ValueOverPrice
Stock Investor
EHang's stock won't stop dropping anytime soon because abysmal execution and terrible communication outweigh its promising technology. Its FY2025 accounting revision lowered earnings, Q1 2026 results disappointed, and promised March commercial operations came with no follow-up updates. A growth company buying back shares just to prop up the price has the wrong priorities. Only signs of improvement would change this view. x.comÂ
EHang's restatement of its 2025 results is a red flag that breaks trust. After booking revenue it could not collect, it cut 2025 revenue from about $75M to $61M, 18% lower and implying a decline from 2024, and widened its net loss to $40.6M from $33.9M. Management warns not to rely on prior 2025 results, which may also limit near-term capital raising, on top of poor communication about its commercial operations. x.comÂ
Archer Aviation's CEO looks like a pump-and-dump type who cannot be trusted. That would matter less if the product worked, but Archer has still failed to show a solid working product. x.com x.comÂ
IREN's problem is not valuation but an overhang from its management team. None of its managers has a history in the sector, and the CEO having to tweet after the earnings call to explain what he said is a turn-off for investors. x.comÂ
