Pony AI: A Big Year Ahead As Company Guides To Tripling Robotaxi Revenue

Pony AI has declined ~30% YTD, which underappreciates the significant traction the company has built around its robotaxi business. PONY is planning to triple its fleet to 3k+ vehicles and triple robotaxi revenue in FY26. It intends to expand to 20+ new cities this year, with half planned for international markets (primarily in the Middle East).