BETA Technologies (BETA) is back in focus after Surf Air Mobility agreed to buy 25 ALIA CTOL aircraft, with options for up to 75 more, to launch commercial electric passenger services starting in Hawaii.

The Surf Air Mobility deal follows a busy few weeks that included full year 2025 results, updated 2026 revenue guidance and selection for seven of eight federal eVTOL Integration Pilot Programs. Despite these developments, the share price remains under pressure, with a 90-day share price return showing a 43% decline and a year-to-date share price return showing a 37.39% decline. By contrast, the 30-day share price return shows a 2.03% gain, suggesting only a modest attempt to stabilise around the latest close at $17.11.

If this electric aviation story has caught your attention, it could be a good moment to see what else is emerging in related areas through our 35 AI infrastructure stocks.

With BETA now trading at $17.11, well below the average analyst price target of $36.88 and with an intrinsic value gap indicated at about 88%, you have to ask: is this a mispriced growth story, or is the market already discounting what comes next?

Most Popular Narrative: 54.8% Undervalued

At $17.11, BETA Technologies sits well below the most followed fair value estimate of $37.88, putting the current analyst narrative firmly in the spotlight.

Scaling deposit backed CTOL and VTOL backlogs into firm APAs, combined with a rising mix of higher quality operators and potential Republic sized orders, can convert today’s $3.5 billion aircraft backlog and $1 billion component backlog into accelerating recognized revenue and improved visibility on multi year earnings.

Want to see what sits behind that backlog story and the $37.88 fair value? Revenue projections, margin shifts and a future earnings multiple all play a part.

Result: Fair Value of $37.88 (UNDERVALUED)

However, you also need to weigh regulatory setbacks or tighter access to capital, which could delay aircraft deliveries and extend the path to positive earnings.

Next Steps

The mix of potential upside and the risks flagged so far is pretty clear, so act while this is fresh in your mind and shape your own view by weighing 4 key rewards and 2 important warning signs.

Looking for more investment ideas?

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• Spot potential value opportunities sooner by checking companies that screen well on our 47 high quality undervalued stocks.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.