Pony AI vs. Tesla: Wall Street Is Torn on One of These Autonomous Vehicle Stocks, but Says to Buy the Other Because It Could Double

From NASDAQ.: 2025-05-02 14:25:00

Investors are eyeing companies developing unsupervised full self-driving (FSD) capabilities, anticipating a new industry. Early movers can gain market share and a first-mover advantage. Pony AI and Tesla are two companies in this space, with differing opinions from Wall Street analysts. Tesla’s recent low deliveries and FSD progress are scrutinized, but its ambitious plans are generating interest.

Pony AI emerges as a challenger in autonomous driving with a market cap over $3 billion. The company unveiled its latest FSD system at the Shanghai Auto Show, impressing investors. A new partnership with Tencent could fast-track commercialization, and analysts are bullish on Pony’s potential to double in value. Despite risks, Pony AI is on a solid path to profitability and leadership in the industry.

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Bank of America, an advertising partner of Motley Fool Money, has no position in mentioned stocks. The Motley Fool recommends and holds positions in Bank of America, Goldman Sachs Group, Tencent, and Tesla. The author’s views do not necessarily reflect those of Nasdaq, Inc.



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