Pony AI, the Beijing-based driverless car company, raised its 2026 year-end robotaxi fleet target on Tuesday to more than 3,500 vehicles, up from a previous 3,000, after reporting first-quarter robotaxi revenues that rose 395% year-on-year.
The revised guidance came in the company’s Q1 2026 earnings release on Tuesday. Pony AI’s robotaxi fleet has already passed 1,700 vehicles, meaning the new target implies roughly 1,800 further deployments in the remaining seven months of the year.
The company also lifted its full-year revenue target, saying it now expects 2026 robotaxi revenue to come in at more than 3.5 times the 2025 level, up from a previous guide of three times. Fare-charging revenues, the cleanest signal of paid commercial use rather than testing miles, rose 456.5% year-on-year in the quarter.
The Q1 figures land alongside two operational milestones the company has used to justify the raised guidance. Average weekly paid orders in May 2026 are running 119% above the level in early January, according to the release, and registered users have more than tripled year-on-year.
Pony AI also points to unit-economics breakeven on its Gen-7 platform at the city level, a threshold the company hit late last year and which underpins the case for accelerated deployment.
