eVTOL development
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Eve Holding: Target Hit, Still A Speculative 'Buy' With Potential
Seeking Alpha· 2025-11-24 23:16
Core Insights - Eve Holding, Inc. (NYSE: EVEX) has experienced a decline of 10.3% since the last report, indicating potential risks in sentiment and performance for eVTOL developers [1] - A conservative price target for Eve Holding is set at $4.46, with a more optimistic outlook suggested [1] Company Analysis - The analysis is conducted by an experienced aerospace, defense, and airline analyst who runs The Aerospace Forum, focusing on identifying investment opportunities within these sectors [1] - The analyst's background in aerospace engineering provides a solid foundation for understanding the complexities and growth prospects of the industry [1] Data Analytics - The investing group offers access to an in-house developed data analytics platform, evoX Data Analytics, which supports informed investment decisions [1]
Archer Aviation: Stock Drops On Dilution, But Upside Is Still Intact
Seeking Alpha· 2025-11-07 13:00
Group 1 - Archer Aviation (ACHR) is a leading company in the eVTOL (electric Vertical Take-Off and Landing) development sector [1] - The stock price of Archer Aviation has decreased by 5.5% since the last report, and following the Q3 2024 earnings release, the stock has continued to decline [1] - The analyst, Dhierin-Perkash Bechai, has a background in aerospace engineering and focuses on identifying investment opportunities within the aerospace, defense, and airline industries [1] Group 2 - The Aerospace Forum is an investment research service that provides access to data analytics and aims to uncover investment opportunities in the aerospace sector [1] - The analyst emphasizes the importance of data-informed analysis to drive investment ideas and provide context to industry developments [1]
Eve (EVEX) - 2025 Q1 - Earnings Call Presentation
2025-05-12 10:15
Product Development & Testing - The full-scale prototype is preparing for its first flight, with ground tests ongoing [2, 4] - Pusher motors have been successfully tested and installed, and lifters are undergoing testing and shipment for installation [3] - Continuous enhancement is being achieved through the use of Iron Bird, rigs, and simulation [3, 10, 13, 16] - Suppliers are increasingly engaged for conforming vehicles [3, 21, 23] Infrastructure & Manufacturing - Infrastructure is being prepared for conforming prototypes at the Embraer site in São José dos Campos, Brazil [30, 31] - A hangar is ready for tooling, machinery, and equipment to assemble conforming prototypes [33] Commercial & Financial - The company has pre-orders for approximately 2800 eVTOL aircraft, valued at around $14 billion based on the current list price [35] - Potential revenue from Services & Support (EVE TechCare) is estimated at $1.6 billion with 14 customers in 8 countries [35] - Air Traffic Control (VECTOR) has 21 customers in 10 countries [35] - Research & Development (R&D) expenses for 1Q25 were $44.7 million, compared to $27.5 million in 1Q24 [36] - The company anticipates total cash consumption between $200 million and $250 million for 2025 [38]