Ming-Hsun Lee, an analyst from Bank of America Securities, has initiated a new Buy rating on Pony AI Inc. (2026).
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Ming-Hsun Lee has given his Buy rating due to a combination of factors that highlight Pony AI Inc.’s strong growth potential and strategic advancements. The company’s revenue for the third quarter of 2025 showed a significant year-over-year increase, particularly in its Robotaxi services, which saw an 89% rise. This growth is supported by a 233% surge in fare-charging revenue, indicating robust demand and successful monetization strategies.
Furthermore, Pony AI’s expansion of its robotaxi fleet to 961 units, with expectations to exceed 1,000 units by the end of 2025 and 3,000 units by the end of 2026, demonstrates its commitment to scaling operations. The company’s Gen-7 robotaxis have achieved city-wide unit economics breakeven in Guangzhou, driven by reduced vehicle costs and improved operational efficiency. These factors, combined with an optimistic outlook on future revenue growth and profitability, underpin Lee’s positive assessment and the Buy rating for Pony AI’s stock.