Pony.ai lifts 2026 robotaxi fleet target to 3,500 after record Q1

On May 26 Pony.ai reported Q1 2026 revenue of $34.3M, up 145% year over year, with robotaxi revenue rising 395% as fare-charging income jumped about 456%; the fleet topped 1,700 vehicles during the quarter. Off the back of those numbers, the company raised its 2026 year-end robotaxi fleet target from 3,000 to more than 3,500 vehicles and increased its 2026 robotaxi revenue target from 3x to more than 3.5x its 2025 level, widening its lead among Chinese L4 operators racing to scale fully driverless service.