Pony AI Expands Robotaxi Service Through Tencent Partnership
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 13 2026
0mins
Should l Buy PONY?
Pony AI (PONY) announced expanded access to its robotaxi ride-hailing service through integration into Tencent (TCEHY) Mobility Service. The launch represents the latest advancement in its strategic partnership with Tencent Cloud, first announced in April 2025. Users in designated areas of Guangzhou can now book fully driverless rides via Tencent's WeChat "Mobility Services" portal. After entering their pickup and drop-off locations, users can opt for an autonomous ride if the route falls within Pony.ai's service coverage. The integration further expands Pony.ai's presence in the WeChat ecosystem, where users previously accessed its service through the company's Mini Program. The service is also expected to be integrated into Tencent Maps in the near future.
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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.
Pony AI Set to Announce Q4 Earnings with Strong EPS Growth
- 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 Delivers First Batch of Robotaxis to Chenqi Mobility
- Initial Delivery: Pony.ai has delivered its first batch of over 100 seventh-generation Robotaxis to Guangzhou Chenqi Mobility Technology, built on the GAC AION V model, which will be integrated into Chenqi's OnTime Mobility ride-hailing platform and is set to commence commercial operations soon, marking a significant advancement in the autonomous driving sector.
- Strategic Cooperation Upgrade: Pony.ai and Chenqi Mobility signed an upgraded strategic cooperation agreement in Guangzhou, aiming to jointly build a Robotaxi fleet and expand service coverage, further deepening their long-term collaboration and promoting synergistic development in the autonomous driving field.
- Technology Licensing Model: Under the new framework, Pony.ai will focus on the research, development, and iteration of its core autonomous driving system, the
See More
Pony AI Expands Robotaxi Service Through Tencent Partnership
- Service Expansion Milestone: Pony AI announced the expansion of its robotaxi service through integration with Tencent, allowing users in designated areas of Guangzhou to book fully driverless rides via the WeChat 'Mobility Services' portal, marking a significant milestone in its commercialization of autonomous mobility.
- Enhanced User Experience: Users can input their pickup and drop-off points in WeChat and select an autonomous ride option if their route falls within Pony AI's coverage area, which is expected to significantly enhance user convenience and service reliability.
- Ecosystem Development: Pony AI is building a broad ecosystem of partners, collaborating with domestic platforms like Alipay and Amap, as well as international partners such as Stellantis and Uber, to support service distribution and scaling, further driving its global expansion strategy.
- Market Performance Analysis: While Pony AI's shares rose 0.9% in premarket trading on Friday, the stock is down 15.2% year-to-date, indicating market concerns about its long-term profitability, with a short interest of 4.8% of the total float.
See More
Pony AI Expands Robotaxi Service Through Tencent Integration
- Robotaxi Service Expansion: Pony AI has launched its fully driverless ride-hailing service in Guangzhou, allowing users to book rides via Tencent's WeChat platform, marking a significant milestone in the company's commercialization efforts that is expected to enhance user accessibility and market share.
- Deepened Strategic Partnership: This collaboration with Tencent builds on a strategic partnership initiated in April 2025, covering cloud computing, mapping, and smart cabin systems, thereby enhancing Pony AI's operational capabilities and competitive positioning in the autonomous mobility sector.
- Market Performance Analysis: Pony AI shares are currently trading at $12.30, which is 8.8% below the 20-day simple moving average, indicating a bearish trend in the short term, with analysts maintaining a cautious outlook and price targets ranging from $15 to $29.
- Earnings Expectations: Pony AI is set to report earnings on March 26, 2026, with an estimated EPS of 22 cents and revenue forecasted at $23.93 million, reflecting the company's efforts to recover profitability despite a decline in revenue expectations.
See More
Pony.ai Expands Robotaxi Service via Tencent Integration
- Service Expansion: Pony.ai's integration with Tencent Mobility Service allows users in designated areas of Guangzhou to book fully driverless rides directly through WeChat, significantly enhancing service accessibility and user experience.
- User Base Growth: With WeChat's user base exceeding one billion, this integration greatly broadens Pony.ai's market reach, likely attracting more users to its robotaxi service and driving business growth.
- Deepened Technical Collaboration: This rollout is part of a broader collaboration with Tencent Cloud, encompassing cloud computing, mapping, smart cabin, virtual simulation, and AI, aimed at enhancing service stability and scalability.
- Fleet Size Increase: Since 2025, Pony.ai has accelerated the commercialization of its robotaxi business, with its fleet surpassing 1,159 vehicles and expected to expand to over 3,000 units by the end of 2026, further solidifying its market position.
See More
Pony.ai Enhances Robotaxi Availability by Integrating with Tencent Mobility Service
- Expansion of Services: Pony.ai is expanding its Robotaxi services by integrating with the TenCent mobility service.
- Enhanced Accessibility: This integration aims to improve accessibility and convenience for users of the Robotaxi service.
See More
Pony AI Set to Announce Q4 Earnings with Strong EPS Growth
- 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 Delivers First Batch of Robotaxis to Chenqi Mobility
- Initial Delivery: Pony.ai has delivered its first batch of over 100 seventh-generation Robotaxis to Guangzhou Chenqi Mobility Technology, built on the GAC AION V model, which will be integrated into Chenqi's OnTime Mobility ride-hailing platform and is set to commence commercial operations soon, marking a significant advancement in the autonomous driving sector.
- Strategic Cooperation Upgrade: Pony.ai and Chenqi Mobility signed an upgraded strategic cooperation agreement in Guangzhou, aiming to jointly build a Robotaxi fleet and expand service coverage, further deepening their long-term collaboration and promoting synergistic development in the autonomous driving field.
- Technology Licensing Model: Under the new framework, Pony.ai will focus on the research, development, and iteration of its core autonomous driving system, the
See More
Pony AI Expands Robotaxi Service Through Tencent Partnership
- Service Expansion Milestone: Pony AI announced the expansion of its robotaxi service through integration with Tencent, allowing users in designated areas of Guangzhou to book fully driverless rides via the WeChat 'Mobility Services' portal, marking a significant milestone in its commercialization of autonomous mobility.
- Enhanced User Experience: Users can input their pickup and drop-off points in WeChat and select an autonomous ride option if their route falls within Pony AI's coverage area, which is expected to significantly enhance user convenience and service reliability.
- Ecosystem Development: Pony AI is building a broad ecosystem of partners, collaborating with domestic platforms like Alipay and Amap, as well as international partners such as Stellantis and Uber, to support service distribution and scaling, further driving its global expansion strategy.
- Market Performance Analysis: While Pony AI's shares rose 0.9% in premarket trading on Friday, the stock is down 15.2% year-to-date, indicating market concerns about its long-term profitability, with a short interest of 4.8% of the total float.
See More
Pony AI Expands Robotaxi Service Through Tencent Integration
- Robotaxi Service Expansion: Pony AI has launched its fully driverless ride-hailing service in Guangzhou, allowing users to book rides via Tencent's WeChat platform, marking a significant milestone in the company's commercialization efforts that is expected to enhance user accessibility and market share.
- Deepened Strategic Partnership: This collaboration with Tencent builds on a strategic partnership initiated in April 2025, covering cloud computing, mapping, and smart cabin systems, thereby enhancing Pony AI's operational capabilities and competitive positioning in the autonomous mobility sector.
- Market Performance Analysis: Pony AI shares are currently trading at $12.30, which is 8.8% below the 20-day simple moving average, indicating a bearish trend in the short term, with analysts maintaining a cautious outlook and price targets ranging from $15 to $29.
- Earnings Expectations: Pony AI is set to report earnings on March 26, 2026, with an estimated EPS of 22 cents and revenue forecasted at $23.93 million, reflecting the company's efforts to recover profitability despite a decline in revenue expectations.
See More
Pony.ai Expands Robotaxi Service via Tencent Integration
- Service Expansion: Pony.ai's integration with Tencent Mobility Service allows users in designated areas of Guangzhou to book fully driverless rides directly through WeChat, significantly enhancing service accessibility and user experience.
- User Base Growth: With WeChat's user base exceeding one billion, this integration greatly broadens Pony.ai's market reach, likely attracting more users to its robotaxi service and driving business growth.
- Deepened Technical Collaboration: This rollout is part of a broader collaboration with Tencent Cloud, encompassing cloud computing, mapping, smart cabin, virtual simulation, and AI, aimed at enhancing service stability and scalability.
- Fleet Size Increase: Since 2025, Pony.ai has accelerated the commercialization of its robotaxi business, with its fleet surpassing 1,159 vehicles and expected to expand to over 3,000 units by the end of 2026, further solidifying its market position.
See More
Pony.ai Enhances Robotaxi Availability by Integrating with Tencent Mobility Service
- Expansion of Services: Pony.ai is expanding its Robotaxi services by integrating with the TenCent mobility service.
- Enhanced Accessibility: This integration aims to improve accessibility and convenience for users of the Robotaxi service.
See More
