PONY

Pony AI Inc.

OTC · Services-Computer Integrated Systems Design · Inc. E9 · CIK 0001969302
$7.94 -4.57% $3.4B
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)8 New Institutional Positions8 Institutional Exits
Vol
Market Cap$3.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders50 funds
Inst. Value$667.2M
Inst. Activity8 buys / 8 sells
Insider Activity0B / 4S
Insider Net $-$804.9K
Reddit Sentiment50° Neutral
SEC Reports5
Press Releases1
Exchange OTC·Sector Services-Computer Integrated Systems Design·Inc. E9·CIK 0001969302·Prev Close $8.32

Recent Activity

Jun 11, 2026 SEC
Three mega-passive institutions (State Street, Fidelity, Morgan Stanley) significantly increased their PONY positions in
INST-CLUSTER — Impact 4/10
Jun 3, 2026 short_volume
Short Volume: PONY — 55.2% short (1.1M / 2.0M)
Short: 1,080,403 | Exempt: 1,400 | TRF Vol: 1,958,149 | Short Ratio: 55.2% | Off-exchange volume (da
May 26, 2026 SEC
Pony.ai reported Q1 2026 revenue of $34.3M (+145.0% YoY), beating the $22.0M consensus by 56%. EPS of -$0.12 beat the -$
PRESS-RELEASE — Impact 7/10
May 6, 2026 SEC
Pony AI Inc. announced it will report Q1 2026 earnings on May 26, 2026, with a conference call. The press release contai
PRESS-RELEASE — Impact 2/10
Apr 14, 2026 Insider
ZHANG NING was granted 200,000 shares
Vice President
Apr 14, 2026 Insider
Qiu Mark was granted 6,692 shares
Director
Apr 14, 2026 Insider
TAI JACKSON P was granted 6,692 shares
Director
Inst.
FIL Ltd — TRIM
1,673,083 shares ($15.8M)

Price Targets

$20.91 +163.4% upside Strong Buy
Current $7.94 Low $10.00 Median $21.00 High $32.80 16 analysts
$10.00 $32.80

Analyst Ratings

Strong Buy88% buy · 25 analysts
11Strong Buy
11Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Mar 31, 2026 HSBC INITIATE Buy
Mar 30, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.17 ▼ -12.7% $-0.19 — $-0.15 2
Next Q $-0.18 ▼ -19.4% $-0.19 — $-0.17 2
Current FY $-0.61 ▲ +2.0% $-0.69 — $-0.50 -29% YoY 9
Next FY $-0.60 $-0.82 — $-0.39 0% YoY 9

Latest Reports

NEUTRAL INST-CLUSTER 4/10
Three mega-passive institutions (State Street, Fidelity, Morgan Stanley) significantly increased their PONY positions in
Jun 11, 2026
BULLISH PRESS-RELEASE 7/10
Pony.ai reported Q1 2026 revenue of $34.3M (+145.0% YoY), beating the $22.0M consensus by 56%. EPS of -$0.12 beat the -$
May 26, 2026
NEUTRAL Press 3/10
Pony AI Inc. announced it will release its unaudited financial results for Q4 and full year 2025 on March 26, 2026, foll
Mar 3, 2026

Top Institutional Holders

FundValueMove
FMR LLC$131.3MDOUBLED
VANGUARD CAPITAL MANAGEMENT LLC$74.3M—
BAILLIE GIFFORD & CO$60.0M—
MIRAE ASSET GLOBAL ETFS$40.3MNEW
MORGAN STANLEY$30.2MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Apr 14, 2026ZHANG NINGA$0.00
Apr 14, 2026Qiu MarkA$0.00
Apr 14, 2026TAI JACKSONA$0.00
Apr 14, 2026Mo LuyiA$0.00
Apr 14, 2026Ahmed AsmauA$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
10 mentions 0 bullish 0 bearish
50 institutional holders with $667.2M total value (70,761,493 shares) as of 2026-Q1. Top holders: FMR, VANGUARD, BAILLIE.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1FMR LLC13,910,926$131.3M19.7%DOUBLED +187.5%
2VANGUARD CAPITAL MANAGEMENT LLC7,868,349$74.3M11.1%—
3BAILLIE GIFFORD & CO6,359,468$60.0M9.0%—
4MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,276,552$40.3M6.0%NEW
5MORGAN STANLEY3,203,944$30.2M4.5%DOUBLED +528.4%
6WELLINGTON MANAGEMENT GROUP LLP3,033,786$28.6M4.3%ADD +31.0%
7TIGER GLOBAL MANAGEMENT LLC2,900,000$27.4M4.1%DOUBLED +683.8%
8Carlyle Group Inc.2,362,447$22.3M3.3%—
9SOROS FUND MANAGEMENT LLC2,230,400$21.1M3.2%TRIM -40.8%
10VANGUARD FIDUCIARY TRUST CO2,142,015$20.2M3.0%—
11BAMCO INC /NY/2,125,643$20.1M3.0%ADD +38.7%
12ARK Investment Management LLC1,926,151$18.2M2.7%ADD +29.8%
13CITADEL ADVISORS LLC1,864,902$17.6M2.6%DOUBLED +116.2%
14Sumitomo Mitsui Trust Group, Inc.1,821,735$17.2M2.6%DOUBLED +266.2%
15FIL Ltd1,673,083$15.8M2.4%TRIM -26.7%
16M&G Plc1,638,326$14.7M2.2%DOUBLED +268.9%
17SOROS FUND MANAGEMENT LLC1,292,309$12.2M1.8%TRIM -40.8%
18Holocene Advisors, LP1,224,555$11.6M1.7%NEW
19Marex Group plc860,929$8.1M1.2%ADD +51.9%
20SUSQUEHANNA INTERNATIONAL GROUP, LLP759,139$7.2M1.1%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FIL LtdTRIM2,284,0121,673,083-26.7%$15.8M2026-Q1
M&G PlcDOUBLED444,1571,638,326+268.9%$14.7M2026-Q1
Holocene Advisors, LPNEW—1,224,555—$11.6M2026-Q1
Marex Group plcADD566,871860,929+51.9%$8.1M2026-Q1
Legal & General Group PlcDOUBLED158,430393,896+148.6%$3.7M2026-Q1
BlackRock, Inc.DOUBLED3,801156,327+4012.8%$1.5M2026-Q1
Verition Fund Management LLCNEAR_EXIT915,346150,078-83.6%$1.4M2026-Q1
BANK OF AMERICA CORP /DE/TRIM296,720137,854-53.5%$1.3M2026-Q1
Point72 Asset Management, L.P.NEAR_EXIT3,209,963103,560-96.8%$977.6K2026-Q1
CAPITAL FUND MANAGEMENT S.A.NEAR_EXIT378,52960,058-84.1%$566.9K2026-Q1
MARSHALL WACE, LLPNEAR_EXIT2,502,71152,244-97.9%$493.2K2026-Q1
NOMURA HOLDINGS INCTRIM66,94036,474-45.5%$344.3K2026-Q1
BALYASNY ASSET MANAGEMENT L.P.NEAR_EXIT414,81932,815-92.1%$309.8K2026-Q1
DEUTSCHE BANK AG\DOUBLED1,15114,432+1153.9%$136.2K2026-Q1
FIRST TRUST ADVISORS LPADD10,02813,264+32.3%$125.2K2026-Q1
ASSETMARK, INCDOUBLED64131+104.7%$1.2K2026-Q1
Point72 Asset Management, L.P.ADD2,229,8153,209,963+44.0%$46.5M2025-Q4
TIGER GLOBAL MANAGEMENT LLCDOUBLED370,0002,900,000+683.8%$42.0M2025-Q4
WELLINGTON MANAGEMENT GROUP LLPADD2,169,2572,840,863+31.0%$41.2M2025-Q4
MARSHALL WACE, LLPDOUBLED736,9932,502,711+239.6%$36.3M2025-Q4
FIL LtdDOUBLED402,8842,284,012+466.9%$33.1M2025-Q4
Sumitomo Mitsui Trust Group, Inc.DOUBLED539,1411,974,499+266.2%$28.6M2025-Q4
ARK Investment Management LLCADD1,272,6901,651,452+29.8%$23.9M2025-Q4
SOROS FUND MANAGEMENT LLCTRIM2,078,9991,231,714-40.8%$17.9M2025-Q4
Verition Fund Management LLCNEW—915,346—$13.3M2025-Q4
9 unique insiders with 19 transactions. Net insider value: -$804.9K ($0.00 bought, $804.9K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 14, 2026ZHANG NINGVice PresidentAWARD200,000——
Apr 14, 2026Qiu MarkDirectorAWARD6,692——
Apr 14, 2026TAI JACKSON PDirectorAWARD6,692——
Apr 14, 2026Mo LuyiVice PresidentAWARD200,000——
Apr 14, 2026Ahmed AsmauDirectorAWARD6,692——
Apr 14, 2026Wang HaojunChief Financial OfficerAWARD300,000——
Apr 2, 2026Lou TianchengChief Technology OfficerAWARD600,000——
Apr 2, 2026Peng JunChief Executive OfficerAWARD1,400,000——
Mar 30, 2026Lou TianchengChief Technology OfficerJ2,500,000——
Mar 30, 2026Wang HaojunChief Financial OfficerSELL18,283$8.69$158.8K
Mar 30, 2026Mo LuyiVice PresidentSELL19,864$8.69$172.6K
Mar 30, 2026ZHANG NINGVice PresidentSELL22,946$8.69$199.3K
Mar 30, 2026Gao TianVP, Chief of Staff, GCSELL31,561$8.69$274.2K
Mar 25, 2026Mo LuyiVice PresidentEXERCISE11,000——
Mar 25, 2026Wang HaojunChief Financial OfficerEXERCISE963——
Mar 25, 2026Gao TianVP, Chief of Staff, GCEXERCISE16,000——
Mar 25, 2026ZHANG NINGVice PresidentEXERCISE11,000——
Mar 25, 2026Lou TianchengChief Technology OfficerEXERCISE31,250——
Mar 25, 2026Lou TianchengChief Technology OfficerD31,250$11.39$355.9K
5 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 3 neutral. Avg impact: 4.4/10.
NEUTRAL INST-CLUSTER 4/10
Three mega-passive institutions (State Street, Fidelity, Morgan Stanley) significantly increased the
Jun 11, 2026
BULLISH PRESS-RELEASE 7/10
Pony.ai reported Q1 2026 revenue of $34.3M (+145.0% YoY), beating the $22.0M consensus by 56%. EPS o
May 26, 2026
NEUTRAL PRESS-RELEASE 2/10
Pony AI Inc. announced it will report Q1 2026 earnings on May 26, 2026, with a conference call. The
May 6, 2026
NEUTRAL PRESS-RELEASE 4/10
Pony AI Inc. reported Q4 2025 earnings with an EPS of $-0.12, narrowly beating consensus of $-0.13,
Apr 22, 2026
BEARISH CLUSTER 5/10
Four corporate insiders at Pony AI Inc. sold a combined $805K worth of shares in open-market transac
Apr 2, 2026
NEUTRAL 3/10
Pony AI Inc. announced it will release its unaudited financial results for Q4 and full year 2025 on
Mar 3, 2026
Current analyst consensus: Strong Buy (88% buy). Based on 25 analysts: 11 strong buy, 11 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$20.91 mean target +163.4% upside Strong Buy (1.33)
$10.00 Low $32.80 High
MetricValue
Current Price$7.94
Target Low$10.00
Target Mean$20.91
Target Median$21.00
Target High$32.80
# Analysts16
RecommendationStrong Buy (1.33)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $-0.17 $-0.19 $-0.15 — -12.7% 0↑ 2↓ $0.0B — 2
Next Q
2026-09-30
 $-0.18 $-0.19 $-0.17 — -19.4% 0↑ 2↓ $0.0B — 2
Current FY
2026-12-31
 $-0.61 $-0.69 $-0.50 -28.8% +2.0% 1↑ 3↓ $0.1B 63.2% 9
Next FY
2027-12-31
 $-0.60 $-0.82 $-0.39 0.2% -0.0% 0↑ 4↓ $0.3B 117.7% 9

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.168
7d ago$-0.149-0.019
30d ago$-0.149-0.019
60d ago$-0.149-0.019
90d ago$-0.140-0.028
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Mar 31, 2026 HSBC INITIATE — Buy
Mar 30, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026111130088%
May 1, 2026111130088%
Apr 1, 2026111130088%
Mar 1, 2026111020091%
Feb 1, 2026111020091%
Jan 1, 202610920090%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
10 mentions 0 bullish 0 bearish 6 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 10, 2026150° Neutral001
Jun 10, 2026550° Neutral005
May 17, 2026150° Neutral001
May 17, 2026150° Neutral001
Mar 31, 2026150° Neutral001
Mar 31, 2026150° Neutral001

Recent Reddit Threads

r/stocks Neutral 6d 18h ago
ARK trims Archer Aviation, picking up DoorDash and Pony.ai ($PONY)
▲ 1 💬 0 ⚡ 0.5
r/investing Neutral 6d 19h ago
ARK trims Archer Aviation, picking up DoorDash and Pony.ai ($PONY)
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 6d 19h ago
ARK trims Archer Aviation, picking up DoorDash and Pony.ai ($PONY)
▲ 1 💬 0 ⚡ 0.5
r/investing Neutral 6d 19h ago
ARK trims Archer Aviation, picking up DoorDash and Pony.ai ($PONY)
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 6d 19h ago
ARK trims Archer Aviation, picking up DoorDash and Pony.ai ($PONY)
▲ 1 💬 0 ⚡ 0.5
Jun 3, 2026
short_volume
Short Volume: PONY — 55.2% short (1.1M / 2.0M)
Short: 1,080,403 | Exempt: 1,400 | TRF Vol: 1,958,149 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: PONY — 56.1% short (1.5M / 2.7M)
Short: 1,540,462 | Exempt: 5,240 | TRF Vol: 2,744,961 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
May 26, 2026
earnings
PONY AI Inc. Reports First Quarter 2026 Financial Results with Continued Growth in Robotaxi Revenues and Expanding Fleet Deployment
<p align="justify">NEW YORK, May 26, 2026 (GLOBE NEWSWIRE) -- Pony AI Inc. (“Pony.ai” or the “Company”) (NASDAQ: PONY; HKEX: 2026), a global leader
May 26, 2026
earnings_calendar
PONY Q1 2026 Earnings Scheduled — 2026-05-26
May 26, 2026
short_volume
Short Volume: PONY — 63.7% short (4.5M / 7.1M)
Short: 4,498,536 | Exempt: 35,138 | TRF Vol: 7,067,583 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: PONY — 58.1% short (1.2M / 2.1M)
Short: 1,238,290 | Exempt: 8,456 | TRF Vol: 2,129,817 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: PONY — 71.4% short (1.3M / 1.9M)
Short: 1,320,928 | Exempt: 17,089 | TRF Vol: 1,850,623 | Short Ratio: 71.4% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: PONY — 56.3% short (0.7M / 1.2M)
Short: 677,887 | Exempt: 21 | TRF Vol: 1,204,714 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
May 20, 2026
ftd
FTD: PONY — 76,780 shares ($0.6M) failed to deliver
Settlement: 20260520, Price: $8.32, FTD Value: $638,809.6, PONY AI INC SPONSORED ADS(CYM)
May 18, 2026
short_volume
Short Volume: PONY — 56.3% short (1.1M / 1.9M)
Short: 1,057,871 | Exempt: 0 | TRF Vol: 1,878,500 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: PONY — 62.9% short (1.2M / 1.9M)
Short: 1,186,295 | Exempt: 0 | TRF Vol: 1,886,958 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: PONY — 144,533 shares ($1.3M) failed to deliver
Settlement: 20260514, Price: $9.02, FTD Value: $1,303,687.66, PONY AI INC SPONSORED ADS(CYM)
May 7, 2026
short_interest
FTD: PONY — 128,763 shares ($1.3M) failed to deliver
Settlement: 20260507, Price: $10.27, FTD Value: $1,322,396.01, PONY AI INC SPONSORED ADS(CYM)
May 6, 2026
earnings
PONY AI Inc. to Report First Quarter 2026 Financial Results on May 26, 2026
<p align="justify">NEW YORK, May 06, 2026 (GLOBE NEWSWIRE) -- Pony AI Inc. (“Pony.ai” or the “Company”) (NASDAQ: PONY; HKEX: 2026), a global leader
May 6, 2026
short_volume
Short Volume: PONY — 55.4% short (0.7M / 1.3M)
Short: 719,387 | Exempt: 11 | TRF Vol: 1,299,283 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)