Information
SHENZHEN, China, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Pony AI Inc. ("Pony.ai" or the "Company") (NASDAQ:PONY, HKEX: 2026)), a global leader in achieving large-scale mass production and commercialization of autonomous
Original sourceAI Summary
Pony.ai announced strong performance in its Robotaxi services over the 2026 Chinese New Year, achieving record paid order volumes, particularly in Shenzhen. This robust demand and fleet expansion could signify growing market momentum and potential future revenue increases.
Sentiment Rationale
Pony.ai's impressive order growth during a major holiday suggests increasing acceptance and demand for autonomous services. This could lead to improved financial projections resembling past instances when growth stories in tech saw stock increases.
Trading Thesis
Consider buying PONY for potential growth driven by expanding autonomous service demand in China.
Market-Moving
- Record paid orders may lead to stronger revenue forecasts.
- Increased operational capacity can enhance market presence.
- Expansion plans could attract investor interest.
- User demand highlights the robustness of Pony.ai's service.
Key Facts
- Pony.ai achieved record paid orders during 2026 Chinese New Year.
- Service operations spanned four tier-one cities with reliability.
- Shenzhen's cumulative paid orders have surpassed 2025 totals.
- Each vehicle averaged 26 paid orders per day during holidays.
- Pony.ai plans to expand its fleet and operational coverage.
Companies Mentioned
- Uber Technologies, Inc. (UBER): Could face competition in autonomous services market.
- Waymo LLC (N/A): Direct competitor in autonomous driving solutions.
Corporate Developments
This falls under 'Corporate Developments' due to significant performance milestones in operations and service scalability, indicating the company's readiness to expand its market footprint.