May 28, 2026   |   Read online Early Market Focus: (SRFM) Is Already Separating Itself Today Any content you receive is for information purposes only. Always conduct your own research. *Sponsored Daily Edge Report Initiates Coverage On (SRFM) Starting This Morning—Thursday, May 28, 2026 Don’t miss the next breakout — get real-time alerts sent straight to your phone! Consider Starting Your Own Research On (SRFM)... [ Company Website ]   |   [Corporate Communications ] May 28, 2026 Early Market Focus: (SRFM) Is Already Separating Itself Today Dear Reader, Air mobility just had one of its most interesting days of the year, and one NYSE-listed company is squarely in the middle of it. Surf Air Mobility (NYSE: SRFM) has spent the past several weeks rolling out a series of announcements that reinforce the company's growing position across AI aviation software, advanced air mobility infrastructure, and regional aviation operations. Earlier this month, Surf Air Mobility released the full commercial go-to-market strategy for SurfOS, its AI-enabled software operating system powered by Palantir Technologies (NASDAQ: PLTR). This announcement laid out concrete revenue models, 2026 commercial targets, and a $156B total addressable market across three segments: chartered air transport, private aircraft sales, and MRO aftermarket. Now the company is adding even more momentum to its strategy. Last week, Surf Air Mobility (NYSE: SRFM) revealed that Shawn Pelsinger has been elected Chairman of the Board of Directors. Pelsinger previously served as Global Head of Corporate Development and Senior Counsel at Palantir Technologies, where he helped architect Skywise with Airbus, one of the aviation industry's most recognized data platforms. The appointment further strengthens the strategic connection between Surf Air Mobility and Palantir while adding additional enterprise software and aviation scaling expertise directly at the board level. At the same time, Surf Air Mobility joined the FAA-sponsored Center for Advanced Aviation Technologies Consortium (CAAT). The consortium includes government agencies, universities, and aviation leaders working to accelerate next-generation aviation technologies and advanced air mobility integration across the United States. The move positions Surf Air Mobility (NYSE: SRFM) directly inside a growing national conversation around AI aviation systems, automation, regional mobility infrastructure, and next-generation flight operations. And the company continues showing shareholders how SurfOS is already impacting real-world operations. In a newly released video series, Surf Air Mobility showcased the internal deployment of SurfOS across its own airline operations, highlighting how the platform is being used to optimize crew scheduling, dispatching, maintenance coordination, and operational workflows in real time. Unlike many aviation software stories still operating at the concept stage, Surf Air Mobility is deploying software tools inside a live operating airline environment handling tens of thousands of flights annually. And the timing matters. Last month, the Chairman, CEO, and Co-Founder of Surf Air Mobility (NYSE: SRFM) issued a joint letter directly to shareholders, raised 2026 Adjusted EBITDA guidance, and put their own capital back into the company. In that letter, (SRFM) improved its 2026 Adjusted EBITDA loss guidance by approximately 40%, from the prior range of $50-$40M to a new range of $30-$25M. Revenue guidance was reaffirmed at $128-$138M for 2026, reflecting 20-30% growth over 2025. The company also announced $30M in new capital structured to minimize dilution: $15M in non-dilutive aircraft-backed credit and $15M in common equity led by the co-founders with officers, directors, and existing institutional partners alongside them. Management said it plainly in the letter: "We are obtaining liquidity in the least dilutive manner and chose this path because we believe in the plan and are investing our own money behind it." Zoom out, and the company is sitting in one of the largest untapped verticals in aviation. The regional air mobility market is projected to expand to $75-$115B globally by 2035, and the global eVTOL aircraft market is forecast to grow from around $5B in 2026 to roughly $216B by 2035, an increase of more than 4,000%. These are just some of the reasons why Surf Air Mobility (NYSE: SRFM) just landed back on our radar... and why it will be topping my watchlist - Thursday, May 28, 2026. Keep reading to learn more about Surf Air Mobility (NYSE: SRFM). The BETA ALIA in Surf Air livery. SRFM has placed a firm order for 25 aircraft with options for up to 75 more. Surf Air Mobility Inc. (SRFM) Surf Air Mobility (NYSE: SRFM) is a Los Angeles-based air mobility platform and one of the largest commuter airlines in the United States by scheduled departures. In 2025, the company flew more than 300,000 passengers on over 60,000 scheduled departures, generating $107M in revenue, and posted three consecutive quarters of positive Adjusted EBITDA in airline operations. Beyond flight operations, (SRFM) is building the digital backbone of air mobility, an AI-enabled operating system designed to transform how key stakeholders in the industry manage everything from scheduling to compliance to booking. And this next-gen platform, powered by Palantir Technologies' (NASDAQ: PLTR) Foundry and AIP platforms, is not just for internal use. Surf Air Mobility is commercializing its AI-enabled SurfOS software across the broader air mobility industry, with BrokerOS already commercially live since December 2025 and 29 brokers enrolled on the platform as of this week's letter.  Latest Development Continue Expanding the SurfOS Story Over the past several weeks, Surf Air Mobility (NYSE: SRFM) has continued broadening both the operational and strategic scope of SurfOS. From strengthening ties to Palantir at the board level, to participating in FAA-backed aviation initiatives, to showcasing SurfOS operating inside a live airline environment, the company appears to be positioning itself at the intersection of AI software, aviation infrastructure, and next-generation air mobility. Here are some of the developments that recently caught our attention: Shawn Pelsinger Elected Chairman of the Board Former Palantir executive Shawn Pelsinger has officially been elected Chairman of the Board of Directors. His experience helping architect Palantir's aviation initiatives, including Skywise with Airbus, further deepens Surf Air Mobility's strategic software and aviation expertise. Surf Air Mobility Joins FAA-Sponsored Aviation Consortium The company has joined the FAA-sponsored Center for Advanced Aviation Technologies Consortium (CAAT), aligning Surf Air Mobility with key stakeholders focused on accelerating advanced aviation technologies and next-generation air mobility systems across the United States. New Videos Showcase SurfOS Inside Live Airline Operations Surf Air Mobility recently released new operational videos demonstrating SurfOS being deployed internally across airline workflows including dispatch, scheduling, maintenance coordination, and operational management. The rollout highlights how SurfOS is already functioning inside an active airline environment. SurfOS Commercial Launch Plan Is Now Fully Defined The company recently outlined three distinct SurfOS products — BrokerOS, OperatorOS, and SurfOS Enterprise Solutions — each with defined revenue models and commercial targets heading into 2026. BrokerOS is already commercially live, OperatorOS is scheduled for launch in the second half of 2026, and enterprise-level deployments are actively moving through the sales pipeline alongside Palantir's forward-deployed engineering teams. Consider Starting Your Own Research On (SRFM)... [ Company Website ]   |   [Corporate Communications ] 7 Reasons Why Surf Air Mobility Inc. (NYSE: SRFM) Just Landed at the Top of Our Watchlist for Thursday, May 28, 2026 1. SurfOS Commercialization: Three SurfOS product lines now target an estimated $156B global market opportunity across charter air transport, aircraft sales, and aviation aftermarket services. 2. Management Just Raised Adjusted EBITDA Guidance by ~40%: Surf Air Mobility (NYSE: SRFM) improved 2026 Adjusted EBITDA loss guidance from $50-$40M down to $30-$25M, while reaffirming revenue guidance of $128-$138M. 3. Insiders Are Putting Their Own Capital Back In: $15M in common equity led by the co-founders with officers, directors, and existing institutional partners participating alongside them, plus $15M in non-dilutive aircraft-backed credit. A $30M capital raise structured to minimize dilution. 4. SurfOS Is Already Operating Inside a Live Airline: The newly released operational videos demonstrate SurfOS being used internally across real airline workflows including scheduling, dispatching, and operational coordination. 5. Analyst Coverage Suggests Material Upside: HC Wainwright has initiated coverage with a rating. Separately, Stonegate Capital Partners has maintained coverage with a $7.05 mid-point target. Both coverage initiations underscore institutional attention on a small-cap story most people have not caught up to yet. 6. The Palantir Relationship Continues Deepening: The appointment of former Palantir executive Shawn Pelsinger as Chairman further reinforces the strategic relationship between Surf Air Mobility and Palantir Technologies. 7. A Massive Market Tailwind Is Forming: The regional air mobility market is anticipated to expand to $75-$115B globally by 2035. The global eVTOL aircraft market is forecast to grow from $5B in 2026 to roughly $216B by 2035, an increase of more than 4,000%. Surf Air Mobility is aligning with both trajectories. Consider Starting Your Own Research On (SRFM)... [ Company Website ]   |   [Corporate Communications] I think it is worth taking one more look at why Surf Air Mobility (NYSE: SRFM) has stayed front and center. The company is not only commercializing AI aviation software through SurfOS, it is simultaneously deploying the platform inside its own airline operations while expanding deeper into advanced aviation infrastructure initiatives. Add in the FAA-sponsored consortium participation, the appointment of a former Palantir executive as Chairman, improving financial guidance, insider-backed financing, and a growing SurfOS commercialization pipeline, and it becomes easier to understand why this story continues staying front and center. We have all eyes on (SRFM) this morning. Consider starting your own research on (SRFM) before the bell rings. Keep an eye out for my next update, it could be out at any moment. Sincerely, Joel Locke Senior Editor The Daily Edge Report DailyEdgeReport.com (“DailyEdgeReport” or “DER” ) is owned by GG Media Holdings LLC, a multi member limited liability company. Data is provided from third-party sources and DER is not responsible for its accuracy. 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