Pony AI Could Achieve Break Even on Per-Unit Basis From 2026 -- Market Talk

Dow Jones

Jul 25, 2025

0946 GMT - Pony AI is likely to break even on a unit level for its robotaxi fleet starting in 2026, Daiwa analysts write in a note. As the company's fleet grows, it may report positive operating profit and net profit from 2029, the analysts add. Pony AI could see revenue growth accelerate from 2027 when its robotaxi fleet is projected to reach 10,000 across China's four biggest cities. Pony AI is at the forefront of shaping the future of urban mobility, and has developed an innovative business model for ride-hailing and is actively engaging with regulators to enable the commercialization of autonomous driving, Daiwa says. It initiates coverage of the stock with a buy rating at a target price of $20.00. Shares last closed at $14.45. (jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

July 25, 2025 05:46 ET (09:46 GMT)

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As the company's fleet grows, it may report positive operating profit and net profit from 2029, the analysts add. Pony AI could see revenue growth accelerate from 2027 when its robotaxi fleet is projected to reach 10,000 across China's four biggest cities. Pony AI is at the forefront of shaping the future of urban mobility, and has developed an innovative business model for ride-hailing and is actively engaging with regulators to enable the commercialization of autonomous driving, Daiwa says. It initiates coverage of the stock with a buy rating at a target price of $20.00. Shares last closed at $14.45. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 25, 2025 05:46 ET (09:46 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pony AI Could Achieve Break Even on Per-Unit Basis From 2026 -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPony AI Could Achieve Break Even on Per-Unit Basis From 2026 -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-07-25 17:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0946 GMT - <a href=\"https://laohu8.com/S/PONY\">Pony AI</a> is likely to break even on a unit level for its robotaxi fleet starting in 2026, Daiwa analysts write in a note. As the company's fleet grows, it may report positive operating profit and net profit from 2029, the analysts add. Pony AI could see revenue growth accelerate from 2027 when its robotaxi fleet is projected to reach 10,000 across China's four biggest cities. Pony AI is at the forefront of shaping the future of urban mobility, and has developed an innovative business model for ride-hailing and is actively engaging with regulators to enable the commercialization of autonomous driving, Daiwa says. It initiates coverage of the stock with a buy rating at a target price of $20.00. Shares last closed at $14.45. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 25, 2025 05:46 ET (09:46 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PONY","symbol_name":"小马智行","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2554276629","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2554276629","pubTimestamp":1753436760,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0946 GMT - Pony AI is likely to break even on a unit level for its robotaxi fleet starting in 2026, Daiwa analysts write in a note. As the company's fleet grows, it may report positive operating profit and net profit from 2029, the analysts add. Pony AI could see revenue growth accelerate from 2027 when its robotaxi fleet is projected to reach 10,000 across China's four biggest cities. Pony AI is at the forefront of shaping the future of urban mobility, and has developed an innovative business model for ride-hailing and is actively engaging with regulators to enable the commercialization of autonomous driving, Daiwa says. It initiates coverage of the stock with a buy rating at a target price of $20.00. Shares last closed at $14.45. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"PONY":"小马智行"},"translate_title":"小马智行可能从2026年起实现单位盈亏平衡——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PONY":1},"content_text":"0946 GMT - Pony AI is likely to break even on a unit level for its robotaxi fleet starting in 2026, Daiwa analysts write in a note. As the company's fleet grows, it may report positive operating profit and net profit from 2029, the analysts add. Pony AI could see revenue growth accelerate from 2027 when its robotaxi fleet is projected to reach 10,000 across China's four biggest cities. Pony AI is at the forefront of shaping the future of urban mobility, and has developed an innovative business model for ride-hailing and is actively engaging with regulators to enable the commercialization of autonomous driving, Daiwa says. It initiates coverage of the stock with a buy rating at a target price of $20.00. Shares last closed at $14.45. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 25, 2025 05:46 ET (09:46 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}