PONY AI INC (PONY) Forecast, Price Target & Analyst Ratings
NASDAQ:PONY • US7329081084
12.29 USD
-0.61 (-4.73%)
At close: Mar 12, 2026
12.3 USD
+0.01 (+0.08%)
After Hours: 3/12/2026, 8:05:27 PM
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for PONY AI INC (PONY).
Forecast Snapshot
Consensus Price Target
$23.43
+ 90.68% Upside
Next Earnings Forecast
Release DateMar 25, 2026
PeriodQ4 / 2025
EPS Estimate-$0.19
Revenue Estimate24.413M
ChartMill Buy Consensus
87.83%
Weighted Analyst Rating Score
Price Target Details & History
Consensus Price Target and Range
Mean target
$23.43
Upside
+ 90.68%
From current price of $12.29 to mean target of $23.43, Based on 23 analyst forecasts
Low
$15.15
Median
$23.46
High
$34.44
Price Target Revisions
1 Month
-1.47%
3 Months
-1.45%
Price Target Summary
23 Wall Street analysts provided a forecast for the next 12 months for PONY. The average price target is 23.43 USD. This implies a price increase of 90.68% is expected in the next year compared to the current price of 12.29.
The average price target has been revised downward by 1.45% in the past 3 months.
Analyst Ratings & History
Current Analyst Ratings
Analyst Ratings History
Analyst Ratings Consensus
ChartMill Buy Consensus
87.83%
PONY was analyzed by 23 analysts. The buy percentage consensus is at 88. So analysts seem to be very confident about PONY.
In the previous month the buy percentage consensus was at a similar level.
PONY was analyzed by 23 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
Recent Upgrades & Downgrades
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2025-12-17 | Barclays | Initiate | Equal-Weight |
| 2025-12-15 | Macquarie | Initiate | Outperform |
| 2025-11-07 | Citigroup | Maintains | Buy -> Buy |
| 2025-10-10 | Jefferies | Initiate | Buy |
| 2025-09-29 | Citigroup | Initiate | Buy |
| 2025-08-04 | UBS | Initiate | Buy |
| 2025-01-14 | Deutsche Bank | Initiate | Buy |
| 2024-12-23 | Goldman Sachs | Initiate | Buy |
| 2024-12-23 | B of A Securities | Initiate | Buy |
Next Earnings Forecast Details
Next Earnings Details
Release DateMar 25, 2026
PeriodQ4 / 2025
EPS Estimate-$0.19
Revenue Estimate24.413M
Revenue Q2Q-67.46%
EPS Q2QN/A
Number of Analysts5
Next Earnings Revisions
Revenue (1 Month)
0.00%
Revenue (3 Months)
N/A
EPS (1 Month)
0.00%
EPS (3 Months)
N/A
Next Earnings Summary
PONY is expected to report earnings on 3/25/2026. The consensus EPS estimate for the next earnings is -0.19 USD and the consensus revenue estimate is 24.41M USD.
Full Analyst Estimates
Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates
| 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | 2031 | 2032 | 2033 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 68.386M 742.50% | 71.899M 5.14% | 75.025M 4.35% | 89.267M 18.98% | 121M 35.55% | 263.18M 117.50% | 419.4M 59.36% | 1.743B 315.59% | 2.791B 60.13% | 4.978B 78.36% | 7.028B 41.18% | 9.058B 28.88% | |
| EBITDA YoY % growth | -153.945M 23.62% | -129M 16.20% | -277.64M -115.22% | -233.625M 15.85% | -224.3M 3.99% | -201.526M 10.15% | -138.147M 31.45% | 367.87M 366.29% | 569.16M 54.72% | N/A | N/A | N/A | |
| EBIT YoY % growth | -170.715M 20.71% | -143M 16.23% | -286M -100.00% | -253.993M 11.19% | -259.609M -2.21% | -236.273M 8.99% | -111.956M 52.62% | 309.14M 376.13% | 512.88M 65.91% | 1.489B 190.32% | 2.061B 38.42% | 2.892B 40.32% | |
| Operating Margin | -249.63% | -198.89% | -381.21% | -284.53% | -214.55% | -89.78% | -26.69% | 17.74% | 18.38% | 29.91% | 29.33% | 31.93% | |
| EPS YoY % growth | N/A | N/A | N/A | -0.44 19.92% | -0.50 -14.32% | -0.50 -0.38% | -0.25 49.74% | 0.31 221.80% | 1.12 266.67% | N/A | N/A | N/A |
All data in USD
Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates
| Q4 / 25 | Q1 / 26 | Q2 / 26 | Q3 / 26 | Q4 / 26 | Q1 / 27 | Q2 / 27 | Q3 / 27 | Q4 / 27 | |
|---|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | -0.19 | -0.12 59.86% | -0.14 -8.67% | -0.15 -9.29% | -0.18 2.72% | -0.13 -8.20% | -0.20 -42.24% | -0.25 -62.67% | -0.21 -14.29% |
| Revenue Q2Q % growth | 24.413M -67.46% | 21.302M -40.03% | 35.561M 65.71% | 38.421M 51.03% | 56.569M 131.72% | 61.998M 191.04% | 91.818M 158.20% | 114.47M 197.94% | 106.76M 88.73% |
| EBITDA Q2Q % growth | -94.576M 65.94% | -52.551M | -59.423M | -64.013M 7.14% | -94.205M 0.39% | -52.05M 0.95% | -79.677M -34.08% | -99.663M -55.69% | -82.422M 12.51% |
| EBIT Q2Q % growth | -86.738M 69.67% | -58.371M -4.23% | -65.631M -7.59% | -70.525M 0.76% | -101.06M -16.51% | -59.596M -2.10% | -87.343M -33.08% | -107.746M -52.78% | -91.127M 9.83% |
All data in USD
Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data
Long Term Forward Growth Forecast Summary
Long Term EPS Growth (CAGR)
EPS Next 3 Year
2.63%
EPS Next 5 Year
20.71%
Long Term Revenue Growth (CAGR)
Revenue Next 3 Year
52.00%
Revenue Next 5 Year
87.64%
Long Term EBIT Growth (CAGR)
EBIT Next 3 Year
-5.55%
EBIT Next 5 Year
32.90%
PONY AI INC / PONY Forecast FAQ
Can you provide the average price target for PONY AI INC stock?
23 analysts have analysed PONY and the average price target is 23.43 USD. This implies a price increase of 90.68% is expected in the next year compared to the current price of 12.29.
Can you provide the upcoming earnings date for PONY AI INC?
PONY AI INC (PONY) will report earnings on 2026-03-25.
What are the consensus estimates for PONY AI INC (PONY) next earnings?
The consensus EPS estimate for the next earnings of PONY AI INC (PONY) is -0.19 USD and the consensus revenue estimate is 24.41M USD.
How do analysts rate PONY AI INC (PONY)?
The consensus rating for PONY AI INC (PONY) is 87.8261 / 100 . This indicates that analysts generally have a positive outlook on the stock.