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    Is Eve Holding (EVEX) Using Its US$1 Billion Motor Deal To De‑Risk Or Double Down?

    Simply Wall St·12/16/2025 23:31:32
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    • Eve Holding previously entered into a US$1.00 billion agreement with Beta Technologies to purchase electric motors that will power its future aircraft and support progress toward initial test flights targeted around late 2025 or early 2026.
    • The collaboration highlights how Eve is locking in a core propulsion technology early, aiming to reduce technical risk as it moves from concept to operational aircraft.
    • We’ll now examine how this long-term US$1.00 billion motor supply deal shapes Eve Holding’s investment narrative and future execution priorities.

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    What Is Eve Holding's Investment Narrative?

    To own Eve Holding, you have to believe that eVTOLs will move from concept to certified, commercially viable aircraft and that Eve’s Embraer backing, ecosystem partnerships and capital access will be enough to get it there despite deep, ongoing losses. The new US$1.00 billion Beta Technologies motor deal strengthens the story around execution by locking in a key propulsion supplier ahead of the first test flights targeted for late 2025 or early 2026, and it modestly improves line of sight on the near term catalyst of a successful prototype program. At the same time, it does not change the biggest tensions in the thesis: zero revenue today, rising quarterly losses, the need for significant funding and potential further dilution, and a long road until planned service entry from 2027 onward.

    But there is a funding risk here that investors should really understand. Eve Holding's share price has been on the slide but might be dropping deeper into value territory. Find out whether it's a bargain at this price.

    Exploring Other Perspectives

    EVEX 1-Year Stock Price Chart
    EVEX 1-Year Stock Price Chart
    The Simply Wall St Community’s four fair value views span from about US$0.73 to US$7.33 per share, showing how far apart expectations are. Set against Eve’s widening losses and pre revenue status, that spread underlines why different investors can reach very different conclusions about the company’s long term prospects.

    Explore 4 other fair value estimates on Eve Holding - why the stock might be worth as much as 56% more than the current price!

    Build Your Own Eve Holding Narrative

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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.