PONY

Pony AI Inc. American Depositary Shares

Technology · $2.4B market cap

Verdict

We can't put a fair value on PONY right now. It's an exchange-traded note or bond, not a share, so a stock valuation doesn't apply.

Business quality

1 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth—?
Equity per share growth—?
Sales growth16.1% a year✓
Free cash flow growth—?
Return on invested capital-21.5%✗

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Superinvestors

2 of the investors we track hold PONY. In Q2 2026, 1 trimmed. Who we track

Moves in Q2 2026

Trimmed: Chase Coleman

About Pony AI Inc. American Depositary Shares

Pony AI Inc., operating through its subsidiaries, specializes in autonomous mobility solutions across the People's Republic of China and the United States. The company delivers automated trucking services, assisting logistics platforms with freight transportation. Furthermore, Pony AI provides robotaxi offerings, which encompass a full spectrum of autonomous vehicle (AV) engineering support, including the deployment…

Software - Application

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works