There's Tesla Inc. TSLA, and then there's the Tesla that flies — and it might just be Archer Aviation Inc. ACHR.As defense chatter ramps up over the Trump administration’s defense push, investors are starting to zero in on next-generation military technology. High on that radar: drone fleets, autonomous logistics and electric vertical takeoff and landing aircraft (eVTOLs). Archer checks all three boxes — and it's already in motion.While most retail eyes are on traditional defense contractors, the smarter tr ...

Key Takeaways ACHR stock jumped 113.4% in a year, beating its industry, sector and the broader market. Global partnerships in July support Archer Aviation's commercial launch plans for Midnight aircraft. Earnings estimates are improving, but lack of revenues and negative ROIC raise long-term concerns.Archer Aviation Inc. ((ACHR) is moving closer to making electric air taxis a reality. Its main aircraft, Midnight, is making notable progress as the company prepares for its commercial launch soon. In early J ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 7月10日，第二届低空飞行器创新材料及智能制造产业峰会在上海举行。大会汇聚了来自低空飞行器上 下游领域的500余位业界领军代表、高校及科研机构专家，共同探讨低空飞行器产业链创新路径与制造 技术升级。作为eVTOL（电动垂直起降飞行器）领域头部企业，御风未来创始人、董事长兼CTO刘十 一受邀出席并做行业技术分享。他表示，唯有实现高安全性与高效经济的平衡，eVTOL"空中出租车"才 有机会真正开启低空出行的规模化时代。他进一步阐述，复合翼构型在巡航效率、航程、安全性等关键 指标上实现了更优平衡，更契合未来低空出行高频次、常态化的需求。 御风未来创始人、董事 长兼CTO刘十一 目前，垂直起降固定翼eVTOL主流技术路径以复合翼和倾转旋翼为代表，两者原理上都是通过改变推 力的大小和方向，实现垂直起降和向前飞行的转换，区别在于复合翼通过推力合成的方式实现推力矢 量，倾转旋翼则通过机械方式实现推力矢量。刘十一认为，两种构型的共性需求是，在完成垂直起飞到 加速的转换功率是巡航的7倍，是悬停的1.3倍，所以两种构型都需预留相近的电机功率，电机"死 重" ...

Group 1: Industry Overview - The transportation industry is experiencing significant innovation, particularly with advancements in electric batteries and the development of electric vertical takeoff and landing vehicles (eVTOLs) [1] - eVTOLs are small, electric battery-powered aircraft that can operate in urban environments, offering a potential alternative to traditional taxis for short-haul routes [2] - Analysts at Morgan Stanley project that the market for next-generation flights could reach $1 trillion by 2040, indicating strong growth potential in the eVTOL sector [3] Group 2: Government Support - The U.S. government has shown a favorable attitude towards the eVTOL industry, with an executive order signed by President Trump aimed at accelerating the development of drones and flying cars by reducing regulatory barriers [4] Group 3: Archer Aviation's Business Model - Archer Aviation distinguishes itself from other eVTOL startups by not only manufacturing aircraft but also creating a vertically integrated urban air-mobility service, which includes operating air taxi routes in partnership with local entities [5] - This services-led strategy could provide Archer Aviation with a competitive advantage against Chinese rivals and lead to recurring high-margin revenue, enhancing long-term investor returns [6] Group 4: Financial Performance - In the first quarter, Archer Aviation reported minimal revenue and a significant loss of $144 million, primarily due to extensive research and development expenditures related to its Midnight eVTOL aircraft [8] - The company has initiated test flights in Abu Dhabi to gather data for its commercial rollout, which is anticipated to begin in the U.S. by 2026 [9] Group 5: Future Outlook - Archer Aviation plans to complete FAA testing and establish a sustainable commercial operation by mid-2026, supported by over $1 billion in cash and equivalents on its balance sheet [10] - However, there are concerns regarding the predictability of regulatory milestones and potential delays, as highlighted by a report from Culper Research suggesting that commercialization may be further off than expected [11] - Management has denied claims of misleading investors, but the company remains in an early and uncertain stage of its development journey [12]

每经记者｜郑雨航 每经编辑｜兰素英 ｜2025年7月3日 星期四｜ NO.1 OpenAI与甲骨文被曝加码"星际之门" 点评：微软的裁员计划反映了其在经济不确定性和市场竞争加剧背景下的战略调整。 点评：Erebor的成立反映了科技界对传统金融服务的创新需求，特别是在SVB倒闭后，市场对初创企业 和加密货币公司的金融服务支持出现了空白。 NO.3 美国eVTOL公司Joby Aviation在迪拜完成试飞 据外媒，阿联酋迪拜交通部门与美国知名电动垂直起降飞行器（eVTOL）公司Joby Aviation合作，成功 完成了首次空中出租车试飞，这意味当地将很快迎来一种新的交通方式。据悉，Joby的这款空中出租车 采用垂直起降技术，可容纳4名乘客和1名驾驶员，最高时速可达320公里。 点评：未来，随着eVTOL技术的进一步成熟和法规的完善，eVTOL有望在全球范围内得到更广泛的应 用。 NO.4 微软宣布年内第二次大规模裁员 当地时间周三，美国科技巨头微软公司宣布了新的裁员计划，可能影响到9000个工作岗位，这也是该公 司今年第二次大规模裁员，目的是控制成本。微软一位发言人表示，计划裁员人数不到公司总员工数的 4%， ...

Last year, I initiated my coverage of Joby Aviation, Inc. (NYSE: JOBY ), with a buy rating due to its first-mover advantage in the eVTOL industry that could see it become the “Uber” of air taxis. SinceAs a former managing editor at a financial media publication focused on mid and small caps, I am using my experience to present investment opportunities in undervalued companies. My experience, combined with my academic background in financial markets and institutions, allows me to bring thorough research and ...

Core Insights - Joby Aviation's stock surged to a new 52-week high, driven by a significant announcement regarding successful wingborne flights in Dubai, marking a pivotal moment for the company [1][2][11] Group 1: Company Achievements - Joby Aviation has commenced piloting wingborne flights with production-configured aircraft in Dubai, validating its business model and operational readiness for commercial market entry [2][3] - The successful flights are a precursor to launching commercial passenger service in Dubai by Q1 2026, in collaboration with Dubai's Roads and Transport Authority [3][4] - Joby has secured exclusive rights to operate air taxis in Dubai for six years, with ground support infrastructure being developed, including the construction of a vertiport at Dubai International Airport [4][10] Group 2: Market Reaction - The announcement triggered a significant market response, with Joby’s stock price increasing over 14% in a single trading day, supported by a trading volume of over 41 million shares [1][6] - A notable spike in call options trading, up 209%, indicated strong bullish sentiment among traders, contributing to the stock's rally [6][8] - The stock's rise was further fueled by a high short interest of approximately 14.6%, creating conditions for a potential short squeeze as investors were forced to buy shares to cover their positions [7][8] Group 3: Future Catalysts - Investors are now focused on upcoming milestones, particularly the FAA type certification process, with the next phase of Type Inspection Authorization flight testing targeted for 2025 [9][10] - Joby's financial performance will be scrutinized in its next quarterly report, expected on August 6, 2025, which will reflect the impact of a $250 million capital infusion from Toyota [10] - Continued operational advancements in Dubai and manufacturing ramp-up in Dayton, Ohio, will be critical indicators of Joby's ability to scale its operations [10]

Joby Aviation(JOBY.US)股价周一飙升约12%，这家飞行出租车制造商在阿拉伯联合酋长国的业务推进取 得重要进展，向实现服务落地又近一步。Joby宣布，其首架飞行器已交付阿联酋，并完成了有飞行员操 作的飞行测试，预计将在2026年于该地区正式投入运营。该公司创始人兼首席执行官JoeBen Bevirt表 示："我们在迪拜的飞行测试和运营部署是将空中出租车服务融入全球日常生活的重要一步。"他称阿联 酋为"引领全球出行方式革命的发射平台"。 总部位于加州圣克鲁兹的Joby是少数几家研发电动垂直起降飞行器(eVTOL)的先锋企业之一，致力于通 过电池驱动的空中出租车为乘客提供短途通勤服务。近年来，飞行出租车市场需求迅速升温。这种飞行 器能像直升机一样垂直起降，虽然仍面临监管和安全方面的挑战，但因其有望缓解地面交通拥堵、减少 碳排放而受到高度关注。 数据显示，截至目前，Joby股价今年已累计上涨超过32%，市值突破90亿美元。 Joby计划在阿联酋的首次商业运营是在2024年2月宣布的，该计划是公司与迪拜道路与交通管理局(RTA) 达成协议的一部分。该协议授予Joby在迪拜进行空中出租车服务的六年独家 ...

Archer Aviation up 30% in the past two months and they raised 850 million in a direct share offering today. It has the shares rising 4%. All it comes after the president's executive order to accelerate drone and EV tall investment earlier this month.Let's bring in Archer CEO Adam Goldstein. Adam, it's great to have you here. Welcome.Thank you. So, what is the executive order trying to do here exactly. Well, it's been very important to this administration that the US maintains its leadership position in avia ...

An electric air taxi by Joby Aviation flies near the Downtown Manhattan Heliport in Manhattan, New York City, U.S., November 12, 2023.Joby Aviation stock soared about 14% as the flying air taxi maker got closer to launching a service in the United Arab Emirates.The electric vertical takeoff and landing, or eVTOL, company said Monday that it delivered its first aircraft to the UAE and has completed piloted flight tests as it readies for a 2026 launch in the region."Our flights and operational footprint in Du ...