Strata Critical Medical (SRTA) AI Stock Analysis

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Strata Critical Medical

(NASDAQ:SRTA)

Select Model

Neutral 54 (OpenAI - 4o)

Rating:54Neutral

Price Target:

$6.00

▲(5.08% Upside)

Blade Air Mobility's overall score reflects strong strategic moves and growth in the Medical segment, but is weighed down by profitability challenges and valuation concerns. The technical indicators suggest bullish momentum, but caution is advised due to overbought signals.

Strata Critical Medical (SRTA) vs. SPDR S&P 500 ETF (SPY)

Market Cap

$466.48M

Dividend YieldN/A

Average Volume (3M)929.43K

Price to Earnings (P/E)―

Beta (1Y)1.97

Revenue Growth6.70%

EPS Growth63.35%

CountryUS

Employees310

SectorIndustrials

Sector Strength72

IndustryAirlines, Airports & Air Services

Share Statistics

EPS (TTM)-0.05

Shares Outstanding81,695,600

10 Day Avg. Volume1,195,368

30 Day Avg. Volume929,427

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market Cap0.47

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

$7.25

Price Target Upside26.97% Upside

Rating ConsensusModerate Buy

Number of Analyst Covering1

Strata Critical Medical Business Overview & Revenue Model

Company DescriptionStrata Critical Medical, Inc. provides time critical logistics solutions and specialized medical services to healthcare providers across the United States. The company operates as both an air and ground transporter of human organs for transplant. The company was formerly known as Blade Air Mobility, Inc. and change its name to Strata Critical Medical, Inc. in August 2025. The company was founded in 2014 and is headquartered in New York, New York.

How the Company Makes MoneyBlade Air Mobility primarily generates revenue through ticket sales for its air transportation services. The company operates on a per-seat booking model, allowing customers to purchase individual seats on scheduled flights or charter entire aircraft for private use. Blade also earns income from its partnerships with operators and manufacturers of aircraft, enhancing its service offerings and expanding its geographic reach. Additionally, Blade capitalizes on its technology platform that optimizes route scheduling and customer booking experiences, which can result in operational efficiencies and customer loyalty. Collaborations with real estate developers and hospitality providers also contribute to its revenue by integrating Blade's services into luxury travel and urban development projects.

Strata Critical Medical Earnings Call Summary

Earnings Call Date:Aug 05, 2025

(Q2-2025)

% Change Since: |

Next Earnings Date:Nov 05, 2025

Earnings Call Sentiment Neutral

The earnings call highlighted strategic progress with the sale of the Passenger business and robust growth in the Medical segment. However, the company faced challenges in the Passenger segment and with maintenance costs impacting margins. The focus on the Medical division and partnership with Joby Aviation present promising opportunities.

Q2-2025 Updates

Positive Updates

Sale of Blade Passenger Business

Blade Air Mobility announced the sale of its Passenger business to Joby Aviation for up to $125 million. This strategic move will allow Blade to focus on its Medical segment, which has been growing significantly.

Growth in Medical Segment

The Medical segment's revenue grew by 17.6% year-over-year, reaching a record $45.1 million in Q2 2025. This growth was driven by new transplant center customers and increased demand from third-party service providers.

Strong Financial Position

Blade Air Mobility ended the quarter with no debt and $113.4 million in cash and short-term investments, positioning it well for future strategic acquisitions.

Partnership with Joby Aviation

Strata, the newly named Medical division, will enter a long-term partnership with Joby Aviation to access their eVTOL aircraft for medical use, potentially reducing operational costs.

Negative Updates

Passenger Segment Revenue Decline

The Passenger segment experienced a 5.5% year-over-year revenue decrease, attributed to a helicopter incident and adverse weather conditions in New York.

Maintenance Costs Impacting Margins

Medical segment adjusted EBITDA margin declined by 100 basis points compared to Q2 2024, due to elevated maintenance downtime and costs.

Seasonal and Operational Challenges

The company faced seasonal revenue and operational challenges, including a potential slowdown in the summer months and reliance on substitute aircraft during maintenance periods.

Company Guidance

In the Blade Air Mobility Fiscal Second Quarter 2025 Earnings Release Conference Call, the company announced the sale of its Passenger business to Joby Aviation for up to $125 million, while retaining its Medical division, which will be renamed Strata Critical Medical. The Medical segment, which accounted for approximately 60% of revenue in 2024 and 85% of segment adjusted EBITDA, saw a revenue increase of 17.6% year-over-year to $45.1 million in Q2 2025. The segment's adjusted EBITDA margin rose to 13.4% in Q2 2025 from 11.4% in Q1 2025. The company expects mid-teens revenue growth in the second half of 2025, with Medical segment adjusted EBITDA margins projected at 15%. The sale is expected to be neutral to adjusted EBITDA and free cash flow, supported by $7 million in estimated corporate cost efficiencies. Blade ended the quarter with $113.4 million in cash and short-term investments, with no debt. The company reaffirmed its 2025 guidance, expecting revenue between $245 million and $265 million with double-digit adjusted EBITDA.

Strata Critical Medical Financial Statement Overview

Summary

Income Statement

Neutral

Balance Sheet

Neutral

Cash Flow

Negative

Breakdown
Income Statement
Total Revenue
Gross Profit
EBITDA
Net Income
Balance Sheet
Total Assets
Cash, Cash Equivalents and Short-Term Investments
Total Debt
Total Liabilities
Stockholders Equity
Cash Flow
Free Cash Flow
Operating Cash Flow
Investing Cash Flow
Financing Cash Flow

Strata Critical Medical Technical Analysis

Technical Analysis Sentiment

Positive

Last Price5.71

Price Trends

50DMA

4.33

Positive

100DMA

3.97

Positive

200DMA

3.76

Positive

Market Momentum

MACD

0.29

Negative

RSI

74.07

Negative

STOCH

87.20

Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SRTA, the sentiment is Positive. The current price of 5.71 is above the 20-day moving average (MA) of 4.52, above the 50-day MA of 4.33, and above the 200-day MA of 3.76, indicating a bullish trend. The MACD of 0.29 indicates Negative momentum. The RSI at 74.07 is Negative, neither overbought nor oversold. The STOCH value of 87.20 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SRTA.

Strata Critical Medical Risk Analysis

Strata Critical Medical disclosed 64 risk factors in its most recent earnings report. Strata Critical Medical reported the most risks in the "Finance & Corporate" category.

Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added 1 New Risks

Strata Critical Medical Peers Comparison

Overall Rating

UnderperformOutperform

Sector (63)

Financial Indicators

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
SRTA	54 Neutral	$466.48M	―	-8.39%	―	6.70%	63.35%
FLYX	54 Neutral	417.48M	-4.43	9.48%	―	0.00%	0.00%
MESA	52 Neutral	56.10M	-0.31	429.35%	―	-14.62%	-86.07%
UP	48 Neutral	1.75B	-5.34	173.08%	―	-20.21%	88.09%
SRFM	46 Neutral	192.72M	-1.36	49.73%	―	-3.95%	85.63%
SOAR	45 Neutral	9.29M	-0.40	248.84%	―	-9.49%	97.34%
Sector *	63 Neutral	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%

* Industrials Sector Average

Performance Comparison

SRTA

Strata Critical Medical

5.71

2.69

89.07%

MESA

Mesa Air Group

1.34

0.19

16.52%

Wheels Up Experience

2.50

0.46

22.55%

FLYX

flyExclusive

5.21

2.92

127.51%

SOAR

Volato Group

1.56

-6.90

-81.56%

SRFM

Surf Air Mobility, Inc.

4.50

3.26

262.90%

Strata Critical Medical Corporate Events

Business Operations and StrategyM&A Transactions

Strata Critical Medical Completes Keystone Acquisition

Positive

Sep 16, 2025

On September 16, 2025, Strata Critical Medical completed the acquisition of Keystone Perfusion Services, a leading provider of organ recovery and normothermic regional perfusion services. This acquisition, valued at approximately $124 million, aims to create an integrated organ recovery platform and diversify Strata’s medical services. The deal is expected to enhance Strata’s market positioning by offering comprehensive transplant services and expanding into non-transplant medical sectors, potentially driving significant revenue growth and operational efficiencies.

The most recent analyst rating on (SRTA) stock is a Buy with a $6.50 price target. To see the full list of analyst forecasts on Strata Critical Medical stock, see the SRTA Stock Forecast page.

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Sep 19, 2025