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Jefferies Upgrades BETA Technologies, Inc. (BETA) to Buy

BETA Technologies, Inc. (NYSE:BETA) is among the 11 Newly-Listed NYSE Stocks to Buy Now.

On February 11, 2026, Jefferies analyst Sheila Kahyaoglu upgraded BETA Technologies, Inc. (NYSE:BETA) to Buy from Hold, previously with a $30 price target. Sheila Kahyaoglu said the shares look compelling at current levels following recent risk-off trading and ahead of several potential catalysts. These include awards anticipated in March for the DOT-FAA eVTOL Integration Pilot Program, planned motor certification in the first half of 2026, and the launch of the Eve Holding (EVEX) flight test program after the previously announced 10-year $1 billion contract for Beta’s pusher motors in December.

Separately, a regulatory filing from Amazon.com (AMZN) detailed its investments as of December 31, 2025. During the quarter, Amazon acquired a new $331.58M position in BETA Technologies, Inc. (NYSE:BETA). As of year-end 2025, Amazon’s largest equity holdings included Rivian (RIVN), BETA Technologies, Inc. (NYSE:BETA), Astera Labs (ALAB), Marvell (MRVL), and Nautilus Biotechnology (NAUT).

On January 27, 2026, Surf Air Mobility announced a partnership with the Hawaii Department of Transportation and BETA Technologies, Inc. (NYSE:BETA) on a request for proposal application for the Electric Vertical Takeoff and Landing Integration Pilot Program, or eIPP, a federal public-private initiative under the White House’s Advanced Air Mobility National Strategy. Surf Air Mobility’s airline subsidiary, Mokulele Airlines, the largest commuter airline in Hawaii by scheduled departures, operates high-frequency interisland service across 10 routes and nine destinations. Together with HDOT and Beta, the company aims to combine airline operations, SurfOS software, and community connectivity with Beta’s electric aircraft technology. Beta’s ALIA aircraft is designed for short-haul routes such as those flown by Mokulele, with initial plans focused on cargo missions between existing route pairs. If selected, the eIPP initiative would support infrastructure development, operational readiness, and early electric aircraft deployment in Hawaii.

BETA Technologies, Inc. (NYSE:BETA) develops and manufactures electric aircraft platforms and propulsion systems in the United States, including electric aircraft, advanced propulsion systems, charging infrastructure, and related components for the aviation industry.

While we acknowledge the potential of BETA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BETA and that has a 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 10 Most Profitable Undervalued Stocks to Buy and 11 Best Mining Stocks to Buy According to Wall Street.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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