r/HOVRSTONK

Everyone here is pricing in first flight (Q1 2027ish target) which is less than 12 months away. I think the actual catalyst has strong potential to land months earlier.

Full-scale X7 rollout is targeted for 2026 which is roughly 7 months out. That's when journalists and YouTubers can walk up, sit inside the aircraft, film walkthroughs, interviews with a former fighter pilot etc... its perfect. Media people would rather do a sexy quick interior tour in the A/C than stand outside in the sun for hours to watch the flight anyway, generally speaking.

Think about what actually gets eyeballs:

Full-scale reveal: 20-minute YouTube tours, cockpit walkthroughs, "I sat in the future of aviation" headlines, B-roll that gets reused for weeks. Full segments on CBC, CTV, Global. Any Canadian documentary, news, youtuber who wants to cover AAM or aviation now will go visit.

Now think about the nationalism....

Carney's in office now and Horizon team has plenty of connections in government. Canadian advanced manufacturing, national defense and AAM, and clean tech are flagged federal priorities. A made-in-Ontario hybrid eVTOL with a finished prototype is exactly the photo op a government commuinications team wants on the news cycle. I'd put money on at least one cabinet minister inside the X7 before year end... Because, why not? It's heavy incentives for everyone... follow the path of least resistance.

Current yeball awareness estimate. So grab a random Canadian off the street... I'd guess under 1% of Canadians have heard of HOVR right now. After a national press tour with a sittable aircraft, the YouTube ecosystem alone could move that an order of magnitude (there are some really big youtubers that would cover this once you can sit inside a fully build sexy aircraft). The visual story starts way before the aircraft ever flies.... this is the beginning of the HOVR story in people's hearts and minds.

This is within 7 months. And within this time-frame you will start getting serious buy the rumor retail FOMO leading up to the first full-scale flight. Right now HOVR is building a great base on social, you can see subscriber numbers climb up, more and more attention on other subs etc. This is the base that will launch those videos/interviews of influencers sitting in the full-scale X7 and let it go viral.

Did I miss something

Seeing a lot of posts lately about 40$ 100x 1000x etc etc. wonder what yall are thinking price is and why you think that price at EOY, 2Yr, and 5Yr.

So I have been in this sub for about 6 months now and since then our community has seen a tremendous growth.

I remember times when there was a post once or twice a week and there was like two comments under it and one of them was about garlic.

In the last 2 months our community has grown into more than 4000 visitors per week now, which is more than some subs of much bigger and popular stocks like AUR and is 1/10 of RKLB sub. That's some pretty good numbers for a $100M company.

It's nice to have you guys over here. It will be an amazing ride in the upcoming months and years. Hold your stocks, prepare for take off and eat your garlic🧄🧄🧄.

TL;DR: Long-time lurker, first post. Holding 1,500 shares at $2.05 average. (not much, I know, but hoping I can hold it for 20-30 more years) The Cavorite X7 story is cool, but I keep wondering if the bigger long-term value is in the data HOVR collects once these things actually fly. Tesla, Meta, Google didn't get massive from their products alone, they got massive from the data those products captured. Could HOVR follow a similar path? Curious what this sub thinks for a 5-10 year outlook.

Been lurking here for a long time, finally posting. 1,500 shares around $2.05 average. Not huge, but enough that I think about it more than I should.

The basic bull case is what everyone here already knows. Hybrid eVTOL, patented HOVR wing, P&W PT6 powerplant, MHIRJ partnership, $0.97 per seat mile, full-scale prototype assembly this year, flight testing early 2027. All good stuff.

But here's what got me thinking lately.

The data angle

Look at who actually became trillion-dollar companies in the last 15 years. Tesla isn't really a car company, it's a rolling data network with software on top. Meta sells ads but the moat is behavioral data. Google's whole business is knowing what you want before you do. Even Uber's value is in the routing and demand data, not the rides.

The product is the trojan horse. The data is the actual business.

So what does an eVTOL OEM capture once these things start flying real missions? Flight telemetry across regional routes that have basically zero good aviation data today. Real-world hybrid powertrain performance. Sensor data from every flight. Route optimization across fleets like JetSetGo and FLYINGGROUP. Maintenance and reliability data that gets more valuable with every flight hour logged.

Predictive maintenance models in aviation are worth a fortune. If HOVR ends up sitting on the only real-world hybrid eVTOL data set in 5-7 years, that alone could be a licensable revenue stream.

The counter-argument

HOVR is an OEM. They make airplanes, not software. Nothing in their filings suggests they think of themselves as a data company. Joby and Archer have way more cash and headcount, so if anyone captures the AAM data layer, it might be them. And aerospace OEMs historically trade like industrials, not tech. Boeing isn't valued like Google.

Where I land

If they hit certification and deliver at scale by 2029-2030, an OEM multiple probably puts the stock somewhere in the $15-30 range, assuming dilution doesn't get out of hand. Solid return from $2.

But if they build (or get acquired for) a real data platform on top of the fleet, the upside gets a lot more interesting.

What I'm hoping to hear from this sub

Has management said anything about software, telemetry, or data services on calls? Is the dilution from these registered direct offerings going to eat the upside before we get there? Am I just rationalizing my bag?

Not financial advice. Just trying to think this through with people who actually follow the company.

Hello, first of all, I'm using a translator, so I'm telling you that the sentence can be awkward. I bought 3875 shares for $1.64 and I bought an additional $2.22 due to the recent dilution. So I have an average unit price of $1.87 and a total of 6,600 shares. I'm curious about the reason for your investment. I'm focusing on hovr's reliable team and its own features.

I did some research and i am willing to make 5% of my portfolio, but I'm wondering if the current price is a good entry point.

I'm not asking you to time the market but for example i heard about 20m shares offering, is that priced in?

Or if you have any insights that can help me to decide on this.

same as title

Hello everyone, I am new to anything stocks and just came across this company. Is this a good company to invest in? I am planning on investing in some safer stuff but wanted to take a risk with something with real potential and a supportive community. I want to buy some leave for some years and see where it goes lol

I cannot believe a random Reddit comment led me here!! I am super excited to purchase this stock on Monday. I didn't even know evotl were a concept! I can totally see them being a huge part of our future. Esp with our military at first. This company seem awesome! The cavorite looks awesome. I can't imagine time frame will be quick ... at all... but I'm willing to buy a couple hundred bucks of this at least upfront and forget about it. I feel like this stock can actually make us rich one day.

Just bought 1.2k shares @ 2.30 average, what are people’s positions in this stock? Are we really that optimistic?

Hey all,

A few years ago I bought some shares of Shopify.

As you may know....the stock hasn't been doing great lately, especially after that last earnings report.

I think they'll be fine in the long run, but I just had an idea - what if I sell my position there (it's about 15% of my entire portfolio) and just put in all in HOVR?

May 15th marks 1 year since Horizon Aircraft released the famous half scale Cavorite X5 transition flight video. As per the video the aircraft successfully transitioned, but right at the most critical moment of the transition, the video abruptly cut to black and resumed in forward flight.

One year later, can we finally get the full uncut footage?

A clean, uninterrupted transition video would be huge for transparency, credibility, and excitement around the program. The community has been waiting since day one to see the complete sequence.

May 15th would be the perfect day to release it. What do y'll think?