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ACACHR

Archer Aviation Inc.

$ACHR·$3.8B·Aerospace & Defense·Industrials
$4.07-4.7%YTD-46.9%1Y-65.7%
Price updated 6h ago·X counts updated 5d ago
ACACHR
$ACHRArcher Aviation Inc.
$4.07-4.68%557 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ACHR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

557X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ACHR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-10-02

Archer Aviation is bullish — the US antitrust clearance of the Boeing Wisk/Insitu/SkyGrid acquisition stacks self-flying aircraft, military ISR drones and airspace coverage onto the eVTOL base, with N703AX flying day-two of the Salinas Airshow for the crowd. The structural bull-case is that aviation safety barriers to AI entry become Archer's moat. The thread's one measured note is "eVTOL air-traffic control is already strained."

Read what X is saying about $ACHR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ACHR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Too early to tellWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

The eVTOL challenger just added Wisk's autonomy stack through the Boeing deal — but the cash runway is the next real question.

Archer Aviation is the eVTOL challenger to Joby, now with the US-cleared Boeing deal that stacks Wisk's self-flying tech, Insitu's military ISR drones, and SkyGrid's airspace coverage onto the base eVTOL business. The thesis has shifted from 'certify first' to 'own the end-to-end autonomy stack.'

  • The P&L is pre-commercial and getting burnier: revenue of $1.6M against an operating margin of -15,760% last quarter means every dollar of revenue costs over $150 in opex — this is development-stage spending with no near-term P&L reset.
  • The structural moat case holds: regulatory barriers to AI entry in aviation are what give Archer (and Joby) their defensibility, but the stock-level question is cash runway — the 'Joby or Archer runs out first' debate in the thread is correctly flagged, with each burning ~$200M/quarter.

At just 6% of 52-week range and 21% below the 200-day going into Nov 5 earnings, this is a classic deep-value optionality setup. A specific paid-service date, concrete Boeing-integration timeline, or any dilution-adjacent financing path forward is the trigger; another quarter of cash-burn widening without commercial milestones keeps the coil tight.

What to watch: Nov 5 Q3 earnings — Boeing-integration milestones, Golden manufacturing line throughput, commercial-service timeline, and operating cash burn. A dated commercial service milestone is the trigger; a widening cash burn without customers is the invalidation.

On the calendar: 2026-11-05 — Q3 earnings

event ahead 30dcash runway

Read the AI verdict on $ACHR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Pre-revenue developer of electric vertical takeoff and landing air taxis targeting urban commuter routes, backed by United Airlines.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $ACHR.

Aerospace & Defense · Industrials

No material change from last week — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $ACHR

Neutral — Pre-revenue developer of electric vertical takeoff and landing air taxis targeting urban commuter routes, backed by United Airlines.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
+1.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-5.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-37.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-441%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-14.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2214.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-39.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-374%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$-0.34$-0.34-1.3%
Q1 2026May 11, 2026$-0.28$-0.31+9.9%
Q4 2025Mar 2, 2026$-0.26$-0.17-54.7%
Q3 2025Nov 6, 2025$-0.20$-0.30+33.8%
Next earningsThu, Nov 5·consensus EPS $-0.34

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.6M—-444%-15756%$-0.28$-181.7M
Q4 FY25$300K—3300%-78133%$-0.26$-158.8M
Q3 FY25$0———$-0.20$-126.0M
Q2 FY25$0———$-0.36$-122.3M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$15.2M$11.8M – $17.8M-$1.31-$1.49 – -$1.156
FY27$87.0M$27.6M – $176.4M-$1.20-$1.35 – -$0.996
FY28$511.5M$307.6M – $801.9M-$1.02-$1.38 – -$0.718
FY29$1.4B$644.9M – $2.5B-$0.43-$0.90 – -$0.136
FY30$2.2B$1.0B – $4.1B-$0.01-$0.03 – -$0.006

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.1%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-26.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-32.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 644.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.275-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 21Benjamin LyonPresident45.4K sh$246KSellAug 20Eric LentellChief Strategy Officer100.0K sh$631KSellAug 17Priya GuptaCFO10.0K sh$64KSellAug 17Eric LentellChief Legal & Strategy Officer52.8K sh$338KSellAug 17Benjamin LyonPresident50.2K sh$322KSellAug 17Harsh RungtaChief Accounting Officer13.9K sh$89KSellJun 11Eric LentellChief Legal & Strategy Officer3.8K sh$19KSellMay 18Priya GuptaCFO9.9K sh$59KSellMay 18Muniz Thomas PaulCTO91.8K sh$547KSellMay 18Harsh RungtaChief Accounting Officer12.4K sh$74K
1–10 of 13
+ 22 other (13 exempts · 9 awards) in window

See when $ACHR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDOct 28-K — Item 7.01: Press release / Reg FD
AI summary

On September 29, 2026, a U.S. District Court (N.D. Cal.) issued a ruling in Joby Aero, Inc. v. Archer Aviation Inc., partially dismissing certain trade-secret and contract-related claims against Archer while allowing others to proceed and granting leave to amend on some counts. The court separately dismissed without leave to amend Archer's counterclaims against Joby for Lanham Act and California Unfair Competition Law violations. The mixed outcome narrows Archer's litigation exposure on certain counts but closes its offensive counterclaims; the core dispute remains live. Disclosure made under Reg FD per Item 7.01.

8-KPress release / Reg FDSep 248-K — Item 7.01: Press release / Reg FD
AI summary

Archer Aviation (ACHR) filed a Reg FD press release on September 18, 2026 updating the status of a previously announced acquisition (originally disclosed in the August 10, 2026 8-K), noting that completion remains subject to satisfaction or waiver of certain regulatory approvals and other closing conditions. No acquisition target name, deal size, or timeline is visible in the excerpt. This is a routine closing-condition status update on a pending corporate transaction.

8-KListing / delisting noticeSep 48-K — Item 3.01: Listing / delisting notice · Item 8.01: Other event
AI summary

Archer Aviation Inc. is reminding holders that its public warrants (exercisable at $11.50/share) will expire on September 16, 2026 at 5:00 p.m. NYC time, becoming void and worthless if unexercised. NYSE halted trading of the warrants under symbol ACHR WS on September 1, 2026, with suspension effective before the open on September 15, 2026. The warrant expiration is routine per the Warrant Agreement dated October 27, 2020. Common stock (ACHR) continues to trade normally; this event affects only the warrant holders who must exercise or lose their rights.

8-KUnregistered equity saleAug 188-K — Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

Archer Aviation (ACHR) filed an 8-K under Items 3.02 and 8.01, disclosing unregistered securities issuance and a material other event. No specific dollar amounts or share counts were included in the available excerpt. Archer Aviation is an electric air taxi developer working toward FAA certification.

8-KMaterial agreementAug 108-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

Archer Aviation Inc. (ACHR) entered into Purchase Agreement On August 9, 2026, Archer Aviation Inc with a counterparty on 2026-08-10, involving $0.0001 . Other items: Item 3.02, Item 7.01. closing of the Acquisition (the “Closing”): (i) a number of shares (the “Conside. This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

3New insider — initial holdingsJul 23
AI summary

Benjamin Lyon, President of Aircraft OEM at Archer Aviation Inc. (ACHR), filed an initial Form 3 on June 24, 2026 disclosing beneficial ownership of 380,681 RSUs (vesting quarterly from May 15, 2025) and 411,640 additional RSUs, all linked to Class A Common Stock. No directly owned shares are reported; RSUs vest contingent on continued service. This is a routine initial officer ownership disclosure with no immediate dilution or operational impact.

8-KShareholder voteJun 308-K — Item 5.07: Shareholder vote
AI summary

Archer Aviation held its 2026 annual meeting on June 30, 2026; Barbara Pilarski and Maria Pinelli were elected as Class II directors. A shareholder proposal to redomesticate from Delaware to Texas failed (234M for, 44M against). PwC was ratified as auditor. The redomestication failure is notable given the broader Texas-friendly corporate trend; board composition and auditor remain unchanged.

424B5Prospectus supplement (offering)May 14424B5
AI summary

ACHR filed a 424B5 prospectus supplement dated 2026-05-14, representing an active capital markets transaction. Priced at $0.0001 per share. This represents immediate dilution to existing shareholders.

+ 13 other (3 13Gs · 3 proxys · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Comparing Archer Aviation (NYSE:ACHR) & Park Aerospace (NYSE:PKE)defenseworld.net·1d ago5 Growth Stocks With Home Run Potentialfool.com·2d agoCould Archer Aviation Be the Millionaire-Maker Stock of the Decade?fool.com·3d agoArcher Aviation: Boeing Is The Game Changerseekingalpha.com·3d agoPrediction: Here's What a $5,000 Investment in Archer Aviation Will Be Worth in 3 Yearsfool.com·3d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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