Surf Air Mobility Inc. (SRFM) AI Stock Analysis

Surf Air Mobility Inc., based in Hawthorne, California, specializes in electric aviation and air travel services across the United States. The company provides a comprehensive air mobility platform that includes scheduled routes and on-demand charter flights managed by third-party operators. Additionally, Surf Air Mobility Inc. offers air cargo services, catering to diverse transportation needs with a focus on efficiency and sustainability in the aviation sector. By integrating environmentally friendly aircraft solutions into its operations, the company aims to reduce carbon footprints, advance urban air mobility, and provide accessible transportation options for passengers and freight.

Surf Air Mobility expanded annual revenue from $11.8M in FY2021 to $119.4M in FY2024 before dropping 10.8% to $106.6M in FY2025. Over the five years from FY2020 to FY2025, revenue achieved a CAGR of 70.0%. Gross margin turned positive at 7.9% in FY2024 and stood at 3.9% in FY2025, but operating margin remained negative at -72.1%. Net income in FY2025 was -$110.6M, representing a net margin of -103.8% and diluted EPS of -$3.48. In the trailing twelve months ended June 30, 2026, revenue stood at $110.7M with quarterly revenue growing 7.6% year-over-year, while TTM operating margin was -63.7% and EPS was -$1.60.

As of June 30, 2026, Surf Air Mobility held $18.4M in cash and short-term investments alongside total debt of $90.0M, resulting in net debt of $71.6M. Total assets stood at $140.7M against negative shareholders' equity of -$42.5M, and the current ratio was 0.26. Cash generation remains negative; FY2025 operating cash flow was -$64.2M and free cash flow was -$72.6M. Capital allocation in FY2025 included capital expenditures of $8.4M, research and development expense of $10.3M, and share buybacks totaling $380,000.

At a last close of $0.88, Surf Air Mobility has a market capitalization of $117.0M and an enterprise value of $177.1M. The stock trades at a price-to-sales multiple of 1.1x and an EV-to-revenue ratio of 1.6x, compared to a median price-to-sales of 1.5x for its US-listed Industrials peers. Its price-to-book ratio is 2.4x. Over the past year, the stock fell 82.2%, lagging the S&P 500 (SPY) return of 16.8%. The stock also trades 32.2% below its 200-day moving average and carries a beta of 2.52.

Wall Street analysts hold 3 Strong Buy ratings and 1 Hold rating on Surf Air Mobility. The mean price target is $4.93, which is 459.1% above the last close of $0.88. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $129.7M and an EPS of -$0.79. For FY2027, five analysts project revenue to reach $163.6M, reflecting 26.2% growth, alongside an EPS of -$0.47. Over the last four quarters, the company beat EPS estimates 1 time. The next earnings date is November 11, 2026.

This page is an AI-written research summary of Surf Air Mobility Inc. (SRFM). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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