Goldman Sachs Sharpens China Robotaxi Bets: Fleet Triples by 2026 as WeRide and Pony.ai Charge Ahead

Goldman Sachs Sharpens China Robotaxi Bets: Fleet Triples by 2026 as WeRide and Pony.ai Charge Ahead

Goldman Sachs analysts just turned heads with a fresh upward revision to China’s robotaxi forecasts. The fleet? Now pegged at 5,000 vehicles in 2025, ballooning nearly threefold to 14,000 by end-2026, and exploding to 3.1 million units by 2035—capturing 36% of the nation’s ride-sharing pool. That’s a 7% to 25% hike across the timeline, driven by deployments smoother than expected and crisp 2026 targets from operators. Yahoo Finance broke the sto…

Goldman Sachs resets China robotaxi fleet stock forecast

Goldman Sachs just raised its outlook on China's robotaxi market by a meaningful margin. The revision signals the bank now believes commercialization is moving faster than it previously assumed. In a note published April 18, Goldman analysts led by Allen…