Pony AI Raised Its 2026 Robotaxi Revenues Outlook From 3x To +3.5x YoY And Robotaxi Fleet Size Forecast From 3K Units To +3.5K Units YoY

Pony AI Inc.

Pony AI Inc.

PONY

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  • Robotaxi revenues growth — Robotaxi revenues grew by 395.4% year-over-year in Q1, with fare-charging revenues rising by 456.5%.

     
  • Updating 2026 growth targets — We raise our 2026 Robotaxi revenues target from 3 times to more than 3.5 times the level in 2025 and year-end Robotaxi fleet size target from 3,000 units to over 3,500 units
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