Ticker brief
PONY PONY AI INC
Industrial · Transportation
last close
$7.58
1 day
+0.8%
14 days
-6.9%
mkt cap
$3.0B
signals 14d
38
authors 14d
19
crowd 14d
-1.5σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 93% mid · 70 pctile own 1y | IV/HV 1.39× (as of 2026-08-05) |
| Skew — 25Δ RR 30d | -0.049 9 pctile own 1y | puts bid vs calls (downside bid) |
| Net dealer OI (NDOI) | +0.17 normal | 5-session Δ +0.06 (as of 2026-07-16) |
| OI alarm | quiet | last alarm 2025-09-24 (z=2.3) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-15 → 2026-08-24 · now +0.10 (−1 bearish … +1 bullish)
Who spoke19
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @schaeffers | C | +3.18 | 10 | +0.43 |
| @ttvresearch | C | +0.30 | 4 | +0.00 |
| @earnings_guy | C | · | 3 | +0.00 |
| @EmmanuelInvest | C | -1.11 | 3 | +0.40 |
| @4ki4 | C | -1.93 | 2 | +0.00 |
| @AIStockSavvy | C | -1.79 | 2 | -0.28 |
| @Biotech2k1 | A | +1.02 | 2 | -0.15 |
| @Speculator_io | B | +0.14 | 1 | +0.00 |
| @UTEX_io | C | +0.61 | 1 | +0.00 |
| @wallstengine | B | -1.90 | 1 | +0.00 |
| @DonJamesTrades | C | +2.89 | 1 | +0.00 |
| @cnfinancewatch | B | -1.92 | 1 | +0.25 |
| @gabz_investing | C | +0.61 | 1 | +0.55 |
| @Ashton_1nvests | B | +0.19 | 1 | +0.45 |
| @arabstockus | C | -0.02 | 1 | +0.15 |
| @BinDollarSign | C | -1.47 | 1 | +0.30 |
| @Sam_Badawi | C | -1.46 | 1 | +0.40 |
| @faststocknewss | C | -1.62 | 1 | +0.35 |
| @Volume_Stocks | C | -3.24 | 1 | +0.10 |
Recent signals30of 38 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-24 | @Volume_Stocks | +0.10 | Bull-flag setup gives an UBER trigger and two resistance targets, supported by operating news. | +0.4% | tweet ↗ |
| 2026-08-22 | @AIStockSavvy | -0.40 | Lists the week's leading equity analyst downgrades; output is capped at six tickers. | -7.9% | tweet ↗ |
| 2026-08-21 | @Biotech2k1 | -0.50 | Reports exiting PONY into a FOMO rally to raise cash and reduce risk. | -7.9% | tweet ↗ |
| 2026-08-19 | @EmmanuelInvest | +0.35 | Reports launch of a commercial robotaxi partnership in Zagreb. | -3.2% | tweet ↗ |
| 2026-08-19 | @Biotech2k1 | +0.20 | Discloses selection of four Asia-tech holdings after ranking six candidates through a framework | -3.2% | tweet ↗ |
| 2026-08-19 | @faststocknewss | +0.35 | Uber, Verne and Pony.ai plan to expand autonomous rides into more European cities. | -3.2% | tweet ↗ |
| 2026-08-19 | @Sam_Badawi | +0.40 | Reports Uber and Pony launching autonomous rides in Zagreb with plans for broader European expansion. | -3.2% | tweet ↗ |
| 2026-08-19 | @BinDollarSign | +0.30 | Bullish UBER thesis cites robotaxi and drone-delivery partnerships plus perceived undervaluation. | -3.2% | tweet ↗ |
| 2026-08-18 | @arabstockus | +0.15 | PONY posted strong growth but wider losses; BIDU revenue fell and missed expectations. | -2.2% | tweet ↗ |
| 2026-08-18 | @AIStockSavvy | -0.15 | BofA maintains Buy on PONY but cuts its target to $17 from $19. | -2.2% | tweet ↗ |
| 2026-08-18 | @Ashton_1nvests | +0.45 | Pony's growth and contracted robotaxis reinforce the author's bullish view of Uber's partner-led AV strategy. | -2.2% | tweet ↗ |
| 2026-08-18 | @schaeffers | +0.55 | Pony AI reports accelerating overseas robotaxi momentum and deployment partnerships including Uber. | -2.2% | tweet ↗ |
| 2026-08-18 | @gabz_investing | +0.55 | Calls earnings good and says the negative reaction created an attractive setup. | -2.2% | tweet ↗ |
| 2026-08-18 | @schaeffers | +0.55 | Compares rapid year-over-year revenue growth at Pony AI and WeRide. | -2.2% | tweet ↗ |
| 2026-08-18 | @schaeffers | +0.50 | Pony AI's CEO expects robotaxi revenue to exceed its full-year target amid rapid scaling. | -2.2% | tweet ↗ |
| 2026-08-18 | @schaeffers | +0.60 | Pony AI reports rapid Q2 revenue, robotaxi revenue and fleet growth. | -2.2% | tweet ↗ |
| 2026-08-18 | @schaeffers | +0.55 | Pony AI reports fast Q2 robotaxi revenue and fleet scaling despite steep losses. | -2.2% | tweet ↗ |
| 2026-08-18 | @schaeffers | +0.45 | Pony AI's CEO describes continued domestic and overseas expansion with partners including Uber. | -2.2% | tweet ↗ |
| 2026-08-18 | @schaeffers | +0.50 | Pony AI's CEO highlights strong revenue growth, fleet expansion and broader coverage. | -2.2% | tweet ↗ |
| 2026-08-18 | @schaeffers | +0.60 | Pony AI beat Q2 EPS and revenue estimates. | -2.2% | tweet ↗ |
| 2026-08-18 | @cnfinancewatch | +0.25 | Presents a small-cap watchlist plus concrete premarket catalysts, risks and defensive strategy. | -2.2% | tweet ↗ |
| 2026-08-18 | @DonJamesTrades | +0.00 | Lists today's macro-release times and earnings calendar | -2.2% | tweet ↗ |
| 2026-08-18 | @schaeffers | +0.00 | Lists options-implied earnings moves for six morning reporters. | -2.2% | tweet ↗ |
| 2026-08-18 | @EmmanuelInvest | +0.25 | Recaps strong HD results, fast PONY growth with wider losses, and weak UCL revenue and profitability | -2.2% | tweet ↗ |
| 2026-08-18 | @ttvresearch | +0.00 | Daily watchlist flags economic data and industry events across named stocks. | -2.2% | tweet ↗ |
| 2026-08-18 | @EmmanuelInvest | +0.60 | Pony AI reported 69% revenue growth led by a 691% robotaxi-services increase. | -2.2% | tweet ↗ |
| 2026-08-18 | @ttvresearch | +0.00 | Lists companies scheduled to report before the opening bell. | -2.2% | tweet ↗ |
| 2026-08-18 | @earnings_guy | +0.00 | Announces that Pony AI earnings have been released without stating results. | -2.2% | tweet ↗ |
| 2026-08-18 | @earnings_guy | +0.00 | Points to expected Pony AI earnings figures for today's premarket report. | -2.2% | tweet ↗ |
| 2026-08-18 | @earnings_guy | +0.00 | Provides a linked implied-move board for today's reporting companies. | -2.2% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.