Canaccord Genuity lowers Vertical Aerospace stock price target on dilution

Published 14/07/2025, 12:44
Canaccord Genuity lowers Vertical Aerospace stock price target on dilution

Investing.com - Canaccord Genuity reduced its price target on Vertical Aerospace Ltd. (NYSE:EVTL) to $11.00 from $13.50 on Monday, while maintaining a Buy rating on the electric vertical takeoff and landing (eVTOL) aircraft manufacturer. The stock, currently trading at $4.91, has seen a significant decline of 29% in the past week and 39% over six months, according to InvestingPro data.

The price target reduction reflects the dilution effect of a recent offering, according to the research firm. Vertical Aerospace plans to use the proceeds to advance development work on Aircraft 2 and 3, while expanding testing and certification efforts for its VX4 eVTOL aircraft. InvestingPro analysis shows the company is quickly burning through cash, with a current ratio of 0.72 indicating short-term obligations exceed liquid assets.

The company’s near-term priority is expanding the flight envelope of its aircraft in public airspace beyond Cotswold Airport, following a successful piloted conventional takeoff and landing (CTOL) wingborne flight in May.

Canaccord Genuity believes Vertical Aerospace management intends to attract a large strategic partner as the VX4 prototype completes additional test flights, which would facilitate future capital raises to support development efforts.

The $11 price target is based on a discounted cash flow analysis through 2035, using a 13.2% discount rate and a 6.5% growth rate, the research firm noted.

In other recent news, Vertical Aerospace has successfully closed a $60 million public offering, selling 12 million ordinary shares at $5.00 each. The company plans to allocate the raised funds towards research and development, expanding testing and certification capabilities, and general working capital. Deutsche Bank (ETR:DBKGn) Securities and William Blair were joint bookrunners for this offering, which has extended Vertical Aerospace’s cash runway toward mid-2026. In addition, Bristow Group has expanded its strategic partnership with Vertical Aerospace, pre-ordering up to 100 of the VX4 aircraft. This partnership aims to facilitate the commercial adoption of eVTOL aircraft by offering a ready-to-fly operations platform. Vertical Aerospace has approximately 1,500 pre-orders for its VX4 aircraft from customers including American Airlines (NASDAQ:AAL) and Japan Airlines. The company is also developing a hybrid-electric variant of the VX4. These developments are part of Vertical Aerospace’s broader strategy to deliver certified and commercially viable eVTOL operations globally.

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