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SRSRFM

Surf Air Mobility Inc.

$SRFM·$123M·Airlines, Airports & Air Services·Industrials
$1.18-2.1%YTD-40.3%1Y-72.0%
Price updated 14m ago·X counts updated 4d ago
SRSRFM
$SRFMSurf Air Mobility Inc.
$1.18-2.08%313 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $SRFM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

313X posts · last 7 days
Sep 13Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SRFM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 63% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-02

Surf Air Mobility gets the FAA to authorize OperatorOS as the system of record for its Part 135 airlines (Southern Airways Express and Mokulele), pulling paper binders out of the loop. Bulls repeatedly frame SRFM as 'a Palantir customer that Palantir itself invested in — and it's been beaten down hard,' with 17 LOIs/software agreements tied to OperatorOS out of a 440+ operator target market. Tone is uniformly constructive.

Read what X is saying about $SRFM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SRFM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptAcceleratingAI verdict · as of 2026-09-30

The move is getting stronger, with heavier trading behind it.

FAA just approved OperatorOS as the system of record — Surf Air's software pivot has a regulator's stamp on it.

Surf Air Mobility is a small-cap aviation platform running Part 135 airlines (Southern Airways Express, Mokulele) and, more importantly to the equity story, building OperatorOS — cloud software for the regulated regional-aviation industry. The 'Palantir customer and Palantir invested' framing is directionally what's driving the tape.

Why the pivot is landing:

  • The FAA authorizing OperatorOS as the system of record for the two Part 135 airlines is a genuine regulatory milestone — pulling paper binders out of the loop is the piece that turns a services-plus-software mix into recognizable per-seat/per-operator recurring revenue; 17 LOIs/software agreements against a 440+ operator target market is the top-of-funnel math the bulls are anchoring on.
  • Fresh signed OperatorOS contracts with SkyDance Air and Sprintbach Aviation, appointment of a new CFO and a new SurfOS President, and inclusion in the FAA's SMART program are stacking operational confirmation events — no insider events on the file means no counter-signal, so the read is entirely fundamental.

A quarterly print showing OperatorOS ARR converting from LOI-count to contracted revenue plus a Palantir-adjacent enterprise deal is what extends the turnaround; a lost operator design win or a specific dilutive raise is what would break the setup back into a small-cap airline valuation.

Agrees with X sentimentThe 'Palantir customer that Palantir invested in and got beaten down' framing is factually right and the FAA system-of-record milestone is a legitimate operational confirmation — the tone matches the observable set of catalysts.

What to watch: OperatorOS ARR conversion from LOI count to contracted revenue, next Part 135 operator design win, cash-runway commentary at the next print, and any specific Palantir-platform-adjacent enterprise deployment — ARR conversion plus a big operator design win extends the leg; a lost win or dilutive raise breaks it.

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Premium air travel demand remains healthy with Delta's non-main-cabin revenue hitting 61% of total — structural premium-cabin pricing power is intact.

What this means for $SRFM

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

Industry benchmark

11-name peer basket
+3.9%YTD
-3.3%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$129.7M$128.2M – $132.1M-$0.79-$0.80 – -$0.784
FY27$163.6M$155.1M – $171.5M-$0.47-$0.55 – -$0.424
FY28$220.7M$211.7M – $229.7M-$0.28-$0.48 – -$0.092
FY29$320.0M$308.5M – $333.3M$0.28$0.27 – $0.301
FY30$452.0M$435.7M – $470.7M$0.66$0.63 – $0.701

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.1.9×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.13%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.+59.5%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.-11.8%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 today12.6% 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.β2.825-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
+ 13 other (12 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

424B5Prospectus supplement (offering)Sep 30424B5
8-KOfficer or director changeSep 288-K — Item 5.02: Officer or director change
AI summary

Surf Air Mobility appointed Jason Secore as Chief Financial Officer effective September 30, 2026, replacing Oliver Reeves, who transitions to an advisory role through September 2027. Secore, age 46, previously served as CFO of drone delivery platform Matternet and has prior treasury and IR experience at Arconic and AAR Corp. The CFO transition is a notable management change at the electric aviation startup; Reeves' advisory period provides continuity.

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.

+ 22 other (4 8-Ks · 3 13Gs · 2 routine 8-Ks · 2 S-8s) in window

Recent news

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

Surf Air Mobility Adds New OperatorOS Customer and Former Head of Asia at Palantir as New President of SurfOSbusinesswire.com·1d agoSurf Air Mobility Appoints Jason Secore as Chief Financial Officerbusinesswire.com·3d agoSurf Air Mobility Selected as Participating Airspace User in FAA's SMART Programbusinesswire.com·3d agoSurf Air Mobility Signs OperatorOS Contract with SkyDance Airbusinesswire.com·8d agoSurf Air Mobility Appoints Barrett Brown as President of SurfOSbusinesswire.com·8d ago

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Voices on X · top 3 · last 7 days

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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