PONY (Pony AI) Tariff Resilience Score: 6/10 (As of Jun. 29, 2026)


PONY Pony AI Inc PONY
13 GF Score
Price $6.96
! 2 Warning Signs
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What is Pony AI Tariff Resilience Score?

Pony AI PONY +1.24% 13 Tariff Resilience Score is 6 as of Jun. 29, 2026. GuruFocus rates PONY with a GF Score™ of 13/100. The stock has 2 warning signs investors should review. Among 2,812 Software companies, Pony AI ranks better than 85.21% on this metric.

Pony AI has the Tariff Resilience Score of 6, which implies that the company might have Average Resilient.

Pony AI has Pony AI's operations in both the U.S. and China expose it to tariffs, but its focus on technology and partnerships provides some resilience. The company is exploring alternative supply chains and has not been significantly impacted historically.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Pony AI might have Average Resilient.

Pony AI  (NAS:PONY) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Pony AI Tariff Resilience Score Related Terms

PONY vs PENG, CHRN, KD: Tariff Resilience Score Comparison

For the Information Technology Services subindustry, Pony AI's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Pony AI Tariff Resilience Score vs Software Industry

For the Software industry and Technology sector, Pony AI's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Pony AI's Tariff Resilience Score falls into.


PONY
13GF Score
Pony AI Inc PONY
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 6 mean?
Pony AI (PONY) has a Tariff Resilience Score of 6 as of Jun. 29, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Pony AI ranks #416 out of 2812 companies in the Software industry, placing it in the top 14.8%.
Is Pony AI's Tariff Resilience Score too high?
Pony AI's current Tariff Resilience Score is 6. Based on the distribution chart, Pony AI ranks #416 out of 2812 companies in the Software industry, which is in the top quartile — a strong position relative to peers. Overall, Pony AI has a GF Score™ of 13/100, reflecting its overall financial health beyond just this single metric.
How does Pony AI's Tariff Resilience Score compare to PENG and CHRN?
According to the Software industry distribution chart, Pony AI ranks #416 out of 2812 companies for Tariff Resilience Score. This places Pony AI in the top 15% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Software company?
A good Tariff Resilience Score depends on the Software industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Pony AI's current Tariff Resilience Score is 6. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Pony AI stock overvalued right now?
Pony AI (PONY) has a current Tariff Resilience Score of 6. The current Tariff Resilience Score is 6. Pony AI's overall GF Score™ is 13/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Pony AI (PONY), the current Tariff Resilience Score is 6 as of Jun. 29, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Pony AI Business Description

Address 1 Mingzhu 1st Street, 1301 Pearl Development Building, Nansha District, Hengli Town, Guangzhou, CHN, 511458
Pony AI Inc is an artificial intelligence technology company that is principally engaged in the operation and development of autonomous vehicles. It operates fully driverless robotaxis through the PonyPilot mobile app in Beijing, Shanghai, Guangzhou, and Shenzhen. The company operates a fleet of robotaxis. The Group conducts its operations mainly in the People's Republic of China (PRC) and the United States of America (U.S.) through subsidiaries. Key revenue is generated from the Peoples Republic of China.
13GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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