---
title: "Goldman Sachs: Optimistic about Pony AI's expansion in autonomous taxi business, maintains \"Buy\" rating"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/224540958.md"
description: "Goldman Sachs released a research report stating that Pony AI's autonomous taxi business in first-tier cities in China is steadily expanding. The reduction in vehicle and ADK costs is expected to improve profitability, while the company is gradually transforming from an autonomous taxi operator to a software supplier, with its SaaS business model having broad market prospects. The company is optimistic and maintains a \"Buy\" rating. The management stated that they are optimistic about the company's expectation to expand the scale of its autonomous taxi fleet by 2025, anticipating a decrease in the costs of vehicles and autonomous driving kits (ADK). This expectation is mainly based on the following points: 1) Enhanced capabilities of virtual drivers through strengthened world model training; 2) Collaborations with BAIC BluePark, GAC Aion, and Toyota promoting large-scale production of new models; 3) The continuous expansion of the company's ride-hailing partner network helps reduce customer acquisition costs"
datetime: "2025-01-10T08:01:07.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/224540958.md)
  - [en](https://longbridge.com/en/news/224540958.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/224540958.md)
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/224540958.md) | [繁體中文](https://longbridge.com/zh-HK/news/224540958.md)


# Goldman Sachs: Optimistic about Pony AI's expansion in autonomous taxi business, maintains "Buy" rating

According to the Zhitong Finance APP, Goldman Sachs released a research report stating that Pony AI (PONY.US) is steadily expanding its autonomous taxi business in first-tier cities in China. The reduction in vehicle and ADK costs is expected to improve profitability, while the company is gradually transforming from an autonomous taxi operator to a software supplier, with its SaaS business model having broad market prospects. The company is optimistic and maintains a "Buy" rating.

The company's management stated that they are optimistic about the expectation of expanding the autonomous taxi fleet by 2025, anticipating a decrease in the costs of vehicles and autonomous driving kits (ADK). This expectation is mainly based on the following points: 1) Enhanced capabilities of virtual drivers through strengthened world model training; 2) Collaboration with BAIC BluePark, GAC Aion, and Toyota promoting large-scale production of new models; 3) The continuous expansion of the company's ride-hailing partner network helps reduce customer acquisition costs

### Related Stocks

- [Pony AI Inc. (PONY.US)](https://longbridge.com/en/quote/PONY.US.md)
- [iShares Self-Driving EV and Tech ETF (IDRV.US)](https://longbridge.com/en/quote/IDRV.US.md)
- [Global X Atnms & Elctrc Vhcls ETF (DRIV.US)](https://longbridge.com/en/quote/DRIV.US.md)
- [The Goldman Sachs Group, Inc. (GS.US)](https://longbridge.com/en/quote/GS.US.md)
- [Toyota Motor Corp. Sponsored ADR (N6FD.SG)](https://longbridge.com/en/quote/N6FD.SG.md)
- [IFLYTEK (002230.CN)](https://longbridge.com/en/quote/002230.CN.md)
- [SENSETIME-W (00020.HK)](https://longbridge.com/en/quote/00020.HK.md)
- [GAC GROUP (02238.HK)](https://longbridge.com/en/quote/02238.HK.md)
- [BAIC BluePark (600733.CN)](https://longbridge.com/en/quote/600733.CN.md)
- [Toyota Motor Corporation (TM.US)](https://longbridge.com/en/quote/TM.US.md)
- [Toyota Motor Corporation (TOYOF.US)](https://longbridge.com/en/quote/TOYOF.US.md)

## Related News & Research

- [Pony AI Registers Over 43 Million Shares for 2026 Equity Incentive Plan](https://longbridge.com/en/news/281543345.md)
- [Pony AI Updates Hong Kong Company Information Sheet for 2026 Compliance](https://longbridge.com/en/news/281522338.md)
- [Pony AI Inc. Announces Results of Extraordinary General Meeting, Class A Meeting, and Class B Meeting | PONY Stock News](https://longbridge.com/en/news/281518748.md)
- [Omeros Turns Corner With Novo Deal, YARTEMLEA Launch](https://longbridge.com/en/news/281666535.md)
- [FormFactor (FORM) Deepens RF Partnerships But What Does This Really Mean For Its Competitive Moat?](https://longbridge.com/en/news/281674418.md)