Selasa, 24 Juni 2025

Fresh Out The Gate: (SRFM) Makes Approx. 24% Early Move—Surpasses Key Technical Levels

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Jeff Ackerman Announces Coverage On Surf Air Mobility Inc. (NYSE: SRFM) Starting This Morning—Tuesday, June 24, 2025

(SRFM) Comes Backed By Several Potential Catalysts That Have Us Excited To Be Bringing This To You Right Now.

Here's What We Can Tell You So Far:

Limited Float: (SRFM) Has Fewer Than 12M Shares In Its Float.

Palantir Holds Stake: Palantir Technologies Owns Approximately 18% Of (SRFM), Underscoring Its Software-Led Model.

Insider Stepped In: (SRFM)'s Co-Founder Recently Acquired Over 400,000 Shares Directly From The Company In A $1M Private Transaction.

Coverage: H.C. Wainwright Initiated Coverage On (SRFM) In March With A $12 Target Which Suggests A 500% Upside Potential.

Valuation Reframed: Stonegate Modeled (SRFM) With A Tech-First Lens, Yielding A Projected Range Between $6.75 And $10.90 Per Share.

AI-enhanced Software Platform: (SRFM) Unveiled SurfOS Flagship Products In June 2025, Positioning The Company As A Key Contender In Aviation Software Innovation.

Consider Starting Your Own Research On (SRFM) While It's Still Early…

June 24, 2025

Tuesday's Watchlist | (SRFM) Just Hit Our Radar

Dear Reader,

Have you pulled up (SRFM) yet?

According to at least one news portal, (SRFM) tapped $2.37 in the early session, marking an approximate 24% move from yesterday's $1.91 close.

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On this move, (SRFM) surpassed several key moving averages, including its 5-day at $1.974, and its 20-day at $2.3045.

With the 50-day at $2.42 and 100-day at $3.08 still on the horizon, we're keeping all eyes on (SRFM) this morning.

Start your own research while it's still early.

Every so often, a company builds its future before the market even realizes it's watching.

Surf Air Mobility Inc. (NYSE: SRFM) has done just that—quietly constructing a regional air mobility platform that's beginning to look less like a traditional carrier and more like a tech-enabled operating system for short-haul air travel.

And while most conversations about "the future of flight" remain abstract, (SRFM) is already rolling it out—across real routes, with real software, and under real contracts.

In June, Benzinga reported that the firm Piper Sandler raised their target on (SRFM) from $3 to $4, which would suggest an upside potential of 100%.

But if that doesn't get you excited, Benzinga previously spotlighted the company when H.C. Wainwright analyst Amit Dayal initiated coverage on (SRFM) with a $12 target, which would suggest a 500% potential upside from its recent $2.00 range.

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Stonegate Capital doesn't issue targets, but their valuation analysis added further depth.

Applying a 1.75x to 2.25x EV/Revenue multiple to projected FY26 revenue, Stonegate aligned (SRFM) more closely with software-forward aviation peers than legacy airlines.

That framework yielded a valuation range between $6.75 and $10.90, with a midpoint near $8.82.

As of this writing, (SRFM) remains in the $2.00 to $2.10 range.

Backing up that external confidence, Co-Founder and Board Member Sudhin Shahani recently acquired 408,163 shares of (SRFM) in a private transaction directly from the company.

The purchase—executed at market price—amounted to approximately $1M, signaling internal alignment and belief in the platform's long-term growth.

Not to mention, one of the most talked about companies on the street, Palantir, owns approximately 18% of (SRFM) shares.

With Yahoo reporting there's less than 12M shares listed in the float (SRFM) could witness the potential for swings.

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Why (SRFM) Just Hit Our Radar

With more than 331,000 passengers flown and over 66,000 scheduled departures in the last twelve months ending March 31, 2025, (SRFM) already runs one of the most active regional air commuter networks in the country, reaching both the mainland and the Hawaiian Islands.

But the bigger story is what's happening underneath the surface.

The company has now exited Phase 1: Transformation—having completed its M&A synergies, restructured its balance sheet, brought in new management, and cleaned up its cap table.

(SRFM) is now deep into Phase 2: Optimization (2025–2026)—and it's already showing results:

  • Added Japan Airlines as its first international carrier interline partner
  • Launched a premium Jet Card to refine its On Demand model
  • Began beta-testing its SurfOS software with multiple regional operators

The goal?

Maximize efficiency using real-time performance data, its proprietary SurfOS software, and smarter operations.

This isn't just a cleanup phase—it's a strategic recalibration built for scale.

The Broader Vision: Four Phases of Execution

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Here's how the rest of (SRFM)'s roadmap breaks down:

Phase 1 – Transformation (Already Completed)

  • Improved capital structure
  • Strengthened balance sheet
  • Appointed new executive leadership
  • Realized ~$6.5M in synergies from Southern Airways acquisition

Phase 2 – Optimization (2025–2026)

  • Optimize airline operations (fleet redeployment, maintenance backlog, SOC relocation)
  • Recalibrate On Demand business with simplified, higher-margin offerings
  • Drive operational efficiency via SurfOS

Phase 3 – Expansion (2026–2027)

  • Launch new tier-1 routes based on SurfOS performance and demand data
  • Expand SurfOS commercialization to charter operators, aircraft owners, and charter brokers
  • Pursue strategic partnerships and joint ventures to accelerate regional access

Phase 4 – Acceleration (2027+)

  • Certify and deploy hybrid and electric powertrains for Cessna Caravans
  • Leverage exclusive sales relationship with Textron Aviation
  • Scale the operator platform and deploy electric aircraft at commercial levels

With over 5,000 public-use airports across the U.S.—and most of them unreachable by commercial carriers—(SRFM) isn't trying to fit into the old system.

They're building a parallel one designed for speed, flexibility, and software-first performance.

What to Watch In 2025

Management expects to hit $100M in revenue this year while targeting positive adjusted EBITDA by year-end.

Recent updates also confirm that FY25 operations are not expected to be materially impacted by new tariffs—removing a potential overhang from the short-term forecast.

With operations, software, and electrification aligned under one platform, SRFM is no longer just an airline.

It's positioning itself as the backbone of a smarter, modern regional air system—and it's already in motion.

This is one we'll be tracking closely.

Recent Developments

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Surf Air Mobility Inc. (NYSE: SRFM) has delivered a series of important updates in June 2025 that reinforce its position as a frontrunner in regional air mobility innovation and operational execution.

Unveiling of SurfOS™ AI-Enabled Product Suite

On June 10, 2025, (SRFM) unveiled its flagship SurfOS™ software platform, a unified, AI-enabled system designed to modernize and streamline the air mobility sector. The suite—comprised of BrokerOS, OperatorOS, and OwnerOS—targets charter brokers, aircraft operators, and aircraft owners respectively, offering tools to:

  • Automate sourcing, quoting, booking, and payment workflows (BrokerOS)
  • Optimize aircraft and crew scheduling, supported by a companion mobile Crew App (OperatorOS)
  • Enhance transparency and utilization efficiency for private aircraft owners (OwnerOS)

Powered by Palantir Technologies (NASDAQ: PLTR), SurfOS integrates industry data across a federated platform, setting the stage not only for today's regional aviation needs but also for the coming wave of electrified aircraft operations.

With beta agreements already in place with eight users and internal adoption well underway, SurfOS positions (SRFM) at the forefront of a $75–$115B global regional air mobility market projected by 2035. The commercial release is scheduled for 2026.

Record Operational Performance and Progress in Optimization Phase

On June 17, 2025, (SRFM) reported significant operational achievements as part of its ongoing Optimization phase:

  • Record-high operational reliability, including a 10% improvement in controllable completion factor, and 21% improvements in both on-time departures (D0) and A14 arrivals compared to FY24.
  • Renewal of a $9.9M Essential Air Service contract, securing stable revenue over the next four years.
  • Enhanced safety and risk management, as pilot reporting of Flight Risk Assessment Tool (FRAT) filings doubled following deployment of its Crew App.
  • Continued fleet upgrades and modernization, supported by senior talent from Southwest, Flexjet, and Amazon Air.

These improvements highlight the tangible impact of (SRFM)'s Transformation Plan.

They also lay the groundwork for the 2026 Expansion phase, when SurfOS is expected to reach third-party customers and new scheduled routes are planned to launch.

These milestones are more than just headlines—they reflect a company firing on all cylinders at a pivotal moment.

As we look ahead to this morning's bell, here's exactly why (SRFM) has climbed to the top of our watchlist.

7 Reasons Why (SRFM) is Topping Our Watchlist This Morning

—Tuesday, June 24, 2025

1. Limited Float Availability: There's fewer than 12M shares reported in the float for (SRFM).

2. Backed by Palantir: One of the largest shareholders of (SRFM) is Palantir Technologies—holding approximately 18% of the company, a move that signals alignment with its software-first approach to aviation.

3. Insider Confidence: The Co-Founder of (SRFM) recently acquired over 400,000 shares directly from the company, demonstrating strong internal belief in the platform's direction.

4. Coverage Initiation: H.C. Wainwright initiated coverage on (SRFM) with a $12 target, which suggests around 500% upside potential from its recent $2.00 range.

5. Recent Target Hike: Piper Sandler raised its target on (SRFM) in June 2025 from $3 to $4, implying a potential doubling from current levels.

6. Operational Strength: Recent reports confirmed (SRFM) hit record-high reliability metrics and secured a $9.9M Essential Air Service contract renewal.

7. AI Platform Launch: With the June 2025 unveiling of SurfOS, (SRFM) positioned itself as a key contender in aviation software innovation.

Consider Starting Your Own Research On (SRFM)…

Right now, Surf Air Mobility Inc. (NYSE: SRFM) stands at the intersection of technology, operational strength, and strategic backing.

With fewer than 12M shares in its float, alignment with Palantir Technologies, insider confidence through recent purchases, and fresh analyst targets pointing to the potential for significant price shifts, (SRFM) is one name that deserves attention.

The company's record-high reliability metrics, essential service contract renewal, and the unveiling of its SurfOS platform only add to the case for taking a closer look.

Consider taking a look at (SRFM) while it's still early.

(SRFM) tapped $2.37 in the early session, marking an approximate 24% move from yesterday's $1.91 close.

Keep an eye out for my next update—it could be coming any moment.
And as always, remember to do your own research.

Jeff Ackerman

Managing Editor

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