Archer Aviation: A High-Risk/Reward Play Driven By A Massive eVTOL Market Opportunity

  • Archer Aviation is a high-risk, high-reward play, driven by a massive eVTOL market opportunity and strong investor optimism despite being pre-revenue. The company's solid liquidity, operational milestones, and $6 billion order backlog provide a decent runway and future growth potential, though profitability remains distant. The underappreciated defense partnership with Anduril offers near-term revenue potential and offsets commercial delays, enhancing Archer's long-term prospects.