Pony AI on Track for Single-Unit Breakeven in 2027 -- Market Talk

Dow Jones11-28

0318 GMT - Pony AI will likely reach single-unit economics breakeven across its Gen-7 robotaxis in 2026, and for its entire robotaxi fleet in 2027, when its fleet size ramps up to 10,000 units, Daiwa analysts write in a note. The company has extended its cooperation with Sunlight Mobility, a ride-hailing service operator, to lease robotaxi vehicles and pursue an asset-light model, they say. Daiwa expects Pony AI to hold the majority of its vehicle assets itself until end-2027. China's robotaxi industry will also face more competitors next year, including XPeng and Didi. In the short term, more competitors will likely bring more pros than cons for Pony AI, as the company could provide regulators with data at scale and accelerate permits, zone expansion and the establishment of standards, they say. (jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

November 27, 2025 22:18 ET (03:18 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2586779852?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-11-28 11:18","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2586779852","market":"sh","top_or_hot":-1,"title":"Pony AI on Track for Single-Unit Breakeven in 2027 -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0318 GMT - <a href=\"https://laohu8.com/S/PONY\">Pony AI</a> will likely reach single-unit economics breakeven across its Gen-7 robotaxis in 2026, and for its entire robotaxi fleet in 2027, when its fleet size ramps up to 10,000 units, Daiwa analysts write in a note. The company has extended its cooperation with Sunlight Mobility, a ride-hailing service operator, to lease robotaxi vehicles and pursue an asset-light model, they say. Daiwa expects Pony AI to hold the majority of its vehicle assets itself until end-2027. China's robotaxi industry will also face more competitors next year, including <a href=\"https://laohu8.com/S/XPEV\">XPeng</a> and Didi. In the short term, more competitors will likely bring more pros than cons for Pony AI, as the company could provide regulators with data at scale and accelerate permits, zone expansion and the establishment of standards, they say. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 27, 2025 22:18 ET (03:18 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pony AI on Track for Single-Unit Breakeven in 2027 -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPony AI on Track for Single-Unit Breakeven in 2027 -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-28 11:18</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0318 GMT - <a href=\"https://laohu8.com/S/PONY\">Pony AI</a> will likely reach single-unit economics breakeven across its Gen-7 robotaxis in 2026, and for its entire robotaxi fleet in 2027, when its fleet size ramps up to 10,000 units, Daiwa analysts write in a note. The company has extended its cooperation with Sunlight Mobility, a ride-hailing service operator, to lease robotaxi vehicles and pursue an asset-light model, they say. Daiwa expects Pony AI to hold the majority of its vehicle assets itself until end-2027. China's robotaxi industry will also face more competitors next year, including <a href=\"https://laohu8.com/S/XPEV\">XPeng</a> and Didi. In the short term, more competitors will likely bring more pros than cons for Pony AI, as the company could provide regulators with data at scale and accelerate permits, zone expansion and the establishment of standards, they say. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 27, 2025 22:18 ET (03:18 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PONY","symbol_name":"小马智行","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2586779852","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2586779852","pubTimestamp":1764299880,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0318 GMT - Pony AI will likely reach single-unit economics breakeven across its Gen-7 robotaxis in 2026, and for its entire robotaxi fleet in 2027, when its fleet size ramps up to 10,000 units, Daiwa analysts write in a note. The company has extended its cooperation with Sunlight Mobility, a ride-hailing service operator, to lease robotaxi vehicles and pursue an asset-light model, they say. Daiwa expects Pony AI to hold the majority of its vehicle assets itself until end-2027. China's robotaxi industry will also face more competitors next year, including XPeng and Didi. In the short term, more competitors will likely bring more pros than cons for Pony AI, as the company could provide regulators with data at scale and accelerate permits, zone expansion and the establishment of standards, they say. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"PONY":"小马智行","BK4023":"应用软件"},"translate_title":"小马智行有望在2027年实现单位盈亏平衡——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PONY":1.5},"content_text":"0318 GMT - Pony AI will likely reach single-unit economics breakeven across its Gen-7 robotaxis in 2026, and for its entire robotaxi fleet in 2027, when its fleet size ramps up to 10,000 units, Daiwa analysts write in a note. The company has extended its cooperation with Sunlight Mobility, a ride-hailing service operator, to lease robotaxi vehicles and pursue an asset-light model, they say. Daiwa expects Pony AI to hold the majority of its vehicle assets itself until end-2027. China's robotaxi industry will also face more competitors next year, including XPeng and Didi. In the short term, more competitors will likely bring more pros than cons for Pony AI, as the company could provide regulators with data at scale and accelerate permits, zone expansion and the establishment of standards, they say. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 27, 2025 22:18 ET (03:18 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2586779852","isCrawlerRequest":true}