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Market Crux Announces Coverage On Surf Air Mobility Inc. (NYSE: SRFM) Starting Tomorrow Morning—Tuesday, June 10, 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 Alignment With 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 400% Upside Potential.
Valuation Reframed: Stonegate Modeled (SRFM) With A Tech-First Lens, Yielding A Projected Range Between $6.75 And $10.90 Per Share.
Consider Starting Your Own Research On (SRFM)…
June 9, 2025
On Deck For Tuesday | (SRFM) Just Landed On Our Radar Dear Reader, 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 March, Benzinga spotlighted the company when H.C. Wainwright analyst Amit Dayal initiated coverage on (SRFM) with a $12 target, which would suggest a 400% potential upside from its recent $2.40 range. 
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 $2.35 to $3.00 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 if demand begins to shift. 
Why (SRFM) Just Hit Our Radar
With more than 330,000 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
- Soft-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, AI-based tools, and smarter route curation. This isn't just a cleanup phase—it's a strategic recalibration built for scale. The Broader Vision: Four Phases of Execution
Here's how the rest of (SRFM)'s roadmap breaks down: Phase 1 – Transformation (Already Completed)
- Improved capital structure
- Strengthened balance sheet
- New management in place
- Realized M&A synergies
Phase 2 – Optimization (2025–2026)
- Optimize airline operations
- Recalibrate On Demand business
- Drive operational efficiency via SurfOS
Phase 3 – Expansion (2026–2027)
- Launch new tier-1 routes informed by SurfOS performance data
- Market SurfOS to 400+ charter operators, aircraft owners, and charter brokers
- Pursue joint ventures to accelerate regional access
Phase 4 – Acceleration (2027+)
- Certify and deploy 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 Heading Into 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. 7 Reasons Why (SRFM) is Topping Our Watchlist Tomorrow —Tuesday, June 10, 2025
1. Limited Float: (SRFM) has fewer than 12M shares in its float, giving interesting supply dynamics. 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: recently, (SRFM)'s Co-Founder and Board Member purchased over 400,000 shares directly from the company at market price in a private transaction. 4. Analyst Coverage: (SRFM) was recently picked up by H.C. Wainwright in March, with the analyst initiating coverage with a $12 target, which suggests an upside potential of over 400% from its recent $2.40 range. 5. Software-Aligned Valuation: Stonegate Capital's model aligns (SRFM) more with tech-enabled aviation platforms than with legacy airlines, suggesting a potential reframing of how it may be priced. 6. Phase-Based Execution: (SRFM) is deep into Phase 2 of a 4-phase roadmap that includes operational refinement, third-party software expansion, and scaled electrification deployment. 7. Operational Milestones: (SRFM) cut $4.6M in annual costs, closed a $50M capital infusion, and launched SurfOS beta-testing—all signaling traction behind the scenes. Consider Starting Your Own Research On (SRFM)…
As the clock ticks toward tomorrow's bell, Surf Air Mobility Inc. (NYSE: SRFM) stands at a particularly compelling intersection of operations, software, and execution. With a tight float, tech-forward valuation lens, insider conviction, and institutional eyes beginning to take notice, (SRFM) is showing signs of strategic execution acceleration across multiple fronts. The alignment with Palantir, the recent $1M insider purchase, and beta deployment of SurfOS all point to a company operating with both urgency and vision. We'll have all eyes on (SRFM). Consider starting your own research on (SRFM) before you call it a night. Also, keep a lookout for my morning update. Sincerely,
Gary Silver
Managing Editor,
Market Crux | 
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