Pony AI (NASDAQ:PONY) Sets New 52-Week Low – What’s Next?

Posted by Francis Steltz on Oct 1st, 2026

Pony AI Inc. – Sponsored ADR (NASDAQ:PONY – Get Free Report) reached a new 52-week low during trading on Thursday. The stock traded as low as $6.33 and last traded at $6.2660, with a volume of 461870 shares changing hands. The stock had previously closed at $6.54.

Analysts Set New Price Targets

Several analysts have issued reports on PONY shares. Bank of America dropped their price target on shares of Pony AI from $19.00 to $17.00 and set a “buy” rating on the stock in a research report on Tuesday, August 18th. Weiss Ratings reissued a “sell (e+)” rating on shares of Pony AI in a research report on Tuesday, September 8th. Jefferies Financial Group restated a “buy” rating on shares of Pony AI in a research note on Tuesday, August 18th. Finally, BNP Paribas Exane raised shares of Pony AI from a “neutral” rating to an “outperform” rating in a report on Thursday, August 20th. Seven analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Pony AI presently has a consensus rating of “Moderate Buy” and an average target price of $19.57.

Get Our Latest Research Report on PONY

Pony AI Trading Down 6.0%

The company has a market capitalization of $2.67 billion, a P/E ratio of -17.04 and a beta of 3.87. The company has a 50 day moving average price of $7.41 and a 200 day moving average price of $8.44.

Insider Buying and Selling at Pony AI

In other news, VP Luyi Mo sold 12,425 shares of the stock in a transaction dated Monday, September 28th. The shares were sold at an average price of $7.10, for a total value of $88,217.50. Following the transaction, the vice president directly owned 362,737 shares of the company’s stock, valued at $2,575,432.70. This represents a 3.31% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Haojun Wang sold 13,751 shares of the stock in a transaction dated Monday, September 28th. The shares were sold at an average price of $7.10, for a total transaction of $97,632.10. Following the completion of the transaction, the chief financial officer directly owned 1,463,466 shares in the company, valued at $10,390,608.60. The trade was a 0.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 41,700 shares of company stock valued at $296,070 in the last quarter.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of PONY. TMT General Partner Ltd raised its holdings in Pony AI by 262.1% in the 1st quarter. TMT General Partner Ltd now owns 6,942,135 shares of the company’s stock valued at $65,534,000 after acquiring an additional 5,024,721 shares during the period. Amova Asset Management Americas Inc. lifted its position in Pony AI by 266.2% during the fourth quarter. Amova Asset Management Americas Inc. now owns 1,974,499 shares of the company’s stock worth $28,630,000 after acquiring an additional 1,435,358 shares during the last quarter. Hel Ved Capital Management Ltd boosted its holdings in shares of Pony AI by 47.5% during the fourth quarter. Hel Ved Capital Management Ltd now owns 778,879 shares of the company’s stock worth $11,294,000 after acquiring an additional 250,900 shares during the period. Keystone Investors PTE Ltd. grew its position in shares of Pony AI by 202.0% in the fourth quarter. Keystone Investors PTE Ltd. now owns 668,658 shares of the company’s stock valued at $9,696,000 after purchasing an additional 447,250 shares during the last quarter. Finally, Clear Street Group Inc. grew its position in shares of Pony AI by 19.3% in the fourth quarter. Clear Street Group Inc. now owns 381,068 shares of the company’s stock valued at $5,525,000 after purchasing an additional 61,670 shares during the last quarter.

Pony AI Company Profile

(Get Free Report)

Pony AI Inc develops and commercializes autonomous driving technologies for passenger mobility, freight transportation and other applications. Its proprietary Virtual Driver platform integrates software, hardware and services, while its PonyWorld world model supports the development and deployment of its autonomous driving systems. The company operates three primary business lines: Robotaxi services, Robotruck services and Intelligent Solutions, which include autonomous driving domain controllers and other technology products and services for automakers and industry customers.

Founded in late 2016 in Fremont, California, by Jun “James” Peng and Tiancheng Lou, Pony.ai is headquartered in Guangzhou, China.