Dec 31, 2025 • 36Kr
SOMEWHAT-BULLISH
Autonomous Driving Year-End Review 2025: Transitioning from "Adolescence" and Shifting from Tech Showmanship to Global Adoption
In 2025, the autonomous driving industry matured significantly, moving from technological showmanship to practical global implementation. Chinese companies like MogoAuto and WeRide expanded their overseas operations, securing major projects and initiating Robotaxi services worldwide, while domestically, L3 autonomous driving received policy approval and began commercial pilots. This year also saw a fierce technological competition with end-to-end solutions gaining traction and a focus on cost reduction, leading to the equalization of intelligent driving features.
Dec 29, 2025 • Finviz
NEUTRAL
Barclays Validates Pony AI's (PONY) Commercial Tech but Cites Regulatory and Scaling Hurdles
Barclays initiated coverage on Pony AI (NASDAQ: PONY) with an Equal Weight rating and a $15 price target, acknowledging the company's viable robotaxi technology for the Chinese market. Despite a Q3 2025 net loss of $61.6 million, Pony AI reported significant revenue growth and improved operational efficiency, driven by fully driverless operations across major Chinese cities. However, Barclays highlighted ongoing industry hurdles, including regulatory challenges and scaling complexities, as key concerns for the sector.
Dec 29, 2025 • Insider Monkey
NEUTRAL
Barclays Validates Pony AI’s (PONY) Commercial Tech but Cites Regulatory and Scaling Hurdles
Barclays initiated coverage on Pony AI (PONY) with an Equal Weight rating and a $15 price target, acknowledging the readiness of its robotaxi technology for the Chinese market and a viable commercial framework. Despite emphasizing existing industry hurdles, the firm sees the primary value of Pony AI in its robotics and automation capabilities, not just its ride-hailing service. The company's Q3 2025 earnings showed a net loss of $61.6 million but significant growth in robotaxi revenue and efficiency improvements, with citywide unit economics break-even achieved in Guangzhou for its Gen 7 robotaxis.
Dec 28, 2025 • ts2.tech
NEUTRAL
Pony AI Inc Stock (PONY) Outlook: Friday Selloff, Fresh Analyst Targets, and What to Watch Before the Next U.S. Session
Pony AI Inc. (NASDAQ: PONY) experienced a selloff on Friday, with the stock closing down 4.59% at $14.96. Analysts have varying price targets for PONY, reflecting uncertainty about the company's long-term commercialization of robotaxi technology. Investors should monitor pre-market liquidity, key moving averages, and forthcoming financial disclosures as critical factors for the stock's performance.
Dec 28, 2025 • ts2.tech
NEUTRAL
Pony AI Inc. (PONY) Stock: Weekend Market Wrap, Analyst Targets, and Robotaxi Catalysts to Watch Before Monday
Pony AI Inc. (PONY) stock closed Friday at $14.96, down about 4.7%, as investors debate the pacing of robotaxi commercialization. Analyst targets for PONY vary widely, from $15 to $32.80, with recent initiations from Macquarie and Barclays highlighting diverse views on the company's future. The stock's performance leading into Monday will likely hinge on year-end trading liquidity, new analyst coverage, and regulatory filings, all while investors assess Pony.ai's progress toward scalable unit economics and profitability.
Dec 26, 2025 • ts2.tech
NEUTRAL
Pony AI Inc Stock (NASDAQ: PONY) Slides in Post-Christmas Trading: Latest Robotaxi News, Analyst Forecasts, and What to Watch Next
Pony AI Inc. (NASDAQ: PONY) stock experienced a drop in post-Christmas trading on December 26, 2025, falling about 4.4% to $14.99, despite broader markets being mixed. This decline is attributed to factors like holiday-week liquidity, market risk calibration, and ongoing questions about robotaxi execution rather than a specific major headline. Investors are closely monitoring regulatory advancements in China, key partnerships with companies like Uber and Stellantis, and the accelerated global robotaxi competition, with analyst forecasts showing long-term optimism but near-term volatility.