Electric Vertical Takeoff and Landing (eVTOL) Stocks Surge as 2026 Breakout Begins

The eVTOL sector is witnessing a rotation of capital into growth stocks, with significant gains across the board. Investors are betting on commercial passenger flights being months away, not years. Vertical Aerospace's stock climbed 12% after a flurry of strategic updates, including a rebranding of its flagship aircraft and a US tour. The company will hold an EGM on Jan. 20 to increase its authorized share capital, allowing for necessary funding and potentially from new strategic partners. The Transition Flight test in Q1 2026 is a critical engineering hurdle remaining.