Pony AI Inc. (NASDAQ:PONY) features on the list of tech stocks to sell according to billionaires, with billionaire holdings falling from about $238.68 million in Q4 2025 to $95.25 million in Q1 2026, a drop of roughly $143.43 million.
Not every billionaire has been selling, though
On June 8, 2026, Cathie Wood added to ARK’s position in Pony AI Inc. (NASDAQ:PONY), buying 45,949 shares worth roughly $396,080 as the firm keeps building exposure to self-driving companies. Even so, on May 27, 2026, Macquarie analyst Eugene Hsiao lowered his price target on Pony AI Inc. (NASDAQ:PONY) to $24 from $25 while keeping an “Outperform” rating, saying first-quarter revenue beat Macquarie’s estimate and Bloomberg consensus by roughly 60% on 400% robotaxi revenue growth and strong domain controller sales. Macquarie raised its 2026 fleet forecast but lowered the price target due to higher operating expenses.
Separately, Reuters reported on May 26, 2026, that Pony AI Inc. (NASDAQ:PONY) has not been affected by China’s safety review of autonomous driving, which followed a robotaxi outage involving Baidu’s Apollo Go in Wuhan. Photo by BezeVision on Unsplash CEO James Peng said the business has not been impacted and that Pony AI Inc. (NASDAQ:PONY) is pushing ahead with expansion into more cities. The company also raised its year-end robotaxi fleet target to 3,500 vehicles, from 1,700 currently and an earlier goal of 3,000, and now expects full-year robotaxi revenue to exceed 3.5 times 2025 levels, up from 3 times previously.