7. Pony AI Inc. (NASDAQ:PONY)
Stock Price as of Writing: $6.88
Pony AI Inc. (NASDAQ: PONY) is one of the few publicly traded companies already generating meaningful revenue from commercial robotaxis and autonomous trucks.
The company develops Level 4 autonomous-driving technology. Under Level 4 automation, vehicles can operate without human intervention within approved geographical areas and operating conditions.
Second-quarter 2026 revenue increased 68.8% to $36.2 million. More importantly, robotaxi-services revenue jumped 691.2% to $12.1 million as the company deployed additional seventh-generation vehicles and expanded paid services.
Robotruck revenue increased 40% to $13.3 million, supported by higher freight-transportation activity. Revenue from intelligent solutions reached another $10.8 million.
Pony AI Inc. (NASDAQ: PONY) ended the quarter with a global robotaxi fleet of 1,975 vehicles and is targeting more than 3,500 vehicles by the end of 2026. Registered users of its PonyPilot platform in China surpassed 1.5 million.
The company is also pursuing international growth. It has agreements and negotiations covering thousands of potential robotaxi deployments outside China, including a partnership with Uber for more than 2,000 vehicles in Europe. Its newest autonomous electric truck is expected to enter mass production as the company targets freight markets in Europe and the Middle East.
Despite those milestones, profitability remains far away. Second-quarter operating expenses reached $72.1 million, while the company recorded a $65.7 million operating loss. Its net loss attributable to shareholders was approximately $59.8 million.
Geopolitical and regulatory risks must also be considered. Pony AI Inc. (NASDAQ: PONY) operates primarily in China, where government policies, data-security rules and international trade tensions can affect investor sentiment.
Nevertheless, Pony AI Inc. (NASDAQ: PONY) is no longer merely testing autonomous vehicles. It is collecting fares, transporting freight and expanding a real commercial fleet. That makes it one of the more credible robotaxi stocks under $10, even though the investment remains highly speculative.
