PONY AI INC (PONY) Forecast, Price Target & Analyst Ratings

NASDAQ:PONY • US7329081084

Current stock price

11.15 USD
-0.4 (-3.46%)
At close:
11.25 USD
+0.1 (+0.9%)
After Hours:

Analyst forecast overview

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

Price Target
$21.65
+ 94.19% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 20, 2026
Period
Q1 / 2026
EPS Estimate
-$0.12
Revenue Estimate
22.56M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
86.40%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$21.65
Upside
+ 94.19%
From current price of $11.15 to mean target of $21.65, Based on 25 analyst forecasts
Low
$10.10
Median
$21.93
High
$34.44

Price Target Revisions

1 Month
-7.60%
3 Months
-8.96%

Price Target Summary

25 Wall Street analysts provided a forecast for the next 12 months for PONY. The average price target is 21.65 USD. This implies a price increase of 94.19% is expected in the next year compared to the current price of 11.15.
The average price target has been revised downward by 8.96% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

PONY Current Analyst RatingPONY Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6 8 10

Analyst Ratings History

PONY Historical Analyst RatingsPONY Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -15 -14 -13 -12 -11 -10 -9 -8 -7 -6 -5 -4 -3 -2 -1 0 5 10 15 20

Analyst Ratings Consensus

ChartMill Buy Consensus
86.40%
PONY was analyzed by 25 analysts. The buy percentage consensus is at 86. 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 25 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-03-31HSBCInitiate Buy
2026-03-30BarclaysMaintains Equal-Weight -> Equal-Weight
2025-12-17BarclaysInitiate Equal-Weight
2025-12-15MacquarieInitiate Outperform
2025-11-07CitigroupMaintains Buy -> Buy
2025-10-10JefferiesInitiate Buy
2025-09-29CitigroupInitiate Buy
2025-08-04UBSInitiate Buy
2025-01-14Deutsche BankInitiate Buy
2024-12-23Goldman SachsInitiate Buy
2024-12-23B of A SecuritiesInitiate Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 20, 2026
Period
Q1 / 2026
EPS Estimate
-$0.12
Revenue Estimate
22.56M
Revenue Q2Q
-36.49%
EPS Q2Q
60.62%
Number of Analysts
5

Next Earnings Revisions

Revenue (1 Month)
5.91%
Revenue (3 Months)
-6.86%
EPS (1 Month)
1.91%
EPS (3 Months)
-6.37%

Next Earnings Summary

PONY is expected to report earnings on 5/20/2026. The consensus EPS estimate for the next earnings is -0.12 USD and the consensus revenue estimate is 22.56M USD.
The next earnings revenue estimate has been revised downward by 6.86% in the past 3 months. Downward revisions are a negative sign and indicate that analysts are more pessimistic about the next earnings compared to 3 months ago.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2033

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033
Revenue
YoY % growth
PONY revenue by date.PONY revenue by date.
71.899M
5.14%		75.025M
4.35%		90.001M
19.96%		137.52M
52.80%		295.6M
114.95%		766.88M
159.43%		1.743B
127.28%		2.791B
60.13%		4.978B
78.36%		7.028B
41.18%		9.058B
28.88%
EBITDA
YoY % growth
PONY ebitda by date.PONY ebitda by date.
-128.898M
16.27%		-277.162M
-115.02%		N/A
7.30%		-246.071M
4.22%		-217.446M
11.63%		-138.213M
36.44%		367.87M
366.16%		569.16M
54.72%		N/AN/AN/A
EBIT
YoY % growth
PONY ebit by date.PONY ebit by date.
-143.24M
16.09%		-285.523M
-99.33%		-260.857M
8.64%		-259.609M
0.48%		-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
PONY operating margin by date.PONY operating margin by date.
-199.22%-380.57%-289.84%-188.78%-79.93%-14.60%17.74%18.38%29.91%29.33%31.93%
EPS
YoY % growth
PONY eps by date.PONY eps by date.
N/AN/AN/A
17.64%		-0.62
-38.70%		-0.61
1.35%		-0.40
34.32%		0.31
176.00%		1.12
266.67%		N/AN/AN/A

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27 Q1 / 28 Q2 / 28 Q3 / 28 Q4 / 28
EPS
Q2Q % growth		-0.12
60.62%		-0.14
-4.61%		-0.14
-1.27%		-0.18
-51.58%		-0.13
-6.54%		-0.17
-22.63%		-0.19
-35.97%		-0.20
-12.15%		-0.12
6.67%		-0.11
31.50%		-0.09
52.38%		-0.13
38.50%
Revenue
Q2Q % growth		22.56M
-36.49%		31.187M
45.33%		35.715M
40.39%		55.348M
90.04%		57.1M
153.10%		84.95M
172.39%		104.78M
193.38%		129.77M
134.46%		185.02M
224.03%		281.99M
231.95%		377.77M
260.54%		225M
73.38%
EBITDA
Q2Q % growth		-55.311M-68.719M-66.8M
3.10%		-86.577M
8.46%		-47.216M
14.64%		-73.384M
-6.79%		-90.656M
-35.71%		-102.776M
-18.71%		-46.669M
1.16%		-46.194M
37.05%		-38.552M
57.47%		-47.651M
53.64%
EBIT
Q2Q % growth		-59.492M
-6.15%		-66.441M
-8.44%		-70.395M
-1.04%		-95.5M
-29.28%		-55.791M
6.22%		-82.152M
-23.65%		-100.276M
-42.45%		-113.53M
-18.88%		-59.791M
-7.17%		-59.684M
27.35%		-53.047M
47.10%		-63.738M
43.86%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

PONY Yearly Revenue VS EstimatesPONY Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2B 4B 6B 8B
PONY Yearly EPS VS EstimatesPONY Yearly EPS VS EstimatesYearly EPS VS Estimates 2024 2025 2026 2027 2028 2029 2030 0 0.5 -0.5 1

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
3.27%
EPS Next 5 Year
35.12%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
104.83%
Revenue Next 5 Year
99.09%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
13.34%
EBIT Next 5 Year
33.50%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

PONY AI INC / PONY Forecast FAQ

Can you provide the average price target for PONY AI INC stock?

25 analysts have analysed PONY and the average price target is 21.65 USD. This implies a price increase of 94.19% is expected in the next year compared to the current price of 11.15.

Can you provide the upcoming earnings date for PONY AI INC?

PONY AI INC (PONY) will report earnings on 2026-05-20.

Can you provide the consensus estimates for PONY AI INC next earnings?

The consensus EPS estimate for the next earnings of PONY AI INC (PONY) is -0.12 USD and the consensus revenue estimate is 22.56M USD.

What is the expected long term growth rate for PONY stock?

The expected long term growth rate for PONY AI INC (PONY) is 104.83%.