View ValuationArcher Aviation 향후 성장Future 기준 점검 2/6Archer Aviation (는) 각각 연간 25.2% 및 62.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 28.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 -75.9% 로 예상됩니다.핵심 정보25.2%이익 성장률28.86%EPS 성장률Aerospace & Defense 이익 성장19.0%매출 성장률62.8%향후 자기자본이익률-75.85%애널리스트 커버리지Good마지막 업데이트18 May 2026최근 향후 성장 업데이트Major Estimate Revision • May 18Consensus revenue estimates decrease by 35%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from US$14.4m to US$9.36m. EPS estimate unchanged at -US$1.32 per share. Aerospace & Defense industry in the US expected to see average net income growth of 24% next year. Consensus price target down from US$10.94 to US$10.61. Share price fell 6.6% to US$6.05 over the past week.Major Estimate Revision • Mar 09Consensus revenue estimates fall by 51%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$31.2m to US$15.3m. Forecast losses increased from -US$0.966 to -US$1.33 per share. Aerospace & Defense industry in the US expected to see average net income growth of 27% next year. Consensus price target down from US$11.61 to US$11.17. Share price fell 12% to US$6.26 over the past week.Price Target Changed • Nov 13Price target decreased by 7.0% to US$11.56Down from US$12.44, the current price target is an average from 8 analysts. New target price is 45% above last closing price of US$7.96. Stock is up 86% over the past year. The company is forecast to post a net loss per share of US$0.96 next year compared to a net loss per share of US$1.42 last year.Major Estimate Revision • Aug 13Consensus revenue estimates fall by 93%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$10.8m to US$800.0k. Forecast losses increased from -US$0.919 to -US$1.10 per share. Aerospace & Defense industry in the US expected to see average net income growth of 28% next year. Consensus price target broadly unchanged at US$12.39. Share price was steady at US$10.25 over the past week.Major Estimate Revision • Aug 04Consensus revenue estimates decrease by 15%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$12.7m to US$10.8m. EPS estimate increased from -US$0.958 to -US$0.919 per share. Aerospace & Defense industry in the US expected to see average net income growth of 24% next year. Consensus price target broadly unchanged at US$12.17. Share price fell 3.3% to US$10.43 over the past week.Major Estimate Revision • May 19Consensus revenue estimates decrease by 55%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$28.1m to US$12.7m. EPS estimate increased from -US$1.04 to -US$0.958 per share. Aerospace & Defense industry in the US expected to see average net income growth of 20% next year. Consensus price target of US$11.39 unchanged from last update. Share price rose 51% to US$13.30 over the past week.모든 업데이트 보기Recent updatesSeeking Alpha • May 27Archer Aviation: Beaten Down For One Prime ReasonSummary Archer Aviation trades near multi-year lows despite a booming opportunity in building air taxi services and moving into defense aircraft. ACHR faces delays from aircraft design issues, particularly with VTOL flight transition tests on the new Midnight model, raising investor concerns. The company has advanced defense and air taxi initiatives, including partnerships with Anduril and selection for the White House's eVTOL program. The stock is cheap with a $5 billion valuation, while peers in the general aviation, defense, and space segments have seen valuations 10x these levels. Read the full article on Seeking Alpha속보 • May 23Archer Aviation Gains Certification Momentum as Air Taxi Launch Plans Advance and Legal Risks MountArcher secured a Restricted Type Certificate program with the UAE’s GCAA for its Midnight eVTOL, opening a path to limited commercial air taxi operations in Abu Dhabi with Abu Dhabi Aviation as the initial operator. The company completed Phase 3 of 4 in the FAA Type Certification process in the US, which keeps it ahead of several eVTOL peers on the regulatory timeline. Archer is engaged in an escalating legal dispute with Joby Aviation over alleged corporate espionage and undisclosed China ties. The company has also committed over $100m to acquire Hawthorne Municipal Airport to build a presence in Los Angeles before the 2028 Olympic Games. Regulatory progress in both the UAE and US, combined with a reported order backlog of about $6b and manufacturing support from Stellantis, indicates a business model that is increasingly focused on turning certification milestones into commercial routes and partnerships. At the same time, the legal dispute with Joby and the capital commitment to airport infrastructure add operational and legal risks that you should weigh alongside any expectations for initial commercial flights and future earnings updates.Recent Insider Transactions Derivative • May 20Chief Technology Officer exercised options and sold US$818k worth of stockOn the 18th of May, Thomas Muniz exercised options to acquire 137k shares at no cost and sold these for an average price of US$5.99 per share. This trade did not impact their existing holding. Since September 2025, Thomas' direct individual holding has increased from 1.33m shares to 1.43m. Company insiders have collectively sold US$6.3m more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • May 18Consensus revenue estimates decrease by 35%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from US$14.4m to US$9.36m. EPS estimate unchanged at -US$1.32 per share. Aerospace & Defense industry in the US expected to see average net income growth of 24% next year. Consensus price target down from US$10.94 to US$10.61. Share price fell 6.6% to US$6.05 over the past week.내러티브 업데이트 • May 152026 Thesis Update: The Evolution from UAM to a "Hardware + Defense + AI" EcosystemArcher's recent Q1 2026 results and strategic moves fundamentally upgrade the investment thesis from a pure "air taxi operator" to a diversified aerospace platform. Beyond UAM (Defense & AI): Archer is no longer just a commercial eVTOL company.공시 • Apr 28Archer Aviation Inc. to Report Q1, 2026 Results on May 11, 2026Archer Aviation Inc. announced that they will report Q1, 2026 results After-Market on May 11, 2026공시 • Apr 21Archer Aviation Inc., Annual General Meeting, Jun 26, 2026Archer Aviation Inc., Annual General Meeting, Jun 26, 2026.새로운 내러티브 • Apr 02Urban Air Mobility And Certification Risks Will Pressure Prospects Despite Growing Defense And Software HopesCatalysts About Archer Aviation Archer Aviation develops electric vertical takeoff and landing aircraft for urban air mobility, civil use and defense applications. What are the underlying business or industry changes driving this perspective?Recent Insider Transactions • Mar 22Chief Administrative Officer recently sold US$69k worth of stockOn the 13th of March, Tosha Perkins sold around 11k shares on-market at roughly US$6.27 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$612k. Insiders have been net sellers, collectively disposing of US$1.4m more than they bought in the last 12 months.공시 • Mar 20Archer Aviation Inc. Announces Transition of Chief Administrative Officer Tosha Perkins to Senior Advisor, Effective April 17, 2026Archer Aviation Inc. announced that Tosha Perkins will transition from her current role as Chief Administrative Officer to serve as a senior advisor to the Company effective April 17, 2026.Recent Insider Transactions • Mar 20Chief People & Partnerships Officer recently sold US$69k worth of stockOn the 13th of March, Tosha Perkins sold around 11k shares on-market at roughly US$6.27 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$612k. Insiders have been net sellers, collectively disposing of US$1.4m more than they bought in the last 12 months.새로운 내러티브 • Mar 18Urban Air Taxi Certification And Defense Programs Will Transform Long Term ProspectsCatalysts About Archer Aviation Archer Aviation is building electric and hybrid vertical takeoff and landing aircraft for commercial air taxi services, defense applications and aviation software solutions. What are the underlying business or industry changes driving this perspective?Recent Insider Transactions • Mar 10Chief Technology Officer recently sold US$612k worth of stockOn the 5th of March, Thomas Muniz sold around 95k shares on-market at roughly US$6.46 per share. This transaction amounted to 6.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.2m more than they bought in the last 12 months.공시 • Mar 10Archer Aviation Announces Electric Air Taxi Operations in Texas, Florida and New YorkArcher Aviation announced that the US Department of Transportation and Federal Aviation Administration have selected its partners in Texas, Florida and New York to participate in the White House’s eVTOL Integration Pilot Program (eIPP), marking a major step toward bringing electric air taxis to market in the United States. The program creates a first-of-its-kind pathway to help bring the first new category of aircraft in nearly 80 years to market. Archer will now work directly with partners in Texas, Florida and New York to begin laying the groundwork for early Midnight operations in those states as soon as the second half of 2026. By enabling early operations in select markets, this program is designed to help industry, regulators and local stakeholders work together to build the operational playbook for safe, scalable deployment. Archer will now work across these locations—with its partners including the Texas Department of Transportation, the Florida Department of Transportation and the Port Authority of New York and New Jersey—to prepare for flights of its Midnight aircraft under the eIPP, including standing up local operating teams, infrastructure and procedures to ensure safe, measured deployment. Archer expects this effort to generate valuable operational experience that will help inform future deployments in the US and drive public acceptance, including as it continues to prepare for air taxi operations in Los Angeles for the 2028 Olympic Games. Much like robotaxi pilot programs across the US, this program allows Archer to work with federal regulators, states, and communities to both build trust and establish the playbook for safely scaling electric air taxis across the country. Midnight is Archer’s piloted electric air taxi designed to carry up to four passengers while producing less noise and emissions than a traditional helicopter. Midnight is built with redundant systems across the aircraft—including 12 total engines and propellers—allowing Archer to target similar levels of safety as commercial airliners. Archer’s goal is to enable passengers to replace 60-90 minute trips on the ground with quiet, all electric flights using Midnight, dramatically reducing travel times compared to traditional ground transportation and helping avoid growing levels of congestion.Major Estimate Revision • Mar 09Consensus revenue estimates fall by 51%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$31.2m to US$15.3m. Forecast losses increased from -US$0.966 to -US$1.33 per share. Aerospace & Defense industry in the US expected to see average net income growth of 27% next year. Consensus price target down from US$11.61 to US$11.17. Share price fell 12% to US$6.26 over the past week.공시 • Mar 06Archer Aviation Inc. has filed a Follow-on Equity Offering in the amount of $54.08 million.Archer Aviation Inc. has filed a Follow-on Equity Offering in the amount of $54.08 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 8,000,000 Price\Range: $6.76Buy Or Sell Opportunity • Mar 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to US$6.46. The fair value is estimated to be US$8.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 171% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 59% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.새로운 내러티브 • Mar 04Urban Air Mobility Catalysts And Defense Partnerships Will Support A Stronger Long Term OutlookCatalysts About Archer Aviation Archer Aviation is developing electric vertical takeoff and landing aircraft and related platforms for civil, commercial, and defense applications. What are the underlying business or industry changes driving this perspective?공시 • Feb 13Archer Aviation Inc. to Report Q4, 2025 Results on Mar 02, 2026Archer Aviation Inc. announced that they will report Q4, 2025 results After-Market on Mar 02, 2026공시 • Jan 27Archer Aviation Inc. Files A Motion to Dismiss the Complaint Filed by Joby Aero, Inc. Against the CompanyArcher Aviation Inc. announced that on January 23, 2026, the company filed a motion to dismiss the complaint filed by Joby Aero Inc. against the Company, as previously disclosed on November 21, 2025. No hearing on the motion has been scheduled at this time. The Company intends to continue to vigorously defend this matter.공시 • Dec 03Archer Aviation Reveals Plans for Miami Air Taxi NetworkArcher Aviation revealed its plans for a Miami metropolitan area based air taxi network designed to transform how residents and visitors move across one of the nation's fastest growing regions. The network is also intended to offer efficient travel options between the region's three major international airports: Miami International Airport (MIA), Fort Lauderdale-Hollywood International Airport (FLL) and Palm Beach International Airport (PBI), as well as several strategic general aviation airports in the area. To support this mobility effort, Archer is working with leading infrastructure and real estate partners to ready existing helipad infrastructure and stand up new-build vertiports: Related Ross plans to partner with Archer to develop a vertiport within its West Palm Beach downtown development, creating a new premium mobility hub in the region's fastest-growing commercial center. Hard Rock Stadium, a premier sports and entertainment destination, and Apogee Golf Club, one of the country's most prestigious golf clubs, feature existing helipads that will be readied for electric operations, enabling air taxi. Hard Rock Stadium is home to the Miami Miami Miami Miami, the University of Miami Hurricanes, the Formula 1 Crypto.com Miami Grand Prix, Miami Open presented by Itau, and many other major global events. Dragon Global's Magic City Innovation District®? in Miami's Little Haiti plans to develop a vertiport site to bring air taxis to one of Miami's most ambitious mixed-use technology and innovation communities.공시 • Nov 22Joby Aero, Inc Files Complaint in the Superior Court of California in Santa Cruz County Against Archer Aviation IncOn November 18, 2025 Joby Aero Inc. filed a complaint in the Superior Court of California in Santa Cruz County against Archer Aviation Inc. (the “Company”) and one of its employees asserting claims of trade-secret misappropriation, breach of contract, interference with Joby’s contracts and prospective economic advantage, and related claims around the Company’s recent hiring of a former Joby employee. The Company disputes the allegations in the complaint and intends to vigorously defend itself.Recent Insider Transactions Derivative • Nov 20Chief Technology Officer exercised options and sold US$679k worth of stockOn the 17th of November, Thomas Muniz exercised options to acquire 91k shares at no cost and sold these for an average price of US$7.49 per share. This trade did not impact their existing holding. Since December 2024, Thomas' direct individual holding has increased from 1.12m shares to 1.33m. Company insiders have collectively sold US$25m more than they bought, via options and on-market transactions in the last 12 months.공시 • Nov 14Archer Aviation Inc. Showcases In-Country eVTOL Flight Test Campaign in UAE as Part of Its Commercial Launch Edition ProgramArcher Aviation Inc. announced the successful completion of an in-country eVTOL flight test campaign, showcasing Midnight's full eVTOL flight envelope - including vertical takeoff, transition, and wingborne flight - in the UAE's local operating environment and over desert areas. The campaign marks a major step forward in the implementation of Abu Dhabi's Advanced Air Mobility (AAM) vision, developed under the supervision of the Integrated Transport Centre (ITC). In connection with this progress, Archer has now begun receiving payments under its definitive agreement with Abu Dhabi Aviation (ADA) related to its Launch Edition program. This marks another key step in Archer's expansion into the United Arab Emirates and is part of the company's Launch Edition commercialization program, which aims to make Abu Dhabi the first region in the world to begin commercial operations with Midnight. Archer's flight test campaign in Abu Dhabi successfully demonstrated key aspects of Midnight's performance and reliability under UAE-specific operating and environmental conditions, supporting the company's path toward operational readiness in the region. The tests were conducted in close coordination with the UAE's regulator, the General Civil Aviation Authority (GCAA), Integrated Transport Centre and Archer's operations partner, Abu Dhabi Aviation. In addition to flight test progress, Archer and its UAE partners continue to build momentum across aircraft certification and preparation for pilot training and aircraft maintenance. In October, Archer hosted the UAE's General Civil Aviation Authority (GCA) at its Headquarters in San Jose, CA for another week-long working session to continue to accelerate its regulatory pathway in the Emirates. Additionally, Archer's airline team has continued its work alongside Etihad Aviation Training to mature its operational readiness by advancing pilot training. Archer's commercial momentum also complements Abu Dhabi's recent announcement to develop an emirate-wide air taxi network of over 10 vertiport sites, under the supervision and coordination of the Integrated Transport Centre.Price Target Changed • Nov 13Price target decreased by 7.0% to US$11.56Down from US$12.44, the current price target is an average from 8 analysts. New target price is 45% above last closing price of US$7.96. Stock is up 86% over the past year. The company is forecast to post a net loss per share of US$0.96 next year compared to a net loss per share of US$1.42 last year.공시 • Nov 07Archer Aviation Inc. has filed a Follow-on Equity Offering in the amount of $650 million.Archer Aviation Inc. has filed a Follow-on Equity Offering in the amount of $650 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 81,250,000 Price\Range: $8 Discount Per Security: $0.3 Transaction Features: Registered Direct Offering공시 • Oct 27Archer Aviation Inc. to Report Q3, 2025 Results on Nov 06, 2025Archer Aviation Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 06, 2025Recent Insider Transactions Derivative • Aug 20Chief Technology Officer exercised options and sold US$847k worth of stockOn the 18th of August, Thomas Muniz exercised options to acquire 86k shares at no cost and sold these for an average price of US$9.83 per share. This trade did not impact their existing holding. Since September 2024, Thomas' direct individual holding has decreased from 1.53m shares to 1.25m. Company insiders have collectively sold US$24m more than they bought, via options and on-market transactions in the last 12 months.공시 • Aug 19Archer Aviation Completes 55 Mile Flight--Longest Yet For Piloted Midnight AircraftArcher Aviation announced that its Midnight aircraft successfully completed its longest piloted flight to date, flying approximately 55 miles in 31 minutes at speeds exceeding 126 mph. The flight took place at Archer's flight test facility in Salinas, California, in front of United Airlines' Chief Financial Officer, Mike Leskinen, who led United Airlines' early investment in Archer. The flight was conducted as a conventional takeoff and landing mission. Four of Archer's test pilots are now regularly conducting test flights in Midnight, underscoring the program's continued progress and maturity. Midnight flight test pilots will continue to expand speed and duration, and test mission profiles that map to early commercial operations. This milestone follows a series of key developments in Archer's commercialization roadmap, including the continuation of its manufacturing ramp throughout the U.S. and the activation of its Launch Edition program in the UAE.Major Estimate Revision • Aug 13Consensus revenue estimates fall by 93%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$10.8m to US$800.0k. Forecast losses increased from -US$0.919 to -US$1.10 per share. Aerospace & Defense industry in the US expected to see average net income growth of 28% next year. Consensus price target broadly unchanged at US$12.39. Share price was steady at US$10.25 over the past week.Major Estimate Revision • Aug 04Consensus revenue estimates decrease by 15%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$12.7m to US$10.8m. EPS estimate increased from -US$0.958 to -US$0.919 per share. Aerospace & Defense industry in the US expected to see average net income growth of 24% next year. Consensus price target broadly unchanged at US$12.17. Share price fell 3.3% to US$10.43 over the past week.공시 • Jul 25Archer Aviation Inc. to Report Q2, 2025 Results on Aug 11, 2025Archer Aviation Inc. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025공시 • Jul 13Archer Aviation Inc. Announces Mark Mesler Steps Down from His Role as Chief Financial Officer, Effective July 7, 2025Mark Mesler has stepped down from his role as Chief Financial Officer of Archer Aviation Inc. (the Company) effective July 7, 2025. Mr. Mesler has been on medical leave since September, 2024. Priya Gupta has served as Archer’s Chief Financial Officer and acting principal financial officer during his leave. Ms. Gupta will continue to serve in her same capacity and Mr. Harsh Rungta will continue to serve as the Company’s Senior Vice President, Finance and Chief Accounting Officer and principal accounting officer.공시 • Jul 02Archer Begins Test Flights in Abu DhabiArcher announced the successful completion of an initial flight of its Midnight aircraft at Al Bateen Executive Airport in Abu Dhabi, marking a key milestone for its planned commercial deployment in the UAE and the expansion of its operations in the Middle East region. With the support of the Smart and Autonomous Systems Council (SASC), the flight was witnessed by senior leadership from the UAE General Civil Aviation Authority (GCAA), the Abu Dhabi Investment Office (ADIO), the Integrated Transport Centre, Abu Dhabi Aviation and Abu Dhabi Airports, along with representatives from Archer's regional partners. Focused on evaluating the aircraft's VTOL performance in UAE-specific conditions including temperature, humidity and dust exposure, the test flight allows Archer to validate readiness for commercial deployment. Following this milestone, Archer will expand its flight-testing program for Midnight in the region, gathering additional data to support its certification and commercialization plans in both the UAE and other key markets. The test flight supports Archer's Launch Edition commercialization program with Abu Dhabi Aviation, which aims to establish air taxi services in Abu Dhabi. The announcement comes as Archer continues to advance its certification and commercialization efforts in the UAE and beyond, building on recent achievements including regulatory design approval for the UAE'sfirst hybrid heliport at Abu Dhabi Cruise Terminal and ongoing partnerships with leading regional operators. The Launch Edition program represents Archer's approach to establishing commercial operations in key early aircraft markets. Abu Dhabi's role as Archer's first Launch Edition market positions the emirate as a global leader in urban air mobility deployment, demonstrating Abu Dhabi's commitment to innovative transport and sustainable mobility solutions.공시 • Jun 30+ 9 more updatesArcher Aviation Inc.(NYSE:ACHR) dropped from Russell 3000 Value IndexArcher Aviation Inc.(NYSE:ACHR) dropped from Russell 3000 Value Index공시 • Jun 13Archer Aviation Inc. has filed a Follow-on Equity Offering in the amount of $850 million.Archer Aviation Inc. has filed a Follow-on Equity Offering in the amount of $850 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 85,000,000 Price\Range: $10 Discount Per Security: $0.37 Transaction Features: Registered Direct Offering공시 • Jun 02Archer Showcases Piloted Midnight Flight as It Advances to Next Phase of Flight Test ProgramArcher announced it has begun the next phase of Midnight's flight test program showcasing piloted flight. This phase builds on years of safe, autonomous flight testing across its various aircraft platforms, which validated its proprietary 12 tilt-6 VTOL configuration. Midnight cruised at speeds up to 125 mph and reached a maximum altitude of over 1,500 feet above ground level during the flight. The flight featured a conventional take-off and landing demonstrating the robustness of Midnight's landing gear that is capable of performing both vertical and conventional take-off and landing operations. Through its design and certification process, Archer, government regulators and its customers, both civil and defense, have identified the importance of being able to conduct both vertical and conventional take- off and landing as part of normal operations of the aircraft as CTOL provides operational flexibility and enhanced safety. During this phase of Midnight's flight test programs, Archer's test pilots will continue to test key elements of the aircraft, such as flight control responsiveness, stability and aerodynamic and control model validation in addition to gathering data to support its certification and commercialization efforts in both the U.S. and UAE. The piloted flight was flown by Archer Chief Test Pilot Jeff Greenwood who joined the company in 2021, providing valuable insight while focusing on cockpit design, including vendor selection for the display and other equipment. Before joining Archer, Greenwood served as a test pilot for Bell Textron, where he helped develop, test, and certify leading industry rotorcraft. A veteran, Greenwood served as a pilot in the United States Marine Corps for 13 years. During his tenure, he developed his passion for test piloting and was a graduate of the United States Naval Test Pilot School.Major Estimate Revision • May 19Consensus revenue estimates decrease by 55%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$28.1m to US$12.7m. EPS estimate increased from -US$1.04 to -US$0.958 per share. Aerospace & Defense industry in the US expected to see average net income growth of 20% next year. Consensus price target of US$11.39 unchanged from last update. Share price rose 51% to US$13.30 over the past week.Recent Insider Transactions Derivative • May 18Chief Technology Officer exercised options and sold US$1.1m worth of stockOn the 16th of May, Thomas Muniz exercised options to acquire 81k shares at no cost and sold these for an average price of US$12.99 per share. This trade did not impact their existing holding. Since September 2024, Thomas' direct individual holding has decreased from 1.53m shares to 1.17m. Company insiders have collectively sold US$23m more than they bought, via options and on-market transactions in the last 12 months.공시 • May 05Archer Aviation appoints Cristiano Tartaglione as Chief Operating Officer for UAE OperationsArcher Aviation announced the hire of retired Brigadier General Cristiano Tartaglione as Chief Operating Officer for its operations in the United Arab Emirates. Tartaglione brings over 30 years of leadership experience from the Italian Air Force, where he commanded multinational air operations, led advanced jet maintenance programs, and accrued more than 3,500 flight hours as a fighter pilot. His diplomatic experience as Italy’s Defense Attaché to the UAE also established him as a trusted advisor within regional defense and aviation sectors. Following his military career, he advised global aerospace and defense companies on transformation and market entry strategies in the Middle East and Europe. Tartaglione will be responsible for leading Archer’s UAE-based operations, building and mentoring a local team, developing operational infrastructure, and ensuring compliance with UAE aviation regulations. He will work closely with the General Civil Aviation Authority (GCAA) and key partners to ensure the safe and timely launch of commercial electric air taxi services in the country and region. This hire highlights Archer’s commitment to delivering innovative and sustainable urban air mobility solutions across the Emirates. Most recently, the company secured design approval from the GCAA for the transformation of the Abu Dhabi Cruise Terminal helipad into the country’s first hybrid heliport for both helicopters and eVTOL aircraft.공시 • Apr 29Archer Aviation Inc. to Report Q1, 2025 Results on May 12, 2025Archer Aviation Inc. announced that they will report Q1, 2025 results After-Market on May 12, 2025공시 • Apr 21Archer Aviation Inc., Annual General Meeting, Jun 27, 2025Archer Aviation Inc., Annual General Meeting, Jun 27, 2025.Seeking Alpha • Apr 17Archer Aviation: Real Progress, Real PotentialSummary Archer Aviation has made significant regulatory progress, securing key FAA certifications and strategic partnerships with United Airlines and Stellantis, bolstering its commercial prospects. The company has strong financial backing, with over $900 million in cash and substantial investments from partners like Stellantis, ensuring robust support for scaling production. Options market positioning and dark pool activity indicate bullish sentiment, with $7 likely acting as a price floor, suggesting potential for upward movement. Risks include potential FAA certification delays, manufacturing challenges, and macroeconomic factors, but Archer's current trajectory and partnerships position it well for future growth. Read the full article on Seeking Alpha공시 • Apr 04Archer Aviation Inc. Appoints Harsh Rungta as Its Senior Vice President, Finance and Chief Accounting Officer, Effective March 31, 2025On March 31, 2025, Archer Aviation Inc. announced the appointment of Harsh Rungta as its Senior Vice President, Finance and Chief Accounting Officer, effective immediately. In this role, Mr. Rungta will serve as the Company’s principal accounting officer. Mr. Rungta, 43, is joining the Company from Tesla Inc. where he most recently served as Director, Accounting Controllership. Mr. Rungta has served in this role since April 2024, and prior to that, he served as Tesla’s Director, Automotive Revenue & Energy Business Controller beginning in October 2018. Prior to Tesla, Mr. Rungta spent over twelve years at PricewaterhouseCoopers LLP working in their audit and assurance services practice. Mr. Rungta holds a Bachelor of Commerce degree from Delhi University, is a Chartered Accountant from India and a Certified Public Accountant (inactive) in California.Recent Insider Transactions Derivative • Apr 03Chief Technology Officer exercised options and sold US$373k worth of stockOn the 31st of March, Thomas Muniz exercised options to acquire 53k shares at no cost and sold these for an average price of US$7.04 per share. This trade did not impact their existing holding. Since June 2024, Thomas' direct individual holding has decreased from 1.45m shares to 1.17m. Company insiders have collectively sold US$22m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Mar 31Archer Aviation: Sky High ValuationSummary I believe Archer Aviation’s Abu Dhabi flights will attract investors' attention, but not enough to justify the current valuation without FAA type certification. I'm projecting only partial revenue recognition from the ~$50M in launch edition deals this year, and I believe the Street's $29M estimate is likely closer to the actual figure. I find the forward P/S ratio north of 110 excessive, especially without visibility on the US market entry. I anticipate the FAA could wait for operational data from Abu Dhabi before resolving certification issues, likely pushing the type rating approval to 2026 or later. I suggest holding until there's concrete progress on US certification. Without it, the upside is speculative and the risk/reward isn’t favorable. Read the full article on Seeking AlphaSeeking Alpha • Mar 13Archer Aviation: It's The Perfect Time To BuySummary Archer Aviation is starting production of its Midnight air taxi, targeting 10 aircraft in FY25, with Abu Dhabi Aviation as its first customer. ACHR is poised to capitalize on key aviation trends: accessibility, autonomy, and electric technology, focusing on civilian, defense, and AI-driven flight control systems. Strategic partnership with Anduril aims to develop cost-effective hybrid-propulsion VTOL aircraft for defense, targeting the US Department of Defense, and leveraging AI and existing supply chains. I rate ACHR as a Buy with a target price of $11, driven by its innovative approach and significant market opportunities in both civilian and military aviation sectors. Read the full article on Seeking AlphaRecent Insider Transactions • Mar 10General Counsel & Secretary recently sold US$436k worth of stockOn the 5th of March, Eric Lentell sold around 53k shares on-market at roughly US$8.19 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$15m more than they bought in the last 12 months.Major Estimate Revision • Mar 07Consensus revenue estimates fall by 17%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$34.9m to US$29.1m. Forecast losses increased from -US$0.98 to -US$1.04 per share. Aerospace & Defense industry in the US expected to see average net income growth of 21% next year. Consensus price target of US$11.39 unchanged from last update. Share price fell 15% to US$7.52 over the past week.Recent Insider Transactions Derivative • Mar 06Chief Technology Officer exercised options and sold US$764k worth of stockOn the 4th of March, Thomas Muniz exercised options to acquire 99k shares at no cost and sold these for an average price of US$7.70 per share. This trade did not impact their existing holding. Since March 2024, Thomas' direct individual holding has decreased from 1.19m shares to 1.07m. Company insiders have collectively sold US$20m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Mar 06Archer Aviation: Midnight Launch Set To Go To New HeightsSummary Archer Aviation is set to launch its first eVTOL aircraft, Midnight, in 2025, targeting early adopters and generating initial revenue in Abu Dhabi. The company has substantial liquidity, with $1.136 billion in cash, but faces high operational expenses and relies on partnerships like Stellantis for scaling production. The eVTOL market could reach $41.5 billion by 2035, with significant potential in both civilian and military applications, boosting Archer's long-term prospects. Despite high risks and reliance on FAA certification, Archer's innovative technology and strategic marketing could justify its stock price for high-risk investors. Read the full article on Seeking Alpha공시 • Feb 27Archer Aviation Unveils Midnight "Launch Edition" Commercialization Program with Abu Dhabi Aviation as First Customer Planning to Deploy Midnight 2025Archer Aviation announced a "Launch Edition" commercialization program for its Midnight aircraft. The goal of this program is to establish a pragmatic and repeatable commercialization playbook to deploy Midnight in dozens of early adopter markets in advance of type certification of the aircraft by the FAA. Abu Dhabi Aviation (ADA) is Archer's first Launch Edition customer, with plans to deploy an initial fleet of Midnight aircraft later 2025. Archer personnel will now work together with Abu Dhabi Aviation to fly Midnight in the country in the coming months, targeting a passenger flight in Abu Dhabi later 2025. The two will also collaborate across pilot training, flight operations and community engagement. In addition to the Launch Edition aircraft, Archer also plans to provide ADA with a team of pilots, technicians and engineers to support the initial operational ramp, helping ensure a safe and efficient deployment. Archer also plans to provide backend software infrastructure and front-end booking application to help power urban air mobility operations during the Launch Edition program. The partnership between Archer and Abu Dhabi Aviation was formalized this week during a signing ceremony alongside the Abu Dhabi Investment Office, where Abu Dhabi Aviation signed a memorandum of understanding setting forth a framework to fund the deployment of the Midnight Launch Edition aircraft. Archer will continue to work closely with ADA, the General Civil Aviation Authority (GCAA) and its other established partners in the region on its goal of launching electric air taxis in Abu Dhabi 2025.공시 • Feb 13Archer Aviation Inc. to Report Q4, 2024 Results on Feb 27, 2025Archer Aviation Inc. announced that they will report Q4, 2024 results After-Market on Feb 27, 2025공시 • Feb 11Archer Aviation Inc. has filed a Follow-on Equity Offering in the amount of $301.75 million.Archer Aviation Inc. has filed a Follow-on Equity Offering in the amount of $301.75 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 35,500,000 Price\Range: $8.5 Transaction Features: Registered Direct OfferingSeeking Alpha • Feb 10Archer Aviation: Frothy Valuation Despite Continued ProgressSummary Archer Aviation's stock surged on the back of President Trump's election and speculation about an easier path to commercialization. While recent progress has been solid, Archer's valuation has long embedded an expectation of significant commercial success, not just regulatory approval. The recent increase in Archer's share price reduces the risk of dilution. Archer still needs access to significant additional capital to reach breakeven, though. I tend to think the recent eVTOL stock surge has been driven by a broader speculative bubble as much as fundamentals. As a result, near-term investor risk appetite is probably as important as Archer's progression through the certification process. Read the full article on Seeking AlphaSeeking Alpha • Jan 31Archer Aviation Has Too Many UncertainitiesSummary Archer Aviation shows potential but faces significant uncertainties, including capital needs, increasing cash burn, and past share dilution, making it a high-risk investment. The company focuses on electric passenger drones for urban mobility, with plans to start production in 2025 and potential orders worth $6B. Risks include regulatory hurdles, high costs, and market limitations, compounded by insider share sales and ongoing cash burn. Read the full article on Seeking Alpha공시 • Jan 22Scott Howell Joins Archer Aviation Inc.'s Advisory Board to Advance Next-Gen Military ProgramArcher Aviation Inc. added Lieutenant General (Ret) Scott Howell to its Advisory Board to help guide its newly formed Archer Defense business unit. Lt. Gen. (Ret) Scott Howell is a highly decorated retired military leader whose time in service spanned Iraq, Afghanistan, the Pentagon and the White House. Notably, Howell helped accelerate the military’s organizational transformation while leading 14,000 Special Operations forces globally as the 15th Commander of Joint Special Operations Command. Previously, as Vice Commander for the U.S. Special Operations Command, he helped secure the largest-ever budget for the country’s most elite warfighters. Now in the private sector, Howell will continue his work with General Catalyst as an advisor focused on modern defense and intelligence. In addition to Lt. Gen. Howell, the advisory board is composed of Retired 3-star Lieutenant General David A. Krumm, Retired 2-star General Clayton M. Hutmacher, Retired 2-star General Bill Gayler, Retired 4-star General Steve Townsend, Retired Chief Warrant Officer (CW4) Michael J. Durant, Retired Director of Special Programs (Aviation) Geoff Downer, Retired Acquisition Executive, and U.S. Special Operations Command Jim Smith.New Risk • Jan 16New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 43% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (20% average weekly change). Shareholders have been substantially diluted in the past year (43% increase in shares outstanding). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$374m net loss in 3 years). Significant insider selling over the past 3 months (US$15m sold).Seeking Alpha • Jan 14Archer Aviation: Asymmetric Upside If You Can Stomach The RideSummary Archer Aviation has seen significant stock price growth, but it remains a highly speculative investment with substantial risks and potential rewards. Technical indicators suggest increased short-term risks, with the stock failing to maintain its 20-day EMA and potentially testing the 50-day SMA. Archer's future hinges on achieving commercial viability and securing customer demand, despite current high cash burn and ongoing shareholder dilution. While highly speculative, Archer could see substantial market cap growth if it successfully ramps up production and secures a significant backlog of orders. Read the full article on Seeking AlphaMajor Estimate Revision • Jan 12Consensus revenue estimates decrease by 16%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$590.0k to US$500.0k. EPS estimate unchanged at -US$1.24 per share. Aerospace & Defense industry in the US expected to see average net income growth of 31% next year. Consensus price target up from US$10.67 to US$11.33. Share price fell 22% to US$8.97 over the past week.Seeking Alpha • Dec 29Archer Aviation: Plot TwistSummary Archer Aviation created Archer Defense to tap into the defense sector's VTOL aircraft market with limited additional work. Archer Defense opens up a new market with existing demand, enhancing Archer Aviation's growth potential. The company raised additional funds, pushing the cash balance to over $930 million, providing the capital to launch eVTOL production and air taxi services. Investors should wait for a negative plot twist, such as aircraft certification delays, before buying, as the stock has already rallied from $3 to $11 in just months. Read the full article on Seeking Alpha공시 • Dec 20Archer Completes Construction of High-Volume Manufacturing FacilityArcher Aviation Inc. announced that earlier this week it received the certificate of occupancy for its high-volume manufacturing facility, ARC, which is connected to the Covington Municipal Airport in Georgia. Archer is now working to complete the tooling load-in for the initial manufacturing line at this facility. Production is planned to begin in early 2025, with the goal of ramping to a rate of two aircraft per month by the end of the year. Archer built ARC in close partnership with Stellantis, and the two companies are continuing to progress their plans to mass-produce Archer’s Midnight aircraft. Stellantis is contributing capital, advanced manufacturing technology and expertise and experienced personnel with the goal of scaling this facility to 650 aircraft annually by 2030. ARC is where Archer plans to produce its all-electric vertical take-off and landing aircraft, Midnight, which is designed to offer passengers a sustainable, low-noise and safe alternative to ground transportation in congested cities around the world.Price Target Changed • Dec 13Price target increased by 7.5% to US$10.33Up from US$9.61, the current price target is an average from 9 analysts. New target price is 23% above last closing price of US$8.39. Stock is up 25% over the past year. The company is forecast to post a net loss per share of US$1.24 next year compared to a net loss per share of US$1.69 last year.공시 • Dec 13+ 1 more updateArcher Aviation Inc. announced that it expects to receive $430.000006 million in funding from Stellantis N.V., United Airlines Ventures, Wellington Management Group LLP, 2PointZeroArcher Aviation Inc. announced that it has entered into subscription agreements with certain accredited investors to issue 63,909,776 shares of the Company’s Class A common stock at issue price of $6.65 per share for proceeds of $425,000,010 and also entered into a subscription agreement with returning investor, Stellantis N.V. to issue 751,879 shares at issue price of $6.65 per share for proceeds of $4,999,995.35 for aggregate proceeds of $430,000,005 on December 11, 2024. The closing of the Stellantis Private Placement is subject to the satisfaction of customary closing conditions, including approval by the Company’s stockholders. In connection with the Private Placements, the Company’s executive officers and directors entered into lock-up agreements pursuant to which they have agreed, subject to customary exceptions, to certain transfer restrictions with respect to their shares of Common Stock and securities convertible or exchangeable for Common Stock for the later of 60 days following the date of effectiveness of the Subscription Agreements. The sale of the Private Placement Shares and the Stellantis Shares did not involve a public offering and was made without general solicitation or general advertising. Each of the Investors and Stellantis represented that such Investor and Stellantis is an accredited investor, as such term is defined in Rule 501(a) of Regulation D under the Securities Act. The Private Placement is anticipated to close on or about December 13, 2024. The transaction will also include participation from new institutional investors, United Airlines Ventures, Wellington Management Group LLP, 2PointZero.Seeking Alpha • Dec 10Archer Aviation: Bullish Future Despite Stellantis TurmoilSummary Archer Aviation has shown significant progress, achieving key milestones and detailing a robust commercialization strategy, leading to an 85% stock increase since July 2024. The company’s liquidity is strong with $501.7 million in cash and a $400 million pledge from Stellantis, though additional funding may be needed. Strategic partnerships and regulatory support in key markets like the U.S., UAE and Japan bolster Archer’s commercialization efforts and market entry plans. Despite current stock price inflation, incremental buying is advised for long-term gains, especially if prices drop below calculated levels due to potential Stellantis-related risks. Read the full article on Seeking AlphaSeeking Alpha • Nov 29Archer Aviation: I'm Staying Grounded On This Rally, But Ready For The Next OnesSummary I believe the current bull run may end soon due to the lack of immediate news to fuel the shareholder excitement, but I foresee more rallies moving ahead. Near term catalysts include the completion of the Georgia manufacturing facility and regulatory approvals, either abroad or in the US, both of which could reignite investor/speculator enthusiasm. With $501 million in cash and potential funding from Stellantis, Archer has a 15-28 month cash runway to advance the FAA's type rating. I remain skeptical about the scalability of eVTOL commercial operations in high-density cities due to limited (physical) space for additional infrastructure at urban heliports. Overall, I maintain a hold rating due to high risk for a pullback until the next catalyst is realized. If the share price cools off, I will reconsider my rating. Read the full article on Seeking AlphaRecent Insider Transactions • Nov 24Founder recently sold US$15m worth of stockOn the 21st of November, Adam Goldstein sold around 3m shares on-market at roughly US$4.94 per share. This transaction amounted to 58% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Adam has been a net seller over the last 12 months, reducing personal holdings by US$15m.Recent Insider Transactions Derivative • Nov 21Chief Technology Officer exercised options and sold US$377k worth of stockOn the 18th of November, Thomas Muniz exercised options to acquire 87k shares at no cost and sold these for an average price of US$4.31 per share. This trade did not impact their existing holding. Since March 2024, Thomas' direct individual holding has increased from 1.19m shares to 1.53m. Company insiders have collectively sold US$5.0m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Nov 20Why Archer Aviation's Recent Gains Are Just The StartSummary Emerging Opportunity: eVTOL market poised for high growth; Archer a front-runner. International Growth: $6B in indicative orders; $500M from Japan Airlines JV. Georgia Facility: $65M plant; capacity for 650 aircraft annually by 2029. Upside: Innovative technology, partnerships, and first-mover advantages. Read the full article on Seeking AlphaMajor Estimate Revision • Nov 15Consensus revenue estimates decrease by 60%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$1.71m to US$690.0k. EPS estimate unchanged at -US$1.25 per share. Aerospace & Defense industry in the US expected to see average net income growth of 24% next year. Consensus price target reaffirmed at US$9.06. Share price rose 5.7% to US$4.11 over the past week.Seeking Alpha • Oct 24Archer Aviation: 6 Billion Reasons To OwnSummary Archer Aviation's $6 billion order book and FAA's supportive regulations position it for commercial launch in 2025. Significant deals with United Airlines and the UAE, plus a $142 million USAF contract, reduce FAA certification risks and bolster revenue potential. Air taxi services in San Francisco and Los Angeles, with potential airport security bypass, promise lucrative fare revenues and operational efficiency. With a market cap of $1.3 billion and $600 million in cash, Archer Aviation is poised for substantial growth, targeting $3+ billion sales by 2028. Read the full article on Seeking AlphaSeeking Alpha • Oct 18Archer Aviation: Dilution Risk Is RisingSummary Archer Aviation's share price has been under pressure in recent months, increasing the risk of harmful dilution. Archer's business is steadily progressing in areas like manufacturing and certification, though. On a positive note, ACHR's order book and partnerships continue to expand, providing the company with a significant opportunity if/when the certification process is complete. Despite this, Joby appears better positioned across most areas (manufacturing, certification, superior aircraft, stronger balance sheet, autonomy, hydrogen). Read the full article on Seeking Alpha공시 • Oct 18Archer Aviation Inc. to Report Q3, 2024 Results on Nov 07, 2024Archer Aviation Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024Seeking Alpha • Sep 19Archer Aviation: The Bottoming Out Process Has BegunSummary Archer Aviation's stock plummeted 52.56% after a 2023 rally; our valuation model now suggests it is slightly undervalued, with potential buying opportunities. Key developments include a partnership with Stellantis for production scaling and significant regulatory milestones, including military airworthiness and Part 135 certification. Future prospects hinge on competitive unit economics and scaling production to 650 eVTOLs by 2028, with cash flow profitability expected by 2027. Archer's fair value is estimated at $3.55, with shares trading at a 13.75% discount; significant risks include achieving FAA Type Certification. Read the full article on Seeking Alpha공시 • Sep 11+ 1 more updateUnited States District Court for the Northern District of California Enters an Order Regarding the Settlement Agreement Between Archer Aviation Inc., the Boeing Company and Wisk Aero LlcOn September 6, 2024, the United States District Court for the Northern District of California (the “Court”) entered an order regarding the settlement agreement between Archer Aviation Inc., The Boeing Company and Wisk Aero LLC (“Wisk”) entered into in August 2023. This order addressed a dispute between the parties regarding the exercisability of the second tranche of the warrant issued by the Company to Wisk pursuant to the settlement agreement. The Court has determined that the shares underlying the second tranche of the warrant are immediately exercisable and that the Company must pay Wisk prejudgment interest for the period from March 21, 2024 and the date of the Court’s hearing on the issue, which occurred on August 14, 2024, at a rate of $11,912.53 per day.Seeking Alpha • Aug 29Archer Aviation: Swelling Order Backlog In A Big Addressable MarketSummary Archer Aviation stock is a "Strong Buy" at $3.8 due to its significant progress towards FAA certification and a $6 billion order book. The eVTOL industry is poised for multi-decade growth, with Archer well-positioned as an early mover to capitalize on this potential. Strong partnerships with Stellantis, United Airlines, and Southwest Airlines bolster Archer's financial stability and operational plans. Despite risks like equity dilution and competition, Archer's strategic advancements and industry tailwinds make it a compelling investment for aggressive investors. Read the full article on Seeking Alpha공시 • Aug 22Archer Aviation Inc. announced that it has received $220 million in funding from Stellantis N.V.On August 22, 2024, Archer Aviation Inc. closed the transaction. The company received gross proceeds of $220,000,000 of this $230,000,000 of additional capital raised since the end of Q2, with $10,000,000 remaining in the form of a committed investment from Stellantis N.V. that remains subject to shareholder approval which is expected to occur later this year.Recent Insider Transactions Derivative • Aug 20Chief Technology Officer exercised options and sold US$342k worth of stockOn the 19th of August, Thomas Muniz exercised options to acquire 91k shares at no cost and sold these for an average price of US$3.74 per share. This trade did not impact their existing holding. Since September 2023, Thomas' direct individual holding has increased from 1.17m shares to 1.45m. Company insiders have collectively sold US$4.7m more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Aug 16Consensus EPS estimates upgraded to US$1.24 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$1.41 to -US$1.24 per share. Revenue forecast unchanged from US$2.05m at last update. Aerospace & Defense industry in the US expected to see average net income growth of 21% next year. Consensus price target of US$8.57 unchanged from last update. Share price fell 6.5% to US$3.73 over the past week.New Risk • Aug 14New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 58% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (58% increase in shares outstanding). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$474m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change).New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 2.4% per year for the foreseeable future. Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$499m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (41% increase in shares outstanding).공시 • Aug 09+ 1 more updateArcher Aviation Inc. announced that it expects to receive $175.089998 million in fundingArcher Aviation Inc. announced that it has entered into subscription agreements with certain accredited investors, pursuant to which the Company agreed to sell and issue to the Investors in a private placement an aggregate of 49,283,582 shares of the Company’s Class A common stock, par value $0.0001 per share at a purchase price of $3.35 per share for the gross proceeds of $165,000,001 and agreed to sell and issue to Stellantis in a private placement an aggregate of 2,982,089 shares of the Company’s Common Stock at an issue price of $3.35 per share for the gross proceeds of $9,989,998 for the aggregate gross proceeds of $175,089,998 on August 8, 2024. The Private Placement is anticipated to close on or about August 12, 2024, subject to the satisfaction of customary closing conditions.공시 • Aug 01Archer Aviation Showcases Midnight Aircraft in Atlanta as It Nears Completion of Its High-Volume Manufacturing Facility in Covington, GeorgiaArcher Aviation Inc. provided an update on the construction progress of its high-volume manufacturing facility in Covington, GA, reaffirming an expected 2024 completion date. In preparation for this facility’s completion, last week Archer showcased its Midnight aircraft at Atlantic Aviation’s new terminal at DeKalb–Peachtree Municipal Airport. Guests included government officials from Georgia’s Office of the Governor, Georgia’s Congressional Offices, the City of Atlanta, Georgia’s State Legislature, the Federal Aviation Administration and other local governments. Archer completed the first build phase earlier this year—inclusive of grading and foundation work and is nearing completion of phase two—the erection of the exterior walls and roof. Phase three—interior fit out, and phase four—equipment load in and power on, are on track to be completed in the coming months. Once complete, this facility will be nearly 400,000 square feet and will support Archer’s planned production of up to 650 Midnight aircraft annually, which would make it one of the largest manufacturing facilities by volume in the aviation industry. Archer’s buildout is taking place in close partnership with Stellantis, with the companies continuing to progress their plans to mass-produce Archer’s Midnight aircraft together. Midnight, Archer’s electric vertical take-off and landing aircraft, represents the potential for a significant step change for aviation. Built around Archer’s proprietary electric powertrain, Midnight is designed to offer passengers a sustainable, low-noise and safe alternative to ground transportation: Travels at speeds up to 150 mph, turning hour-long ground commutes into minutes in the air, Designed for back-to-back flights of 20-50 miles with minimal charge time in between, 100x quieter than a helicopter at cruising altitudes—nearly inaudible from the streets below, Redundant systems across the aircraft allowing Archer to target similar levels of safety as commercial airliners, and Designed to carry a pilot, up to four passengers and carry-on luggage.공시 • Jul 23Archer Aviation Inc. to Report Q2, 2024 Results on Aug 08, 2024Archer Aviation Inc. announced that they will report Q2, 2024 results After-Market on Aug 08, 2024Seeking Alpha • Jul 02Archer Aviation: Promising Vision Although Commercialization Remains In Early StagesSummary Archer Aviation is a strong competitor in the urban air mobility sector, with a 50% market growth potential each year. Intense competition in the industry from companies like Joby Aviation, Vertical Aerospace, Lilium, EHang, and Wisk Aero. But Archer is leading in terms of design and certification progress. Archer's progress in prototype and certification is promising, with plans for commercial flights by 2025 and a valuation of $5.89, representing over 60% upside. Read the full article on Seeking Alpha공시 • Jun 20Archer Aviation Inc. Announces Planned San Francisco Air Mobility Network Connecting Five Locations Across the Bay AreaArcher Aviation Inc. announced plans for an air mobility network that will connect five strategic locations across the San Francisco Bay Area - South San Francisco, Napa, San Jose, Oakland, and Livermore. Archer’s network is anticipated to provide unprecedented connectivity to communities around the region, allowing people to replace one-to-two-hour drives to cities around the bay with flights that take 10-20 minutes. To anchor the network, Kilroy Realty Corporation, a leading U.S. landlord and developer with an 18 million square foot operating and development portfolio, recently signed a memorandum of understanding (MOU) with Archer identifying Kilroy Oyster Point – a 50-acre waterfront campus in South San Francisco – as a critical hub in Archer’s planned San Francisco Bay Area UAM network. The MOU focuses on exploring opportunities to construct a vertiport at the Kilroy Oyster Point development, an amenity-rich, mixed-use campus in the heart of the Bay Area biotech ecosystem. This will give Archer access to a takeoff and landing site in South San Francisco that will connect with planned Archer vertiport locations at Napa, San Jose, Oakland, and Livermore, where Archer has existing relationships with infrastructure and operations partners. This network is expected to open a new world of opportunity for Bay Area residents and visitors by providing efficient access to people, places, and events across the region. Kilroy is globally recognized for sustainability, building operations, innovation, and design, and is positioned to become the first developer in the U.S. to bring eVTOL operations to its tenants and their employees. The MOU supports the development of an Archer “Sea Portal'' - a waterfront mobility hub providing electric ferry service and eVTOL operations for all companies at Kilroy Oyster Point. The Sea Portal will be powered by renewable energy, offering unique air and sea-based transportation options to employees at the campus while furthering Kilroy and Archer’s innovations in sustainability. An initial launch location at Kilroy Oyster Point could open as early as the end of 2025 and the two companies are exploring potential expansion into other locations within Kilroy’s portfolio. Archer’s goal is to transform urban travel, replacing 60–90-minute commutes by car with estimated 10–20-minute electric air taxi flights that are safe, sustainable, low noise, and cost-competitive with ground transportation. Archer’s Midnight is a piloted, four-passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights.이익 및 매출 성장 예측NYSE:ACHR - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028482-867-534-288812/31/202794-1,002-788-572812/31/20269-1,007-867-70873/31/20262-742-615-487N/A12/31/20250-618-538-433N/A9/30/2025N/A-627-487-408N/A6/30/2025N/A-613-477-400N/A3/31/2025N/A-514-451-377N/A12/31/2024N/A-537-451-369N/A9/30/2024N/A-448-415-348N/A6/30/2024N/A-384-381-318N/A3/31/2024N/A-461-345-294N/A12/31/2023N/A-458-316-272N/A9/30/2023N/A-444-293-255N/A6/30/2023N/A-484-263-239N/A3/31/2023N/A-371-245-227N/A12/31/2022N/A-317-207-200N/A9/30/2022N/A-265-186-182N/A6/30/2022N/A-351-166-162N/A3/31/2022N/A-312-136-133N/A12/31/2021N/A-348-112-108N/A9/30/2021N/A-313-72-67N/A6/30/2021N/A-144-48-44N/A3/31/2021N/A-116-34-32N/A12/31/2020N/A-25-25-23N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: ACHR 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 vs 시장: ACHR 향후 3년 동안 수익성이 없을 것으로 예상됩니다.고성장 수익: ACHR 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 대 시장: ACHR 의 수익(연간 62.8%)이 US 시장(연간 11.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: ACHR 의 수익(연간 62.8%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: ACHR는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/27 10:43종가2026/05/27 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Archer Aviation Inc.는 10명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관David ZazulaBarclaysAustin MoellerCanaccord GenuityAndres Sheppard-SlingerCantor Fitzgerald & Co.7명의 분석가 더 보기
Major Estimate Revision • May 18Consensus revenue estimates decrease by 35%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from US$14.4m to US$9.36m. EPS estimate unchanged at -US$1.32 per share. Aerospace & Defense industry in the US expected to see average net income growth of 24% next year. Consensus price target down from US$10.94 to US$10.61. Share price fell 6.6% to US$6.05 over the past week.
Major Estimate Revision • Mar 09Consensus revenue estimates fall by 51%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$31.2m to US$15.3m. Forecast losses increased from -US$0.966 to -US$1.33 per share. Aerospace & Defense industry in the US expected to see average net income growth of 27% next year. Consensus price target down from US$11.61 to US$11.17. Share price fell 12% to US$6.26 over the past week.
Price Target Changed • Nov 13Price target decreased by 7.0% to US$11.56Down from US$12.44, the current price target is an average from 8 analysts. New target price is 45% above last closing price of US$7.96. Stock is up 86% over the past year. The company is forecast to post a net loss per share of US$0.96 next year compared to a net loss per share of US$1.42 last year.
Major Estimate Revision • Aug 13Consensus revenue estimates fall by 93%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$10.8m to US$800.0k. Forecast losses increased from -US$0.919 to -US$1.10 per share. Aerospace & Defense industry in the US expected to see average net income growth of 28% next year. Consensus price target broadly unchanged at US$12.39. Share price was steady at US$10.25 over the past week.
Major Estimate Revision • Aug 04Consensus revenue estimates decrease by 15%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$12.7m to US$10.8m. EPS estimate increased from -US$0.958 to -US$0.919 per share. Aerospace & Defense industry in the US expected to see average net income growth of 24% next year. Consensus price target broadly unchanged at US$12.17. Share price fell 3.3% to US$10.43 over the past week.
Major Estimate Revision • May 19Consensus revenue estimates decrease by 55%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$28.1m to US$12.7m. EPS estimate increased from -US$1.04 to -US$0.958 per share. Aerospace & Defense industry in the US expected to see average net income growth of 20% next year. Consensus price target of US$11.39 unchanged from last update. Share price rose 51% to US$13.30 over the past week.
Seeking Alpha • May 27Archer Aviation: Beaten Down For One Prime ReasonSummary Archer Aviation trades near multi-year lows despite a booming opportunity in building air taxi services and moving into defense aircraft. ACHR faces delays from aircraft design issues, particularly with VTOL flight transition tests on the new Midnight model, raising investor concerns. The company has advanced defense and air taxi initiatives, including partnerships with Anduril and selection for the White House's eVTOL program. The stock is cheap with a $5 billion valuation, while peers in the general aviation, defense, and space segments have seen valuations 10x these levels. Read the full article on Seeking Alpha
속보 • May 23Archer Aviation Gains Certification Momentum as Air Taxi Launch Plans Advance and Legal Risks MountArcher secured a Restricted Type Certificate program with the UAE’s GCAA for its Midnight eVTOL, opening a path to limited commercial air taxi operations in Abu Dhabi with Abu Dhabi Aviation as the initial operator. The company completed Phase 3 of 4 in the FAA Type Certification process in the US, which keeps it ahead of several eVTOL peers on the regulatory timeline. Archer is engaged in an escalating legal dispute with Joby Aviation over alleged corporate espionage and undisclosed China ties. The company has also committed over $100m to acquire Hawthorne Municipal Airport to build a presence in Los Angeles before the 2028 Olympic Games. Regulatory progress in both the UAE and US, combined with a reported order backlog of about $6b and manufacturing support from Stellantis, indicates a business model that is increasingly focused on turning certification milestones into commercial routes and partnerships. At the same time, the legal dispute with Joby and the capital commitment to airport infrastructure add operational and legal risks that you should weigh alongside any expectations for initial commercial flights and future earnings updates.
Recent Insider Transactions Derivative • May 20Chief Technology Officer exercised options and sold US$818k worth of stockOn the 18th of May, Thomas Muniz exercised options to acquire 137k shares at no cost and sold these for an average price of US$5.99 per share. This trade did not impact their existing holding. Since September 2025, Thomas' direct individual holding has increased from 1.33m shares to 1.43m. Company insiders have collectively sold US$6.3m more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • May 18Consensus revenue estimates decrease by 35%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from US$14.4m to US$9.36m. EPS estimate unchanged at -US$1.32 per share. Aerospace & Defense industry in the US expected to see average net income growth of 24% next year. Consensus price target down from US$10.94 to US$10.61. Share price fell 6.6% to US$6.05 over the past week.
내러티브 업데이트 • May 152026 Thesis Update: The Evolution from UAM to a "Hardware + Defense + AI" EcosystemArcher's recent Q1 2026 results and strategic moves fundamentally upgrade the investment thesis from a pure "air taxi operator" to a diversified aerospace platform. Beyond UAM (Defense & AI): Archer is no longer just a commercial eVTOL company.
공시 • Apr 28Archer Aviation Inc. to Report Q1, 2026 Results on May 11, 2026Archer Aviation Inc. announced that they will report Q1, 2026 results After-Market on May 11, 2026
공시 • Apr 21Archer Aviation Inc., Annual General Meeting, Jun 26, 2026Archer Aviation Inc., Annual General Meeting, Jun 26, 2026.
새로운 내러티브 • Apr 02Urban Air Mobility And Certification Risks Will Pressure Prospects Despite Growing Defense And Software HopesCatalysts About Archer Aviation Archer Aviation develops electric vertical takeoff and landing aircraft for urban air mobility, civil use and defense applications. What are the underlying business or industry changes driving this perspective?
Recent Insider Transactions • Mar 22Chief Administrative Officer recently sold US$69k worth of stockOn the 13th of March, Tosha Perkins sold around 11k shares on-market at roughly US$6.27 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$612k. Insiders have been net sellers, collectively disposing of US$1.4m more than they bought in the last 12 months.
공시 • Mar 20Archer Aviation Inc. Announces Transition of Chief Administrative Officer Tosha Perkins to Senior Advisor, Effective April 17, 2026Archer Aviation Inc. announced that Tosha Perkins will transition from her current role as Chief Administrative Officer to serve as a senior advisor to the Company effective April 17, 2026.
Recent Insider Transactions • Mar 20Chief People & Partnerships Officer recently sold US$69k worth of stockOn the 13th of March, Tosha Perkins sold around 11k shares on-market at roughly US$6.27 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$612k. Insiders have been net sellers, collectively disposing of US$1.4m more than they bought in the last 12 months.
새로운 내러티브 • Mar 18Urban Air Taxi Certification And Defense Programs Will Transform Long Term ProspectsCatalysts About Archer Aviation Archer Aviation is building electric and hybrid vertical takeoff and landing aircraft for commercial air taxi services, defense applications and aviation software solutions. What are the underlying business or industry changes driving this perspective?
Recent Insider Transactions • Mar 10Chief Technology Officer recently sold US$612k worth of stockOn the 5th of March, Thomas Muniz sold around 95k shares on-market at roughly US$6.46 per share. This transaction amounted to 6.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.2m more than they bought in the last 12 months.
공시 • Mar 10Archer Aviation Announces Electric Air Taxi Operations in Texas, Florida and New YorkArcher Aviation announced that the US Department of Transportation and Federal Aviation Administration have selected its partners in Texas, Florida and New York to participate in the White House’s eVTOL Integration Pilot Program (eIPP), marking a major step toward bringing electric air taxis to market in the United States. The program creates a first-of-its-kind pathway to help bring the first new category of aircraft in nearly 80 years to market. Archer will now work directly with partners in Texas, Florida and New York to begin laying the groundwork for early Midnight operations in those states as soon as the second half of 2026. By enabling early operations in select markets, this program is designed to help industry, regulators and local stakeholders work together to build the operational playbook for safe, scalable deployment. Archer will now work across these locations—with its partners including the Texas Department of Transportation, the Florida Department of Transportation and the Port Authority of New York and New Jersey—to prepare for flights of its Midnight aircraft under the eIPP, including standing up local operating teams, infrastructure and procedures to ensure safe, measured deployment. Archer expects this effort to generate valuable operational experience that will help inform future deployments in the US and drive public acceptance, including as it continues to prepare for air taxi operations in Los Angeles for the 2028 Olympic Games. Much like robotaxi pilot programs across the US, this program allows Archer to work with federal regulators, states, and communities to both build trust and establish the playbook for safely scaling electric air taxis across the country. Midnight is Archer’s piloted electric air taxi designed to carry up to four passengers while producing less noise and emissions than a traditional helicopter. Midnight is built with redundant systems across the aircraft—including 12 total engines and propellers—allowing Archer to target similar levels of safety as commercial airliners. Archer’s goal is to enable passengers to replace 60-90 minute trips on the ground with quiet, all electric flights using Midnight, dramatically reducing travel times compared to traditional ground transportation and helping avoid growing levels of congestion.
Major Estimate Revision • Mar 09Consensus revenue estimates fall by 51%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$31.2m to US$15.3m. Forecast losses increased from -US$0.966 to -US$1.33 per share. Aerospace & Defense industry in the US expected to see average net income growth of 27% next year. Consensus price target down from US$11.61 to US$11.17. Share price fell 12% to US$6.26 over the past week.
공시 • Mar 06Archer Aviation Inc. has filed a Follow-on Equity Offering in the amount of $54.08 million.Archer Aviation Inc. has filed a Follow-on Equity Offering in the amount of $54.08 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 8,000,000 Price\Range: $6.76
Buy Or Sell Opportunity • Mar 05Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to US$6.46. The fair value is estimated to be US$8.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 171% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 59% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
새로운 내러티브 • Mar 04Urban Air Mobility Catalysts And Defense Partnerships Will Support A Stronger Long Term OutlookCatalysts About Archer Aviation Archer Aviation is developing electric vertical takeoff and landing aircraft and related platforms for civil, commercial, and defense applications. What are the underlying business or industry changes driving this perspective?
공시 • Feb 13Archer Aviation Inc. to Report Q4, 2025 Results on Mar 02, 2026Archer Aviation Inc. announced that they will report Q4, 2025 results After-Market on Mar 02, 2026
공시 • Jan 27Archer Aviation Inc. Files A Motion to Dismiss the Complaint Filed by Joby Aero, Inc. Against the CompanyArcher Aviation Inc. announced that on January 23, 2026, the company filed a motion to dismiss the complaint filed by Joby Aero Inc. against the Company, as previously disclosed on November 21, 2025. No hearing on the motion has been scheduled at this time. The Company intends to continue to vigorously defend this matter.
공시 • Dec 03Archer Aviation Reveals Plans for Miami Air Taxi NetworkArcher Aviation revealed its plans for a Miami metropolitan area based air taxi network designed to transform how residents and visitors move across one of the nation's fastest growing regions. The network is also intended to offer efficient travel options between the region's three major international airports: Miami International Airport (MIA), Fort Lauderdale-Hollywood International Airport (FLL) and Palm Beach International Airport (PBI), as well as several strategic general aviation airports in the area. To support this mobility effort, Archer is working with leading infrastructure and real estate partners to ready existing helipad infrastructure and stand up new-build vertiports: Related Ross plans to partner with Archer to develop a vertiport within its West Palm Beach downtown development, creating a new premium mobility hub in the region's fastest-growing commercial center. Hard Rock Stadium, a premier sports and entertainment destination, and Apogee Golf Club, one of the country's most prestigious golf clubs, feature existing helipads that will be readied for electric operations, enabling air taxi. Hard Rock Stadium is home to the Miami Miami Miami Miami, the University of Miami Hurricanes, the Formula 1 Crypto.com Miami Grand Prix, Miami Open presented by Itau, and many other major global events. Dragon Global's Magic City Innovation District®? in Miami's Little Haiti plans to develop a vertiport site to bring air taxis to one of Miami's most ambitious mixed-use technology and innovation communities.
공시 • Nov 22Joby Aero, Inc Files Complaint in the Superior Court of California in Santa Cruz County Against Archer Aviation IncOn November 18, 2025 Joby Aero Inc. filed a complaint in the Superior Court of California in Santa Cruz County against Archer Aviation Inc. (the “Company”) and one of its employees asserting claims of trade-secret misappropriation, breach of contract, interference with Joby’s contracts and prospective economic advantage, and related claims around the Company’s recent hiring of a former Joby employee. The Company disputes the allegations in the complaint and intends to vigorously defend itself.
Recent Insider Transactions Derivative • Nov 20Chief Technology Officer exercised options and sold US$679k worth of stockOn the 17th of November, Thomas Muniz exercised options to acquire 91k shares at no cost and sold these for an average price of US$7.49 per share. This trade did not impact their existing holding. Since December 2024, Thomas' direct individual holding has increased from 1.12m shares to 1.33m. Company insiders have collectively sold US$25m more than they bought, via options and on-market transactions in the last 12 months.
공시 • Nov 14Archer Aviation Inc. Showcases In-Country eVTOL Flight Test Campaign in UAE as Part of Its Commercial Launch Edition ProgramArcher Aviation Inc. announced the successful completion of an in-country eVTOL flight test campaign, showcasing Midnight's full eVTOL flight envelope - including vertical takeoff, transition, and wingborne flight - in the UAE's local operating environment and over desert areas. The campaign marks a major step forward in the implementation of Abu Dhabi's Advanced Air Mobility (AAM) vision, developed under the supervision of the Integrated Transport Centre (ITC). In connection with this progress, Archer has now begun receiving payments under its definitive agreement with Abu Dhabi Aviation (ADA) related to its Launch Edition program. This marks another key step in Archer's expansion into the United Arab Emirates and is part of the company's Launch Edition commercialization program, which aims to make Abu Dhabi the first region in the world to begin commercial operations with Midnight. Archer's flight test campaign in Abu Dhabi successfully demonstrated key aspects of Midnight's performance and reliability under UAE-specific operating and environmental conditions, supporting the company's path toward operational readiness in the region. The tests were conducted in close coordination with the UAE's regulator, the General Civil Aviation Authority (GCAA), Integrated Transport Centre and Archer's operations partner, Abu Dhabi Aviation. In addition to flight test progress, Archer and its UAE partners continue to build momentum across aircraft certification and preparation for pilot training and aircraft maintenance. In October, Archer hosted the UAE's General Civil Aviation Authority (GCA) at its Headquarters in San Jose, CA for another week-long working session to continue to accelerate its regulatory pathway in the Emirates. Additionally, Archer's airline team has continued its work alongside Etihad Aviation Training to mature its operational readiness by advancing pilot training. Archer's commercial momentum also complements Abu Dhabi's recent announcement to develop an emirate-wide air taxi network of over 10 vertiport sites, under the supervision and coordination of the Integrated Transport Centre.
Price Target Changed • Nov 13Price target decreased by 7.0% to US$11.56Down from US$12.44, the current price target is an average from 8 analysts. New target price is 45% above last closing price of US$7.96. Stock is up 86% over the past year. The company is forecast to post a net loss per share of US$0.96 next year compared to a net loss per share of US$1.42 last year.
공시 • Nov 07Archer Aviation Inc. has filed a Follow-on Equity Offering in the amount of $650 million.Archer Aviation Inc. has filed a Follow-on Equity Offering in the amount of $650 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 81,250,000 Price\Range: $8 Discount Per Security: $0.3 Transaction Features: Registered Direct Offering
공시 • Oct 27Archer Aviation Inc. to Report Q3, 2025 Results on Nov 06, 2025Archer Aviation Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 06, 2025
Recent Insider Transactions Derivative • Aug 20Chief Technology Officer exercised options and sold US$847k worth of stockOn the 18th of August, Thomas Muniz exercised options to acquire 86k shares at no cost and sold these for an average price of US$9.83 per share. This trade did not impact their existing holding. Since September 2024, Thomas' direct individual holding has decreased from 1.53m shares to 1.25m. Company insiders have collectively sold US$24m more than they bought, via options and on-market transactions in the last 12 months.
공시 • Aug 19Archer Aviation Completes 55 Mile Flight--Longest Yet For Piloted Midnight AircraftArcher Aviation announced that its Midnight aircraft successfully completed its longest piloted flight to date, flying approximately 55 miles in 31 minutes at speeds exceeding 126 mph. The flight took place at Archer's flight test facility in Salinas, California, in front of United Airlines' Chief Financial Officer, Mike Leskinen, who led United Airlines' early investment in Archer. The flight was conducted as a conventional takeoff and landing mission. Four of Archer's test pilots are now regularly conducting test flights in Midnight, underscoring the program's continued progress and maturity. Midnight flight test pilots will continue to expand speed and duration, and test mission profiles that map to early commercial operations. This milestone follows a series of key developments in Archer's commercialization roadmap, including the continuation of its manufacturing ramp throughout the U.S. and the activation of its Launch Edition program in the UAE.
Major Estimate Revision • Aug 13Consensus revenue estimates fall by 93%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$10.8m to US$800.0k. Forecast losses increased from -US$0.919 to -US$1.10 per share. Aerospace & Defense industry in the US expected to see average net income growth of 28% next year. Consensus price target broadly unchanged at US$12.39. Share price was steady at US$10.25 over the past week.
Major Estimate Revision • Aug 04Consensus revenue estimates decrease by 15%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$12.7m to US$10.8m. EPS estimate increased from -US$0.958 to -US$0.919 per share. Aerospace & Defense industry in the US expected to see average net income growth of 24% next year. Consensus price target broadly unchanged at US$12.17. Share price fell 3.3% to US$10.43 over the past week.
공시 • Jul 25Archer Aviation Inc. to Report Q2, 2025 Results on Aug 11, 2025Archer Aviation Inc. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025
공시 • Jul 13Archer Aviation Inc. Announces Mark Mesler Steps Down from His Role as Chief Financial Officer, Effective July 7, 2025Mark Mesler has stepped down from his role as Chief Financial Officer of Archer Aviation Inc. (the Company) effective July 7, 2025. Mr. Mesler has been on medical leave since September, 2024. Priya Gupta has served as Archer’s Chief Financial Officer and acting principal financial officer during his leave. Ms. Gupta will continue to serve in her same capacity and Mr. Harsh Rungta will continue to serve as the Company’s Senior Vice President, Finance and Chief Accounting Officer and principal accounting officer.
공시 • Jul 02Archer Begins Test Flights in Abu DhabiArcher announced the successful completion of an initial flight of its Midnight aircraft at Al Bateen Executive Airport in Abu Dhabi, marking a key milestone for its planned commercial deployment in the UAE and the expansion of its operations in the Middle East region. With the support of the Smart and Autonomous Systems Council (SASC), the flight was witnessed by senior leadership from the UAE General Civil Aviation Authority (GCAA), the Abu Dhabi Investment Office (ADIO), the Integrated Transport Centre, Abu Dhabi Aviation and Abu Dhabi Airports, along with representatives from Archer's regional partners. Focused on evaluating the aircraft's VTOL performance in UAE-specific conditions including temperature, humidity and dust exposure, the test flight allows Archer to validate readiness for commercial deployment. Following this milestone, Archer will expand its flight-testing program for Midnight in the region, gathering additional data to support its certification and commercialization plans in both the UAE and other key markets. The test flight supports Archer's Launch Edition commercialization program with Abu Dhabi Aviation, which aims to establish air taxi services in Abu Dhabi. The announcement comes as Archer continues to advance its certification and commercialization efforts in the UAE and beyond, building on recent achievements including regulatory design approval for the UAE'sfirst hybrid heliport at Abu Dhabi Cruise Terminal and ongoing partnerships with leading regional operators. The Launch Edition program represents Archer's approach to establishing commercial operations in key early aircraft markets. Abu Dhabi's role as Archer's first Launch Edition market positions the emirate as a global leader in urban air mobility deployment, demonstrating Abu Dhabi's commitment to innovative transport and sustainable mobility solutions.
공시 • Jun 30+ 9 more updatesArcher Aviation Inc.(NYSE:ACHR) dropped from Russell 3000 Value IndexArcher Aviation Inc.(NYSE:ACHR) dropped from Russell 3000 Value Index
공시 • Jun 13Archer Aviation Inc. has filed a Follow-on Equity Offering in the amount of $850 million.Archer Aviation Inc. has filed a Follow-on Equity Offering in the amount of $850 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 85,000,000 Price\Range: $10 Discount Per Security: $0.37 Transaction Features: Registered Direct Offering
공시 • Jun 02Archer Showcases Piloted Midnight Flight as It Advances to Next Phase of Flight Test ProgramArcher announced it has begun the next phase of Midnight's flight test program showcasing piloted flight. This phase builds on years of safe, autonomous flight testing across its various aircraft platforms, which validated its proprietary 12 tilt-6 VTOL configuration. Midnight cruised at speeds up to 125 mph and reached a maximum altitude of over 1,500 feet above ground level during the flight. The flight featured a conventional take-off and landing demonstrating the robustness of Midnight's landing gear that is capable of performing both vertical and conventional take-off and landing operations. Through its design and certification process, Archer, government regulators and its customers, both civil and defense, have identified the importance of being able to conduct both vertical and conventional take- off and landing as part of normal operations of the aircraft as CTOL provides operational flexibility and enhanced safety. During this phase of Midnight's flight test programs, Archer's test pilots will continue to test key elements of the aircraft, such as flight control responsiveness, stability and aerodynamic and control model validation in addition to gathering data to support its certification and commercialization efforts in both the U.S. and UAE. The piloted flight was flown by Archer Chief Test Pilot Jeff Greenwood who joined the company in 2021, providing valuable insight while focusing on cockpit design, including vendor selection for the display and other equipment. Before joining Archer, Greenwood served as a test pilot for Bell Textron, where he helped develop, test, and certify leading industry rotorcraft. A veteran, Greenwood served as a pilot in the United States Marine Corps for 13 years. During his tenure, he developed his passion for test piloting and was a graduate of the United States Naval Test Pilot School.
Major Estimate Revision • May 19Consensus revenue estimates decrease by 55%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$28.1m to US$12.7m. EPS estimate increased from -US$1.04 to -US$0.958 per share. Aerospace & Defense industry in the US expected to see average net income growth of 20% next year. Consensus price target of US$11.39 unchanged from last update. Share price rose 51% to US$13.30 over the past week.
Recent Insider Transactions Derivative • May 18Chief Technology Officer exercised options and sold US$1.1m worth of stockOn the 16th of May, Thomas Muniz exercised options to acquire 81k shares at no cost and sold these for an average price of US$12.99 per share. This trade did not impact their existing holding. Since September 2024, Thomas' direct individual holding has decreased from 1.53m shares to 1.17m. Company insiders have collectively sold US$23m more than they bought, via options and on-market transactions in the last 12 months.
공시 • May 05Archer Aviation appoints Cristiano Tartaglione as Chief Operating Officer for UAE OperationsArcher Aviation announced the hire of retired Brigadier General Cristiano Tartaglione as Chief Operating Officer for its operations in the United Arab Emirates. Tartaglione brings over 30 years of leadership experience from the Italian Air Force, where he commanded multinational air operations, led advanced jet maintenance programs, and accrued more than 3,500 flight hours as a fighter pilot. His diplomatic experience as Italy’s Defense Attaché to the UAE also established him as a trusted advisor within regional defense and aviation sectors. Following his military career, he advised global aerospace and defense companies on transformation and market entry strategies in the Middle East and Europe. Tartaglione will be responsible for leading Archer’s UAE-based operations, building and mentoring a local team, developing operational infrastructure, and ensuring compliance with UAE aviation regulations. He will work closely with the General Civil Aviation Authority (GCAA) and key partners to ensure the safe and timely launch of commercial electric air taxi services in the country and region. This hire highlights Archer’s commitment to delivering innovative and sustainable urban air mobility solutions across the Emirates. Most recently, the company secured design approval from the GCAA for the transformation of the Abu Dhabi Cruise Terminal helipad into the country’s first hybrid heliport for both helicopters and eVTOL aircraft.
공시 • Apr 29Archer Aviation Inc. to Report Q1, 2025 Results on May 12, 2025Archer Aviation Inc. announced that they will report Q1, 2025 results After-Market on May 12, 2025
공시 • Apr 21Archer Aviation Inc., Annual General Meeting, Jun 27, 2025Archer Aviation Inc., Annual General Meeting, Jun 27, 2025.
Seeking Alpha • Apr 17Archer Aviation: Real Progress, Real PotentialSummary Archer Aviation has made significant regulatory progress, securing key FAA certifications and strategic partnerships with United Airlines and Stellantis, bolstering its commercial prospects. The company has strong financial backing, with over $900 million in cash and substantial investments from partners like Stellantis, ensuring robust support for scaling production. Options market positioning and dark pool activity indicate bullish sentiment, with $7 likely acting as a price floor, suggesting potential for upward movement. Risks include potential FAA certification delays, manufacturing challenges, and macroeconomic factors, but Archer's current trajectory and partnerships position it well for future growth. Read the full article on Seeking Alpha
공시 • Apr 04Archer Aviation Inc. Appoints Harsh Rungta as Its Senior Vice President, Finance and Chief Accounting Officer, Effective March 31, 2025On March 31, 2025, Archer Aviation Inc. announced the appointment of Harsh Rungta as its Senior Vice President, Finance and Chief Accounting Officer, effective immediately. In this role, Mr. Rungta will serve as the Company’s principal accounting officer. Mr. Rungta, 43, is joining the Company from Tesla Inc. where he most recently served as Director, Accounting Controllership. Mr. Rungta has served in this role since April 2024, and prior to that, he served as Tesla’s Director, Automotive Revenue & Energy Business Controller beginning in October 2018. Prior to Tesla, Mr. Rungta spent over twelve years at PricewaterhouseCoopers LLP working in their audit and assurance services practice. Mr. Rungta holds a Bachelor of Commerce degree from Delhi University, is a Chartered Accountant from India and a Certified Public Accountant (inactive) in California.
Recent Insider Transactions Derivative • Apr 03Chief Technology Officer exercised options and sold US$373k worth of stockOn the 31st of March, Thomas Muniz exercised options to acquire 53k shares at no cost and sold these for an average price of US$7.04 per share. This trade did not impact their existing holding. Since June 2024, Thomas' direct individual holding has decreased from 1.45m shares to 1.17m. Company insiders have collectively sold US$22m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Mar 31Archer Aviation: Sky High ValuationSummary I believe Archer Aviation’s Abu Dhabi flights will attract investors' attention, but not enough to justify the current valuation without FAA type certification. I'm projecting only partial revenue recognition from the ~$50M in launch edition deals this year, and I believe the Street's $29M estimate is likely closer to the actual figure. I find the forward P/S ratio north of 110 excessive, especially without visibility on the US market entry. I anticipate the FAA could wait for operational data from Abu Dhabi before resolving certification issues, likely pushing the type rating approval to 2026 or later. I suggest holding until there's concrete progress on US certification. Without it, the upside is speculative and the risk/reward isn’t favorable. Read the full article on Seeking Alpha
Seeking Alpha • Mar 13Archer Aviation: It's The Perfect Time To BuySummary Archer Aviation is starting production of its Midnight air taxi, targeting 10 aircraft in FY25, with Abu Dhabi Aviation as its first customer. ACHR is poised to capitalize on key aviation trends: accessibility, autonomy, and electric technology, focusing on civilian, defense, and AI-driven flight control systems. Strategic partnership with Anduril aims to develop cost-effective hybrid-propulsion VTOL aircraft for defense, targeting the US Department of Defense, and leveraging AI and existing supply chains. I rate ACHR as a Buy with a target price of $11, driven by its innovative approach and significant market opportunities in both civilian and military aviation sectors. Read the full article on Seeking Alpha
Recent Insider Transactions • Mar 10General Counsel & Secretary recently sold US$436k worth of stockOn the 5th of March, Eric Lentell sold around 53k shares on-market at roughly US$8.19 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$15m more than they bought in the last 12 months.
Major Estimate Revision • Mar 07Consensus revenue estimates fall by 17%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$34.9m to US$29.1m. Forecast losses increased from -US$0.98 to -US$1.04 per share. Aerospace & Defense industry in the US expected to see average net income growth of 21% next year. Consensus price target of US$11.39 unchanged from last update. Share price fell 15% to US$7.52 over the past week.
Recent Insider Transactions Derivative • Mar 06Chief Technology Officer exercised options and sold US$764k worth of stockOn the 4th of March, Thomas Muniz exercised options to acquire 99k shares at no cost and sold these for an average price of US$7.70 per share. This trade did not impact their existing holding. Since March 2024, Thomas' direct individual holding has decreased from 1.19m shares to 1.07m. Company insiders have collectively sold US$20m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Mar 06Archer Aviation: Midnight Launch Set To Go To New HeightsSummary Archer Aviation is set to launch its first eVTOL aircraft, Midnight, in 2025, targeting early adopters and generating initial revenue in Abu Dhabi. The company has substantial liquidity, with $1.136 billion in cash, but faces high operational expenses and relies on partnerships like Stellantis for scaling production. The eVTOL market could reach $41.5 billion by 2035, with significant potential in both civilian and military applications, boosting Archer's long-term prospects. Despite high risks and reliance on FAA certification, Archer's innovative technology and strategic marketing could justify its stock price for high-risk investors. Read the full article on Seeking Alpha
공시 • Feb 27Archer Aviation Unveils Midnight "Launch Edition" Commercialization Program with Abu Dhabi Aviation as First Customer Planning to Deploy Midnight 2025Archer Aviation announced a "Launch Edition" commercialization program for its Midnight aircraft. The goal of this program is to establish a pragmatic and repeatable commercialization playbook to deploy Midnight in dozens of early adopter markets in advance of type certification of the aircraft by the FAA. Abu Dhabi Aviation (ADA) is Archer's first Launch Edition customer, with plans to deploy an initial fleet of Midnight aircraft later 2025. Archer personnel will now work together with Abu Dhabi Aviation to fly Midnight in the country in the coming months, targeting a passenger flight in Abu Dhabi later 2025. The two will also collaborate across pilot training, flight operations and community engagement. In addition to the Launch Edition aircraft, Archer also plans to provide ADA with a team of pilots, technicians and engineers to support the initial operational ramp, helping ensure a safe and efficient deployment. Archer also plans to provide backend software infrastructure and front-end booking application to help power urban air mobility operations during the Launch Edition program. The partnership between Archer and Abu Dhabi Aviation was formalized this week during a signing ceremony alongside the Abu Dhabi Investment Office, where Abu Dhabi Aviation signed a memorandum of understanding setting forth a framework to fund the deployment of the Midnight Launch Edition aircraft. Archer will continue to work closely with ADA, the General Civil Aviation Authority (GCAA) and its other established partners in the region on its goal of launching electric air taxis in Abu Dhabi 2025.
공시 • Feb 13Archer Aviation Inc. to Report Q4, 2024 Results on Feb 27, 2025Archer Aviation Inc. announced that they will report Q4, 2024 results After-Market on Feb 27, 2025
공시 • Feb 11Archer Aviation Inc. has filed a Follow-on Equity Offering in the amount of $301.75 million.Archer Aviation Inc. has filed a Follow-on Equity Offering in the amount of $301.75 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 35,500,000 Price\Range: $8.5 Transaction Features: Registered Direct Offering
Seeking Alpha • Feb 10Archer Aviation: Frothy Valuation Despite Continued ProgressSummary Archer Aviation's stock surged on the back of President Trump's election and speculation about an easier path to commercialization. While recent progress has been solid, Archer's valuation has long embedded an expectation of significant commercial success, not just regulatory approval. The recent increase in Archer's share price reduces the risk of dilution. Archer still needs access to significant additional capital to reach breakeven, though. I tend to think the recent eVTOL stock surge has been driven by a broader speculative bubble as much as fundamentals. As a result, near-term investor risk appetite is probably as important as Archer's progression through the certification process. Read the full article on Seeking Alpha
Seeking Alpha • Jan 31Archer Aviation Has Too Many UncertainitiesSummary Archer Aviation shows potential but faces significant uncertainties, including capital needs, increasing cash burn, and past share dilution, making it a high-risk investment. The company focuses on electric passenger drones for urban mobility, with plans to start production in 2025 and potential orders worth $6B. Risks include regulatory hurdles, high costs, and market limitations, compounded by insider share sales and ongoing cash burn. Read the full article on Seeking Alpha
공시 • Jan 22Scott Howell Joins Archer Aviation Inc.'s Advisory Board to Advance Next-Gen Military ProgramArcher Aviation Inc. added Lieutenant General (Ret) Scott Howell to its Advisory Board to help guide its newly formed Archer Defense business unit. Lt. Gen. (Ret) Scott Howell is a highly decorated retired military leader whose time in service spanned Iraq, Afghanistan, the Pentagon and the White House. Notably, Howell helped accelerate the military’s organizational transformation while leading 14,000 Special Operations forces globally as the 15th Commander of Joint Special Operations Command. Previously, as Vice Commander for the U.S. Special Operations Command, he helped secure the largest-ever budget for the country’s most elite warfighters. Now in the private sector, Howell will continue his work with General Catalyst as an advisor focused on modern defense and intelligence. In addition to Lt. Gen. Howell, the advisory board is composed of Retired 3-star Lieutenant General David A. Krumm, Retired 2-star General Clayton M. Hutmacher, Retired 2-star General Bill Gayler, Retired 4-star General Steve Townsend, Retired Chief Warrant Officer (CW4) Michael J. Durant, Retired Director of Special Programs (Aviation) Geoff Downer, Retired Acquisition Executive, and U.S. Special Operations Command Jim Smith.
New Risk • Jan 16New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 43% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (20% average weekly change). Shareholders have been substantially diluted in the past year (43% increase in shares outstanding). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$374m net loss in 3 years). Significant insider selling over the past 3 months (US$15m sold).
Seeking Alpha • Jan 14Archer Aviation: Asymmetric Upside If You Can Stomach The RideSummary Archer Aviation has seen significant stock price growth, but it remains a highly speculative investment with substantial risks and potential rewards. Technical indicators suggest increased short-term risks, with the stock failing to maintain its 20-day EMA and potentially testing the 50-day SMA. Archer's future hinges on achieving commercial viability and securing customer demand, despite current high cash burn and ongoing shareholder dilution. While highly speculative, Archer could see substantial market cap growth if it successfully ramps up production and secures a significant backlog of orders. Read the full article on Seeking Alpha
Major Estimate Revision • Jan 12Consensus revenue estimates decrease by 16%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$590.0k to US$500.0k. EPS estimate unchanged at -US$1.24 per share. Aerospace & Defense industry in the US expected to see average net income growth of 31% next year. Consensus price target up from US$10.67 to US$11.33. Share price fell 22% to US$8.97 over the past week.
Seeking Alpha • Dec 29Archer Aviation: Plot TwistSummary Archer Aviation created Archer Defense to tap into the defense sector's VTOL aircraft market with limited additional work. Archer Defense opens up a new market with existing demand, enhancing Archer Aviation's growth potential. The company raised additional funds, pushing the cash balance to over $930 million, providing the capital to launch eVTOL production and air taxi services. Investors should wait for a negative plot twist, such as aircraft certification delays, before buying, as the stock has already rallied from $3 to $11 in just months. Read the full article on Seeking Alpha
공시 • Dec 20Archer Completes Construction of High-Volume Manufacturing FacilityArcher Aviation Inc. announced that earlier this week it received the certificate of occupancy for its high-volume manufacturing facility, ARC, which is connected to the Covington Municipal Airport in Georgia. Archer is now working to complete the tooling load-in for the initial manufacturing line at this facility. Production is planned to begin in early 2025, with the goal of ramping to a rate of two aircraft per month by the end of the year. Archer built ARC in close partnership with Stellantis, and the two companies are continuing to progress their plans to mass-produce Archer’s Midnight aircraft. Stellantis is contributing capital, advanced manufacturing technology and expertise and experienced personnel with the goal of scaling this facility to 650 aircraft annually by 2030. ARC is where Archer plans to produce its all-electric vertical take-off and landing aircraft, Midnight, which is designed to offer passengers a sustainable, low-noise and safe alternative to ground transportation in congested cities around the world.
Price Target Changed • Dec 13Price target increased by 7.5% to US$10.33Up from US$9.61, the current price target is an average from 9 analysts. New target price is 23% above last closing price of US$8.39. Stock is up 25% over the past year. The company is forecast to post a net loss per share of US$1.24 next year compared to a net loss per share of US$1.69 last year.
공시 • Dec 13+ 1 more updateArcher Aviation Inc. announced that it expects to receive $430.000006 million in funding from Stellantis N.V., United Airlines Ventures, Wellington Management Group LLP, 2PointZeroArcher Aviation Inc. announced that it has entered into subscription agreements with certain accredited investors to issue 63,909,776 shares of the Company’s Class A common stock at issue price of $6.65 per share for proceeds of $425,000,010 and also entered into a subscription agreement with returning investor, Stellantis N.V. to issue 751,879 shares at issue price of $6.65 per share for proceeds of $4,999,995.35 for aggregate proceeds of $430,000,005 on December 11, 2024. The closing of the Stellantis Private Placement is subject to the satisfaction of customary closing conditions, including approval by the Company’s stockholders. In connection with the Private Placements, the Company’s executive officers and directors entered into lock-up agreements pursuant to which they have agreed, subject to customary exceptions, to certain transfer restrictions with respect to their shares of Common Stock and securities convertible or exchangeable for Common Stock for the later of 60 days following the date of effectiveness of the Subscription Agreements. The sale of the Private Placement Shares and the Stellantis Shares did not involve a public offering and was made without general solicitation or general advertising. Each of the Investors and Stellantis represented that such Investor and Stellantis is an accredited investor, as such term is defined in Rule 501(a) of Regulation D under the Securities Act. The Private Placement is anticipated to close on or about December 13, 2024. The transaction will also include participation from new institutional investors, United Airlines Ventures, Wellington Management Group LLP, 2PointZero.
Seeking Alpha • Dec 10Archer Aviation: Bullish Future Despite Stellantis TurmoilSummary Archer Aviation has shown significant progress, achieving key milestones and detailing a robust commercialization strategy, leading to an 85% stock increase since July 2024. The company’s liquidity is strong with $501.7 million in cash and a $400 million pledge from Stellantis, though additional funding may be needed. Strategic partnerships and regulatory support in key markets like the U.S., UAE and Japan bolster Archer’s commercialization efforts and market entry plans. Despite current stock price inflation, incremental buying is advised for long-term gains, especially if prices drop below calculated levels due to potential Stellantis-related risks. Read the full article on Seeking Alpha
Seeking Alpha • Nov 29Archer Aviation: I'm Staying Grounded On This Rally, But Ready For The Next OnesSummary I believe the current bull run may end soon due to the lack of immediate news to fuel the shareholder excitement, but I foresee more rallies moving ahead. Near term catalysts include the completion of the Georgia manufacturing facility and regulatory approvals, either abroad or in the US, both of which could reignite investor/speculator enthusiasm. With $501 million in cash and potential funding from Stellantis, Archer has a 15-28 month cash runway to advance the FAA's type rating. I remain skeptical about the scalability of eVTOL commercial operations in high-density cities due to limited (physical) space for additional infrastructure at urban heliports. Overall, I maintain a hold rating due to high risk for a pullback until the next catalyst is realized. If the share price cools off, I will reconsider my rating. Read the full article on Seeking Alpha
Recent Insider Transactions • Nov 24Founder recently sold US$15m worth of stockOn the 21st of November, Adam Goldstein sold around 3m shares on-market at roughly US$4.94 per share. This transaction amounted to 58% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Adam has been a net seller over the last 12 months, reducing personal holdings by US$15m.
Recent Insider Transactions Derivative • Nov 21Chief Technology Officer exercised options and sold US$377k worth of stockOn the 18th of November, Thomas Muniz exercised options to acquire 87k shares at no cost and sold these for an average price of US$4.31 per share. This trade did not impact their existing holding. Since March 2024, Thomas' direct individual holding has increased from 1.19m shares to 1.53m. Company insiders have collectively sold US$5.0m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Nov 20Why Archer Aviation's Recent Gains Are Just The StartSummary Emerging Opportunity: eVTOL market poised for high growth; Archer a front-runner. International Growth: $6B in indicative orders; $500M from Japan Airlines JV. Georgia Facility: $65M plant; capacity for 650 aircraft annually by 2029. Upside: Innovative technology, partnerships, and first-mover advantages. Read the full article on Seeking Alpha
Major Estimate Revision • Nov 15Consensus revenue estimates decrease by 60%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$1.71m to US$690.0k. EPS estimate unchanged at -US$1.25 per share. Aerospace & Defense industry in the US expected to see average net income growth of 24% next year. Consensus price target reaffirmed at US$9.06. Share price rose 5.7% to US$4.11 over the past week.
Seeking Alpha • Oct 24Archer Aviation: 6 Billion Reasons To OwnSummary Archer Aviation's $6 billion order book and FAA's supportive regulations position it for commercial launch in 2025. Significant deals with United Airlines and the UAE, plus a $142 million USAF contract, reduce FAA certification risks and bolster revenue potential. Air taxi services in San Francisco and Los Angeles, with potential airport security bypass, promise lucrative fare revenues and operational efficiency. With a market cap of $1.3 billion and $600 million in cash, Archer Aviation is poised for substantial growth, targeting $3+ billion sales by 2028. Read the full article on Seeking Alpha
Seeking Alpha • Oct 18Archer Aviation: Dilution Risk Is RisingSummary Archer Aviation's share price has been under pressure in recent months, increasing the risk of harmful dilution. Archer's business is steadily progressing in areas like manufacturing and certification, though. On a positive note, ACHR's order book and partnerships continue to expand, providing the company with a significant opportunity if/when the certification process is complete. Despite this, Joby appears better positioned across most areas (manufacturing, certification, superior aircraft, stronger balance sheet, autonomy, hydrogen). Read the full article on Seeking Alpha
공시 • Oct 18Archer Aviation Inc. to Report Q3, 2024 Results on Nov 07, 2024Archer Aviation Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024
Seeking Alpha • Sep 19Archer Aviation: The Bottoming Out Process Has BegunSummary Archer Aviation's stock plummeted 52.56% after a 2023 rally; our valuation model now suggests it is slightly undervalued, with potential buying opportunities. Key developments include a partnership with Stellantis for production scaling and significant regulatory milestones, including military airworthiness and Part 135 certification. Future prospects hinge on competitive unit economics and scaling production to 650 eVTOLs by 2028, with cash flow profitability expected by 2027. Archer's fair value is estimated at $3.55, with shares trading at a 13.75% discount; significant risks include achieving FAA Type Certification. Read the full article on Seeking Alpha
공시 • Sep 11+ 1 more updateUnited States District Court for the Northern District of California Enters an Order Regarding the Settlement Agreement Between Archer Aviation Inc., the Boeing Company and Wisk Aero LlcOn September 6, 2024, the United States District Court for the Northern District of California (the “Court”) entered an order regarding the settlement agreement between Archer Aviation Inc., The Boeing Company and Wisk Aero LLC (“Wisk”) entered into in August 2023. This order addressed a dispute between the parties regarding the exercisability of the second tranche of the warrant issued by the Company to Wisk pursuant to the settlement agreement. The Court has determined that the shares underlying the second tranche of the warrant are immediately exercisable and that the Company must pay Wisk prejudgment interest for the period from March 21, 2024 and the date of the Court’s hearing on the issue, which occurred on August 14, 2024, at a rate of $11,912.53 per day.
Seeking Alpha • Aug 29Archer Aviation: Swelling Order Backlog In A Big Addressable MarketSummary Archer Aviation stock is a "Strong Buy" at $3.8 due to its significant progress towards FAA certification and a $6 billion order book. The eVTOL industry is poised for multi-decade growth, with Archer well-positioned as an early mover to capitalize on this potential. Strong partnerships with Stellantis, United Airlines, and Southwest Airlines bolster Archer's financial stability and operational plans. Despite risks like equity dilution and competition, Archer's strategic advancements and industry tailwinds make it a compelling investment for aggressive investors. Read the full article on Seeking Alpha
공시 • Aug 22Archer Aviation Inc. announced that it has received $220 million in funding from Stellantis N.V.On August 22, 2024, Archer Aviation Inc. closed the transaction. The company received gross proceeds of $220,000,000 of this $230,000,000 of additional capital raised since the end of Q2, with $10,000,000 remaining in the form of a committed investment from Stellantis N.V. that remains subject to shareholder approval which is expected to occur later this year.
Recent Insider Transactions Derivative • Aug 20Chief Technology Officer exercised options and sold US$342k worth of stockOn the 19th of August, Thomas Muniz exercised options to acquire 91k shares at no cost and sold these for an average price of US$3.74 per share. This trade did not impact their existing holding. Since September 2023, Thomas' direct individual holding has increased from 1.17m shares to 1.45m. Company insiders have collectively sold US$4.7m more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Aug 16Consensus EPS estimates upgraded to US$1.24 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$1.41 to -US$1.24 per share. Revenue forecast unchanged from US$2.05m at last update. Aerospace & Defense industry in the US expected to see average net income growth of 21% next year. Consensus price target of US$8.57 unchanged from last update. Share price fell 6.5% to US$3.73 over the past week.
New Risk • Aug 14New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 58% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Shareholders have been substantially diluted in the past year (58% increase in shares outstanding). Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$474m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change).
New Risk • Aug 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 2.4% per year for the foreseeable future. Revenue is less than US$1m. Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$499m net loss in 3 years). Share price has been volatile over the past 3 months (11% average weekly change). Shareholders have been diluted in the past year (41% increase in shares outstanding).
공시 • Aug 09+ 1 more updateArcher Aviation Inc. announced that it expects to receive $175.089998 million in fundingArcher Aviation Inc. announced that it has entered into subscription agreements with certain accredited investors, pursuant to which the Company agreed to sell and issue to the Investors in a private placement an aggregate of 49,283,582 shares of the Company’s Class A common stock, par value $0.0001 per share at a purchase price of $3.35 per share for the gross proceeds of $165,000,001 and agreed to sell and issue to Stellantis in a private placement an aggregate of 2,982,089 shares of the Company’s Common Stock at an issue price of $3.35 per share for the gross proceeds of $9,989,998 for the aggregate gross proceeds of $175,089,998 on August 8, 2024. The Private Placement is anticipated to close on or about August 12, 2024, subject to the satisfaction of customary closing conditions.
공시 • Aug 01Archer Aviation Showcases Midnight Aircraft in Atlanta as It Nears Completion of Its High-Volume Manufacturing Facility in Covington, GeorgiaArcher Aviation Inc. provided an update on the construction progress of its high-volume manufacturing facility in Covington, GA, reaffirming an expected 2024 completion date. In preparation for this facility’s completion, last week Archer showcased its Midnight aircraft at Atlantic Aviation’s new terminal at DeKalb–Peachtree Municipal Airport. Guests included government officials from Georgia’s Office of the Governor, Georgia’s Congressional Offices, the City of Atlanta, Georgia’s State Legislature, the Federal Aviation Administration and other local governments. Archer completed the first build phase earlier this year—inclusive of grading and foundation work and is nearing completion of phase two—the erection of the exterior walls and roof. Phase three—interior fit out, and phase four—equipment load in and power on, are on track to be completed in the coming months. Once complete, this facility will be nearly 400,000 square feet and will support Archer’s planned production of up to 650 Midnight aircraft annually, which would make it one of the largest manufacturing facilities by volume in the aviation industry. Archer’s buildout is taking place in close partnership with Stellantis, with the companies continuing to progress their plans to mass-produce Archer’s Midnight aircraft together. Midnight, Archer’s electric vertical take-off and landing aircraft, represents the potential for a significant step change for aviation. Built around Archer’s proprietary electric powertrain, Midnight is designed to offer passengers a sustainable, low-noise and safe alternative to ground transportation: Travels at speeds up to 150 mph, turning hour-long ground commutes into minutes in the air, Designed for back-to-back flights of 20-50 miles with minimal charge time in between, 100x quieter than a helicopter at cruising altitudes—nearly inaudible from the streets below, Redundant systems across the aircraft allowing Archer to target similar levels of safety as commercial airliners, and Designed to carry a pilot, up to four passengers and carry-on luggage.
공시 • Jul 23Archer Aviation Inc. to Report Q2, 2024 Results on Aug 08, 2024Archer Aviation Inc. announced that they will report Q2, 2024 results After-Market on Aug 08, 2024
Seeking Alpha • Jul 02Archer Aviation: Promising Vision Although Commercialization Remains In Early StagesSummary Archer Aviation is a strong competitor in the urban air mobility sector, with a 50% market growth potential each year. Intense competition in the industry from companies like Joby Aviation, Vertical Aerospace, Lilium, EHang, and Wisk Aero. But Archer is leading in terms of design and certification progress. Archer's progress in prototype and certification is promising, with plans for commercial flights by 2025 and a valuation of $5.89, representing over 60% upside. Read the full article on Seeking Alpha
공시 • Jun 20Archer Aviation Inc. Announces Planned San Francisco Air Mobility Network Connecting Five Locations Across the Bay AreaArcher Aviation Inc. announced plans for an air mobility network that will connect five strategic locations across the San Francisco Bay Area - South San Francisco, Napa, San Jose, Oakland, and Livermore. Archer’s network is anticipated to provide unprecedented connectivity to communities around the region, allowing people to replace one-to-two-hour drives to cities around the bay with flights that take 10-20 minutes. To anchor the network, Kilroy Realty Corporation, a leading U.S. landlord and developer with an 18 million square foot operating and development portfolio, recently signed a memorandum of understanding (MOU) with Archer identifying Kilroy Oyster Point – a 50-acre waterfront campus in South San Francisco – as a critical hub in Archer’s planned San Francisco Bay Area UAM network. The MOU focuses on exploring opportunities to construct a vertiport at the Kilroy Oyster Point development, an amenity-rich, mixed-use campus in the heart of the Bay Area biotech ecosystem. This will give Archer access to a takeoff and landing site in South San Francisco that will connect with planned Archer vertiport locations at Napa, San Jose, Oakland, and Livermore, where Archer has existing relationships with infrastructure and operations partners. This network is expected to open a new world of opportunity for Bay Area residents and visitors by providing efficient access to people, places, and events across the region. Kilroy is globally recognized for sustainability, building operations, innovation, and design, and is positioned to become the first developer in the U.S. to bring eVTOL operations to its tenants and their employees. The MOU supports the development of an Archer “Sea Portal'' - a waterfront mobility hub providing electric ferry service and eVTOL operations for all companies at Kilroy Oyster Point. The Sea Portal will be powered by renewable energy, offering unique air and sea-based transportation options to employees at the campus while furthering Kilroy and Archer’s innovations in sustainability. An initial launch location at Kilroy Oyster Point could open as early as the end of 2025 and the two companies are exploring potential expansion into other locations within Kilroy’s portfolio. Archer’s goal is to transform urban travel, replacing 60–90-minute commutes by car with estimated 10–20-minute electric air taxi flights that are safe, sustainable, low noise, and cost-competitive with ground transportation. Archer’s Midnight is a piloted, four-passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights.
