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EHang Holdings LimitedNasdaqGM:EH 株式レポート

時価総額 US$506.6m
株価
US$6.82
US$19
64.1% 割安 内在価値ディスカウント
1Y-60.6%
7D-30.3%
1D
ポートフォリオ価値
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EHang Holdings Limited

NasdaqGM:EH 株式レポート

時価総額:US$506.6m

EHang Holdings(EH)株式概要

EHang Holdings Limitedは、中華人民共和国、東アジア、西アジア、北米、南米、西アフリカ、ヨーロッパでアーバンエアモビリティ(UAM)技術プラットフォーム企業として事業を展開している。 詳細

EH ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長5/6
過去の実績0/6
財務の健全性4/6
配当金0/6

報酬

リスク分析

リスクチェックの結果、EH 、リスクは検出されなかった。

EH Community Fair Values

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EHang Holdings Limited 競合他社

価格と性能

株価の高値、安値、推移の概要EHang Holdings
過去の株価
現在の株価US$6.82
52週高値US$20.45
52週安値US$6.50
ベータ1.07
1ヶ月の変化-33.20%
3ヶ月変化-43.68%
1年変化-60.56%
3年間の変化-51.36%
5年間の変化-81.99%
IPOからの変化-45.40%

最新ニュース

ナラティブの更新 Jun 04

EH: Delayed Commercial Approvals Will Set Up Longer Term Upside Potential

Analysts have adjusted their fair value estimate for EHang Holdings slightly higher to about $11.20 per share, with price target revisions reflecting updated expectations for eVTOL commercialization timelines, shipment volumes, and profitability. Analyst Commentary Recent research updates around EHang highlight a shift toward more cautious expectations, with some bearish analysts trimming price targets and reassessing revenue and shipment assumptions.
Seeking Alpha May 19

EHang: From Bleeding On Paper To Thriving In Reality

Summary 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. Share-based compensation remains a key risk, diluting earnings and contributing to a negative consensus FY2026 EPS, but commercialization offers significant upside potential. Read the full article on Seeking Alpha

Recent updates

ナラティブの更新 Jun 04

EH: Delayed Commercial Approvals Will Set Up Longer Term Upside Potential

Analysts have adjusted their fair value estimate for EHang Holdings slightly higher to about $11.20 per share, with price target revisions reflecting updated expectations for eVTOL commercialization timelines, shipment volumes, and profitability. Analyst Commentary Recent research updates around EHang highlight a shift toward more cautious expectations, with some bearish analysts trimming price targets and reassessing revenue and shipment assumptions.
Seeking Alpha May 19

EHang: From Bleeding On Paper To Thriving In Reality

Summary 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. Share-based compensation remains a key risk, diluting earnings and contributing to a negative consensus FY2026 EPS, but commercialization offers significant upside potential. Read the full article on Seeking Alpha
ナラティブの更新 May 18

EH: Q4 Beat And Revised Delivery Outlook Will Support Future Upside Potential

Analysts have trimmed their average price target on EHang Holdings to $16 from $17, reflecting updated eVTOL delivery volume forecasts for 2026 and 2027, even after factoring in the recent Q4 results beat. Analyst Commentary Recent Street research shows that some bearish analysts are focusing less on the Q4 beat and more on the reset in EHang Holdings' medium term growth assumptions.
ナラティブの更新 Apr 24

EH: Q4 Beat And Reset Deliveries Will Support Long-Term Low Altitude Upside

Analysts trimmed their 12 month price target on EHang Holdings to $16 from $17, reflecting updated eVTOL delivery volume assumptions even after Q4 results that were described as a beat. Analyst Commentary Analysts are reassessing EHang's risk and reward profile after the updated eVTOL delivery guidance, with views divided between those focused on the Q4 beat and those more focused on reduced volume expectations.
ナラティブの更新 Apr 08

EH: Q4 Beat And Updated Deliveries Will Support Long-Term Low Altitude Upside

Analysts trimmed their price target on EHang to $16 from $17, reflecting updated volume expectations that take into account recent Q4 results and revised eVTOL delivery guidance. Analyst Commentary Recent research points to a mixed view on EHang, with the new US$16 price target reflecting both confidence in long term potential and a reassessment of how quickly that potential might translate into deliveries and revenue.
ナラティブの更新 Mar 25

EH: Q4 Beat And Reset Delivery Outlook Will Support Long-Term Low Altitude Upside

Analysts have trimmed their price target on EHang Holdings to about $20 from roughly $22, citing updated eVTOL delivery expectations that reduced longer term volume forecasts, even after factoring in a Q4 results beat. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the Q4 results beat is a support point for their fundamental view, even with a lower price target of $16, as it shows the company can outperform near term expectations.
ナラティブの更新 Mar 10

EH: Trial Operations And Aerial Displays Will Support Yet Constrained Commercial Rollout Potential

Analysts have trimmed their fair value estimate for EHang Holdings from $13.12 to $12.71. This reflects updated assumptions around revenue growth, profit margins, discount rate and future P/E expectations.
ナラティブの更新 Feb 23

EH: Record-Setting Flights And Tourism Routes Will Support Future Low Altitude Upside

Analysts have kept their fair value estimate for EHang Holdings roughly steady at about $22.27 per share, with only small tweaks to inputs such as discount rate, revenue growth, profit margin, and future P/E feeding into the updated price target narrative. What's in the News EHang announced a dual-feature aerial performance for the 2026 China Media Group Spring Festival Gala in Hefei, featuring 16 EH216-S pilotless human-carrying eVTOL aircraft and a drone light show using 22,580 GHOSTDRONE 4.0 units.
ナラティブの更新 Feb 09

EH: Slower Regulatory Path Will Still Support Future Global Low Altitude Upside

Narrative Update Analysts trimmed their fair value estimate for EHang Holdings slightly to about $22.27 from $22.45, citing a more gradual commercialization timeline and slower than expected regulatory progress in electric vertical take-off and landing aircraft. Analyst Commentary Recent commentary around EHang Holdings centers on how fast the company can move from testing and pilot programs into broader commercial use, and what that slower than hoped timeline means for valuation and risk.
ナラティブの更新 Jan 26

EH: Slower Regulatory Progress Will Temper Near Term Commercial Rollout Potential

Analysts have cut their price target on EHang Holdings to about US$13 from roughly US$19, reflecting expectations for a slower and more conditional regulatory path. This could mean a more gradual commercialization phase over the next 12 to 24 months.
ナラティブの更新 Jan 10

EH: Slower Regulatory Progress Will Still Support Future Low Altitude Upside

Analysts have trimmed their price target on EHang Holdings to reflect a relatively flat fair value estimate, along with expectations for a more gradual commercialization phase over the next 12 to 24 months, following recent research pointing to slower regulatory progress in the eVTOL sector and China's low altitude economy plan. Analyst Commentary Bullish and bearish analysts are reacting differently to the latest update on EHang Holdings, and that split view is feeding directly into how they think about valuation, commercialization timing, and execution risk over the next 12 to 24 months.
ナラティブの更新 Dec 26

EH: Slower Regulatory Path Will Still Drive Long-Term Upside Potential

Analysts modestly lowered their price target on EHang Holdings to $13 from $21, citing a slower than expected regulatory pathway and a more gradual commercialization timeline over the next 12 to 24 months. Analyst Commentary Bullish analysts still view electric vertical take off and landing aircraft as a potential global megatrend and a key pillar of China's emerging low altitude economy, framing EHang as a strategic early mover despite shorter term headwinds.
ナラティブの更新 Dec 12

EH: Slower Regulatory Path Will Still Drive Future Upside Potential

Analysts have reduced their price target on EHang Holdings from $21 to $13, citing a slower and more conditional regulatory pathway that is likely to delay commercialization over the next 12 to 24 months. Analyst Commentary Analysts view the latest downgrade as a recalibration of expectations rather than a dismissal of EHang Holdings long term potential, with the updated price target reflecting a slower but still meaningful commercialization trajectory.
ナラティブの更新 Nov 28

EH: Regulatory Progress Will Drive Upside As Global Demand Accelerates

The analyst consensus fair value estimate for EHang Holdings was revised downward from $23.71 to $22.33. Analysts cite a more gradual commercialization timeline and ongoing regulatory challenges affecting near-term growth projections.
分析記事 Aug 27

Analysts Just Slashed Their EHang Holdings Limited (NASDAQ:EH) EPS Numbers

One thing we could say about the analysts on EHang Holdings Limited ( NASDAQ:EH ) - they aren't optimistic, having just...
ナラティブの更新 Aug 27

China's Regulatory Milestone Will Unlock Urban Air Mobility Expansion

The significant drop in EHang Holdings’ future P/E ratio alongside a slight reduction in forecast revenue growth indicates lowered expectations for profitability and growth, resulting in the consensus analyst price target decreasing from $27.32 to $25.55. What's in the News EHang revised its 2025 revenue guidance to approximately RMB 500 million and announced a major investment agreement with the Hefei government, establishing a comprehensive VT35 eVTOL product hub with total investment estimated at RMB 1 billion and governmental support valued at RMB 500 million to accelerate R&D, manufacturing, certification, and operations in East China (Key Developments).
分析記事 Jul 24

Why Investors Shouldn't Be Surprised By EHang Holdings Limited's (NASDAQ:EH) 28% Share Price Surge

EHang Holdings Limited ( NASDAQ:EH ) shareholders would be excited to see that the share price has had a great month...
分析記事 Jul 01

Is EHang Holdings (NASDAQ:EH) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 May 11

EHang Holdings Limited (NASDAQ:EH) Stocks Shoot Up 28% But Its P/S Still Looks Reasonable

Those holding EHang Holdings Limited ( NASDAQ:EH ) shares would be relieved that the share price has rebounded 28% in...
User avatar
新しいナラティブ Apr 23

eVTOL Production And Certification Will Unlock Global Markets

Production capacity expansion and strategic collaborations promise enhanced performance, increased net margins, and diversified revenue streams.
Seeking Alpha Apr 01

EHang Achieves Significant Regulatory Breakthrough

Summary I award a 'Buy' rating to EHang Holdings Limited due to its positive outlook and attractive valuations. EH's regulatory certifications put it in a good position to capitalize on the growing demand for eVTOLs in China. The company is expected to nearly double its sales in FY25, driven by a strong order pipeline and favorable policy developments. EHang is undervalued based on a peer comparison using the price-to-sales metric. Read the full article on Seeking Alpha
分析記事 Mar 06

Market Participants Recognise EHang Holdings Limited's (NASDAQ:EH) Revenues Pushing Shares 43% Higher

EHang Holdings Limited ( NASDAQ:EH ) shares have continued their recent momentum with a 43% gain in the last month...
Seeking Alpha Jan 22

EHang: A Leader In The eVTOL With Support From Multiple Governments

Summary I reiterate my 'Strong Buy' rating on EHang Holdings Limited due to a 1208.22% QoQ revenue rebound and significant government support. Government support is crucial for the eVTOL sector, evidenced by EH's regulatory approvals and incentives reducing production costs. The Company's financials are robust, with Q3'24 sales hitting a record 63 units and a 347.8% revenue increase, despite a slight margin decrease. EHang is undervalued with a P/S ratio of 20.42 and projected sales of $1.3 billion by 2026, justifying a 'Strong Buy' rating. Read the full article on Seeking Alpha
分析記事 Oct 23

Is EHang Holdings Limited (NASDAQ:EH) Potentially Undervalued?

While EHang Holdings Limited ( NASDAQ:EH ) might not have the largest market cap around , it received a lot of...
分析記事 Oct 05

Why Investors Shouldn't Be Surprised By EHang Holdings Limited's (NASDAQ:EH) 46% Share Price Surge

EHang Holdings Limited ( NASDAQ:EH ) shares have had a really impressive month, gaining 46% after a shaky period...
Seeking Alpha Aug 23

EHang: Solid Q2 Beat As eVTOL Hype Materialized

Summary 2Q results showed strong revenue growth, breaking even on a non-GAAP basis, with surging orders and positive guidance for 3Q. More market entrants in eVTOL are unlikely to have an impact on EHang in the near future. EHang's business is now more sustainable with a healthy balance sheet and a large order backlog. However, the stock may need a strong positive catalyst, such as receiving overseas certification to offset investors' cautious view of China-based assets. Read the full article on Seeking Alpha
分析記事 Aug 23

A Look At The Intrinsic Value Of EHang Holdings Limited (NASDAQ:EH)

Key Insights Using the 2 Stage Free Cash Flow to Equity, EHang Holdings fair value estimate is US$13.76 With US$14.52...
Seeking Alpha Jun 19

EHang: Investors Underestimate How Much The Chinese Government Wants This

Summary EHang Holdings is now in execution mode, collecting large orders, expanding production, and ramping revenues. The Chinese government wants to push the eVTOL sector to take a leading role, bringing about strategic initiatives, strong subsidies, and introducing first infrastructure projects. Regional actors in China are already supporting EHang with activities such as building vertiports and placing large orders, indicating a promising future. Even though the share price is still widely unresponsive to the progress, the company holds great potential and I reiterate my Strong Buy. Read the full article on Seeking Alpha
分析記事 May 22

Why Investors Shouldn't Be Surprised By EHang Holdings Limited's (NASDAQ:EH) P/S

When close to half the companies in the Aerospace & Defense industry in the United States have price-to-sales ratios...
Seeking Alpha Apr 24

EHang Seeks Capital Refueling As Its Self-Flying Vehicles Inch Toward Grand Takeoff

Summary EHang said it plans to sell up to $100 million worth of new shares in New York, more than double the amount it raised in its 2019 IPO. The company is getting close to commercializing its self-flying aircraft, including its recent receipt of a regulatory certificate allowing it to mass-produce its flagship product. Given that EHang is seemingly quite close to commercialization, it probably will secure the new funding it needs now without much difficulty. Read the full article on Seeking Alpha
Seeking Alpha Apr 15

EHang: Pioneer In China's eVTOL Industry, Initiating With A Buy

Summary China's eVTOL aircraft market has experienced explosive growth since 2024 driven by supportive policies, certified eVTOL models, and a vast unmet demand. With an 18-24 month lead in eVTOL certification over competitors, EHang is the only certified eVTOL provider in China. In the near term, aerial tourism will serve as a key growth driver, as it faces no regulatory hurdles and minimal requirements for infrastructure. EHang is undervalued compared to its pre-revenue peers, offering a substantial upside for the stock price. Read the full article on Seeking Alpha
分析記事 Jun 20

EHang Holdings (NASDAQ:EH) Has Debt But No Earnings; Should You Worry?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Oct 12

EHang: New Animal Spirits And The Possible Beginning Of eVTOLs In China

Summary EHang's new valuation after a more than 90% fall from its all-time highs presents an opportunity for a refreshed look at urban air mobility. Management continues to chase certification for their autonomous aerial vehicle system, the EHang 216. The balance sheet seems adequate to support operations through one of the most turbulent capital market conditions in decades. EHang (EH) is a pioneer in many ways with the company going public ahead of a number of its more high-profile competitors including Joby (JOBY), Archer (ACHR), and Vertical Aerospace (EVTL). It is also the only public eVTOL company developing an autonomous aerial vehicle system for the fledgling yet promising concept of urban air mobility. In this, transport becomes truly multimodal with the sky becoming more accessible to people and goods to get to their desired location. The stock market was still gripped by materially bullish animal spirits when I previously covered EHang. The Guangzhou, China-based company like many other broadly pre-revenue stocks chasing fringe industries with no clear total addressable market was hitting new highs. It was clear then that this would be unsustainable and I described the valuation as being built on FOMO and hype. Its previous rapacious animal spirits have all but moderated as the company continues to develop its EHang 216 and chase certification. Urban air mobility rightfully has its sceptics. For many bearish on the industry, it is just truly too much of a divergence from the current status quo to ever become a reality in the way that would support the stock prices of its participants. This is against widely optimistic forecasts from Joby that UAM will be a $500 billion addressable market in the United States and a global addressable market just north of $1 trillion. A trifecta of issues from population growth, inadequate public transit infrastructure, and increasing ground traffic is driving interest in the new mode of transport. Single-rotor helicopters for urban transport have existed for decades but their overall uptake has been limited due to the high cost, extreme noise pollution, and high-profile crashes including the 1977 Pan Am building helicopter accident. eVTOLs hold the potential to be safer, cleaner, faster, and quieter to run than existing fossil fuel-based UAM solutions. Indeed, more limited moving parts due to the aircraft being electric would make maintenance easier and overall operating costs cheaper. When you include the autonomous aspect of the EHang 216, then future customers would be able to realize significantly lower running costs. This underpins the long investment in EHang. If certified, the company's technology holds the potential to materially ramp the total addressable market being chased. Progress On Certification With A Revenue Ramp In View EHang last reported earnings for its fiscal 2022 second quarter which saw revenue come in at $2.2 million, a 16% increase from the year-ago quarter with gross margin coming in at 67.1% and operating losses at $11.1 million. The financials place the company in the broadly still near-zero revenue category as sales for its EHang 216 is still somewhat pending. The EHang 216 is undergoing certification in its native country with the Civil Aviation Administration of China. The Chinese government is keen to promote home-grown technology and maintain its strong position in the broader drone industry. Shenzhen-based DJI, for example, is a leader in the consumer drone space. eVTOLs presents a large and potentially profitable export sector that EHang wants to dominate. Trial flights are already being conducted in a number of countries including Japan and Indonesia. Whilst eventual certification would present a catalyst that could drive shares higher, there is no clear timeline as to when this will happen. Management during the second quarter earnings call stated that they continue to conduct internal tests to reflect the airworthiness standards for the demonstration of compliance. And that the CAAC and Guangdong provincial government recently launched a strategic corporation framework for civil aviation development that emphasizes the speeding up and development of the aviation manufacturing industry.
Seeking Alpha Aug 18

EHang Non-GAAP EPADS of -$0.14, revenue of $2.2M

EHang press release (NASDAQ:EH): Q2 Non-GAAP EPADS of -$0.14. Revenue of $2.2M (+15.8% Y/Y). "We expect signs of business recovery in the second half year as we are actively adapting to the macro environment, continuing to move forward on EHang 216 certification, securing more product orders, and expanding our regional aerial media business in the Europe market. We remain confident in our growth potentials and long-term outlook given our core values and unique advantages."

株主還元

EHUS Aerospace & DefenseUS 市場
7D-30.3%-0.2%-4.1%
1Y-60.6%23.1%20.6%

業界別リターン: EH過去 1 年間で23.1 % の収益を上げたUS Aerospace & Defense業界を下回りました。

リターン対市場: EHは、過去 1 年間で20.6 % のリターンを上げたUS市場を下回りました。

価格変動

Is EH's price volatile compared to industry and market?
EH volatility
EH Average Weekly Movement11.0%
Aerospace & Defense Industry Average Movement9.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

安定した株価: EH 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: EHの 週次ボラティリティ ( 11% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
2014829Huazhi Huwww.ehang.com

EHang Holdings Limitedは、中華人民共和国、東アジア、西アジア、北米、南米、西アフリカ、ヨーロッパにおいて、アーバンエアモビリティ(UAM)技術プラットフォーム企業として事業を展開している。同社は、旅客輸送、物流、スマートシティ管理、航空メディア・ソリューションなど、さまざまな産業や用途向けのUAV、およびそれを支えるシステムやインフラの設計、開発、製造、販売、運用を行っている。同社の製品ポートフォリオには、EH216シリーズ、VTシリーズ、ファルコンB、GDシリーズなどがある。また、自動操縦や飛行制御、通信、バッテリー管理システム、安全管理システム、コマンド・アンド・コントロール・システムなどの航空機運用システムも提供している。さらに、同社はデジタルUAM運用プラットフォーム・アーキテクチャを構築し、eVTOL飛行スケジュール、地上乗組員、バーティポート、着陸パッドなど、UAM運用の最前線プロセス全体を管理するための視覚化された飛行運用モジュールを提供している。さらに、eVTOL機の運航とモビリティの効率化のためのバーティポートや、eVTOL機用のチャージングパイルも提供している。さらに、同社は航空モビリティ・ソリューション、さまざまなUAVアプリケーションを一元管理・調整するスマートシティ・マネジメント、ドローンライトショー用の航空メディア・ソリューションも提供している。EHangホールディングスは2014年に設立され、中華人民共和国の広州に本社を置いている。

EHang Holdings Limited 基礎のまとめ

EHang Holdings の収益と売上を時価総額と比較するとどうか。
EH 基礎統計学
時価総額US$506.65m
収益(TTM)-US$47.80m
売上高(TTM)US$61.63m
8.4x
P/Sレシオ
-10.8x
PER(株価収益率

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
EH 損益計算書(TTM)
収益CN¥417.55m
売上原価CN¥160.65m
売上総利益CN¥256.90m
その他の費用CN¥580.75m
収益-CN¥323.85m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)-4.27
グロス・マージン61.53%
純利益率-77.56%
有利子負債/自己資本比率42.1%

EH の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/10 05:45
終値2026/06/10 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

EHang Holdings Limited 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19

アナリスト機関
Fuyin LiangBofA Global Research
Yiming WangChina Renaissance Securities
Xiang QiuCitic Securities Co., Ltd.