Uber is reportedly eyeing Pony AI's U.S. arm for acquisition, potentially strengthening its position in AV space.

From Nasdaq: 2025-06-30 10:41:00

Uber Technologies is reportedly eyeing the U.S. arm of Chinese self-driving car company Pony AI in a significant development in the autonomous vehicle industry. Talks are in preliminary stages, with financial terms undisclosed. Pony AI aims to expand its fleet to over 1,000 robotaxis by 2025 and already partners with Uber for deployment.

Former Uber CEO Travis Kalanick is in talks with the company to fund his plan to acquire Pony AI’s U.S. arm. This potential acquisition would strengthen Uber’s position in the competitive AV space. Other key players include Alphabet’s Waymo, with commercial operations in multiple U.S. cities, and Tesla, which recently launched a robotaxi service in Austin.

Uber’s stock has gained 51.8% this year, outperforming Pony AI’s 4.8% decline. The Zacks Consensus Estimate for Uber’s 2025 and 2026 EPS has increased, while Pony AI’s 2025 and 2026 losses estimate has remained stable. Uber carries a Zacks Rank #3 (Hold) and Pony AI a Zacks Rank #2 (Buy).

Zacks Investment Research highlights a top semiconductor stock poised for growth in AI, ML, and IoT markets. Global semiconductor manufacturing is projected to rise from $452 billion in 2021 to $803 billion by 2028. For more insights and stock recommendations, visit Zacks Investment Research’s website.



Read more at Nasdaq: Pony AI’s U.S. Arm Up for Sale? AV Space Heats Up Further