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Pony.ai raises its 2026 robotaxi fleet target to more than 3,500 vehicles

Pony.aiGen-7 robotaxi

Pony.ai announced in its Q1 2026 results that it raised its year-end 2026 robotaxi fleet target from 3,000 to over 3,500 vehicles and increased its 2026 revenue goal to more than 3.5 times the 2025 level, citing fast growth in fare-charging revenue.

  • Fleet target raised: 3,000 to 3,500+ robotaxis by end of 2026
  • Operating vehicles by Q1 2026: 1,700+ across 20+ cities
  • 2026 revenue target: 3.5x the 2025 level (previously 3x)
  • Revenue growth: Q1 2026 robotaxi revenues grew 395% year-over-year; fare-charging revenues up 456.5%
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