Pony AI (PONY)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from PONY's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Pony AI's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.
| Fiscal year | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue | $68M | $72M | $75M | $90M |
| Net income | -$148M | -$125M | -$274M | -$134M |
| Free cash flow | -$167M | -$121M | -$122M | -$209M |
| EPS (diluted) | -$1.73 | -$1.40 | -$2.40 | -$0.35 |
| Operating margin | -249.6% | -199.2% | -380.6% | -289.8% |
Where the revenue comes from
Revenue by products, fiscal 2025. Every breakdown, year by year.
Superinvestors who own PONY
From each investor's latest 13F filing (what a 13F shows). 2 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Ron Baron Baron Capital (BAMCO) |
Added | $19M | 0.03% | Q2 2026 |
| Chase Coleman Tiger Global Management |
Trimmed | $2M | 0.01% | Q2 2026 |
Insider buying
Open-market purchases by Pony AI's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
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In the full deep dive
Questions
Are Pony AI insiders buying the stock?
No open-market insider purchases of PONY in the last 12 months, according to SEC Form 4 filings.
Which superinvestors own Pony AI?
2 of the superinvestors Investingly tracks hold PONY in their latest 13F, including Ron Baron, Chase Coleman.
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Prices and ratios as of Oct 11, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.