Added to YB: 2026-05-15
Pitch date: 2026-05-13
EH [bullish]
EHang Holdings Limited
Author Info
No bio for this author
Company Info
EHang Holdings Limited operates as an urban air mobility (UAM) technology platform company in the People’s Republic of China, East Asia, West Asia, North America, South America, West Africa, and Europe.
Market Cap
$5.0B
Pitch Price
N/A
Price Target
16.80 (+71%)
Dividend
N/A
EV/EBITDA
-17.50
P/E
-21.95
EV/Sales
8.47
Sector
Aerospace and Defense
Category
growth
EHang Holdings ($EH): The First Real Air Taxi Stock Is on Sale
EH (new position): World's 1st certified pilotless eVTOL, launched ticketed commercial ops Mar 2026 at RMB299/flight in Guangzhou/Hefei. Q4 2025: 100 units delivered, 62% gross margin, 1st GAAP-profitable quarter. FY26 guide: RMB600M rev (+18% YoY), full-year profit. 18-24mo regulatory lead over Joby/Archer (still pre-revenue). Cash RMB1.13B, no debt. Risks: 20-F filing delayed on revenue recognition review, China ADR/VIE structure, US-China tensions, 2026 guide below est. Fair PE 24x on 2028 EPS $0.70 = $16.80 target vs $10.30 today, ~20% IRR. Catalysts: Trump-Xi summit May 14-15, 20-F resolution in 4-8wks, air-taxi narrative flip. Founder-led, 27.8% insider ownership.
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