking a significant milestone in the commercialization of autonomous driving in Europe.
- Technological Integration Advantage: Pony.ai will provide its Gen-7 autonomous driving system, Uber will integrate the service into its global mobility platform, and Verne will manage fleet operations, creating a synergistic effect that enhances market competitiveness.
- Market Expansion Plans: The robotaxi service in Zagreb is expected to scale to thousands of vehicles over the next few years, with potential expansion into additional European cities and markets, driving the global application of autonomous driving technology.
- Investment and Support: Uber will invest in Verne as a strategic partner, supporting its future expansion, which further solidifies the trio's market position in autonomous driving and promotes the establishment of a sustainable autonomous mobility ecosystem.
See More
SERVICE TO LAUNCH IN ZAGREB SOON, WITH POSSIBLE EXPANSION TO OTHER EUROPEAN CITIES IN THE FUTURE – OFFICIAL ANNOUNCEMENT
- Service Launch: A new service will soon begin in Zagreb, Croatia.
- Expansion Plans: There is potential for the service to expand into additional European cities.
See More
China's Pony.ai, Verne, and Uber Set to Introduce Europe's Inaugural Commercial Robotaxi Service – Announcement
China's Innovation: China has launched its first commercial robotaxi service, marking a significant advancement in autonomous vehicle technology.
Service Details: The robotaxi service, developed by Pony.ai, is now operational in Europe, showcasing the company's expansion into international markets.
See More
