Zacks Analysis Picks Pony AI Over Uber in Autonomous Ride-Hailing Race

Industry
โดย Zacks Investment Research·Read original
Summary · why it matters

Zacks Investment Research sees Pony AI as a better pick than Uber Technologies in the autonomous ride-hailing space. The robotaxi market, valued at $0.4 billion in 2023, is projected to reach $45.7 billion by 2030, growing at a compound annual rate of 91.8%. Uber pursues a partnership-driven strategy, recently teaming with WeRide to launch robotaxi services in Zurich and Madrid, and with Amazon's Zoox for a Los Angeles deployment next year. Pony AI has expanded its Singapore service through the ComfortDelGro Zig app and aims to be in more than 20 cities worldwide by end-2026, while deepening coverage in Guangzhou, China. Pony AI carries a Zacks Rank #2 (Buy) and Uber a Zacks Rank #3 (Hold).

Impact on stocks 4

Robotics & Physical AI± Mixed · 4 stocks
Pony AI Inc.
2026
▲ PositiveDemandrelevance

Zacks analysis picks Pony AI as a better pick in autonomous ride-hailing, citing expansion and market growth.

Uber Technologies Inc
UBER
▼ NegativeCompetitionrelevance

Zacks analysis picks Pony AI over Uber, and Uber's partnership strategy is contrasted unfavorably.

Theme Impact 1

Off-coverage companies 1

ComfortDelGro CorporationPrivate± Mixed
relevance

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