I have never invested in pre-revenue companies before due to their limited visibility and high speculative nature, but the electric vertical take-off and landing (eVTOL) space has recently gained traction, making its developments worth watching.Yiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform providing all-in-one stock reports. Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Membe ...

The fledgling eVTOL aircraft maker could still have a bright future.Archer Aviation (ACHR -8.51%), a developer of electric vertical take-off and landing (eVTOL) aircraft, hasn't impressed too many investors since it went public by merging with a special-purpose acquisition (SPAC) company on Sept. 20, 2021. The combined company's stock started trading at $9.40 per share, but it didn't initially go much higher and subsequently sank to an all-time low of $1.63 on Dec. 27, 2022.Like many other SPAC-backed compa ...

Archer Aviation TodayACHRArcher Aviation$7.52 -0.04 (-0.46%) 52-Week Range$2.82▼$12.48Price Target$11.61Add to WatchlistArcher Aviation NYSE: ACHR has signaled a significant shift toward commercialization with its Q4 2024 earnings report and the start of its "Launch Edition" program. This strategic move highlights the company's transition from research and development to active preparation for market entry. However, this progress is accompanied by stock price volatility and mixed analyst sentiment. While A ...

Summary of Key Points from the Conference Call Industry Overview - The low-altitude economy is expected to take off in 2025 with the issuance of the first operating licenses, leading to a new era in transportation [1] - The Global Urban Air Mobility (UAM) market is projected to grow from US$5 billion to US$24 billion by 2030, driven by commercial services [2] - The low-altitude economy encompasses various sectors including transport, logistics, agriculture, and emergency services [2] Market Dynamics - The cumulative order backlog for Electric Vertical Takeoff and Landing (EVTOL) aircraft has surpassed 18,000 units as of the end of 2024, reflecting a 27% year-over-year increase [2] - The global helicopter market has a Total Addressable Market (TAM) of US$40 billion, with EVTOL expected to be several times larger due to lower costs [2] Regulatory Environment - Regulatory support has been crucial, with favorable regulations and accelerated certification processes emerging since the second half of 2023 [3] - EHang is the only company to have received type, production, and airworthiness certificates from the Civil Aviation Administration of China (CAAC) [3][39] - In the US, companies like Joby and Archer are making significant progress in the certification process [3] Technological Advancements - Advances in battery technology, particularly in energy density and power density, have been key enablers for EVTOL development [4] - Current battery technology allows EVTOLs to carry 2-4 passengers over distances of 300 km, with future advancements expected to support ranges of 2,000-3,000 km [4] Cost Structure and Market Potential - EVTOLs are expected to significantly reduce travel costs compared to helicopters, with potential trip costs of US$0.5-1.5 per seat-km [5] - The initial use case for EVTOLs is anticipated to be tourism, expanding to mass transportation in congested areas over time [5] Competitive Landscape - Chinese companies benefit from regulatory support and lower costs, while US companies focus on long-haul transport [6] - EHang, with a market cap exceeding US$5 billion, is a leader in the EVTOL space, having achieved commercial deliveries [6] Investment Implications - The low-altitude economy is positioned as a disruptive technology, with the potential to open air travel to the masses [9] - The market for urban air mobility could grow to over US$40 billion by 2035, with EHang leading in regulatory approvals in Asia [9] Infrastructure and Support - The low-altitude economy requires critical infrastructure such as flight command-and-control centers, communication networks, and takeoff/landing platforms [20] - Local governments in China are providing substantial funding and subsidies to support the development of the low-altitude economy [52] Future Outlook - The integration of autonomous flight technology and AI is expected to enhance the efficiency and safety of low-altitude operations [26] - The market for EVTOLs is projected to grow significantly, with estimates of cumulative units in service ranging from 5,000 to 50,000 by 2030 [27] Conclusion - The low-altitude economy is on the verge of commercialization, driven by regulatory support, technological advancements, and significant market potential [9][20]

Core Insights - Archer Aviation is a pioneering company in the electric vertical take-off and landing (eVTOL) sector, often referred to as a "Flying Car" [1] - The company's first commercial aircraft, named Midnight, is expected to launch in key markets soon, serving as a significant test case for the industry [1] Company Overview - Archer Aviation is focused on developing innovative eVTOL technology, positioning itself as a leader in this emerging market [1] - The launch of Midnight is anticipated to be a critical milestone for the company, potentially influencing future developments in the eVTOL sector [1]

As commercial operations near, Archer Aviation's opportunity continues to grow.Archer Aviation (ACHR 1.88%) is moving closer to the commercial launch of its operations in the next year, which presents a big opportunity for investors. But is the business set up to win long term? Travis Hoium digs into the progress and latest numbers in this video.*Stock prices used were end-of-day prices of March 4, 2025. The video was published on March 5, 2025. ...

Market Overview - Market volatility has increased, but the Nasdaq Composite is down only 4.7% year to date, and the S&P 500 is down just over 1% [1] - Investors should focus on companies that can withstand market downturns and have a clear investment thesis [2] Archer Aviation - Archer Aviation is a pioneer in electric vertical take-off and landing (eVTOL) aircraft, providing a potential growth opportunity even in a declining market [4] - The company was founded in 2018 and is nearing the start of commercial operations, having received its Part 141 certificate from the FAA [5][6] - Archer plans to generate revenue through air taxi services and direct aircraft sales, with significant agreements including a potential $1 billion purchase from United Airlines and contracts with Anduril and the U.S. Air Force [7] Trimble - Trimble's organic revenue growth was 6% in 2024, but its annualized recurring revenue (ARR) grew 16% organically, with expectations of 13% to 15% growth in 2025 [9][10] - The company connects physical and digital worlds, providing real-time data solutions that improve workflow in construction, transportation, and geospatial industries [11] - Trimble's technology offers cost and productivity benefits, ensuring demand even in economic downturns, making it a strong buy during market weakness [12][13] ASML - ASML manufactures advanced extreme ultraviolet (EUV) lithography machines, essential for high-volume chip manufacturing, with machines priced around $380 million [14] - The company has seen steady growth in revenue, operating margin, and diluted earnings per share over the last decade, despite recent demand slowdowns [15] - ASML is positioned to benefit from increased capital spending in semiconductor manufacturing, with a competitive advantage and attractive valuation (P/E ratio of 34.1 and forward P/E of 28.6) [18] - The company also pays a variable dividend, providing an incentive for long-term investment [19]

When Archer Aviation (ACHR 12.12%) reported fourth-quarter 2024 earnings, those numbers showed that the company is bleeding red ink. The last earnings report highlighted the same fact, and the next one will probably tell the same story.In fact, Archer Aviation's bottom line is likely to be in the red for at least several more years, which is why investors really need to be paying attention to a different piece of the equation. Here's the big news that should be watched closely in 2025.What does Archer Aviat ...

Core Insights - Archer Aviation Inc reported a fourth-quarter loss of $1.42 per share, which was worse than the analyst estimate of a loss of $1.24 per share [1] - The company maintained its quarterly spending within the guided range, remaining close to flat for the second consecutive quarter [1] - Archer Aviation ended the period with $834.5 million in cash and equivalents [1] Analyst Ratings and Projections - JPMorgan analyst Bill Peterson maintained a Neutral rating on Archer Aviation with a price target of $9, citing uncertainty regarding the timing of FAA certification [2] - The Launch Edition program could help monetize aircraft before FAA certification in faster-moving jurisdictions, and the recent piloted flight is seen as a significant de-risking event [2][3] - Peterson expects cash burn to rise in 2025 to support certification, with potential offsets from customers and partners [3] Production and Deliveries - Archer is expected to produce approximately 10 aircraft from Covington this year, with more than half allocated for Launch deliveries and the remainder for the test fleet [4] - The U.S. Department of Defense's application for the hybrid VTOL opportunity is prioritized, with Agility Prime's role declining [4] Market Reaction - Following the earnings report, Archer Aviation's stock increased by 8.08%, reaching $8.56 [5] - Peterson projected a first-quarter loss of $0.21 per share, indicating ongoing challenges for the company [5]

Core Viewpoint - Archer Aviation Inc. experienced a 5% increase in stock price following the release of its fourth-quarter earnings, reversing an earlier 11% drop in after-hours trading, indicating mixed investor sentiment and potential for recovery [1][2]. Financial Performance - The company reported a 15% year-over-year increase in operating expenses, rising from $107.30 million to $124.20 million, attributed to higher spending on testing and the construction of its production facility in Covington, GA [3]. Regulatory Progress - Archer is in the final stages of the FAA regulatory process, having received approval to launch its pilot training academy, which is a significant step towards commercial operations [5]. Strategic Partnerships - Archer has established partnerships with Southwest Airlines and United Airlines to facilitate mobility networks in Los Angeles and San Francisco, and Abu Dhabi Aviation plans to deploy Archer's flying taxis by 2025 [6]. Financial Position - The company has approximately $1 billion on its balance sheet following a capital raise of $301.80 million in February, providing sufficient funds to commence production [7]. Analyst Sentiment - Following the earnings report, several analysts reaffirmed their bullish ratings, with price targets exceeding the consensus target of $11.56, indicating a potential upside of 32.6% from the current stock price [9][10]. Stock Performance - Despite a rough start to 2025, with a year-to-date loss exceeding 18%, Archer's stock has increased by 68% over the past 12 months, making it a top performer in the aerospace sector [11][12].