Archer Aviation, Inc. (ACHR)
NYSEIndustrialsAerospace & DefenseSnapshot 2026-09-04
NYSEIndustrialsAerospace & DefenseSnapshot 2026-09-04
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Put ACHR beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Aerospace & Defense is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Adjusted EBITDA loss narrows toward break-even by end of 2026: Q3-26 guidance mid -$185M vs target >-$170M.
View ThesisRanks in the weakest quality tier of its industry — roughly the bottom 10%, softest on share dilution.
View QualityThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 67% in its worst 12-month stretch.
View RiskArcher Aviation (ACHR) must grow its eVTOL operations to justify its price. The company is starting U.S. eVTOL operations under the Integration Pilot Program. Revenue growth has been weak, and the last quarter missed expectations. Revenue is only $6.9 million, while it is acquiring Boeing's business for over $200 million. ACHR trades at a low valuation compared to its peers. The price is roughly in line with the growth we forecast. A risk is that ACHR may cut guidance on the next call. Peer multiples imply a price about 50% above where it trades. This read is provisional.
Trailing returns as of 2026-09-04. ACHR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 9 analysts currently covering ACHR (as of Sep 2026).
Based on 4 Wall Street analysts offering 12-month price targets for ACHR in the last 4 months.
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Compare ACHR with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
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| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 1 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Aerospace & Defense — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put ACHR next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Begin US eVTOL operations under eVTOL Integration Pilot Program
Launch supports eVTOL operations under Integration Pilot Program.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $5.71
The last 12 months of price, then the range of analyst 12-month targets from today’s $5.71.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.

Advances: Begin US eVTOL operations under eVTOL Integration Pilot Program
Vertiport deal supports eVTOL operations growth objective.

Threatens: Complete acquisition of Boeing's Wisk Aero, SkyGrid, and Insitu
Acquisition raises concerns about revenue versus cost.

Advances: Complete acquisition of Boeing's Wisk Aero, SkyGrid, and Insitu
Acquisition enhances growth potential and strategic positioning.
Selling by ARK Invest raises concerns about commercial plans.
Significant stock decline indicates market concerns.
Advances: Achieve FAA Type Certification milestones for Midnight eVTOL
Progress on FAA certification is critical for operations.
Advances: Begin US eVTOL operations under eVTOL Integration Pilot Program
Transitioning to commercialization aligns with growth objectives.