The air-taxi trade has come undone this year, it seems. Shares of Joby Aviation (NYSE:JOBY | JOBY Price Prediction), Archer Aviation (NYSE:ACHR), and EHang Holdings (NASDAQ:EH) have all slid sharply this year, with drawdowns spanning 40% to over 60%.
Air taxi stocks are in the clouds at midday Monday, led by EHang (NASDAQ:EH) stock, which is up 18% to around $7.84.
EHang's investment thesis centers on a focused, actionable opportunity with clear catalysts. Key drivers, valuation, and risk factors are evaluated to support the recommendation. The article emphasizes EH's forward-looking strategic positioning and potential portfolio impact.
EHang Holdings Limited (EH) Q1 2026 Earnings Call Transcript
EHang NASDAQ: EH said it remains focused on moving from aircraft certification to commercial operations after reporting first-quarter 2026 revenue that was roughly flat year over year but sharply lower than the prior quarter due to delivery timing and seasonal factors.
EHang Holdings Limited earns a Buy rating as it expands eVTOL operations globally, including first passenger flights in Mexico and regulatory progress in Thailand. EH's Yunfu facility enables the production of 1,000 eVTOLs annually, with commercialization in China and a presence in 21 countries supporting future demand consolidation. FY2025 revenue grew 11.7% YoY to RMB 509.5M, with gross margin at 61.5% and management guiding 18% revenue growth for FY2026.
EHang (NASDAQ: EH) executives told investors that 2025 marked a "pivotal year" for the company as it moved closer to commercialization, highlighted by record quarterly deliveries, expanding manufacturing capacity, and the planned launch of ticketed EH216S flight services to the public. Q4 and full-year delivery milestones Founder, Chairman, and CEO Huazhi Hu said the fourth quarter
EHang Holdings Limited (EH) Q4 2025 Earnings Call Transcript
ACHR and EH are reshaping urban travel as their electric air taxis and pilotless aircraft take flight in the eVTOL revolution.
EHang Holdings Limited remains a buy despite recent stock weakness, driven by delayed commercialization and manufacturing expansion initiatives. EH is building vertiports in 20 Chinese cities and expanding manufacturing with a new Hefei facility, positioning for long-term eVTOL sector growth. Short-term headwinds include missed 2025 production targets and weak momentum, but international expansion and government partnerships support future revenue growth.
EHang Holdings Limited ( EH ) Q3 2025 Earnings Call November 26, 2025 8:00 AM EST Company Participants Anne Ji - Senior Director of Investor Relations Huazhi Hu - Founder, Chairman & CEO Zhao Wang - Chief Operating Officer Chia-Hung Yang - CFO & Director Presentation Operator Good day, ladies and gentlemen. Thank you for standing by, and welcome to the EHang Third Quarter 2025 Earnings Conference Call.
ACHR and EH are reshaping urban travel as their electric air taxis and pilotless aircraft take flight in the eVTOL revolution.