PNC Financial Services Group Inc. Increases Stake in Pony AI Inc. – Sponsored ADR $PONY

PNC Financial Services Group Inc. lifted its stake in shares of Pony AI Inc. – Sponsored ADR (NASDAQ:PONY) by 333.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 130,000 shares of the company’s stock after purchasing an additional 100,000 shares during the quarter. PNC Financial Services Group Inc.’s holdings in Pony AI were worth $1,885,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Banque Cantonale Vaudoise grew its stake in shares of Pony AI by 71.2% during the 3rd quarter. Banque Cantonale Vaudoise now owns 3,662 shares of the company’s stock worth $82,000 after purchasing an additional 1,523 shares during the period. Baader Bank Aktiengesellschaft grew its stake in shares of Pony AI by 0.7% during the 4th quarter. Baader Bank Aktiengesellschaft now owns 229,732 shares of the company’s stock worth $3,330,000 after purchasing an additional 1,539 shares during the period. Money Concepts Capital Corp grew its stake in shares of Pony AI by 2.1% during the 4th quarter. Money Concepts Capital Corp now owns 93,546 shares of the company’s stock worth $1,356,000 after purchasing an additional 1,881 shares during the period. Jones Financial Companies Lllp grew its stake in shares of Pony AI by 704.8% during the 3rd quarter. Jones Financial Companies Lllp now owns 2,197 shares of the company’s stock worth $47,000 after purchasing an additional 1,924 shares during the period. Finally, FNY Investment Advisers LLC acquired a new position in shares of Pony AI during the 3rd quarter worth $50,000.

Wall Street Analysts Forecast Growth

PONY has been the topic of a number of recent analyst reports. BNP Paribas Exane initiated coverage on shares of Pony AI in a research note on Thursday, March 26th. They set a “neutral” rating and a $12.50 price target on the stock. Barclays lowered their price target on shares of Pony AI from $15.00 to $10.00 and set an “equal weight” rating on the stock in a research note on Monday, March 30th. Macquarie Infrastructure reaffirmed an “outperform” rating and set a $24.00 price target on shares of Pony AI in a research note on Tuesday. Wall Street Zen cut shares of Pony AI from a “hold” rating to a “sell” rating in a research note on Sunday, April 26th. Finally, HSBC started coverage on shares of Pony AI in a research note on Tuesday, March 31st. They set a “buy” rating and a $16.60 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $19.95.

Pony AI News Roundup

Here are the key news stories impacting Pony AI this week:

• Positive Sentiment: Pony AI reported Q1 2026 revenue of about $34.3 million, up 145% year over year and well above estimates, while EPS of roughly -$0.09 to -$0.12 also came in slightly better than expected. Article Title
• Positive Sentiment: The company said robotaxi revenue continued to grow and it is expanding fleet deployment, which supports the long-term commercialization story for its autonomous driving business. Article Title
• Positive Sentiment: Management raised full-year robotaxi revenue guidance and fleet targets, signaling confidence that growth can continue beyond the quarter. Article Title
• Positive Sentiment: Zacks Research upgraded Pony AI from “strong sell” to “hold,” which may help sentiment even though it is not a bullish call. Article Title
• Neutral Sentiment: One note said the stock’s technical momentum weakened and that a price-target cut from Macquarie offset some of the earnings optimism. Article Title
• Negative Sentiment: Despite strong growth, Pony AI remains deeply unprofitable with negative margins and losses, so investors may stay cautious about the path to sustained earnings. Article Title

Pony AI Trading Up 4.3%

Shares of NASDAQ PONY opened at $9.74 on Thursday. The stock has a market cap of $3.75 billion, a price-to-earnings ratio of -27.05 and a beta of 4.10. Pony AI Inc. – Sponsored ADR has a 52 week low of $7.99 and a 52 week high of $24.92. The company’s 50-day moving average price is $9.83 and its 200 day moving average price is $12.75.

Pony AI (NASDAQ:PONY) last issued its quarterly earnings data on Tuesday, May 26th. The company reported ($0.09) EPS for the quarter, beating analysts’ consensus estimates of ($0.12) by $0.03. The firm had revenue of $34.25 million for the quarter, compared to analysts’ expectations of $22.30 million. Pony AI had a negative net margin of 128.22% and a negative return on equity of 19.18%. As a group, research analysts expect that Pony AI Inc. – Sponsored ADR will post -0.73 earnings per share for the current year.

Pony AI Company Profile

Pony.ai develops autonomous driving technologies for passenger and goods transportation. The company offers an end-to-end self-driving stack that combines perception, planning and control systems with proprietary hardware and software. Pony.ai’s solutions support robotaxi services and advanced driver-assistance system (ADAS) deployments across urban and suburban environments.

Founded in late 2016 by James Peng and Sean Gong, Pony.ai operates research and development centers in Fremont, California, as well as in Guangzhou and Beijing, China.