Faraday Future Founder and Co-CEO YT Jia Shares Weekly Investor Update: The First FF EAI Robotics Product Has Completed U.S. Regulatory Certification and is About to Officially Begin Sales
Rhea-AI Summary
Faraday Future (NASDAQ:FFAI) said its first FF EAI robotics product has completed U.S. regulatory certification and is about to begin sales, with remaining initial-batch approvals progressing and expected to finalize soon. The company aims to start deliveries within the same month as launch and target positive contribution margins for humanoid robot products. A final product launch and partner recruitment event is scheduled for Feb 4, 2026 at the NADA Show in Las Vegas. Separately, BlackRock increased holdings to ~9.5 million shares as of Dec 31, 2025, up from 6.8 million on Sept 30, 2025 (~40% increase). The update also notes R&D integration between EV and robotics platforms and compensated research coverage reiterating a Buy rating.
Positive
- First FF EAI robotics product completed U.S. regulatory certification
- Planned launch on Feb 4, 2026 with near-term sales and delivery target
- BlackRock stake rose to ~9.5M shares as of Dec 31, 2025 (≈40% increase)
Negative
- Regulatory approvals for remaining initial-batch robots are still pending
- Research coverage cited was from a firm the company compensated, which may affect perceived independence
News Market Reaction – FFAI
In the Jan 26 session, FFAI gained 2.94%, reflecting a moderate positive market reaction. Our momentum scanner triggered 2 alerts that day, indicating moderate trading interest and price volatility.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Jan 19 | Weekly robotics update | Positive | -4.7% | Detailed plans to launch EAI robotics and FX Par model at NADA and UMEX. |
| Jan 15 | Event invitation | Positive | -0.9% | Invitation to Feb 4 EAI robotics launch and FX partner recruitment at NADA. |
| Jan 11 | 2026 outlook update | Positive | +0.9% | Outlined 2026 outlook focused on EAI EVs/robotics and FX Super One expansion. |
| Jan 07 | Five-year plan | Positive | -2.4% | Released FX Super One roadmap and five‑year plan with ambitious volume targets. |
| Jan 06 | Stockholders’ Day notice | Positive | +5.9% | Announced Stockholders’ Day with full FX Super One roadmap and EAI strategy update. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Recent positive strategic and event-related announcements have more often been followed by negative price reactions than sustained gains.
Over the past weeks, Faraday Future has focused updates on its FX Super One roadmap and Embodied AI (EAI) robotics strategy. Announcements covered a five‑year plan targeting 400,000–500,000 cumulative vehicles, phased FX Super One rollouts, and a Feb 4, 2026 NADA launch for EAI robots. Despite these growth plans and event catalysts such as Stockholders’ Day and UMEX 2026, share reactions have frequently been muted or negative, framing today’s robotics certification and BlackRock stake increase against a backdrop of execution and funding challenges.
Key Terms
schedule 13g financial
web3 technical
blockchain technical
humanoid robot technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
- Regulatory approvals for the remaining FF EAI Robotic products in the Company’s initial batch are advancing and are expected to be finalized soon.
- BlackRock increased its holdings in FFAI once again. According to its latest Schedule 13G filing, as of December 31, 2025, BlackRock held approximately 9.5 million shares of FFAI common stock, up from 6.8 million shares disclosed as of September 30, 2025 — an increase of about
40% . - The FF EAI Robotics Product Final Launch and the FF/FX Par Partner Recruitment Conference will be held on February 4 in Las Vegas, at the National Automobile Dealers Association (NADA) Show
LOS ANGELES, Jan. 25, 2026 (GLOBE NEWSWIRE) -- Faraday Future Intelligent Electric Inc. (NASDAQ: FFAI) (“Faraday Future”, “FF” or the “Company”), a California-based global shared intelligent electric mobility ecosystem company, today shared a weekly business update from YT Jia, Founder and Global Co-CEO of FF.
“Welcome to my weekly report, issue number 39. Driven by our dual-engine EAI strategy, this week, I’d like to first share major progress on our EAI robotics business, along with a piece of good news from the capital markets:
1. The first FF EAI robotics product has completed U.S. regulatory certification and is about to officially enter sales. Regulatory approvals for the remaining products in our initial batch are advancing and are expected to be finalized soon. This progress brings us closer to realizing our ‘launch is sale, sale is delivery’ model, with the goal of starting product deliveries within the same month as the launch.
Our robotics strategy focuses on creating real-world use cases and user value, directly addressing the industry’s current lack of true 'must-have' demand. By integrating Web3 and blockchain technologies, we aim to lead the industry into a new phase of commercialization driven by authentic user needs and value creation. Our goal is to become the first U.S. company to deliver humanoid robot products with positive contribution margins, and to rapidly scale deliveries to enter the ranks of leading EAI robotics companies in the U.S.
2. In terms of R&D, we are continuing to establish clear empowerment pathways from EAI EVs to EAI robots, aiming to transfer and apply the AI DNA and years of auto-grade AI capabilities that FF has built since its founding to empower the “brain” and “cerebellum” of our robots. In addition, FF is the only company in the U.S. market with the "EAI+Crypto" dual flywheel ecosystem, which has a natural advantage in cross-scenario, cross-domain, and cross-ecosystem technology feeding back, which will build up our core differentiated technology barriers in the EAI field.
3. The FF EAI Robotics Product Final Launch and the FF/FX Par Partner Recruitment Conference on February 4 will center around the theme of “Robot &Vehicle +”. We will provide a comprehensive introduction to how FF leverages its Dual-Flywheel, Dual-Bridge, and Dual-Public-Companies structure and applies an original AI innovation + bridge model approach to systematically address industry pain points across application scenarios, cost, user experience, and ecosystem development—leading the arrival of a new era of EAI.
Next, let me share with you select portions of the product design for our first batch of robots. I’d love to hear what you think. On February 4, at the Las Vegas Convention Center, during the NADA Show — the largest auto dealer conference in North America — we will unveil even more exciting updates. Please stay tuned. In addition to that, one of the world’s largest asset management institutions, BlackRock, increased its holdings in FFAI once again. According to its latest Q4 Schedule 13G filing, as of December 31, 2025, BlackRock held approximately 9.5 million shares of FFAI common stock, up from 6.8 million shares disclosed as of September 30, 2025 — an increase of about
S5, Capital and Finance:
A public company research firm that we compensated for its coverage issued a new report after the Stockholder Day event reiterating its “Buy” rating and a 12-month target price of
On S6 Middle East:
This week, FF made a high-profile appearance at the UMEX 2026 exhibition held in Abu Dhabi from January 20 to 22, showcasing the FF 91, FX Super One, and our EAI robotics strategy. The booth drew strong attention throughout the event, including visits from the Crown Prince of Abu Dhabi and other senior UAE officials, making FF a clear focal point of the show.
Moving on to AIxC, Crypto Flywheel:
AIxC announced that it has launched an accelerated global talent recruitment initiative this week to support faster execution across its three-core driving-force businesses, including RWA EAI ecosystem development.
AIxC also launched the X Space series of events this week, with the first event receiving a strong response. Going forward, when circumstances permit, I may personally participate in future X Space sessions to engage directly with the community—sharing industry insights, discussing future trends, and providing updates on key company-level developments. Stay tuned and see you all next week!”
ABOUT FARADAY FUTURE
Faraday Future is a California-based global intelligent Company founded in 2014 and is dedicated to reshaping the future of mobility through vehicle electrification, intelligent technologies, and AI innovation. Its flagship vehicle, the FF 91, began deliveries in 2023 and reflects the brand’s pursuit of ultra-luxury, cutting-edge technology, and high performance. FF’s second brand, FX, targets the high-volume mainstream vehicle market. Its first model, Super One, is positioned as a first-class EAI-MPV, with deliveries planned to begin in 2026. FF recently announced its entry into the Embodied AI Robotics business with sales beginning this year, connecting its future strategy of bringing a new era of EAI vehicles and EAI robotics. For more information, please visit https://www.ff.com/
FORWARD LOOKING STATEMENTS
This press release includes “forward looking statements” within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. When used in this press release, the words “plan to,” “can,” “will,” “should,” “future,” “potential,” and variations of these words or similar expressions (or the negative versions of such words or expressions) are intended to identify forward-looking statements. These forward-looking statements, which include statements regarding FX Super One production and delivery, and entry into the embodied AI robotics market involve a number of known and unknown risks, uncertainties, assumptions and other important factors, many of which are outside the Company’s control, which could cause actual results or outcomes to differ materially from those discussed in the forward-looking statements.
Important factors, among others, that may affect actual results or outcomes include, among others: demand for our robotics products; competition in the robotics industry, which includes companies with far superior experience, funding and name recognition; our reliance on a single OEM for robotics products; our ability to get the planned robotics products to comply with all applicable U.S. rules and regulations; the ability of the robotics OEM to timely supply robotics to the Company; tariff uncertainty for products imported products, particularly China; demand from automobile dealers for robotics products; the Company’s ability to maintain its listing on Nasdaq; the availability of sufficient share capital to execute on its strategy, which the Company currently lacks; the agreement of stockholders to substantially increase the Company’s share capital, which could result in substantial additional dilution; the Company's ability to homologate FX vehicles for sale; the Company’s ability to secure the necessary funding to execute on the FX strategy, which will be substantial; the Company’s ability to secure an occupancy certificate for its Hanford facility; the Company’s ability to continue as a going concern and improve its liquidity and financial position; the Company’s ability to pay its outstanding obligations; the Company's ability to remediate its material weaknesses in internal control over financial reporting and the risks related to the restatement of previously issued consolidated financial statements; the Company’s limited operating history and the significant barriers to growth it faces; the Company’s history of losses and expectation of continued losses; the success of the Company’s payroll expense reduction plan; the Company’s ability to execute on its plans to develop and market its vehicles and the timing of these development programs; the Company’s estimates of the size of the markets for its vehicles and cost to bring those vehicles to market; the rate and degree of market acceptance of the Company’s vehicles; the Company’s ability to cover future warranty claims; the success of other competing manufacturers; the performance and security of the Company’s vehicles; current and potential litigation involving the Company; the Company’s ability to receive funds from, satisfy the conditions precedent of and close on the various financings described elsewhere by the Company; the result of future financing efforts, the failure of any of which could result in the Company seeking protection under the Bankruptcy Code; the Company’s indebtedness; the Company’s ability to cover future warranty claims; the Company’s ability to use its “at-the-market” program; insurance coverage; general economic and market conditions impacting demand for the Company’s products; potential negative impacts of a reverse stock split; potential cost, headcount and salary reduction actions may not be sufficient or may not achieve their expected results; circumstances outside of the Company's control, such as natural disasters, climate change, health epidemics and pandemics, terrorist attacks, and civil unrest; risks related to the Company's operations in China; the success of the Company's remedial measures taken in response to the Special Committee findings; the Company’s dependence on its suppliers and contract manufacturer; the Company's ability to develop and protect its technologies; the Company's ability to protect against cybersecurity risks; and the ability of the Company to attract and retain employees, any adverse developments in existing legal proceedings or the initiation of new legal proceedings, and volatility of the Company’s stock price. You should carefully consider the foregoing factors and the other risks and uncertainties described in the “Risk Factors” section of the Company’s Form 10-K filed with the SEC on March 31, 2025, , and Form 10-Qs for the quarters ended June 30, 2025 and September 30, 2025 filed with the SEC on May 9, 2025, August 19, 2025 and November 21, 2025, respectively, and other documents filed by the Company from time to time with the SEC.
CONTACTS:
Investor Relations (English): steven.park@ff.com
Investors (Chinese): cn-ir@faradayfuture.com
Media: john.schilling@ff.com
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/18ff8a7a-acf8-4880-b851-058e4fe01316
