Analysts See Long-Term Robotaxi Upside for Pony AI (PONY) Despite Near-Term Risks

According to the firm, robotaxi technologies are mostly acceptable successful China and determination is simply a viable concern exemplary for them. While challenges facing the manufacture cannot beryllium overlooked, the aboriginal imaginable of PONY AI lies successful robo, not successful taxi.

A time earlier, Macquarie initiated sum connected the banal with an Outperform standing and acceptable a terms people of $29. The steadfast believes 2026 is simply a turning constituent for robotaxi profits.

Firm expert sees Pony AI astatine the forefront of robotaxi commercialization successful China. It believes that 2026 is the starting constituent for the robotaxi push, with fleet size acceptable to triple arsenic good arsenic witnesser a 20% diminution successful hardware costs that volition propulsion guardant toward profitable operations.

"Our benchmarking suggests robotaxis could scope 45% of the China mobility marketplace stock by 2035E. Our basal lawsuit is Pony remains a top-two China robotaxi player, which implies a $12.6B equity value.” - Analyst Eugene Hsiao

Pony AI Inc. (NASDAQ:PONY) specializes successful autonomous mobility, offering AI-driven robotruck and robotaxi services, intelligent driving software, and conveyance integration solutions.

While we admit the imaginable of PONY arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None.