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(SRFM) Comes Backed By Several Potential Catalysts That Have Us Excited To Be Bringing This To You This Morning—Thursday, September 18, 2025
Here's What We Can Tell You So Far:
Low Float: MarketWatch Reports A Float Under 25M Shares For (SRFM)
Recent Momentum: (SRFM) Made Approximate Moves Of 37% In A Week And 267% In Just Over A Month The Last Time It Was Featured.
Analyst Coverage: H.C. Wainwright Issued A $12 Target On (SRFM), Suggesting Over 190% Upside Potential From Its Range This Week.
Consider Looking At (SRFM) This Morning While It's Still Early…
Company Website | Corporate Presentation
September 18, 2025
Watching Now | (NYSE: SRFM) Triggers Multiple Bullish Signals On Early Move Dear Reader, If you haven't pulled up (SRFM) yet, this could be a good time. As we speak, (SRFM) is triggering multiple bullish signals on TradingView's technical analysis dashboard. The last time we highlighted Surf Air Mobility Inc. (NYSE: SRFM), it made an approximate 37% move in just a week between August 6 and August 13. And the time before that, (SRFM) made an approximate 267% move in just over a month between June 9 and July 11. Now, (SRFM) is back on our radar and is topping today's watchlist—Thursday, September 18, 2025.
Marketwatch is reporting a float under 25M shares, highlighting its limited availability in the market. And if that weren't enough, one of the most talked-about tech names on the planet, Palantir Technologies, is the largest shareholder of (SRFM). Analyst attention is also building. H.C. Wainwright's Amit Dayal has set a $12 target, suggesting over 190% upside potential from this week's $4.13 range. 
Meanwhile, Stonegate Capital has framed (SRFM) less like a traditional carrier and more like a software-first aviation platform. Applying a 2.0x to 3.0x EV/Revenue multiple to projected FY26 revenue, their model yields an implied valuation range of $5.50 to $8.90 per share, with a midpoint of $7.20.
And that's just the starting point—because the real story lies in how the market around (SRFM) is changing. Regional Air Mobility: The Untapped Growth Story Few Are Watching
Regional air travel is on the cusp of transformation. While urban air mobility remains years away from building the infrastructure it needs, the regional air mobility (RAM) market is already positioned for accelerated growth. Surf Air Mobility Inc. (NYSE: SRFM) is one of the rare public companies actively pushing this vision forward. With established operations, a trusted brand, and exclusive relationships with Palantir and Textron Aviation, it's building an integrated platform that could redefine the future of regional air travel. Why Regional Air Mobility Matters
- 5,000+ underutilized regional airports exist across the United States.
- 90% of the U.S. population lives or works within 30 minutes of a regional airport.
- Commercial air traffic today is overly concentrated in major hubs, leaving smaller communities underserved.
Regional air mobility has been projected to reach $15B–$22B in the U.S. and $75B–$115B globally by 2035. NASA has highlighted that RAM could fundamentally reshape travel by bringing speed and accessibility to regions far beyond major airline hubs. The Surf Air Mobility Platform
(SRFM) combines two complementary business units: - Air Mobility – Scheduled service, on-demand charters, and interline partnerships with major carriers.
- Air Technology – Proprietary aviation software (SurfOS) and electrification strategies designed to improve efficiency, margins, and scalability.
This dual-pronged model creates both immediate cash flow through operations and long-term upside through technology adoption. Scale and Reach
- One of the largest regional commuter airlines in the U.S. by scheduled departure, flying ~320,000 passengers annually.
- 176 daily departures across the mainland U.S. and Hawaii.
- 425+ operator relationships built into the network.
- Over $107M in revenue (LTM ending June 30, 2025).
The Hawaii network alone generated ~$29M, with over 220,000 passengers in the past year, making Surf Air Mobility Inc. (NYSE: SRFM) the largest interisland commuter airline. Recurring Revenue Through Essential Air Service (EAS)
Government-backed Essential Air Service (EAS) contracts currently account for ~45% of Surf Air Mobility Inc. (NYSE: SRFM)'s revenue. With 15 active communities under contract and $48M in subsidy revenue, SRFM has a base of predictable cash flows that reduce volatility. On-Demand Expansion
Beyond scheduled routes, (SRFM) runs a global on-demand charter platform with 2,950 departures and $25M in revenue (LTM). This asset-light business leverages its 425 operator relationships to tap into a global charter market expected to reach $138B by 2029. Technology Edge: SurfOS and Electrification
What sets Surf Air apart is its technology-first approach. At the center is SurfOS, an AI-enabled suite powered by Palantir's AIP and Foundry that includes BrokerOS, OperatorOS, and OwnerOS. The platform is already in beta testing with eight launch users, with six signed LOIs signaling expanding adoption across brokers and operators. Strengthening this effort, (SRFM) has secured a five-year exclusive partnership with Palantir covering the Part 135 regional air mobility market. The company is also advancing an electrification platform strategy designed to reshape operating economics. (SRFM) is working with manufacturers such as Electra on next-generation aircraft. Together, these initiatives aim to lower operating costs, expand margins, and create a scalable operator services platform. Recent Development: Ultra Short Aircraft Demonstrations
In August 2025, Surf Air Mobility Inc. (NYSE: SRFM) announced its participation in the event for the successful completion of the first demonstration flights for Electra's Ultra Short aircraft earlier this month at Virginia Tech. The flights showcased takeoff and landing demonstrations in as little as 150 feet, offering a glimpse into how (SRFM)'s operational platform and SurfOS software could support the deployment of next-generation electrified aircraft. With Electra's flagship nine-passenger EL9 expected to enter service in 2029, these demonstrations marked an early validation of technology that could unlock thousands of new routes through Direct Aviation and further expand (SRFM)'s role in the future of regional air mobility. And while these milestones highlight what's happening today, the bigger picture comes into focus when you look at the company's multi-phase plan. Transformation Plan in Motion
(SRFM)'s 4-Phase Transformation Plan is actively reshaping the company: - Transformation (2024): Balance sheet restructuring, M&A synergies, new leadership.
- Optimization (2025–2026): Improved airline profitability, fleet upgrades, operational realignment.
- Expansion (2026–2027): Launch new tier-1 routes, expand SurfOS deployment, pursue joint ventures.
- Acceleration (2027+): Deploy electrified aircraft, build operator platform, certify proprietary powertrains.
Foundation for Growth
Surf Air Mobility Inc. (NYSE: SRFM) has taken significant steps to reinforce its balance sheet. The company secured a $50M term loan from Comvest Partners and extended the maturity of its secured debt to 2028. In addition, it raised $44.7M in equity capital during Q2 2025 and realized $6.5M in M&A synergies. These efforts, combined with operational improvements, led to airline operations achieving profitability on an adjusted EBITDA basis in Q2 2025. Leadership and Board
Surf Air's management team includes executives with deep experience at Bombardier Flexjet, Hawaiian Airlines, Wisk, Amazon Air, and major financial institutions. Its board features leaders from SpaceX, Activision Blizzard, Universal Studios, and Lucasfilm, bringing unmatched depth across aviation, technology, and capital markets. 7 Reasons Why (SRFM) Is Topping Our Watchlist This Morning
—Thursday, September 18, 2025 1. Low Float: MarketWatch reports a float under 25M shares for (SRFM), a relatively lean structure for a public company. 2. Recent Momentum: In back-to-back highlights, (SRFM) made approximate moves of 37% in a week and 267% in just over a month the last time we featured this profile. 3. Analyst Coverage: H.C. Wainwright has issued a $12 target on (SRFM), which suggests over 190% upside potential from its range this week. 4. Revenue Growth: (SRFM) generated over $107M in the twelve months ending June 30, 2025, including $29M from its Hawaii commuter network. 5. Recurring Contracts: Essential Air Service agreements account for roughly 45% of (SRFM)'s revenue, with $48M in subsidies tied to 15 active communities. 6. Tech Platform: (SRFM) is advancing SurfOS, an AI-enabled aviation software suite built with Palantir under a five-year exclusivity agreement. 7. Electrification Push: Alongside partners like Textron and Electra, (SRFM) is pursuing proprietary electrified powertrains and next-generation aircraft. Consider Looking At (SRFM) This Morning While It's Still Early…
With recent approx. moves of 37% in a week and 267% in just over a month, and fresh analyst coverage framing the company alongside software-first aviation peers, Surf Air Mobility Inc. (NYSE: SRFM) continues to stand out to us. The company has put up more than $107M in revenue over the past year, with its Hawaii commuter network contributing $29M, while government-backed Essential Air Service contracts add recurring strength across its communities. On top of that, SurfOS, developed with Palantir under a five-year exclusivity agreement, positions (SRFM) as more than an airline, and its electrification push with Textron Aviation and Electra points to a future built on next-generation aircraft. Right now, (SRFM) is triggering multiple bullish signals on TradingView's technical analysis dashboard. Consider starting your own research on (SRFM) while it's still early. My next update could be coming to you at any moment, make sure you're watching out for it. Sincerely,
Gary Silver
Managing Editor,
Market Crux | 
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