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Krypton Street Just Put (SRFM) Back On Our Watchlist
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Consider Starting Your Own Research On (SRFM)…
[Company Website] | [Corporate Presentation]
February 18, 2026
Tomorrow's Watchlist | See Why (SRFM) Just Hit Our Thursday Radar Dear Reader,
Air mobility is entering a new phase and one NYSE company is suddenly back in focus. Regional air mobility isn't just competing on routes anymore. It's evolving into a technology-driven model shaped by AI-enabled operating systems, smarter scheduling, and platforms designed to make short-haul travel more efficient, lower cost, and increasingly aligned with electrification over time. In late January, Surf Air Mobility (NYSE: SRFM) announced a collaboration with the Hawaii Department of Transportation and BETA Technologies tied to a federal Electric Vertical Takeoff and Landing Integration Pilot Program (eIPP) application, an Advanced Air Mobility initiative focused on integrating next-generation aircraft into real-world operations. That move positions its Mokulele Airlines subsidiary as a potential launch region for electric aircraft service across Hawaii's interisland network. Zooming out, this is the kind of "foot in the door" positioning that matters if the broader electrified aircraft market grows the way some forecasts suggest rising from around $5B in 2026 to roughly $170B by 2034 (a 3,000%+ market increase). And it isn't just talk. In another recent announcement, the company unveiled a $22.4M buildout plan through 2026 to scale its Hawaii operations, expand fleet capacity, upgrade infrastructure, and prepare for electrified aircraft integration. With roughly 36,000 flights flown in Hawaii in 2025 across 51-mile average stage length routes, it's one of the most practical real-world testbeds for early electric aircraft as an operator at commercial scale. 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, February 19, 2026.
Keep reading to learn more about Surf Air Mobility (NYSE: SRFM). *Surf Air Mobility Inc. (SRFM)*
Surf Air Mobility (NYSE: SRFM) is a Los Angeles-based company enabling the transition of air mobility and one of the largest commuter airlines in the U.S. by scheduled departures.
Over the last 12 months ending September 30, 2025, the company has flown more than 310,000 passengers across 63,000 flights. Beyond its flight operations, Surf Air Mobility (NYSE: 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) AI and Foundry platforms, won't just be for internal use. 
Surf Air Mobility plans to commercialize both its AI-enabled software (which it calls SurfOS™) starting in 2026, offering these tools to the broader air mobility industry to boost efficiency and unlock new pro-fit channels.
Latest Development: SurfOS™ Update + Commercial Rollout Timeline Reinforced
Late last year, Surf Air Mobility (NYSE: SRFM) provided a major update on its Palantir-powered, AI-enabled software platform SurfOS™, confirming the company is actively advancing the product suite ahead of a commercial rollout this year. As part of the company's recent $100M strategic transaction, (SRFM) confirmed that $26M has been allocated specifically to fund SurfOS™ development and commercialization, including expansion of engineering and go-to-market capabilities and the buildout of its flagship SurfOS™ products (BrokerOS, OperatorOS, and OwnerOS). (SRFM) also reported early measurable benefits from internal adoption (comparing Q3 YoY), including: - 36% reduction in On Demand team expenses since using the software
- 197% increase in bookings per broker
- 14% reduction in quote-to-booking time
- 75% increase in on-platform transactions
The company also emphasized an expanded relationship with Palantir Technologies (NASDAQ: PLTR), including additional enterprise implementation support and go-to-market resources aimed at accelerating SurfOS™ deployment into the broader regional aviation market. See the full update here.
Surf Air Mobility's 4-Phase Transformation Strategy 
Consider Starting Your Own Research On (SRFM)…
[Company Website] | [Corporate Presentation]
----- 7 Reasons Why Surf Air Mobility Inc. (NYSE: SRFM) Just Landed At The Top
Of My Watchlist Thursday, February 19, 2026.
1. Stonegate Capital Partners Updates Coverage With a $7.05 Mid-Point Target:
In his latest report, Stonegate Capital Partners analyst Dave Storm concluded that (SRFM) warrants a $7.05 mid-point target. From its recent $2 range, that suggests roughly 250% upside potential based on the analyst's framework. 2. Another Analyst Target Suggests Triple-Digit Upside Potential: Recently, H.C. Wainwright analyst, Amit Dayal, reiterated coverage on Surf Air Mobility Inc. (SRFM) with a target of $12, which suggests over 500% upside potential from its current $2 range.
3. SurfOS™ Adoption Expands And (SRFM) Is Now Funding a 2026 Rollout:
SRFM has already announced LOI agreements expanding SurfOS™ adoption across brokers, regional, cargo, and charter operators, and the company now says $26M has been allocated to accelerate SurfOS™ development and commercialization toward a 2026 go-to-market launch. 4. Palantir Veteran Joins Surf Air Mobility's Board: Surf Air Mobility recently appointed Shawn Pelsinger to its Board of Directors, the former Global Head of Corporate Development & Senior Counsel at Palantir Technologies (NASDAQ: PLTR). Pelsinger helped forge the 2021 partnership between Surf Air Mobility and Palantir and led major deals with Airbus (Skywise), HD Hyundai, and Credit Suisse. His addition further strengthens the Palantir–Surf Air Mobility connection as the company scales its SurfOS™ platform across the air mobility industry. 5. A Massive Market Tailwind Is Forming: The regional air mobility market is anticipated to expand to $75 to $115B globally by 2035, and Surf Air Mobility Inc. (NYSE: SRFM) is aligning with this industry growth trajectory.
6. (SRFM) Is Building the Operating System for Air Mobility - Powered by Palantir: (SRFM) is developing SurfOS™ as an AI-enabled operating system to unify the fragmented air mobility ecosystem into a single federated platform, powered by Palantir Technologies' (NASDAQ: PLTR) Foundry and AIP. With flagship products now rolling out internally and showing early operational improvements, SurfOS™ is positioning SRFM to expand beyond airline operations and pursue a broader commercial software opportunity starting in 2026. 7. Electric Aircraft Market Tailwind Adds a Bigger "Why Now" Backdrop: (SRFM)'s push into Advanced Air Mobility, highlighted by its Hawaii-focused eIPP application and electric-aircraft positioning gives it a foothold in a category that some forecasts expect to expand dramatically. One industry forecast projects the global eVTOL aircraft market growing from around $5B in 2026 to roughly $170B by 2034 - an increase of 3,000%+ driven in part by the deployment of urban air mobility aircraft. Consider Starting Your Own Research On (SRFM)…
[Company Website] | [Corporate Presentation] 
Before you call it a night, I think it's worth taking one more look at why (SRFM) has stayed front and center. Third-party research coverage continues to frame (SRFM) as an interesting name, highlighted by Stonegate's $7.05 mid-point target and H.C. Wainwright's $12 target. At the same time, the company has outlined a clear software roadmap: $26M has been allocated to accelerate development and commercialization of SurfOS™ ahead of a targeted 2026 rollout, with LOI agreements pointing to broader adoption across multiple operator segments. Add in a former Palantir executive joining the board and an AI-enabled software powered by Palantir's Foundry and AIP, and it becomes clear why this company remains in focus as regional air mobility scales into what forecasts suggest could become a $75 to $115B market by 2035. And zooming out, the Advanced Air Mobility backdrop is expanding quickly: one industry forecast projects the global eVTOL aircraft market rising from around $5B in 2026 to roughly $170B by 2034 - an increase of 3,000%+ driven in part by urban air mobility deployment. We will have all eyes on (SRFM). Also, keep a lookout for my morning update.
And as always please remember to do your own research. Have a good night.
Sincerely, Alex Ramsay
Co-Founder / Managing Editor Krypton Street Newsletter
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