✈️🚀 Boeing took a stake in eVTOL startup Archer Aviation, sending Archer shares up 12%.

$BA (+1,14 %)
$ACHR (-0,28 %)

#Boeing
#Archer
#eVTOL

🚁 $ACHR (-0,28 %) soars 17% after unveiling a new autonomous VTOL aircraft built with Anduril for both defense and commercial use. First flight targeted for 2027. Big vote of confidence in the eVTOL-defense crossover play. #stocks

$SPCX (+1,66 %) shares are priced at $135 for its $2 trillion IPO.

Its return is 100x-200x by 2035.

These 20 companies will benefit the most:

1. $BKSY ~$34

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2. $SPIR (-1,89 %) ~$20

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3. $ACHR (-0,28 %) ~$5

Air mobility networks integrate with Starlink's low-latency infrastructure.

5. $SATL (+1,16 %) ~$7

High-resolution imaging complements SpaceX orbital AI compute constellation data.

6. $VIAV (+4,64 %) ~$50

Optical networking components critical for Starlink ground station upgrades.

7. $OUST ~$40

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8. $GILT (+2,51 %) ~$15

Satellite ground infrastructure scales alongside Starlink enterprise deployments.

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Quantum encryption securing Starshield government classified orbital networks.

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I'm definetly a buyer of $SPCX IPO and want to get it super cheap.

$ACHR (-0,28 %)

• **Net Revenue:** N/A (pre-commercial phase)

• **Adjusted EBITDA:** -$116.1M

• **Cash, Cash Equivalents & Short-Term Investments:** $1.64B

• **Operating Expenses:** $174.8M (Non-GAAP: $121.2M)

• **Net Loss:** -$129.9M

**Key Developments:**

• 🛫 **Acquisition of Hawthorne Airport (Los Angeles)** for **$126M** in cash — to become the **strategic hub** for Archer’s LA air-taxi network and AI-powered aviation testbed.

• 💰 **Raised $650M in new equity capital**, bringing total liquidity to **over $2B**.

• 🚀 **Midnight Flight Milestones:** Longest piloted flight of 55 miles at 126 mph; altitude record of 10,000 feet; showcased at the California International Airshow.

• 🔧 **Acquired Lilium’s patent portfolio** (~300 assets) for €18M, expanding Archer’s global IP holdings to **1,000+ patents** — among the strongest in advanced air mobility.

• 🌍 **Global Expansion:** Test and demo flights in the UAE; progress toward in-country certification. Strategic air-mobility partnerships with **Korean Air**, **Japan Airlines**, and **Sumitomo’s Soracle JV** in Tokyo & Osaka.

**Q4’25 Outlook:**

• **Adj. EBITDA:** Loss of $110M–$140M expected

💬 *CEO Adam Goldstein:* “The era of advanced aviation has arrived — not as a distant vision, but as a tangible reality. At Archer, we are not waiting for the future; we are building it.”

Grateful for the >50% overall return from my Interactive Brokers stock portfolio (>90% gain for holdings held since Q3/Q4 2024, excluding new stocks added this 2025). Hoping for higher returns in the longer term 🙏

Top fave holdings $NBIS (+1,46 %)
$AMSC (+0,53 %)
$AVGO (+1,68 %)
$GEV (-0,94 %)
$SOUN (-1,08 %)
$ACHR (-0,28 %)
$SPOT (-1,59 %)
$APP (+1,19 %)
$RDDT
$SNOW (+2,74 %)

Current Overview

Archer Aviation Inc (NYSE: ACHR) currently trades around $8.45 per share. The company is positioned in one of the most disruptive and high-growth potential sectors: electric vertical take-off and landing (eVTOL) aircraft.

Why Archer Could Be Attractive

Disruptive Vision in Urban Mobility

• Archer is developing eVTOL aircraft designed to transport passengers quickly and sustainably in urban environments. The Midnight model can carry four passengers at speeds up to 150 mph (~240 km/h) with a range of ~100 miles (~160 km).

Strong Strategic Partnerships

• Archer is backed by industry giants such as United Airlines and Stellantis, and has operational agreements with Jetex (UAE) to launch air mobility infrastructure in the Middle East.

Imminent Commercialization

• Short-term (2025–2026): commercial launches expected in Abu Dhabi and other Middle Eastern markets, with projected revenues between $20–30 million over 2025–26.
• The company has also been selected to provide air taxi services for the Los Angeles 2028 Olympic Games, planning a fleet of ~50 aircraft and a network of “vertiports.”

Innovation & Sustainability

• Archer integrates AI and large language models into its pilot systems (via partnerships with Palantir), making flight operations safer and more efficient.
• Its zero-emission mobility solutions also provide a strong ESG advantage.

Potentially Attractive Valuation

• Although still pre-revenue, Archer holds ~$1.7 billion in liquidity.
• Based on discounted cash flow models, its fair value is estimated around $30.49 per share—suggesting a potential upside of more than 200% compared to current levels.

Objectives & Roadmap

Short-term

• Launch of first commercial flights in UAE starting 2025.
• Progress toward full FAA certification in the United States (already obtained Part 135 and Part 141 approvals).
• Preparation for the LA 2028 Olympics air taxi rollout, a key commercial and media milestone.

Long-term (post-2028)

• Expansion of a global eVTOL network across major cities worldwide.
• Scale production, maintenance services, and “mobility-as-a-service” operations.
• Achieve profitability: forecasts suggest positive free cash flow by 2029 (~$286M), potentially rising to ~$1.5B by 2035.

Potential Upside for Investors

• Share price appreciation: If commercialization and certification succeed, the stock could converge toward the $30+ fair value.
• First mover advantage: Being among the first operational eVTOL providers in global metropolitan markets.
• Strategic value: Partnerships and proprietary technology could increase structural value and even M&A potential.

Key Risks to Consider

• Pre-revenue, high cash burn: free cash flow was negative ~$472M last year.
• Certification challenges & competition: FAA approval and competition from Joby and others remain uncertain.
• Short-seller critiques: Some reports question Archer’s projections and communications.
• Speculative valuation: Much of the stock’s price today is based on expectations of future success.

My conclusion

Investing in Archer Aviation today is essentially a bet on the future of urban air mobility: fast, clean, and scalable.

If Archer successfully executes on its commercial launches—first in the Middle East, then in the U.S., and finally on the world stage at the LA 2028 Olympics—the upside is considerable.

That said, this is a high-risk, high-reward investment. The next 1–3 years will be critical. For investors with strong risk tolerance and a long-term horizon, Archer offers an opportunity to get in before the market fully prices in its potential.

$ACHR (-0,28 %)
#stockanalysis

$ACHR (-0,28 %)

🔹 Adj EPS: -$0.17 (Est. -$0.20) 🟢

🔹 Net Loss: $(206.0M)

🔹 Adjusted EBITDA: $(118.7M)

🔹 Cash & Equivalents: $1.724B

🔹 Oper Expenses: $176.1M (GAAP) / $123.5M (Non-GAAP)

Outlook (Q3’25):

🔹 Adj. EBITDA loss expected: $110M–$130M

Operations:

🔹 Six Midnight aircraft in production; three in final assembly

🔹 Facilities: Silicon Valley “golden manufacturing line” + Georgia high-volume plant

🔹 FAA reviews/inspections underway for production certificate

Commercial & Strategic Updates:

🔹 Selected as Official Air Taxi Provider for LA28 Olympic Games

🔹 UAE Launch Edition program started — first Midnight delivered, flight tests in Abu Dhabi, initial commercial payments expected this year

🔹 Accelerated defense program with two acquisitions (Overair patent/talent + Mission Critical Composites assets)

CEO:

🔸 “We’re executing from a position of strength with $1.7B in liquidity and ramping manufacturing ahead of early commercial deployments.”

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$EVAX

This is my long-term portfolio -5 or six stocks. Nobody follow just do your research.

I am considering to buy one of the following stocks:

• $NU (-0,39 %)
• 
  $TTD (-0,18 %)
• 
  $ACHR (-0,28 %)
• 
  $SOFI (-1,62 %)

What do I do?

$ACHR (-0,28 %)

🔹 Revenue: Not specified (pre-revenue stage)

🔹 Net Loss: $(93.4)M, improved from $(116.5)M YoY

🔹 Adj EBITDA: $(109.0)M, widened from $(86.8)M YoY

🔹 Total Operating Expenses (GAAP): $144.0M, flat YoY

🔹 Non-GAAP Operating Expenses: $113.1M, +$24M YoY

🔹 Cash & Equivalents: $1.03B, +$195.9M QoQ (record high)

🔹 Cash Burn (Ops + Investing): $(104.6)M

🔹 Shares Outstanding: ~540.4M

🔹 EPS (GAAP): $(0.17), improved from $(0.36) YoY

Strategic & Commercial Updates

🔸 UAE launch on track – Midnight aircraft delivery expected in coming months; infrastructure approved

🔸 First "Launch Edition" customers: Abu Dhabi Aviation & Ethiopian Airlines

🔸 Palantir partnership – Joint development of AI-based aviation systems

🔸 NYC air taxi network with United Airlines – Ongoing infrastructure and operational planning

Q2 2025 Guidance

🔹 Adjusted EBITDA: $(100)M to $(120)M