$Pony AI(PONY.US) | 𝐌𝐚𝐜𝐪𝐮𝐚𝐫𝐢𝐞 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐏𝐎𝐍𝐘, 𝐜𝐮𝐭𝐬 𝐏𝐓 𝐭𝐨 $𝟐𝟒.𝟎𝟎
Analyst highlights strong 1Q revenue beat and raised FY26 guidance but notes concerns around operating loss, cash burn, and domestic policy noise.Weekly Recap | Pony AI +2.56%, most brokers rate it strong buy
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$Pony AI(PONY.US) | 𝐌𝐚𝐜𝐪𝐮𝐚𝐫𝐢𝐞 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐏𝐎𝐍𝐘, 𝐜𝐮𝐭𝐬 𝐏𝐓 𝐭𝐨 $𝟐𝟒.𝟎𝟎
Analyst highlights strong 1Q revenue beat and raised FY26 guidance but notes concerns around operating loss, cash burn, and domestic policy noise.$Pony AI(PONY.US) | Pony AI Inc., Q1-2026 Earning Report

Q2 total revenue is expected at RMB 850–900 mn.
LiDAR shipments are estimated at ~650k units.