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ACACHR

Archer Aviation Inc.

$ACHR·$3.4B·Aerospace & Defense·Industrials
$4.44-1.1%YTD-42.1%1Y-66.9%
Mentions · last 7 days
2026-07-11: 677 posts2026-07-12: 357 posts2026-07-13: 458 posts2026-07-14: 375 posts2026-07-15: 430 posts2026-07-16: 545 posts2026-07-17: 253 posts3,148+20%
Price updated 12h ago·X counts updated 12h ago
ACACHR
$ACHRArcher Aviation Inc.
$4.44-1.11%3.1k posts+20%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ACHR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storySelling offAI verdict · as of 2026-07-17

Falling on heavy selling — points lower unless it turns around.

eVTOL is a real category — this specific equity has been distributing for months while retail waits for the commercial launch.

Archer Aviation is one of the two leading US eVTOL players, targeting urban air mobility with FAA type certification and paying-customer flights ahead. The category story is progressing, but the equity is trading like the market has stopped believing the timeline.

Why the picture is broken:

  • The operational milestones are real: N704AX flight-test activity, growing partner ecosystem (BETA, HOVR, New Horizon), and eVTOL sector broadly progressing — the certification path itself is not the problem.
  • The economics remain untethered: 2,215x TTM sales because revenue is essentially trivial, with operating margin at 441% negative and return on capital at 38% negative — meaning every quarter is a cash-burn draw against the commercial-launch clock.
  • The tape has fully re-rated: sitting at 0.4% of the 52-week range, 20% below the 50-day and 39% below the 200-day — that's institutional distribution running to the floor, not testing support.
  • The buy-zone language is aspirational: community targets of $3.01-6.32 as accumulation zones assume a commercial-launch timestamp that hasn't arrived — the tape says the market is discounting the timeline further.

The fix requires a specific commercial revenue timestamp — a paying-customer flight date, a signed operator deal with revenue commitment, or a certification milestone with a hard schedule. Absent that, the tape stays broken. The Aug 10 print is the specific event.

Differs from X sentimentX is patient-bull on flight-test activity and the growing partner ecosystem, and the operational progress is real. But the tape has been distributing for months while these milestones landed — the corpus is fighting a price-action pattern that says the market wants a hard commercial timestamp, not more flight-test content.

What to watch: The Aug 10 print — cash-runway update, any hard timestamp on paying-customer commercial launch, and progress on FAA type certification. A specific commercial revenue date reverses the tape; another quarter of milestone content without a launch timestamp deepens the distribution.

On the calendar: 2026-08-10 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment29 posts analyzed · as of 2026-07-17

Archer Aviation is being described as the aggressor in the eVTOL narrative. The centerpiece is Zee, Archer's proprietary aviation foundation AI model, plus the newly announced ACES charging consortium with BETA and Macquarie aimed at electrifying up to 400 US airports over 25 years. Bulls also point to N704AX and N703AX flight-test activity, Adam Goldstein's messaging that AI model plus FAA enablement could exceed the value of aircraft manufacturing, and public head-to-head positioning against Joby's GEACS charger standard. The stock is being talked up toward $10+ with an aggressive $100 long-term target. The main skeptical thread is a technical note that the sector printed 52-week-low sentiment recently and needs to reclaim $5-6 to run.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — institutions now mark RKLB, LUNR, and RDW against SPCX's $1.

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; limited exposure means the defense budget expansion and space commercialization is not a near-term catalyst or headwind.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+7.1%YTD
+17.8%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
Q1 2026May 11, 2026$-0.28$-0.31+9.9%
Q4 2025Mar 2, 2026$-0.26$-0.17-54.7%
Q3 2025Nov 6, 2025$-0.12$-0.30+60.3%
Q2 2025Aug 11, 2025$-0.27$-0.19-42.1%
Next earningsMon, Aug 10·consensus EPS $-0.26

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$9.5M$6.7M – $13.1M-$1.31-$1.57 – -$1.136
FY27$79.0M$39.9M – $169.9M-$1.21-$1.33 – -$1.086
FY28$471.4M$466.0M – $476.9M-$1.01-$1.34 – -$0.698
FY29$1.4B$752.3M – $2.9B-$0.33-$0.78 – -$0.137
FY30$2.3B$1.2B – $4.7B$0.09$0.03 – $0.217

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.-20.9%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.-39.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 635.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.0% 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.β3.195-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

SellJun 11Eric LentellChief Legal & Strategy Officer3.8K sh$19KSellMay 18Priya GuptaCFO9.9K sh$59KSellMay 18Harsh RungtaChief Accounting Officer12.4K sh$74KSellMay 18Muniz Thomas PaulCTO91.8K sh$547KSellMay 18Eric LentellChief Legal & Strategy Officer48.2K sh$287KSellMay 15Eric LentellChief Legal & Strategy Officer40.0K sh$242KSellMay 15Muniz Thomas PaulCTO44.7K sh$271KSellMar 27Eric LentellChief Legal & Strategy Officer50.0K sh$265KSellMar 26Eric LentellChief Legal & Strategy Officer50.0K sh$268KSellMar 13Muniz Thomas PaulCTO9.6K sh$60K
1–10 of 18
+ 27 other (14 exempts · 13 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
Free, forever. No credit card.

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

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.

8-KOfficer or director changeMar 198-K — Item 5.02: Officer or director change
AI summary

ACHR disclosed a personnel change (8-K Item 5.02, dated 2026-03-19). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KPress release / Reg FDMar 128-K — Item 7.01: Press release / Reg FD
424B5Prospectus supplement (offering)Mar 5424B5
8-KPress release / Reg FDFeb 248-K — Item 7.01: Press release / Reg FD
+ 20 other (6 13Gs · 4 routine 8-Ks · 3 proxys · 2 earnings 8-Ks) in window

Recent news

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

Archer Aviation vs. AST SpaceMobile: Which Aerospace Stock Is a Better Buy in 2026?fool.com·18h agoJoby, Archer, and EHang Are Down 40% to 60% in 2026. Are Air Taxi Stocks Damaged Beyond Repair?247wallst.com·19h agoArcher Aviation Stock Just Fell Below $5. Here's What Investors Are Really Worried About.fool.com·1d agoArcher Aviation, BETA Technologies and Macquarie Capital Launch ACES: America's Consortium for Electric Skyways to Bring Interoperable Charging to 250+ Aviation Sites Across America by 2030businesswire.com·2d agoCan Archer's Supplier Network Support Long-Term Production Growth?zacks.com·3d ago

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Voices on X · top 12 · last 7 days

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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