Archer Aviation (NYSE:ACHR) is taking to the skies in more ways than one. After a difficult year filled with lots of volatility, the electric vertical take-off and landing (eVTOL) startup has an important new investment. Automaker Stellantis (NYSE:STLA) has announced a new investment to the tune of $55 million in Archer, following the company’s recent flight test milestone. The eVTOL maker has already received this new funding package and ACHR stock has been rising steadily all day on the news. This isn’t t ...

Stellantis Invests Additional $55 Million In Archer Following Recent Flight Test Milestone Investment from Stellantis under the companies' strategic funding agreement builds on the $39 million worth of open market purchases of Archer stock that Stellantis completed earlier this year, and the $110 million investment made by Stellantis in Archer during 2023Construction nears completion on Archer's high-volume manufacturing facility in Covington, GA, which is on track to be completed later this year AMSTERDAM ...

Geopolitical turmoil continues unabated. There is no end in sight for the conflict raging in Gaza, and similar can be said about the Russia-Ukraine war. Unfortunate though true, a world embroiled in various clashes does create an opportunity to invest in defense stocks. The companies behind these “Defense” stocks sell weapons, defense systems, armored vehicles and drones to the U.S. government as well as its allies.The iShares U.S. Aerospace & Defense ETF (NYSEBATS:ITA), for example, is a $6.1 billion excha ...

peepo Investment thesis Archer Aviation (NYSE:ACHR) is a company in a fast growing urban air mobility sector that is highly competitive, and it involves electric vertical take-off and landing (eVTOL) planes. According to Mckinsey’s forecast, the industry is expected to grow at a CAGR of over 50% until 2035. A 50% market growth each year indicates that the company is still in its infancy. However, from my analysis, Archer is uniquely positioned in terms of design and development strategy that allows them ...

If you are looking for explosive upside potential, it is a good idea to look at some dirt-cheap stocks under $10. There are many companies trading at bargain levels and have significant room for upside going forward as they recover and ramp up production.Of course, stocks look dirt cheap on paper and are not worth buying, but I think the ones I’ll be discussing today have significant upside potential that outweigh the downside risk. These companies also have much lower dilution than many peer companies of a ...

Technological advancements and regulatory progress are paving the way for the commercial viability of flying cars. Major companies are making substantial strides in developing and testing these vehicles, with some aiming for mass production within the next few years.The market potential is vast, with estimates suggesting it could become a trillion-dollar industry by 2040, encompassing not only personal transportation but also sectors like tourism, defense, and logistics​.Investors interested in the next big ...

文章核心观点 - 2023年领先的飞行汽车股票大涨,但过去一年半来出现了大幅下跌 [1] - 这个行业仍处于初期阶段,未来可能会出现更多波动 [1] - 对这些公司的未来现金流进行预测并不容易,因为大多数公司仍需要获得最终监管批准才能让其电动垂直起降(eVTOL)飞机起飞 [1] 行业和公司总结 Joby Aviation (JOBY) - Joby Aviation股价从2023年7月的12美元峰值下跌至约5美元,受到整个飞行汽车股票市场下跌的影响 [3] - 但Joby的战略合作伙伴关系是其长期投资者的关键催化剂,包括与国防部的交易将提供持续的收入 [3] - Joby计划在美国、阿联酋和沙特阿拉伯市场推出eVTOL商业化 [3] - Joby获得FAA批准其自主研发的"ElevateOS"软件套件,可以促进高效的空中出租车业务运营 [4] - Joby将ElevateOS部署于自身业务,并将其作为一个综合服务包提供给飞机买家 [4][5] Archer Aviation (ACHR) - Archer Aviation与Signature Aviation合作,在纽瓦克和芝加哥奥黑尔机场等联合航空(UAL)的私人航空航站楼进行升级 [7] - Archer预计无人驾驶飞机将服务于美国主要城市,提供从私人航站楼到大型机场的快速接驳 [7] - Archer正在采取双重策略,50%的毛利来自直接销售,40%来自共享出行服务 [9] - Archer与联合航空和Stellantis的主要合作关系增强了其在制造和市场进入方面的能力 [9] - Archer拥有超过5.2亿美元的流动性,使其能够灵活增长和进行战略发展 [9] EHang Holdings (EH) - EHang预计未来2-3年将保持持续增长,认为公司有望获得可观回报 [11] - EHang获得中国民航局对EH216-S飞机的生产证书,并从无锡和锡山旅游获得订单 [11] - EHang与Front End Limited Company合作,在沙特阿拉伯麦加成功进行了EH216-S eVTOL的首次自主飞行 [12] - EHang已将其地理足迹扩展到阿联酋、西班牙、哥斯达黎加、日本等地,并在沙特阿拉伯进行首次飞行,显示出良好的增长前景 [13]

文章核心观点 - 文章比较了Archer Aviation和Viking Therapeutics两家公司的投资潜力，最终认为Archer Aviation是更好的投资选择 [8] Archer Aviation - 公司致力于成为全球首批推出低噪音电动垂直起降（eVTOL）飞机的企业，其试验机型Midnight设计用于短途飞行并快速充电 [1] - 公司处于城市交通革命的前沿，主要解决城市交通拥堵及其相关问题，如延误和污染 [3] - 公司战略包括推出空中拼车平台和向精选合作伙伴销售飞机，计划于2025年开始商业运营 [3] - 公司最新季度报告显示现金及现金等价物为4.05亿美元，但2024年第一季度亏损1.165亿美元，反映了将突破性技术推向市场所需的大量投资 [3] - eVTOL市场潜力巨大，分析师预计其价值将达到数万亿，但大部分估值基于2040年后的发展，因此目前难以精确量化Archer的潜在增长 [4] - 尽管盈利之路可能漫长，但作为这一潜在变革性行业的早期进入者，公司为具有长期视角和高风险承受能力的投资者提供了有趣的机会 [5] Viking Therapeutics - 公司专注于进入利润丰厚的减肥药物市场，其试验疗法VK2735在临床表现上引起了华尔街的关注 [1] - 尽管VK2735在开发阶段落后于市场领导者，但其临床表现显示出成为该高价值类别中真正竞争者的潜力 [6] - 华尔街分析师预计VK2735在下一个十年中期可能产生超过100亿美元的峰值销售额 [6] - 公司面临的主要问题是缺乏有效的商业基础设施，且建立这样的基础设施成本巨大，因此其潜在价值很大程度上依赖于大型制药公司的收购或合作 [6][7] - 公司市值为55.3亿美元，这不应成为达成交易的障碍 [7] 结论 - 尽管两家公司都有高增长潜力，但Archer Aviation因其瞄准全球最大的未开发市场之一且在该领域处于领先地位，被认为是更好的投资选择 [8] - Viking Therapeutics虽然有潜力，但其完全实现潜力可能需要大型合作伙伴的帮助，这增加了投资风险 [8]

In the context of the U.S. stock market, flying cars at this point primarily refer to electric vertical takeoff and landing aircraft or eVTOLS. As the name implies, eVTOLs are electric-powered aircraft “that take off and land going straight up and down.” Like helicopters, they can take off from and land almost anywhere. But the fact that they run on electricity makes them much cheaper to operate than helicopters which require a great deal of fuel. Additionally, eVTOls are simpler, safer, and cheaper to main ...

文章核心观点 - 飞行汽车市场具有巨大的增长潜力，预计到2040年市场规模将达到1.5万亿至2.9万亿美元[1] - 多家公司如Archer Aviation、XPeng和eHang Holdings正在积极推进飞行汽车项目，显示出强劲的市场前景[2][4][5] 市场规模预测 - 根据Allied Market Research的数据，飞行汽车市场预计到2025年将达到2.155亿美元，到2035年将超过38亿美元，到2040年将达到1.5万亿至2.9万亿美元[1] 公司动态 Archer Aviation (ACHR) - Archer Aviation的股票评级为“强烈买入”，目标价为7.63美元[2] - 公司计划在旧金山湾区建立一个空中交通网络，连接五个地点，预计将取代1至2小时的地面交通，飞行时间仅需10至20分钟[2] - Archer Aviation已获得联邦航空管理局（FAA）的Part 135航空承运人和运营商证书，允许其商业运营飞行汽车[2] XPeng (XPEV) - XPeng的股票评级为“适度买入”，目标价为11.08美元[4] - 公司的X2飞行汽车在北京大兴国际机场完成了首次飞行，标志着其向商业化迈进的重要里程碑[1][4] - XPeng计划在今年年底前实现飞行汽车的商业化，并预计在2026年交付[4] - 广州计划到2027年投资超过14亿美元发展“低空经济”，即在常规商业航空以下空域运营的飞行汽车服务[4] eHang Holdings (EH) - eHang Holdings的股票评级为“适度买入”，目标价为27.50美元[5] - 公司第一季度收入同比增长178%，连续第二个季度实现正经营现金流[6] - 西山旅游订购了50架EHang EH216-S无人驾驶电动垂直起降飞机，订单价值约1560万美元[6] - Morgan Stanley将eHang Holdings的股票评级上调至“超重”，目标价为27.50美元[5]