Professional
Added to YB: 2025-07-14
Pitch date: 2025-07-10
PONY [bearish]
Pony AI Inc.
-12.93%
current return
Author Info
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Company Info
Pony AI Inc., through its subsidiaries, engages in the autonomous mobility business in the People’s Republic of China, the United States, and internationally.
Market Cap
$5.6B
Pitch Price
$12.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
-15.86
P/E
-12.14
EV/Sales
58.88
Sector
Software
Category
special_situation
Falsifying Data Can’t Save You From Severe Competition: Why We Believe Pony AI Inc. is the Worst of the Robotaxi Hype
PONY short: Hyped robotaxi co facing serious allegations of data falsification for self-driving software, with mgmt covering up. Permits revoked in CA after crash. On-ground testing shows inferior service vs Chinese peers. Close ties to Chinese military (40.9% rev from PLA-linked Sinotrans) leading to US delisting calls. Lock-up expiry adds pressure to sky-high valuation.
Read full article (16 min)