Vertical Aerospace Brings Valo to Miami, Showcasing the Future of Electric Inter-City TravelFeb 18, 2026 6:20 AM Eastern Standard Time# Vertical Aerospace Brings Valo to Miami, Showcasing the Future of Electric Inter- City TravelShare---- Display coincides with iConnections, offering attendees a first look at next-generation air mobility- Vertical outlines routes to connect Miami, Fort Lauderdale and Palm Beach in minutes- Visitors can experience the premium four-seat aircraft designed for journeys up to 10 ...

Beta Technologies and Amazon logos highlighted in front of an imaginative depiction of a Beta Technologies eCTOL aircraft. Key Points Amazon solidified its long-term partnership by acquiring a significant equity stake to support the decarbonization of its global delivery network. A solid liquidity position provides the company with the longest financial runway in the industry to support manufacturing and certification. Wall Street analysts see significant upside potential driven by near-term federal pr ...

Core Viewpoint - Vertical Aerospace has announced a long-term partnership with Evolito to supply electric propulsion units for its commercial eVTOL aircraft, Valo [1] Group 1: Partnership Details - The partnership aims to leverage Evolito's expertise in high-performance electric propulsion systems [1] - Evolito will provide its unique electric propulsion unit architecture, which is lightweight and designed for efficiency [1] Group 2: Product Focus - The electric propulsion units will power Vertical Aerospace's Valo aircraft, which is part of the company's initiative in electric aviation [1]

Core Viewpoint - Surf Air Mobility Inc. has partnered with the Hawaii Department of Transportation and BETA Technologies to apply for the Electric Vertical Takeoff and Landing Integration Pilot Program, aiming to integrate electric aircraft into Hawaii's air transportation system [1][2][3]. Company Overview - Surf Air Mobility operates Mokulele Airlines, the largest commuter airline in Hawaii, with high-frequency interisland service across 10 routes and nine destinations [2][4]. - The company has established airport operations, maintenance facilities, and crew in Hawaii, positioning it well for the integration of electric aircraft [2][3]. - Surf Air Mobility employs 196 people in Hawaii, including 96 pilots, and maintains a strong safety record under FAA Part 135 operations [7]. Partnership and Initiative - The collaboration with HDOT and BETA aims to leverage Surf Air Mobility's operational expertise and BETA's electric aircraft technology to fulfill the eIPP initiative's objectives [3][6]. - The initial plan includes conducting cargo-carrying missions between existing route pairs operated by Mokulele Airlines [3]. Operational Highlights - Mokulele Airlines flew approximately 36,000 flights in 2025, with an average flight length of 51 miles, suitable for electrified aircraft [7]. - The airline served about 224,000 passengers in 2025, with a high percentage of repeat and local fliers, achieving a 96% controllable completion factor [7]. - BETA's ALIA electric aircraft has flown over 100,000 nautical miles in real-world operations, providing valuable operational data for certification [5][8]. Strategic Goals - The eIPP initiative is expected to support infrastructure development and operational readiness for electric aircraft in Hawaii, enhancing advanced air mobility through real-world airline operations [8]. - Surf Air Mobility aims to deliver quieter, lower-emission transportation options for communities and visitors in Hawaii [6].

Company Overview - BETA Technologies is an electric aviation company focused on developing and manufacturing electric aircraft and supporting infrastructure, leveraging proprietary propulsion and battery technology for commercial and defense markets [6] - The company offers electric aircraft (ALIA-CTOL, ALIA VTOL, ALIA Defense VTOL), advanced propulsion systems, batteries, charging equipment, and ground support solutions [9] Financial Performance - As of January 23, BETA Technologies had a market capitalization of $5.55 billion, with a revenue of $28.92 million and a net income of -$672.35 million for the trailing twelve months [4] - Revenue for the latest quarter reached $8.9 million, nearly tripling year over year, driven by defense services and earlier-than-expected motor deliveries [10] - Cash and equivalents stood at approximately $688 million at quarter-end, with an additional $1.1 billion in IPO net proceeds expected to be recognized later [10] Investment Activity - Liberty Street Advisors, Inc. disclosed a new position in BETA Technologies, acquiring 999,202 shares valued at $28.19 million, representing 47.15% of its 13F reportable assets under management [2][3] - BETA shares were priced at $25.18 as of January 22, approximately 26% below their November IPO price of $34 [3] Market Position and Growth Potential - BETA Technologies serves various markets including cargo and logistics, medical, defense, and passenger sectors, with customers such as military agencies and commercial logistics operators [9] - The company has logged initial customer deliveries, secured FAA certification milestones, and has a civil aircraft backlog of 891 units valued at $3.5 billion [11] - A $300 million strategic equity investment from GE Aerospace further validates BETA's technology stack and hybrid roadmap [11]

Core Insights - Vertical Aerospace has announced key leadership appointments to strengthen its team as it progresses towards growth, certification, and commercial readiness [1][2] Leadership Appointments - Ollie Roberts has been appointed as Chief People Officer (CPO), responsible for talent attraction, culture development, and organizational design to build a high-performing organization [7][8] - Juan Carlos Sacristan has been appointed as Chief Data & Information Officer (CDIO), tasked with leading the company's data, digital, and AI strategy to enhance operational efficiency [3][4] - Richard Moore has been appointed as Vice President of Powertrain, overseeing the engineering of energy storage, battery management systems, and electric propulsion units [5][6] Company Overview - Vertical Aerospace is focused on pioneering electric aviation, developing the Valo eVTOL aircraft, which aims for zero operating emissions [10][12] - The company has approximately 1,500 pre-orders for the Valo aircraft from customers across four continents, including major airlines [12]

Company Overview - Beta Technologies, an electric aircraft manufacturer, recently went public and reported its first quarterly results, showcasing a revenue of $8.9 million, which is more than double the $3.1 million from the same period last year [2] - The company is focused on creating a complete electric aviation ecosystem, emphasizing its unique approach and vertical integration [2] Financial Performance - The net loss for Beta Technologies widened to $452 million, translating to a loss of $9.83 per share, compared to a loss of $82.1 million or $1.81 per share in the previous year [3] - The increase in net loss was attributed to the issuance of convertible preferred stock [3] - Beta forecasts full-year revenue to be between $29 million and $33 million, with adjusted EBITDA expected to range from a loss of $295 million to a loss of $325 million [3] Industry Position - Beta Technologies is positioning itself in the competitive electric vertical take-off and landing (eVTOL) market, alongside rivals such as Joby Aviation and Archer Aviation [4] - The company is working towards gaining approval from the Federal Aviation Administration (FAA), which has initiated the eVTOL Integration Pilot Program (eIPP) [4]

Core Viewpoint - Beta Technologies Inc. is viewed positively by Wall Street as a leading player in the regional aircraft industry, particularly in electric aviation, despite some skepticism from investors regarding its stock performance [2][3][6]. Company Overview - Beta Technologies develops electric conventional takeoff and landing (eCTOL) and electric vertical takeoff and landing (eVTOL) aircraft, gaining traction in various markets including cargo, medical transport, passenger mobility, and defense [4]. Market Position and Analyst Ratings - As of December 1, most analysts covering Beta have issued buy-equivalent ratings, with an average 12-month price target of $37.88, indicating a potential 43% upside from recent closing prices [3][5]. - Needham estimates a $1 trillion total addressable market for electric regional mobility, positioning Beta to capture early market share as the industry transitions to low-emission short-haul aviation [7]. Certification and Revenue Generation - Beta's strategy to first certify an eCTOL and focus on cargo and medical applications before expanding to passenger flights is expected to expedite the Federal Aviation Administration certification process, potentially achieving it between late 2026 and 2027 [8]. - Unlike many competitors, Beta is already generating revenue, which is a significant advantage in the industry [8]. Manufacturing Strategy - The company is consolidating its manufacturing processes by integrating motors, batteries, software, charging hardware, and high-voltage distribution into a single design process, which is expected to enhance returns on R&D investments and reduce supplier reliance [9].

Core Insights - Surf Air Mobility Inc. is collaborating with Palantir Technologies to develop a software platform named "SurfOS" aimed at supporting the adoption of hybrid-electric aircraft in the aviation industry [2][4][5]. Group 1: Strategic Partnership and Software Development - The partnership with Palantir is central to Surf Air's mission to create the necessary infrastructure for hybrid-electric aviation [2]. - "SurfOS" is built using Palantir's Foundry and Artificial Intelligence Platform, focusing on optimizing flight schedules and aircraft utilization [2][4]. - The software aims to connect brokers, operators, and owners in the fragmented "Part 135" regional market, which is currently underserved [3]. Group 2: Hardware and Electrification Initiatives - Surf Air is also pursuing hardware advancements, working with OEM Textron to develop electrified powertrains for the Cessna Caravan, which is a key aircraft in their fleet [4]. - The software and hardware strategies are interconnected, with "SurfOS" designed to help manage the complexities of an electrified fleet [5]. Group 3: Market Position and Performance - Despite the S&P 500's year-to-date increase of 13.18%, Surf Air has underperformed with a negative return of 58.81%, although it saw an 8.29% increase over the year [9]. - The stock maintains a negative price trend across short, medium, and long-term periods [9].

Core Insights - Archer Aviation's stock rose by 2% following a partnership with Anduril to supply electric powertrain technology for drones [1][2] Group 1: Partnership and Technology - Archer Aviation announced a deal with Anduril and EDGE Group to provide its dual-use electric powertrain technology, which will enhance the development of Anduril's Omen Autonomous Air Vehicle system [2][3] - The UAE government plans to purchase 50 Omen drones as part of this agreement, marking Archer's first licensing deal for its powertrain technology [3][4] - Archer aims to pursue additional third-party licensing agreements to create new revenue streams [3] Group 2: Product Development and Market Position - Archer's primary product, the Midnight electric flying taxi, is designed to carry four passengers and conduct multiple short-haul flights with minimal charging time [4] - The company believes that the Midnight can significantly reduce travel time, replacing 60-to-90-minute car commutes with 10-to-20-minute electric air taxi flights, which could be more cost-effective [4] - Recent developments include a successful test flight of the Midnight in the UAE, with plans for commercial operations in Abu Dhabi [5]