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SRSRFM

Surf Air Mobility Inc.

$SRFM·$96M·Airlines, Airports & Air Services·Industrials
$0.73-8.2%YTD-58.8%1Y-84.7%
Mentions · last 7 days
2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 22 posts2026-08-11: 22 posts2026-08-12: 14 posts2026-08-13: 14 posts2026-08-14: 7 posts79+27%
Price updated 1d ago·X counts updated 1d ago
SRSRFM
$SRFMSurf Air Mobility Inc.
$0.73-8.22%79 posts+27%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SRFM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-08-15

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Regional airline pivoting to a SurfOS SaaS-plus-Palantir data platform — the pivot story is legitimate but the execution risk on a $95M market cap is high.

Surf Air Mobility is trying to reinvent itself from a small regional-aviation operator into a data-platform company for the broader charter/regional-aviation industry.

  • Q1 revenue $25.6M, +9% YoY; EPS -$0.97 — top line is stable, losses still deep.
  • First SurfOS enterprise contract signed with Wheels Up worth $12M — real external validation of the software pivot.
  • Palantir partnership expanded — AI-flight-operations platform.
  • Surf On Demand revenue +101% YoY (highest ever since segment inception) — the on-demand business is the operational green shoot.
  • Reduced convertible principal by 64% — meaningful capital-structure improvement that removes near-term insolvency risk.
  • H.C. Wainwright Buy rating with $12 PT versus current $0.73 — implied 16x upside is aggressive.
  • Stock -85% TTM, -59% YTD — extreme drawdown that only makes sense if the pivot succeeds.
  • FY26 revenue guide +20-30% YoY consistent with Q2 print.
  • Beta 2.84 — small moves in narrative produce large price responses.
  • Below-$1 trading price adds NYSE listing-compliance risk if it persists.

The multi-year setup: SurfOS scales as an aviation-ops SaaS with Palantir under the hood; near-term is a race between operational execution and continued cash burn.

Agrees with X sentimentThe X bull take on the Palantir partnership, the Wheels Up contract, and the convertible principal reduction accurately captures the operational green shoots. Where the chatter overreaches is treating a $95M market cap sub-dollar stock as a low-risk trade — the pivot to a data-platform story is credible but the execution risk on a small cap with high beta is materially higher than the H.C. Wainwright $12 PT would suggest.

What to watch: New SurfOS enterprise contracts beyond Wheels Up (2-3 more would validate the platform thesis), Q3 earnings November 11 for revenue growth versus guide, and any listing-compliance-related actions if the sub-dollar price persists.

On the calendar: Q3 earnings Nov 11

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment9 posts analyzed · as of 2026-08-14

Surf Air Mobility is bullish. Q2 revenue $29.5M within guide, adj EBITDA loss $10.5M within guide, first SurfOS enterprise contract with Wheels Up ($12M), expanded Palantir partnership, Surf On Demand +101% YoY (highest revenue since inception), and reduced convertible principal by 64%. H.C. Wainwright Buy PT $12. FY26 revenue guide +20-30% YoY.

Read the AI verdict + X sentiment for $SRFM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Electric aviation company offering scheduled regional flights and on-demand charter services, developing hybrid-electric powertrain aircraft.

Industry overviewAI analysisGenerated by AI from underlying data

Where Airlines, Airports & Air Services sits in its cycle right now — and what that implies for $SRFM.

Airlines, Airports & Air Services · Industrials

No material change from last week — two different time horizons.

What this means for $SRFM

Neutral — Electric aviation company offering scheduled regional flights and on-demand charter services, developing hybrid-electric powertrain aircraft; limited read-through from airlines, airports & air services macro dynamics to this specific revenue mix.

Industry benchmark

11-name peer basket
+33.0%YTD
-4.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-0.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-170%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-65.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-60.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
141%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
2.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-1.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$-0.29$-0.17-74.7%
Q1 2026May 11, 2026$-0.28$-0.39+28.2%
Q4 2025Mar 12, 2026$-0.16$-0.30+46.7%
Q3 2025Nov 12, 2025$-0.64$-0.61-4.9%
Next earningsWed, Nov 11·consensus EPS $-0.13

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$25.6M+9.0%-11.3%-52.1%$-0.97$-15.8M
Q4 FY25$26.4M-5.7%1.9%-97.8%$-1.76$-20.8M
Q3 FY25$29.2M+2.8%5.2%-56.6%$-1.30$-21.6M
Q2 FY25$27.4M-15.2%12.3%-58.1%$-1.34$-12.4M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$128.9M$128.7M – $129.1M-$0.66-$0.80 – -$0.594
FY27$163.5M$156.8M – $172.6M-$0.44-$0.57 – -$0.344
FY28$220.6M$219.3M – $221.8M-$0.32-$0.67 – $0.032
FY29$320.1M$311.5M – $330.5M$0.23$0.23 – $0.241
FY30$417.1M$405.9M – $430.6M$0.69$0.66 – $0.711

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.1%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-20.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-56.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 84.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.845-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 8Oliver ReevesCFO76.6K sh$101KSellMay 8White Deanna LeighCEO56.9K sh$75KSellApr 16Oliver ReevesCFO28.9K sh$38KSellApr 16White Deanna LeighCEO27.7K sh$36K
+ 12 other (11 awards · 1 gift) in window

See when $SRFM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementAug 118-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Surf Air Mobility (SRFM) disclosed that on August 11, 2026, it entered into an amendment to its Secured Purchase Agreement originally executed June 30, 2026, involving Senior Secured Debentures with an aggregate face amount of $21.6 million purchased by institutional purchasers. Items 1.01 and 2.03 indicate a new material agreement and financial obligation were created.

S-3Shelf registrationAug 11S-3
AI summary

Surf Air Mobility (SRFM) filed an S-3 registration statement. The filing body contains only procedural boilerplate. The full registration statement covers securities to be offered by SRFM in future transactions.

8-KListing / delisting noticeJul 248-K — Item 3.01: Listing / delisting notice · Item 5.07: Shareholder vote
AI summary

Surf Air Mobility Inc (SRFM) received a listing deficiency notice from its exchange (Item 3.01), filed 2026-07-24. Deficiency notices give companies typically 180 days to restore compliance. Investors should monitor the company's compliance plan and remediation timeline.

8-KPress release / Reg FDJul 28-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Surf Air Mobility exchanged its prior $74M Senior Secured Convertible Note due 2028 (outstanding balance $46.9M) for a new $16.9M convertible note due 2027 and a $30M term note due 2028 via an Omnibus Exchange Agreement on June 30, 2026. Debt restructuring reducing near-term conversion dilution risk.

8-KMaterial agreementJul 18-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

Surf Air Mobility Inc. (SRFM) entered into an Omnibus Amendment and Exchange Agreement on June 30, 2026, exchanging its existing Senior Secured Convertible Note due 2028 (initial principal $74 million) with a lender and an institutional investor for new instruments. The transaction involves unregistered equity issuances (Item 3.02) and creates a modified direct financial obligation (Item 2.03). This is a significant debt restructuring for a capital-constrained aviation company, likely extending maturity or reducing near-term cash service at the cost of potential dilution.

424B5Prospectus supplement (offering)Jun 26424B5
AI summary

Surf Air Mobility Inc. (SRFM) registered 4,761,905 shares of common stock (via prospectus supplement to Registration No. 333-291485) as non-cash payment to Palantir Technologies Inc. for software license fees and professional services under their existing License Agreement; delivery was expected June 24, 2026. At the June 23 closing price of $1.05/share, the stock consideration totals approximately $5 million. Compensating Palantir in equity rather than cash underscores Surf Air's capital-constrained balance sheet.

8-KPress release / Reg FDJun 258-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Surf Air Technologies, a wholly-owned subsidiary of Surf Air Mobility Inc. (SRFM), signed a Master Subscription Agreement with Wheels Up Experience Inc. on June 22, 2026, licensing Surf Air's Enterprise BrokerOS software for an initial two-year term at a subscription fee of $8.0 million, with an optional one-year extension. This is a material B2B revenue contract for Surf Air — $8 million over two years represents meaningful top-line contribution for a pre-profitability company and validates commercial traction of the BrokerOS platform.

8-KOfficer or director changeMay 228-K — Item 5.02: Officer or director change
AI summary

Surf Air Mobility Inc. (SRFM) disclosed that Carl Albert, Chairman of the Board, informed the Company on May 18, 2026 that he will not seek re-election at the July 24, 2026 Annual Meeting. Mr. Albert will serve as Chairman until then and subsequently become Chairman Emeritus under an Advisory Services Agreement (effective July 24, 2026), providing advisory services for one year at $110,000/year cash, ~$165,000/year in equity, and a one-time grant of 1,000,000 shares in two tranches. His departure is not due to any disagreement with Company management or practices.

+ 27 other (6 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Stonegate Capital Partners Updates Coverage On Surf Air Mobility Inc. (SRFM) 2Q26newsfilecorp.com·5d agoSurf Air Mobility Inc. (SRFM) Q2 2026 Earnings Call Transcriptseekingalpha.com·5d agoSurf Air Mobility Q2 Earnings Call Highlightsmarketbeat.com·5d agoSurf Air Mobility Inc. (SRFM) Reports Q2 Loss, Beats Revenue Estimateszacks.com·6d agoSurf Air Mobility Reports Second Quarter 2026 Financial Results, Meeting Revenue and Adjusted EBITDA Guidancebusinesswire.com·6d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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