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    Does Bangkok Pilotless Flights Milestone With Regulator Onboard Change The Bull Case For EHang (EH)?

    Simply Wall St·12/07/2025 07:17:11
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    • EHang Holdings Limited reported third-quarter 2025 sales of CNY 92.47 million with a wider net loss of CNY 82.16 million, while maintaining its full-year 2025 revenue guidance of around CNY 500 million.
    • A separate milestone came from Bangkok, where EHang’s EH216-S completed high-profile urban human-carrying flights under Thailand’s AAM Sandbox Initiative, with the Thai civil aviation chief personally experiencing the pilotless aircraft.
    • We’ll now examine how this Bangkok urban flight milestone with regulator participation could reshape EHang’s investment narrative and long-term prospects.

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    EHang Holdings Investment Narrative Recap

    To own EHang, you need to believe pilotless eVTOLs can move from test flights to scaled, paying operations before cash burn and competition bite too hard. The Bangkok urban flights with Thailand’s regulator onboard directly support the key near term catalyst of international certification progress, but do not yet resolve the immediate risk of widening losses, as highlighted by the third quarter 2025 revenue decline to CNY 92.47 million and net loss of CNY 82.16 million.

    The most relevant recent announcement here is EHang’s decision to maintain its 2025 revenue guidance at around CNY 500 million despite nine month 2025 sales of CNY 265.73 million and continued losses. Against the backdrop of the Bangkok AAM Sandbox flights, this steady guidance keeps investor attention firmly on whether overseas commercialization and route rollouts can ramp fast enough to justify expectations while the company is still unprofitable and expanding internationally.

    Yet while Bangkok showcases progress that investors should be aware of, the risk that high operating expenses continue to outpace gross profit and delay any path to profitability remains...

    Read the full narrative on EHang Holdings (it's free!)

    EHang Holdings’ narrative projects CN¥2.0 billion revenue and CN¥314.3 million earnings by 2028.

    Uncover how EHang Holdings' forecasts yield a $22.33 fair value, a 55% upside to its current price.

    Exploring Other Perspectives

    EH Community Fair Values as at Dec 2025
    EH Community Fair Values as at Dec 2025

    Fourteen members of the Simply Wall St Community value EHang between US$4.95 and US$295.88, highlighting how far apart individual expectations can be. When you set those views against widening losses and heavy spending, it underlines why checking several perspectives before forming a view on the company’s future performance really matters.

    Explore 14 other fair value estimates on EHang Holdings - why the stock might be worth less than half the current price!

    Build Your Own EHang Holdings Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your EHang Holdings research is our analysis highlighting 1 key reward that could impact your investment decision.
    • Our free EHang Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate EHang Holdings' overall financial health at a glance.

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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.