Reasons Behind the Surge in Pony AI Stock on Tuesday
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 23 2025
0mins
Source: NASDAQ.COM
Analyst Upgrade: Goldman Sachs analyst Allen Chang raised his price target for Pony AI shares from $24.50 to $27.70, maintaining a buy recommendation as the new target is nearly 30% above the company's latest closing price.
Company Developments: Pony AI has begun road testing its Gen-7 robotaxi in major Chinese cities and expanded its operating hours to 24 hours in certain markets, indicating strong potential for growth in gross merchandise value (GMV) and fleet expansion.
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Analyst Views on PONY
Wall Street analysts forecast PONY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PONY is 24.95 USD with a low forecast of 15.00 USD and a high forecast of 31.30 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 15.690
Low
15.00
Averages
24.95
High
31.30
Current: 15.690
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 Partners with Beijing ATBB to Expand Robotaxi Operations
- Strategic Partnership: Pony AI has formed a partnership with Beijing ATBB to jointly operate Robotaxi services in China's tier-1 cities, leveraging an asset-light approach to expand its Robotaxi operations.
- Market Expansion: This collaboration will extend Pony AI's Robotaxi services to include airport and business travel, supporting urban trips and enhancing its competitive position in the market.
- Technology Integration: The Robotaxis will integrate with Pony AI's proprietary ride-hailing platform and ATBB's Xinghui Mobility ecosystem, enabling shared access to demand and fleet resources for improved operational flexibility and scalability.
- Future Goals: Pony AI's Robotaxi fleet has surpassed 1,159 vehicles, with plans to expand to over 3,000 by the end of 2026, indicating strong growth potential in the autonomous driving sector.
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Pony.ai Partners with ATBB to Accelerate Robotaxi Commercialization
- Strategic Partnership: Pony.ai has formed a strategic partnership with Beijing ATBB Travel & Express Service Co., Ltd. to accelerate robotaxi commercialization through an asset-light model, marking a significant expansion into tier-1 cities in China.
- Fleet Growth: The company's robotaxi fleet has surpassed 1,159 vehicles, exceeding its 2025 targets, with plans to expand to over 3,000 by the end of 2026, indicating strong growth potential in the market.
- Service Integration: This collaboration leverages ATBB's fleet investment and service expertise, integrating Pony.ai's self-operated vehicles to optimize shared demand and resources, enhancing overall operational efficiency.
- Market Outlook: By partnering with ATBB, Pony.ai aims to not only expand its airport transfer and business travel services but also secure a more advantageous position in the future robotaxi market, driving revenue growth.
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