Has Pony AI’s Autonomous Driving Progress Already Driven the Share Price Too Far in 2025?

  • Whether you see Pony AI as a hidden bargain or already priced for perfection, this piece will walk through what the current share price really implies.
  • The stock has been lively lately, climbing 10.7% over the last week, 24.5% over the past month, and 20.4% over the last year, even though it is only up 3.2% year to date from its last close at $15.68.
  • Investors have been reacting to a steady drumbeat of headlines around autonomous driving partnerships and regulatory milestones in key U.S. and Chinese cities. Together, these developments are shaping expectations for Pony AI’s commercialization timeline. At the same time, updates on new pilot programs and expanded testing zones have fueled a narrative that the company could be closer to…

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