Archer Aviation Inc (ACHR): A Bull Case Theory

We came across a bullish thesis on Archer Aviation Inc. on Pitchstack Investing Substack. In this article, we will summarize the bulls’ thesis on ACHR. Archer Aviation Inc's share was trading at $ 10.20 as of June 18th.

Archer Aviation is a frontrunner in the emerging electric vertical takeoff and landing (eVTOL) industry, aiming to revolutionize urban air mobility with its innovative aircraft design and operational model. The company recently secured $850 million in funding, bringing its total liquidity to around $2 billion—an amount expected to sufficiently fund Archer through key operational milestones, including FAA certification and the launch of commercial services.

This strong financial position significantly de-risks its near-term execution and supports its strategic roadmap. Archer’s credibility in the marketplace is bolstered by high-profile partnerships with major airline players such as United Airlines and Delta, which not only validate the viability of its technology but also open immediate go-to-market channels.

These relationships also provide Archer with logistical, operational, and regulatory leverage that smaller players in the space lack. Furthermore, the regulatory backdrop for the eVTOL sector is increasingly constructive. Recent executive orders and federal support for advanced air mobility initiatives reflect a broader government push towards decarbonization and next-generation transportation systems.

These tailwinds suggest that Archer is well-positioned to gain a first-mover advantage in a sector poised for exponential growth. With a compelling combination of financial strength, strategic alliances, and a favourable policy environment, Archer is primed to capitalize on a transformative shift in urban transportation.

If successful in meeting certification timelines and commercial rollout plans, the company could dominate a multi-billion-dollar market, offering substantial upside for long-term investors while mitigating traditional early-stage aerospace risks.

Previously we covered a bullish thesis on Archer Aviation Inc. by Xtianus25 in January 2025, which highlighted the company's certification progress, potential piloted flight demonstrations, and expansion plans in the UAE and Middle East. The company's stock price has appreciated by approximately 10% since our coverage. This is because the certification milestones and partnership speculations have begun to materialize.

The thesis still stands as Archer remains on track for commercial launch with robust international support. Pitchstack Investing shares a similar outlook but emphasizes Archer’s strengthened financial position and regulatory tailwinds as key drivers of long-term value.

Archer Aviation Inc is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 33 hedge fund portfolios held ACHR at the end of the first quarter which was 34 in the previous quarter. While we acknowledge the risk and potential of ACHR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

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