SOAR AI (SOAR)
Market Price (11/5/2026): $0.2223 | Market Cap: $11.9 MilSector: Information Technology | Industry: IT Consulting & Other Services
SOAR AI (SOAR)
Market Price (11/5/2026): $0.2223Market Cap: $11.9 MilSector: Information TechnologyIndustry: IT Consulting & Other Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -117% Megatrend and thematic driversMegatrends include Experience Economy & Premiumization. Themes include Travel & Leisure Tech. | Weak multi-year price returns2Y Excs Rtn is -127%, 3Y Excs Rtn is -182% Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 12% | Penny stockMkt Price is 0.2 Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -4.3 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -14% Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 76x Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -66%, Rev Chg QQuarterly Revenue Change % is -96% Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -1.3% Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 300% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -51% High stock price volatilityVol 12M is 174% Key risksSOAR key risks include [1] potential delisting from the NYSE due to non-compliance with listing standards and weak financial health, Show more. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -117% |
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization. Themes include Travel & Leisure Tech. |
| Weak multi-year price returns2Y Excs Rtn is -127%, 3Y Excs Rtn is -182% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 12% |
| Penny stockMkt Price is 0.2 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -4.3 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -14% |
| Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 76x |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -66%, Rev Chg QQuarterly Revenue Change % is -96% |
| Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -1.3% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 300% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -51% |
| High stock price volatilityVol 12M is 174% |
| Key risksSOAR key risks include [1] potential delisting from the NYSE due to non-compliance with listing standards and weak financial health, Show more. |
Qualitative Assessment
AI Analysis | Feedback
SOAR AI (SOAR) stock has gained about 65% since 7/31/2026 because of the following key factors:
1. Strategic Shift to AI Infrastructure: SOAR AI, formerly Volato Group, Inc., completed its merger with Alignment Engine Inc. on September 11, 2026, and officially rebranded as SOAR AI, Inc. on October 19, 2026. This strategic pivot repositioned the company as a key player in the AI infrastructure sector, generating significant investor interest and driving stock appreciation.
2. Securing Substantial AI Infrastructure Contracts: In fiscal Q3 2026 (September 2026), SOAR AI announced a master services agreement and two four-year, take-or-pay orders with a major AI client, collectively valued at $1.17 billion. These contracts included approximately $133 million in customer prepayments and are projected to yield $175 million to $200 million in revenue during fiscal 2027.
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SOAR AI (SOAR) stock has gained about 65% since 7/31/2026 because of the following key factors:
1. Strategic Shift to AI Infrastructure: SOAR AI, formerly Volato Group, Inc., completed its merger with Alignment Engine Inc. on September 11, 2026, and officially rebranded as SOAR AI, Inc. on October 19, 2026. This strategic pivot repositioned the company as a key player in the AI infrastructure sector, generating significant investor interest and driving stock appreciation.
2. Securing Substantial AI Infrastructure Contracts: In fiscal Q3 2026 (September 2026), SOAR AI announced a master services agreement and two four-year, take-or-pay orders with a major AI client, collectively valued at $1.17 billion. These contracts included approximately $133 million in customer prepayments and are projected to yield $175 million to $200 million in revenue during fiscal 2027.
3. $1 Billion Equity Financing for Expansion: On October 12, 2026, in fiscal Q4 2026, SOAR AI secured access to an equity financing facility of up to $1 billion with an institutional investor. This capital infusion is earmarked to fund the expansion of its AI data center infrastructure, particularly the development of its Ohio campus, demonstrating strong financial backing for its growth strategy.
4. Accelerated Development of Ohio AI Compute Campus: The company has made tangible progress on its Ohio AI infrastructure campus, with internal power-on targeted for November 30, 2026, and the initial GPU deployment expected to be ready for service by December 31, 2026. This rapid advancement in developing high-density GPU compute capacity further validated the company's commitment to its AI infrastructure business.
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Stock Movement Drivers
Fundamental Drivers
The 63.1% change in SOAR stock from 7/31/2026 to 11/4/2026 was primarily driven by a 584.4% change in the company's P/S Multiple.| (LTM values as of) | 7312026 | 11042026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.14 | 0.22 | 63.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 54 | 30 | -44.2% |
| P/S Multiple | 0.0 | 0.3 | 584.4% |
| Shares Outstanding (Mil) | 15 | 35 | -57.3% |
| Cumulative Contribution | 63.1% |
Market Drivers
7/31/2026 to 11/4/2026| Return | Correlation | |
|---|---|---|
| SOAR | 63.1% | |
| Market (SPY) | 2.6% | -14.1% |
| Sector (XLK) | 0.7% | -10.8% |
Fundamental Drivers
The -5.9% change in SOAR stock from 4/30/2026 to 11/4/2026 was primarily driven by a -86.7% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 4302026 | 11042026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.24 | 0.22 | -5.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 79 | 30 | -61.6% |
| P/S Multiple | 0.0 | 0.3 | 1738.1% |
| Shares Outstanding (Mil) | 5 | 35 | -86.7% |
| Cumulative Contribution | -5.9% |
Market Drivers
4/30/2026 to 11/4/2026| Return | Correlation | |
|---|---|---|
| SOAR | -5.9% | |
| Market (SPY) | 7.0% | -10.0% |
| Sector (XLK) | 10.8% | -5.0% |
Fundamental Drivers
The -86.7% change in SOAR stock from 10/31/2025 to 11/4/2026 was primarily driven by a -92.6% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 10312025 | 11042026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.67 | 0.22 | -86.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 89 | 30 | -66.2% |
| P/S Multiple | 0.0 | 0.3 | 427.3% |
| Shares Outstanding (Mil) | 3 | 35 | -92.6% |
| Cumulative Contribution | -86.7% |
Market Drivers
10/31/2025 to 11/4/2026| Return | Correlation | |
|---|---|---|
| SOAR | -86.7% | |
| Market (SPY) | 13.4% | 2.4% |
| Sector (XLK) | 17.9% | 3.0% |
Fundamental Drivers
nullnull
Market Drivers
10/31/2023 to 11/4/2026| Return | Correlation | |
|---|---|---|
| SOAR | -99.9% | |
| Market (SPY) | 89.7% | -0.6% |
| Sector (XLK) | 119.1% | -1.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SOAR Return | - | 4% | -63% | -94% | -90% | -65% | -100% |
| Peers Return | 36% | -2% | 80% | 27% | 1% | 9% | 234% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 11% | 102% |
Monthly Win Rates [3] | |||||||
| SOAR Win Rate | - | 75% | 92% | 17% | 33% | 36% | |
| Peers Win Rate | 67% | 35% | 63% | 58% | 45% | 55% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 36% | |
Max Drawdowns [4] | |||||||
| SOAR Max Drawdown | - | - | -89% | -96% | -98% | -82% | |
| Peers Max Drawdown | -16% | -37% | -22% | -30% | -33% | -32% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: DLR, EQIX, ORCL, SMCI, MSFT.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 11/4/2026 (YTD)
How Low Can It Go
| Event | SOAR | S&P 500 |
|---|---|---|
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -20.0% | -7.8% |
| % Gain to Breakeven | 25.1% | 8.5% |
| Time to Breakeven | 4 days | 18 days |
In The Past
SOAR AI's stock fell 0.0% during the 2025 US Tariff Shock. Such a loss loss requires a 0.0% gain to breakeven.
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Asset Allocation
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| Event | SOAR | S&P 500 |
|---|---|---|
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -20.0% | -7.8% |
| % Gain to Breakeven | 25.1% | 8.5% |
| Time to Breakeven | 4 days | 18 days |
In The Past
SOAR AI's stock fell 0.0% during the 2025 US Tariff Shock. Such a loss loss requires a 0.0% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About SOAR AI (SOAR)
SOAR AI (Symbol: SOAR) Business Description
Volato Group, Inc., trading under the symbol SOAR, operates in the private aviation sector, providing exclusive air travel solutions. The company's core business revolves around making private jet access flexible and efficient for its clientele. Volato focuses on delivering a high-end experience in private air travel, established in 2021 and headquartered in Chamblee, Georgia.
Volato offers a comprehensive suite of services, including fractional ownership programs where clients can own a share in its fleet of HondaJets, benefiting from flexible flight hours and a revenue share model. In addition to ownership, the company provides aircraft management for existing private jet owners. For those seeking more flexible access, Volato also offers jet cards, deposit programs, and on-demand charter services, catering to various levels of private travel needs.
The primary customers for Volato Group are affluent individuals and businesses that prioritize convenience, privacy, and efficiency in their air travel. By offering a range of options from partial ownership to on-demand charters, the company serves the premium segment of the travel industry, targeting those who desire the luxury and time-saving benefits of private jet travel without the full complexities of outright aircraft ownership.
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- A NetJets for HondaJets.
- Like a luxury car subscription service, but for private jets.
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- Fractional Ownership: Allows individuals to own a share of an aircraft, providing flexible flight hours and a revenue share for owners.
- Aircraft Management: Provides services for managing private aircraft on behalf of owners.
- Jet Cards: Offers pre-paid blocks of flight hours for private jet travel.
- Deposit Programs: Provides options for clients to deposit funds for future private aviation services.
- Charter Programs: Allows clients to book private aircraft for specific flights as needed.
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- High-Net-Worth Individuals (HNWIs): These customers engage in fractional ownership, utilize jet cards, or charter services for personal and family travel. They seek privacy, luxury, convenience, and time efficiency for their domestic and international journeys.
- Corporate Executives and Businesses: Companies and their executives use Volato's programs, including fractional ownership, jet cards, and charter services, for critical business travel, client visits, and executive transportation. Their primary motivations are maximizing productivity, enhancing flexibility, and ensuring discretion for their operations.
- Aircraft Owners: Individuals or entities who already own private aircraft but engage Volato for comprehensive aircraft management services. These customers leverage Volato's operational expertise, crew management, maintenance oversight, and regulatory compliance to ensure their aircraft are efficiently and safely operated.
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- Honda Motor Co., Ltd. (HMC)
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The key risks to SOAR AI's business, formerly Volato Group, Inc., primarily stem from its financial instability, significant shareholder dilution potential, and the inherent execution challenges associated with its recent pivot to an AI infrastructure and software company.
Financial Instability and Going Concern Uncertainty: Volato Group, Inc. has a limited operating history, recurring net losses, and its auditor has raised substantial doubt about its ability to continue as a going concern due to ongoing cash needs and dependence on new capital. The company also received a notice from NYSE American on March 17, 2026, indicating non-compliance with continued listing standards, requiring a compliance plan and posing a risk of delisting if it fails to regain compliance by December 17, 2026. These factors collectively indicate a high level of financial risk and uncertainty regarding its continued operations.
Significant Shareholder Dilution: The company faces considerable risk of shareholder dilution from various sources. It has up to $36 million of 10% original-issue-discount convertible notes outstanding or available, which can convert into common shares at discounted prices, significantly diluting existing holders. Furthermore, Volato's agreement to merge with M2i Global, Inc. could result in M2i stockholders owning approximately 85% of the combined company. A more recent announcement regarding the acquisition of Alignment Engine, an AI infrastructure firm, involves extreme uncertainty about shareholder dilution, with existing investors potentially seeing their ownership stakes reduced to less than 3% of the combined entity.
Execution Risks of Business Model Pivot: Volato has undergone a significant strategic shift, moving from owning and operating aircraft in private aviation to focusing on a software-led model and AI infrastructure. This pivot involves substantial execution risks, including challenges related to equipment and materials delivery delays, construction and commissioning of its AI infrastructure campus, equipment procurement, power availability, customer concentration, and successfully integrating the acquired Alignment Engine business. The financial data also shows a recent 96% collapse in revenue as the company exits aviation operations to concentrate on its new AI focus, highlighting the magnitude of this transition.
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The development and commercialization of Electric Vertical Take-off and Landing (eVTOL) aircraft and Urban Air Mobility (UAM) services pose a clear emerging threat. These new technologies could offer more cost-effective, environmentally friendly, and potentially faster alternatives for regional private air travel, directly competing with segments of Volato Group's private jet offerings, particularly for shorter to medium-range flights.
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The addressable markets for Volato Group, Inc.'s (trading as SOAR AI, symbol: SOAR) main products and services are as follows:
- Fractional Ownership: The global aircraft fractional ownership market was valued at approximately USD 10.7 billion in 2024 and is projected to reach USD 18.2 billion by 2033.
- Aircraft Management: The North American business aviation services market, which encompasses aircraft management services, was valued at USD 35.81 billion in 2024 and USD 38.01 billion in 2025.
- Jet Cards: The global jet card market reached approximately USD 9.4 billion in 2024 and is projected to grow to an estimated USD 17.7 billion by 2033.
- Charter Programs: The global private aviation charter market was estimated at USD 31.4 billion in 2024. Specifically for North America, the private jet charter services market was valued at USD 11.53 billion in 2024 and USD 12.29 billion in 2025.
- Deposit Programs: null
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Here are 3-5 expected drivers of future revenue growth for SOAR AI (symbol: SOAR) over the next 2-3 years:
- Expansion of AI Infrastructure Platform: SOAR AI has secured up to a $1 billion equity facility to fund the expansion of its AI infrastructure platform. Its Ohio AI Compute Campus is on track for a December 31, 2026, in-service date, with contracted revenue expected to begin in January 2027. This significant investment and imminent operational launch are poised to drive substantial revenue growth.
- Secured AI Infrastructure Orders: The company's Alignment Engine Subsidiary has already signed $1.2 billion in AI Infrastructure Orders with a large AI customer. These substantial pre-secured contracts indicate a strong demand for SOAR AI's infrastructure services and will contribute directly to future revenue.
- Growth in AI-enabled Software Solutions: SOAR AI develops software and AI-enabled solutions, including Vaunt, a software-as-a-service (SaaS) platform, and Parslee, an enterprise AI platform that automates workflows and document processing. The continued development and scaling of these and other AI software solutions, along with strategic opportunities across AI software, are expected to be key drivers of future revenue.
- Strategic Expansion into Data Infrastructure: The company is actively pursuing strategic opportunities in data infrastructure. This diversification into broader data solutions, alongside its AI focus, presents additional avenues for revenue growth through new offerings and market penetration.
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Share Issuance
- Over the past year, Volato Group experienced a 404% increase in shares outstanding.
- As of October 16, 2026, the company had 53.63 million shares outstanding.
- In June 2026, Volato Group registered for resale up to 6.5 million shares of Class A common stock by selling stockholders, with the company receiving $2.21 million in gross proceeds at the time of issuance at $0.34 per share.
Inbound Investments
- In October 2026, Volato Group (SOAR AI) secured an equity facility for up to $1 billion to support the expansion of its AI infrastructure platform.
- In June 2026, Volato obtained a $2.2 million investment, which was part of a Private Investment in Public Equity (PIPE) and led by Catheter Precision.
- The completion of the merger with Alignment Engine in September 2026 marked Volato's entry into the AI data center market.
Outbound Investments
- In the first quarter of 2026, Volato Group sold intellectual property assets to flyExclusive for $1.3 million.
- By June 2026, the company had divested all its shares in flyExclusive.
Capital Expenditures
- Capital expenditures were reported as -0.21 million in fiscal year 2025, -0.15 million in fiscal year 2024, and -0.64 million in fiscal year 2023.
- No additional aircraft deliveries are anticipated for 2026, indicating a halt in aviation-related capital expenditures as the company pivots to AI infrastructure.
Peer Outperformance in IT Consulting & Other Services
null| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Electronic Manufacturing Services | 10 | 17.2% | 109.4% | 187.6% | FLEX 488% · TTMI 419% · JBL 311% |
| Technology Distributors | 9 | 52.3% | 67.5% | 72.9% | AVT 148% · SNX 123% · CNXN 99% |
| Electronic Components | 24 | 16.4% | 69.6% | 35.2% | CLS 2134% · BELFA 1016% · APH 318% |
| Communications Equipment | 36 | 8.7% | 75.7% | 31.6% | LITE 609% · AAOI 586% · ANET 445% |
| Semiconductor Materials & Equipment | 28 | 42.7% | 55.4% | 31.5% | AXTI 418% · LRCX 289% · KLAC 284% |
| Electronic Equipment & Instruments | 27 | -2.2% | 28.0% | 4.3% | PI 130% · OSIS 116% · CXT 71% |
| Semiconductors | 55 | 2.3% | 45.5% | 1.3% | MU 1027% · NVDA 575% · AVGO 548% |
| Technology Hardware, Storage & Peripherals | 21 | 7.9% | 85.9% | -14.2% | WDC 691% · DELL 652% · STX 574% |
| Internet Services & Infrastructure | 6 | 3.5% | 45.5% | -20.9% | GDDY 58% · VRSN 40% · DOCN -20% |
| IT Consulting & Other Services ← | 30 | -18.2% | 1.2% | -26.5% | APLD 303% · IBM 155% · GIB -8% |
| Application Software | 126 | -9.9% | -6.3% | -50.0% | PLTR 549% · AGYS 157% · FROG 144% |
| Systems Software | 70 | -8.4% | 24.1% | -51.9% | ZETA 255% · CRWD 245% · CVLT 146% |
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Volato Earnings Notes | 12/16/2025 | |
| Day 6 of Loss Streak for Volato Stock with -49% Return (vs. -66% YTD) [10/22/2025] | 10/23/2025 | |
| How Low Can Volato Stock Really Go? | 10/17/2025 | |
| Day 5 of Gains Streak for Volato Stock with 104% Return (vs. -34% YTD) [10/14/2025] | 10/15/2025 |
| Title | |
|---|---|
| ARTICLES |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 153.18 |
| Mkt Cap | 68.3 |
| Rev LTM | 10,060 |
| Op Inc LTM | 2,406 |
| FCF LTM | -0 |
| FCF 3Y Avg | -11 |
| CFO LTM | 2,696 |
| CFO 3Y Avg | 2,371 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 17.9% |
| Rev Chg 3Y Avg | 13.4% |
| Rev Chg Q | 18.8% |
| QoQ Delta Rev Chg LTM | 4.4% |
| Op Inc Chg LTM | 29.1% |
| Op Inc Chg 3Y Avg | 23.4% |
| Op Mgn LTM | 19.0% |
| Op Mgn 3Y Avg | 15.9% |
| QoQ Delta Op Mgn LTM | 0.8% |
| CFO/Rev LTM | 38.0% |
| CFO/Rev 3Y Avg | 38.4% |
| FCF/Rev LTM | -1.3% |
| FCF/Rev 3Y Avg | -5.2% |
Price Behavior
| Market Price | $0.22 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 01/21/2022 | |
| Distance from 52W High | -86.9% | |
| 50 Days | 200 Days | |
| DMA Price | $0.24 | $0.25 |
| DMA Trend | up | down |
| Distance from DMA | -6.7% | -10.6% |
| 3M | 1YR | |
| Volatility | 228.1% | 174.1% |
| Downside Capture | -615.98 | 188.20 |
| Upside Capture | -301.51 | -68.75 |
| Correlation (S&P 500) | -17.0% | 2.4% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.89 | -4.41 | -2.86 | -1.71 | 0.37 | -0.40 |
| Up Beta | -5.57 | -3.61 | -7.36 | -4.25 | -0.67 | 0.27 |
| Down Beta | -3.69 | -4.60 | -2.42 | -1.86 | 0.04 | 3.30 |
| Up Capture | -255% | -289% | -14% | -68% | -15% | -7% |
| Bmk +ve Days | 12 | 18 | 28 | 62 | 130 | 427 |
| Stock +ve Days | 8 | 17 | 30 | 52 | 105 | 309 |
| Down Capture | 273% | -432% | -481% | -111% | 158% | 107% |
| Bmk -ve Days | 10 | 25 | 36 | 64 | 121 | 325 |
| Stock -ve Days | 14 | 26 | 34 | 71 | 141 | 412 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SOAR | |
|---|---|---|---|---|
| SOAR | -86.3% | 174.1% | -0.38 | - |
| Sector ETF (XLK) | 17.5% | 27.3% | 0.56 | 3.0% |
| Equity (SPY) | 13.2% | 12.9% | 0.68 | 2.4% |
| Gold (GLD) | 1.0% | 28.8% | 0.03 | -2.3% |
| Commodities (DBC) | 35.9% | 21.2% | 1.34 | 3.7% |
| Real Estate (VNQ) | 14.3% | 14.1% | 0.70 | -2.5% |
| Bitcoin (BTCUSD) | -28.2% | 43.4% | -0.65 | 5.0% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SOAR | |
|---|---|---|---|---|
| SOAR | -75.6% | 858.8% | 0.43 | - |
| Sector ETF (XLK) | 18.1% | 26.2% | 0.62 | -1.7% |
| Equity (SPY) | 12.5% | 17.2% | 0.55 | -0.5% |
| Gold (GLD) | 17.3% | 19.1% | 0.73 | 1.6% |
| Commodities (DBC) | 8.0% | 19.6% | 0.29 | -0.3% |
| Real Estate (VNQ) | 1.8% | 18.9% | -0.01 | 1.4% |
| Bitcoin (BTCUSD) | 5.5% | 51.5% | 0.29 | -3.9% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SOAR | |
|---|---|---|---|---|
| SOAR | -50.6% | 858.8% | 0.43 | - |
| Sector ETF (XLK) | 23.4% | 25.2% | 0.85 | -1.7% |
| Equity (SPY) | 15.4% | 18.0% | 0.73 | -0.5% |
| Gold (GLD) | 11.9% | 16.5% | 0.59 | 1.6% |
| Commodities (DBC) | 7.4% | 18.1% | 0.33 | -0.3% |
| Real Estate (VNQ) | 5.7% | 20.7% | 0.23 | 1.4% |
| Bitcoin (BTCUSD) | 61.0% | 66.2% | 1.01 | -3.9% |
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Returns Analyses
Earnings Returns History
Updated 10/21/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/6/2026 | 0.5% | -13.4% | -11.5% |
| 11/13/2025 | -3.6% | -23.6% | -25.0% |
| 5/15/2025 | -3.4% | -12.2% | -32.8% |
| 7/19/2024 | -32.2% | -3.1% | -26.1% |
| 3/26/2024 | -1.6% | -16.1% | -51.3% |
| 1/22/2024 | 1.3% | 11.4% | 102.0% |
| SUMMARY STATS | |||
| # Positive | 2 | 1 | 1 |
| # Negative | 4 | 5 | 5 |
| Median Positive | 0.9% | 11.4% | 102.0% |
| Median Negative | -3.5% | -13.4% | -26.1% |
| Max Positive | 1.3% | 11.4% | 102.0% |
| Max Negative | -32.2% | -23.6% | -51.3% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/6/2026 | 0.5% | -13.4% | -11.5% |
| 11/13/2025 | -3.6% | -23.6% | -25.0% |
| 5/15/2025 | -3.4% | -12.2% | -32.8% |
| 7/19/2024 | -32.2% | -3.1% | -26.1% |
| 3/26/2024 | -1.6% | -16.1% | -51.3% |
| 1/22/2024 | 1.3% | 11.4% | 102.0% |
| SUMMARY STATS | |||
| # Positive | 2 | 1 | 1 |
| # Negative | 4 | 5 | 5 |
| Median Positive | 0.9% | 11.4% | 102.0% |
| Median Negative | -3.5% | -13.4% | -26.1% |
| Max Positive | 1.3% | 11.4% | 102.0% |
| Max Negative | -32.2% | -23.6% | -51.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/14/2026 | 10-Q |
| 03/31/2026 | 05/15/2026 | 10-Q |
| 12/31/2025 | 03/12/2026 | 10-K |
| 09/30/2025 | 11/13/2025 | 10-Q |
| 06/30/2025 | 08/14/2025 | 10-Q |
| 03/31/2025 | 05/15/2025 | 10-Q |
| 12/31/2024 | 03/31/2025 | 10-K |
| 09/30/2024 | 11/19/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/15/2024 | 10-Q |
| 12/31/2023 | 03/26/2024 | 10-K |
| 06/30/2023 | 11/13/2023 | 424B3 |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/14/2026 | 10-Q |
| 03/31/2026 | 05/15/2026 | 10-Q |
| 12/31/2025 | 03/12/2026 | 10-K |
| 09/30/2025 | 11/13/2025 | 10-Q |
| 06/30/2025 | 08/14/2025 | 10-Q |
| 03/31/2025 | 05/15/2025 | 10-Q |
| 12/31/2024 | 03/31/2025 | 10-K |
| 09/30/2024 | 11/19/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/15/2024 | 10-Q |
| 12/31/2023 | 03/26/2024 | 10-K |
| 06/30/2023 | 11/13/2023 | 424B3 |
SOAR AI — Investor Video Playlist
Industry Resources
| Information Technology Resources |
| TechCrunch |
| Wired |
| CIO |
| MIT Technology Review |
| Gartner Insights |
| Ars Technica |
| IT Consulting & Other Services Resources |
| IDC |
| Forrester |
| Consultancy.org |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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