AlphAIAlphAI — Financial news for AI agents
aol.comSEP 162 min read$JOBY

The 1 Metric That Separates Joby From Archer in the Race to FAA Certification

Joby Aviation (JOBY) is ahead of Archer Aviation (ACHR) in FAA certification and generates more revenue, with $53.4M in 2025 vs. ACHR's <$1M. JOBY trades at 51x sales, ACHR at 278x. Analysts expect JOBY's revenue to reach $434.8M by 2028, ACHR's $511.5M. Both have manufacturing partners, with JOBY's Toyota partnership being more integrated.

Original reporting
aol.com
Published Sep 16, 2026, 6:15 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 16, 2026, 6:35 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
The 1 Metric That Separates Joby From Archer in the Race to FAA Certification — source image
Source · aol.com
Decision brief

The 30-second read

$JOBYNeutralLow
01

Why it matters

Provides a side‑by‑side assessment but introduces no new corporate disclosures or market‑moving events.

02

Market read

The piece is a comparative analysis; relevance for traders is limited to longer‑term positioning rather than immediate trades.

03

What to watch

Potential regulatory delays, funding needs for production ramp‑up, and macro‑economic headwinds.

Relevance 4/10Novelty 2/10Timing: none

Background

The article compares two publicly traded eVTOL companies, focusing on FAA certification stages, revenue growth, and valuation multiples.

Company-level read

Ticker impact

$JOBYNeutralMedium confidence
Context

Joby Aviation is highlighted as ahead in FAA certification and shows revenue growth from $53.4M in 2025 to projected $119.5M in 2026.

Expected impact

Limited short‑term impact; investors may view the certification lead positively but no new catalyst.

Evidence & confidence

No fresh data or contract disclosed; analysis repeats known metrics.

$ACHRNeutralMedium confidence
Context

Archer Aviation is discussed as trailing Joby in FAA certification and with lower revenue forecasts ($<1M in 2025, $15.1M in 2026).

Expected impact

Minimal effect; the piece offers comparative perspective without new information.

Evidence & confidence

The article provides no new corporate event for Archer.

Market effects

Sector

Highlights competitive dynamics in the eVTOL sector, but no immediate sector‑wide catalyst.

Regional

U.S. eVTOL market perception may shift slightly toward firms with certification progress.

Global

Limited; the discussion is U.S.-centric and does not affect broader markets.

Counterpoint

What could challenge this read

Archer's OEM model could enable faster scale and higher margins if it secures more airline contracts.

Key entities

  • Company
    Joby Aviation

    U.S. eVTOL developer with Toyota partnership.

  • Company
    Archer Aviation

    U.S. eVTOL OEM with Stellantis backing.

Read at source← All news

Related articles

SEP 17
$ACHRMed

Fed Hike Hits Archer Aviation, but ACHR Stock Bounces in Pre

Archer Aviation (ACHR) shares fell 4.57% to $5.22 on Wednesday after the Fed's 0.25% rate hike, impacting growth stocks. The company's warrants were delisted, but common stock trading continues. ACHR is up 1.3% in pre-market. Analysts give it a Strong Buy rating with a $11.60 price target, suggesting 122.22% upside.

tipranks.com2 min
SEP 11
$JOBYLow

Joby Aviation Set a Fresh 52-Week Low in the Month It Expects to Start Flying in Texas. I'm Still Not Buying the Stock.

Joby Aviation (JOBY) shares hit a 52-week low of $6.25 before closing at $6.31. The company plans to begin electric air taxi flights in Texas this month. Q2 revenue was $38.6M, with Blade contributing $36.2M. Operating loss widened to $261M. Joby has $2.3B in cash and expects $115M-$125M in 2026 revenue. The company is in the final FAA certification stage.

fool.com2 min
SEP 9
$JOBYMedAI 8/10

Joby Aviation stock hits 52-week low at 6.61 USD

Joby Aviation (JOBY) hit a 52-week low of $6.61, down 49.89% over the past year. Despite this, InvestingPro suggests the company may be undervalued. Q2 revenue was $38.6M, beating estimates, but the company reported a loss. Joby acquired Resonant Sciences for $500M. Analysts have mixed price targets, with H.C. Wainwright at $18 and Needham at $15.

investing.com2 min
SEP 8
$ACHRHighAI 8/10

Why Archer Aviation Skyrocketed 24.6% Last Month

Archer Aviation's stock rose 24.6% in August, outperforming the S&P 500 and Nasdaq. The gain followed a deal to acquire Boeing's Wisk Aero, SkyGrid, and Insitu subsidiaries, with Boeing receiving a 16.5% stake in Archer. Insitu generates $200M in annual sales. Archer's stock is down 24% year-to-date but fell 1.2% in early September.

fool.com2 min
SEP 8
$ACHRMedAI 8/10

Prediction: Archer Aviation Carries Its First Paying U.S. Passenger Before 2028

Archer Aviation (ACHR) reported $5M in Q2 revenue from non-passenger services, with shares down 61% from 52-week high. The company predicts its eVTOL aircraft, Midnight, will carry its first U.S. paying passenger before 2028. Archer is in the final FAA certification phase and has secured partnerships, but faces widening losses and cash burn. The first passenger could be outside the U.S., potentially in the UAE. ACHR has a market cap of $4.4B and $1.6B in cash.

fool.com3 min