Surf Air Mobility price target lowered to $3 at Canaccord on dilution

Published 26/06/2025, 15:32
Surf Air Mobility price target lowered to $3 at Canaccord on dilution

Investing.com - Canaccord Genuity lowered its price target on Surf Air Mobility Inc (NYSE:SRFM) to $3.00 from $3.25 on Thursday, while maintaining a Hold rating on the stock. The company, currently valued at $69.42 million, has seen its stock price fall over 53% in the past six months.

The price target reduction follows Surf Air’s recent recapitalization that resulted in approximately 10.8 million new shares of common stock, creating a dilution effect that prompted Canaccord to adjust its financial model. According to InvestingPro data, the company operates with a significant debt burden and a concerning current ratio of 0.22, indicating potential liquidity challenges.

Canaccord noted the recapitalization comes as Surf Air progresses through phase two of its four-phase airline Transformation Plan, which focuses on optimizing core airline service to improve flight completion rates and on-time performance.

The company is also deploying the beta version of SurfOS in partnership with Palantir Technologies (NASDAQ:PLTR), which now owns approximately 20% of Surf Air’s outstanding shares following the capital raise.

Canaccord justified its Hold rating citing "the volatile nature of the stock price and trading volume," with its $3 price target derived from a discounted cash flow analysis extending through 2030.

In other recent news, Surf Air Mobility Inc. announced a registered direct offering of 10.8 million shares at $2.50 per share, intending to raise approximately $27 million in gross proceeds. The company plans to use the funds to pay down certain debt obligations and for general corporate purposes. Additionally, Surf Air Mobility reported operational improvements in its airline business, noting a 10% increase in controllable completion factor and a 21% improvement in on-time departures and arrivals. Piper Sandler analysts raised the stock price target for Surf Air Mobility from $3 to $4, maintaining an Overweight rating despite a projected 16% year-over-year revenue decline due to discontinuing unprofitable routes. The company’s strategic focus on profitable routes is seen as a step towards sustainable growth. Surf Air Mobility also announced an interline agreement between its subsidiary Mokulele Airlines and Japan Airlines, enhancing flight connectivity between Japan and Hawaii. This partnership expands access for Japan Airlines passengers to Hawaiian destinations via Mokulele Airlines. These developments are part of Surf Air Mobility’s broader transformation plan aimed at optimizing airline operations and achieving profitable growth.

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