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ACACHR

Archer Aviation Inc.

$ACHR·$4.2B·Aerospace & Defense·Industrials
$5.78+0.5%YTD-9.1%1Y-32.8%
Mentions · last 7 days
2026-08-22: 21 posts2026-08-23: 25 posts2026-08-24: 64 posts338+7%
Price updated 6h ago·X counts updated 7d ago
ACACHR
$ACHRArcher Aviation Inc.
$5.78+0.52%338 posts+7%
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.

Too early to tellWinding up for a moveAI verdict · as of 2026-08-30

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

eVTOL is a bet on LA 2028 and Boeing — no revenue means every catalyst is binary.

Archer Aviation is developing Midnight, an electric vertical take-off and landing (eVTOL) aircraft, with commercial ambitions anchored on urban air mobility and defense partnerships. The equity has almost no revenue base and is priced on optionality — LA 2028 Olympics deployment, Boeing partnerships, and Pentagon Replicator program eligibility.

  • The P&L is pre-commercial: quarterly revenue ran $0 / $0 / $0.3M / $1.6M, gross margin deeply negative, quarterly EPS $-0.36 / $-0.20 / $-0.26 / $-0.28 — analysts model $10M in full-year revenue and a $-1.32 EPS loss, so the equity is entirely an option on commercial launch and defense-program awards.
  • The catalyst set is real but binary: Midnight prototype flights (N703AX) at 120mph and 2,000ft feet, LA 2028 Olympics vertiport buildout, Hawthorne Airport progress, and Boeing partnership positioning under the Pentagon's Replicator program — each of these could materially reprice the equity if it lands, or delay in a way that stalls it.
  • The corporate side has ongoing dilution risk: an 8-K disclosed unregistered securities issuance, and the Stellantis MOU was terminated with 1.5M shares issued — those are real dilution events, and any additional PIPE or capex raise into pre-commercial burn caps how quickly a good catalyst can rerate the stock.

An FAA type-certification milestone, a specific commercial revenue disclosure, or a Pentagon Replicator award extends the coil into a real breakout toward the $18-28 crowd targets; a Midnight flight-test setback, another partnership termination, or a large PIPE raise is what invalidates the setup.

Agrees with X sentimentX's bullish framing captures the optionality — the LA 2028 setup, the Boeing partnership positioning, and the Midnight flight tests are real; the Stellantis MOU termination is a legitimate counter and the '1,000 reasons to sell, one to buy' framing is honest for a pre-revenue name.

What to watch: The Nov 5 Q3 print — cash burn, FAA type-certification progress, and any commercial-launch or defense-award commentary. A specific FAA milestone or a Replicator award is what breaks the coil.

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

X sentiment

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

Bullish sentiment68 posts analyzed · as of 2026-08-31

Enthusiasm dominates, anchored by the new L.A. LIVE vertiport partnership with AEG, the Boeing drone-unit deal and a steady drumbeat of daily test-flight logs from N703AX that fans treat as milestones. Chart watchers frame the recent pullback as a bottoming setup ahead of the 2028 Olympics ramp. A few technical voices flag active sell signals and question the pivot to defense, but they are drowned out.

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

Defense budget tailwinds — NATO spending commitments and Pentagon procurement acceleration — support backlogs at prime contractors. Commercial space is a separate driver: launch cadence and satellite constellations are pulling RKLB and LUNR on their own momentum, independent of traditional defense spending.

What this means for $ACHR

Partial — freight volumes and pricing follow trade and industrial activity; Archer Aviation Inc.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+16.3%YTD
+15.0%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$10.0M$8.0M – $14.1M-$1.32-$1.51 – -$1.176
FY27$85.8M$52.2M – $152.1M-$1.22-$1.27 – -$1.156
FY28$481.3M$172.6M – $801.8M-$1.00-$1.35 – -$0.708
FY29$1.4B$630.7M – $2.3B-$0.33-$0.60 – -$0.097
FY30$2.3B$1.0B – $3.8B$0.09$0.02 – $0.167

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.14%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.+7.9%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.-10.9%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 today4.5% 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.β3.215-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

SellAug 20Eric LentellChief Strategy Officer100.0K sh$631KSellAug 17Benjamin LyonPresident50.2K sh$322KSellAug 17Priya GuptaCFO10.0K sh$64KSellAug 17Eric LentellChief Legal & Strategy Officer52.8K sh$338KSellAug 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$74KSellMay 18Eric LentellChief Legal & Strategy Officer48.2K sh$287K
1–10 of 23
+ 26 other (13 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

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.

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
+ 15 other (4 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.

The Boeing Deal Just Changed Everything For Archer Aviationseekingalpha.com·1d agoWhy Archer Aviation's Management of Hawthorne Airport Matters Just as Much as Developing Its Own Aircraftfool.com·1d agoArcher Aviation vs. GE Aerospace: Which Industrials Stock Is a Better Buy in 2026?fool.com·4d agoArcher Aviation vs. Space Exploration Technologies: Which High Flying Stock Is a Better Buy in 2026?fool.com·4d agoArcher Aviation vs. Eve Holding: Which eVTOL Stock Offers More Upside?zacks.com·5d ago

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Voices on X · top 15 · 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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