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Daily Edge Report Puts Surf Air Mobility (NYSE: SRFM) On The Top of Today's Watchlist—Tuesday, March 31, 2026 |
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[Company Website] | [Corporate Presentation] |
March 31, 2026
Before The Bell | See Why (SRFM) Is Lighting Up Our Radar Right Now |
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Dear Reader, |
Regional aviation is a multi-bn dollar industry held together with phone calls and spreadsheets. |
Charter brokers spend hours manually sourcing aircraft that should take minutes. Operators schedule crews without any real-time visibility into fleet-wide performance. Aircraft owners have almost no insight into how their assets are being used. |
The industry is flying millions of passengers every year on infrastructure that was never built for modern data. |
5,000 underutilized regional airports are scattered across this country. More than 90% of Americans live within 30 minutes of one. And the market connecting them is projected to reach $75B to $115B by 2035 according to McKinsey. |
There is no unified platform tying any of it together. |
That is the gap Surf Air Mobility (NYSE: SRFM) was built to fill. Not just as an airline. As a platform company that operates one of the largest regional airline networks in the United States as the real-world proving ground for its own technology. |
Right now, with a Palantir-powered AI operating system going to market in 2026 and a landmark electric aviation deal just closed, I think this is an interesting story in an exciting industry. |
Keep reading to learn more about Surf Air Mobility (NYSE: SRFM). |
Surf Air Mobility (NYSE: SRFM) is not a pre-revenue startup. It is not a pitch deck with a five-year runway to commercialization. |
This is an operating airline that flew 300,000 passengers in 2025, executed over 60,000 scheduled departures, and generated over $106M in revenue. |
The company operates under the Southern Airways and Mokulele Airlines brands with a fleet of 38 Cessna Caravan aircraft and interline agreements with American, United, Hawaiian, Alaska, and Japan Airlines, potentially connecting its route network to a combined annual passenger base of approximately 435 million travelers on partner networks. |
Q4 2025 marked the third consecutive quarter of positive Adjusted EBITDA in airline operations. The airline operations delivered full-year 2025 positive Adjusted EBITDA. |
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The growth story is just starting. |
By the Numbers. And By the Shareholders. |
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The top five non-insider institutional shareholders include Palantir at ~7.7%, Vanguard at ~3.6%, Geode Capital Management, BlackRock, and The Colony Group as of March 2026. These are not retail speculators chasing a headline. These are institutions. |
And they are invested. |
SurfOS: The Operating System Regional Aviation Has Been Waiting For |
The private aviation and regional air mobility market is worth tens of bns of dollars. And it is held together with spreadsheets. |
Data lives in silos across dozens of incompatible legacy systems. No single platform ties operators, brokers, and aircraft owners together. No one can see the whole picture. |
Surf Air Mobility (NYSE: SRFM) built SurfOS to solve this. An all-in-one, AI-enabled operating system for private aviation and air mobility, powered by Palantir's Foundry and AIP platforms. |
And the company holds a five-year exclusive agreement with Palantir to configure and sell this software into the Part 135 regional aviation market. |
No other company can offer this platform. That exclusivity is a structural moat. |
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SurfOS has three flagship products targeting critical participants in the ecosystem. BrokerOS gives charter brokers AI-powered aircraft sourcing, automated quoting, and Palantir analytics. OperatorOS is designed to give Part 135 operators AI-driven crew and aircraft scheduling, compliance automation, and a pilot mobile app. OwnerOS gives aircraft owners real-time asset monitoring, utilization insights, and full transparency into how their fleet is being used. |
Surf Air Mobility (NYSE: SRFM) is testing SurfOS on its own operations before offering it to the market. Real flights. Real brokers. Real operators. Real data. By year-end 2025, the company had signed over 17 letters of intent and beta agreements with third-party brokers and operators. The commercial rollout is targeted for 2026, backed by $26M in dedicated funding for SurfOS. |
The 440-plus operator relationships built since inception are the initial potential distribution channel. |
The product is proving itself. The customers are beginning to line up. The only thing left is to launch this year. |
Palantir Is Not Just a Partner. They Are One of the Largest Shareholders. |
Palantir Technologies (NASDAQ: PLTR) is the $340B AI company that built battlefield intelligence systems for the Pentagon and helped track global disease outbreaks for the CDC. |
Their Global Head of Commercial said publicly: "This is the next chapter of our partnership with Surf Air." |
And in October 2025, Surf Air Mobility (NYSE: SRFM) appointed Shawn Pelsinger to its board of directors. Pelsinger spent ten years as Global Head of Corporate Development and Senior Counsel at Palantir, where he personally built the Surf Air relationship. He also architected Skywise, the Palantir and Airbus partnership that became the global data backbone for commercial aircraft maintenance. |
When the architect of the Palantir aviation playbook joins your board, pay attention. |
Hawaii Is Not Just a Route Network. It Is the Blueprint for Electric Aviation. |
Through its Mokulele Airlines subsidiary, Surf Air Mobility (NYSE: SRFM) operates the largest commuter airline in Hawaii by scheduled departures. 9 airports. 10 routes. Over 224,000 passengers per year. An average stage length of 56 miles. |
That number is the entire thesis. |
The first generation of commercial electric aircraft are being designed for exactly this distance. Short. High frequency. Point to point. Every Mokulele flight is a data point, a proof of concept, and a future deployment opportunity for electrified aircraft. |
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On March 12, 2026, Surf Air Mobility (NYSE: SRFM) announced a strategic partnership with BETA Technologies to launch commercial electric aircraft service, starting in Hawaii. The deal includes a firm order for 25 electric aircraft, with options for up to 75 more. Surf Air also plans to support cargo operations, future passenger service, charging infrastructure, and aircraft maintenance. |
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"As a regional airline with real operational discipline, Surf Air Mobility has been reshaping mobility for a long time. We're proud to partner with them on this next step to electrify their fleet." - Kyle Clark, Founder and CEO, BETA Technologies |
BETA's ALIA aircraft has already flown over 100,000 nautical miles in real-world operations. The infrastructure, the routes, the airport access, and the operating expertise are all in place today. |
A $75B to $115B Market. And the Platform to Own It. |
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McKinsey projects the global regional air mobility market at $75 to $115B by 2035. NASA has called it transformational for American transportation. 5,000 underutilized regional airports. 90% of Americans within 30 minutes of one. |
The market is primed for a platform solution. And the only company building that platform is already operating one of the largest regional networks in America. |
Consider Starting Your Own Research On (SRFM)... |
Company Website | Investor Presentation |
6 Reasons Why Surf Air Mobility (NYSE: SRFM) Is Topping Our Watchlist This Morning, March 31, 2026 |
1. Real Revenue. Real Passengers. Real Operations: |
Surf Air Mobility (NYSE: SRFM) generated $106.6M in revenue in 2025 and flew over 300,000 passengers on 60,000 flights. This is not a pre-revenue science project. It is an operating business with real unit economics, a real fleet, and interline partnerships with American, United, Hawaiian, Alaska, and Japan Airlines. |
2. Full-Year Airline Profitability: |
Q4 2025 delivered $26.4M in revenue. The airline achieved full-year 2025 positive Adjusted EBITDA. The pre-revenue eVTOL peers are still burning cash on prototypes. Surf Air Mobility (NYSE: SRFM) is already flying and already profitable in airline operations. |
3. SurfOS Goes to Market in 2026 With $26M in Dedicated Funding: |
The AI operating system for regional aviation is being proven on internal operations and going to market this year. 17 letters of intent and beta agreements already signed. The 440-plus operator relationships are the distribution channel. The product works. The rollout is funded. |
4. An Exclusive Palantir Partnership No Competitor Can Replicate: |
The five-year exclusivity agreement gives Surf Air Mobility (NYSE: SRFM) the sole right to configure and sell this software to the Part 135 regional aviation market. Palantir is the largest non-insider shareholder at ~7.7%. The architect of the Palantir aviation playbook sits on the board. This cannot be copied overnight. |
5. Electric Aviation Push Just Got Bigger: |
25 BETA Technologies ALIA electric aircraft on firm order. Options for 75 more. Hawaii is the launch market. Mokulele's average stage length of 56 miles is precisely the distance these aircraft are designed for. The infrastructure to launch is already in place. |
6. A $75B to $115B Market. And (SRFM) Has Barely Scratched the Surface: |
McKinsey projects $75 to $115B by 2035. NASA calls it transformational. 5,000 regional airports. 90% of Americans within 30 minutes of one. And the only company building the software platform for this industry is already operating one of the largest regional networks in America. |
Consider Starting Your Own Research On (SRFM)... |
Company Website | Investor Presentation |
I think it is worth taking a look at why (SRFM) has landed front and center. |
This is an operating airline with $106.6M in real revenue, 300,000 real passengers, and full-year airline profitability. It holds an exclusive Palantir partnership no competitor can replicate, and the architect of the Palantir aviation strategy now sitting on the board. |
SurfOS goes to commercial launch in 2026 with $26M in dedicated funding and 17 signed beta agreements already in hand. The BETA Technologies deal puts 25 firm electric aircraft on order and positions Hawaii as the first commercial electric passenger aviation market in the country. |
HC Wainwright has reiterated its Buy rating for (SRFM) with a price target of $12. Top shareholders include Palantir at ~7.7%, Vanguard, BlackRock, and Geode. The co-founder is in. The Palantir playbook architect is on the board. Company guidance forecasts 20% to 30% year-over-year revenue growth for 2026. |
With a $75B to $115B market on the horizon and a company sitting at the intersection of AI-powered software, electric aviation, and real airline operations, the gap between where this company is and where it could go is difficult to ignore. |
We have all eyes on (SRFM) this morning. |
Consider starting your own research on (SRFM) while it's still early.. |
Keep an eye out for our next update, it could be landing shortly after the bell rings.
Sincerely,
Joel Locke Senior Editor The Daily Edge Report |
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