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Faraday Future Founder and Co-CEO YT Jia Shares Weekly Investor Update: Announces Faraday Future’s Outlook for 2026

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Faraday Future (NASDAQ:FFAI) provided a weekly investor update (Jan 11, 2026) outlining a 2026 outlook centered on EAI vehicles and EAI robotics. FF said it will hold a final launch and begin sales of its first EAI robotics products on Feb 4, 2026 at the NADA Show in Las Vegas. The company plans to expand FX Super One pre-orders and market coverage to 10 key U.S. states, pursue positive operating cash flow and dual growth in revenue and contribution margin, and continue building a dual-public-company governance framework and an AI-driven operating system. FF noted a $10 million FFAI stock purchase term sheet with AIxC pending completion and listed operational priorities including Q2 phase-1 charging/service build-out and regulatory certification milestones.

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Positive

  • Final launch and sales start scheduled for Feb 4, 2026
  • Plan to expand FX Super One coverage to 10 key states
  • Targeting positive operating cash flow and dual revenue growth
  • $10 million FFAI stock purchase term sheet signed (AIxC)

Negative

  • AIxC $10M stock purchase remains conditional and unfinished
  • Regulatory certification and mass-production milestones are still pending

News Market Reaction

+0.92%
1 alert
+0.92% News Effect
+$2M Valuation Impact
$216M Market Cap
0.0x Rel. Volume

On the day this news was published, FFAI gained 0.92%, reflecting a mild positive market reaction. This price movement added approximately $2M to the company's valuation, bringing the market cap to $216M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Current price: $1.09 52-week high: $3.61 52-week low: $0.831 +5 more
8 metrics
Current price $1.09 Pre-news trading level vs 52-week range
52-week high $3.61 Compared with current price of $1.09
52-week low $0.831 Lower bound of recent trading range
AIxC term sheet $10 million Proposed FFAI stock purchase mentioned in Crypto flywheel context
Key states target 10 states Planned FX Super One market coverage in 2026 outlook
Strategic battles 7 battles S1–S7 focus areas outlined in 2026 plan
Market cap $216,146,189 Pre-news equity value reference
Volume multiple 0.84x Today’s volume vs 20-day average before this news

Market Reality Check

Price: $0.7468 Vol: Volume 5,454,916 is 0.84x...
normal vol
$0.7468 Last Close
Volume Volume 5,454,916 is 0.84x the 20-day average 6,500,556, indicating subdued trading ahead of this update. normal
Technical Shares at $1.09 are trading below the 200-day MA of $1.51 and well under the 52-week high of $3.61.

Peers on Argus

FFAI’s pre-news move of -1.8% occurred alongside mixed peer action: GGR -4.05%, ...

FFAI’s pre-news move of -1.8% occurred alongside mixed peer action: GGR -4.05%, NIU -2.33%, EMPD -0.41%, EVTVD 0%, while NWTN gained 16.81%. No broad, unified sector trend is evident.

Historical Context

5 past events · Latest: Jan 07 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
Jan 07 Roadmap & targets Positive -2.4% Detailed FX Super One volume targets and positive EBITDA/cash flow roadmap.
Jan 06 Event announcement Positive +5.9% Stockholders’ Day set with full FX Super One roadmap and EAI strategy update.
Jan 06 Strategic investment Positive +5.9% AIxC announced non-binding term sheet for initial <b>$10 million</b> FFAI stock purchase.
Jan 05 Update & capital Positive +11.2% Weekly update previewed Stockholders’ Day and highlighted <b>$10 million</b> term sheet and warrant terminations.
Dec 29 Share authorization Negative -4.6% Special Meeting to increase authorized shares by <b>79.8M</b> and support financing needs.
Pattern Detected

Recent FFAI news often aligned with price moves; only one clearly positive roadmap update saw a negative reaction.

Recent Company History

Over the last few weeks, FFAI has issued a series of strategy and governance updates. On Dec 29, it outlined a Special Meeting to increase authorized shares and support FX Super One and EAI plans, followed by weekly investor updates and a Stockholders’ Day announcement on Jan 6–7. A non-binding $10 million AIxC term sheet and warrant terminations accompanied these events. The current 2026 outlook and EAI robotics launch timing build directly on this roadmap and capital-structure narrative.

Market Pulse Summary

This announcement outlines Faraday Future’s 2026 outlook, highlighting FX Super One expansion to 10 ...
Analysis

This announcement outlines Faraday Future’s 2026 outlook, highlighting FX Super One expansion to 10 U.S. states, a February 4 EAI robotics sales launch, and goals for dual growth in revenue and contribution margin. It also reiterates the AIxC-related $10 million stock-purchase term sheet within an “EAI + Crypto” framework. Against prior filings showing weak 2025 results and a planned increase in authorized shares, investors may track execution on product launches, cash flow, and governance milestones through 2026.

Key Terms

embodied ai, humanoid robot, tokenization, real world asset (rwa), +1 more
5 terms
embodied ai technical
"we held the FF Stockholders’ Day event, where we ... unveiled FF’s long-incubated Embodied AI, or EAI, Robotics strategy"
Embodied AI is artificial intelligence built into a physical device or robot that can sense, move, and interact with the real world rather than just run in software on a server. For investors, it matters because adding a “body” turns AI into products that require manufacturing, maintenance, sensors and software updates, creating different revenue streams, capital needs, safety and regulatory risks, and clearer paths to recurring service income—like software that also sells the hardware it runs on.
humanoid robot technical
"become the first company in the U.S. to deliver humanoid robot products targeted with positive gross margins"
A humanoid robot is a machine built to look or move like a human, with a head, torso, arms and legs, and software that lets it walk, grasp objects or follow spoken commands. For investors, these robots matter because they can change labor needs, create new product and service markets, and affect costs and productivity much like an automated worker or appliance; they also bring regulatory, safety and adoption risks that can influence returns.
tokenization financial
"AIxC noted that if it completes the transaction, it will mark the start of its stock tokenization RWA business"
Tokenization is the process of converting real-world assets or rights into digital tokens stored on a computer network. This allows assets, such as property or investments, to be divided into smaller parts, making them easier to buy, sell, or transfer electronically. For investors, tokenization can increase access to a wider range of investments and make transactions faster and more efficient.
real world asset (rwa) financial
"stock tokenization RWA business"
A real world asset (RWA) is a physical or financial thing — such as property, a loan, a commodity, or a bond — that is represented digitally so it can be traded, used as collateral, or tracked on financial platforms. For investors, RWAs matter because they can make traditionally illiquid or hard-to-trade items easier to buy, sell, or borrow against, much like having a digital receipt that stands in for the actual asset and can speed up transactions and widen access.
term sheet financial
"With a term sheet signed for $10 million worth of FFAI stock purchase"
A term sheet is a short, non-binding summary of the main points agreed between parties before a formal investment, loan, or acquisition is completed. Think of it as a blueprint that lists price, ownership split, key rights and conditions, and timelines so everyone knows the deal’s structure before lawyers draft final contracts. Investors care because it signals the likely economic terms, risks, and protections they will get and can make or break whether a transaction proceeds.

AI-generated analysis. Not financial advice.

  • On February 4—in Las Vegas, at the National Automobile Dealers Association (NADA) Show — FF will hold a final launch of its first EAI robotics products and begin sales.
  • FX Super One will continue to expand its pre-order pipeline and extend its market coverage to ten key states, leading the First Class EAI-MPV era across the U.S. and the Middle East.
  • FF will strive to achieve its 2026 market cap targets to maximize value for stockholders, with the goal to achieve dual growth in revenue and contribution margin, reach positive operating cash flow as early as possible, and move decisively toward a profitability inflection point.
  • FF will further solidify its dual-public-company governance framework and continue building an AI-driven operating system for the company.

LOS ANGELES, Jan. 11, 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.

1.11.26

“Hello everyone, I’m speaking to you today right outside the CES exhibition halls here in Las Vegas. On January 7, just nearby, we held the FF Stockholders’ Day event, where we not only shared what our investors care about most—our plans for Super One’s mass production, sales, delivery, service, and capacity ramp-up, but also officially unveiled FF’s long-incubated Embodied AI, or EAI, Robotics strategy. We also hosted private preview sessions for our first batch of robotics products. And here comes another big announcement: On February 4—once again here in Las Vegas, at the NADA Show—we will hold a final launch of our first EAI robotics products and officially begin sales. We invite everyone to stay tuned and witness this with us.

Why are we choosing now to formally announce EAI robotics? There are three major external drivers:
First, the exceptionally high labor costs in the United States have made it the world’s largest market with rigid demand for embodied AI robotics.

Second, EAI robotics is approaching a critical inflection point, moving rapidly from research in the lab to large-scale, real-world deployment. I believe that a breakout moment is imminent.

Third, embodied intelligence is fast becoming a national strategic capability, on par with AI and semiconductors.

There are also four internal drivers:

First, this move is a natural extension of the AI DNA that has been embedded in FF since day one. It is also the inevitable evolution of the vehicle-as-robot concept we proposed ten years ago.

Second, this replicates and upgrades our Auto Industry Bridge model, based on full compliance, we could integrate a global EAI supply chain to deliver robots with high price-performance ratio to fill a market void in the U.S.

Third, the AI robotics business features lighter investment, faster delivery, and could generate positive operating cash flow more quickly.

Fourth, EAI robotics and EAI vehicles act as twin engines driving FF forward. They work hand-in-hand across R&D, manufacturing, sales, and service. Combined with FF’s Dual-Flywheel, Dual-Bridge, and Dual–Public-Company structure, they could create a strong ecosystem synergy and open a new growth curve for the company.

As we mentioned last week, I would now like to announce Faraday Future’s outlook for 2026.

1. Strategic and Business Targets:

For EAI EV, FX Super One will continue to expand its pre-order pipeline and extend our market coverage to ten key states, leading the First Class EAI-MPV era across the U.S. and the Middle East. At the same time, we will continue to strengthen the influence of FF 91 among the world’s spire user communities. With EAI Robotics, we will execute against our established sales and delivery targets, become the first company in the U.S. to deliver humanoid robot products targeted with positive gross margins, and accelerate our potential entry into the ranks of leading U.S. embodied AI robotics providers.

2. Capital Targets:

We will strive to achieve our 2026 market cap targets to maximize value for stockholders. At the same time, we will actively seek to bring in strategic investors; continue to identify high-value and highly cost-effective AI technologies and potential acquisition opportunities to help build a world-class EAI ecosystem.

3. Financial Targets:

Our goal is to achieve dual growth in revenue and contribution margin, reach positive operating cash flow as early as possible, and move decisively toward a profitability inflection point. We will continue to enforce extreme cost discipline and operational efficiency, strengthen financial management and internal controls, and uphold compliance as an absolute baseline.

4. System Build-up Targets:

We will further solidify our dual-public-company governance framework and continue building an AI-driven operating system for the Company.

To achieve these targets, we will focus all our efforts on winning seven critical battles:

S1 battle on user ecosystem: We will continue to make breakthroughs in our Co-Creation Ecosystem Online Direct Sales system, complete phase 1 build-out of Super One’s charging and service network in Q2, while closing the loop for AI robotics sales, delivery, and service. At the same time, we will focus on building user power, brand power, and sales power.

S2 battle on product power: For both EAI EV and EAI Robotics products, we will stay focused on ongoing original innovation and on building the most powerful product momentum.

S3 battle on EAI R&D: We will continue advancing Super One’s intelligence and ensure high-quality delivery of EAI software and hardware. In parallel, we will deliver U.S. compliance-related technologies and products for EAI robotics.

S4 battle on compliance & certification, mass production and capacity ramp-up for Super One and AI Robotics products: Our goal is to complete all required regulatory certification and testing on schedule, ensuring mass-production and delivery milestones are met as planned. In parallel, we will continue to strengthen scalable assembly and quality assurance capabilities, while further upgrading our intelligent manufacturing systems.

S5 battle on value restoration: We will remain firmly committed to the principle of “stockholders first,” seeking to improve our capital structure, lower financing costs, actively bring in strategic investors, and unlock and realize intrinsic value.

S6 battle on high-value market expansion including the Middle East: We aim to build the Middle East into a replicable and fast-to-profit overseas model, while expanding into additional high-value regional markets and working toward earlier deliveries.

S7 battle on system building, efficient execution and corporate culture: We will stay results-driven, while strengthening process KPIs & leading indicators, and continue building a culture with a strong desire to win, ownership & collaboration, and relentless execution.

Looking at the Crypto flywheel: With a term sheet signed for $10 million worth of FFAI stock purchase, AIxC noted that if it completes the transaction, it will mark the start of its stock tokenization RWA business. In 2026, AIxC also announced that it will systematically implement its "three driving-force businesses" and speed up transitioning into profitability.

In 2026, we will continue to promote the mutual empowerment between our “EAI + Crypto” Dual-Flywheel, Dual-Bridge, and Dual-Public-Company structure, and particularly, deeply empower and enable delivery and ramp-up of EAI EV products and EAI Robotics products. 

In 2026, I will honor commitments through action, respond to expectations through continuous innovation and delivery, return value to our stockholders, and earn back even greater trust and confidence through results. I will see you next week.

ABOUT FARADAY FUTURE 

Faraday Future is a California-based global shared intelligent electric mobility ecosystem company. Founded in 2014, the Company’s mission is to disrupt the automotive industry by creating a user-centric, technology-first, and smart driving experience. Faraday Future’s flagship model, the FF 91, exemplifies its vision for luxury, innovation, and performance. The FX strategy aims to introduce mass production models equipped with state-of-the-art luxury technology similar to the FF 91, targeting a broader market with middle-to-low price range offerings. FF is committed to redefining mobility through AI innovation. Join us in shaping the future of intelligent transportation. 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 the potential purchase of FFAI common stock by AIxC, FFAI’s 2026 financial targets, 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: 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; if AIxC and the Company are able to execute a binding agreement for the purchase of the Company’s Common Stock; the agreement of stockholders to substantially increase the Company’s share capital, which could result in substantial additional dilution; the Board’s approval of various production and sales plans and proposals, which the Company may fail to obtain; 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 enter into an engineering services agreement, which will be required for the Super One in the U.S.; the ability of B2B preorder companies to identify purchasers for the Super One; overall demand for the Super One; the ability to secure the necessary agreements to produce an FX 4 vehicle or any other planned future FX vehicles, none of which have been secured; 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/1e88c93a-2fd7-40b4-b08e-dcb6d8e6a97f


FAQ

When will Faraday Future (FFAI) begin sales of its EAI robotics products?

FFAI said it will hold a final launch and begin sales on Feb 4, 2026 at the NADA Show in Las Vegas.

What market expansion does Faraday Future (FFAI) plan for FX Super One in 2026?

FFAI plans to expand FX Super One pre-order coverage to 10 key U.S. states and target the Middle East market.

Does Faraday Future (FFAI) report any financing or tokenization progress for 2026?

FFAI disclosed a $10 million FFAI stock purchase term sheet with AIxC tied to tokenization activities, conditional on completion.

What are Faraday Future's (FFAI) 2026 financial objectives?

FFAI aims for dual growth in revenue and contribution margin, positive operating cash flow as early as possible, and a profitability inflection point.

What operational milestones did Faraday Future (FFAI) set for 2026?

FFAI cited completing phase 1 of Super One charging/service network in Q2 2026 and achieving required regulatory certification and mass-production targets.
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