$ACHR Archer Aviation Tape Reports
Per Ticker.id: $ACHR Archer Aviation Tape Reports — 4 podcast mentions across 3 podcasts (30 days), latest 2026-08-18 23:09 UTC.
Uh, beautiful town, beautiful town. Archer Aviation, should I pass on it or— yeah, let's pass on it if we want to do a spec. There are better specs out there, honestly. You and you can do better. There's tons of things where even if you just put 10 shares of, 10 shares of, I don't know, of SanDisk, you would do better. Okay, let's go to Chris in New Hampshire. Chris.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/18/26 · 2026-08-18It's been a minute since the last time we had two companies persistently engaged in a game of anything you can do, I can do better than electric vertical takeoff and landing companies like Archer Aviation and Joby Aviation. That's not even counting like the numerous times both have dragged each other into the court for various reasons, one suing the other for patent, whatever, stealing stuff. It's been quite a dramatic past couple of year or two. Now it's only Tuesday, but we've already seen both companies announce significant acquisitions. So again, One does one thing, the other's gotta react. Archer announced a deal with Boeing to take over its eVTOL and several of its other non-core Boeing properties. And then less than 24 hours later, Joby announced it's acquiring a defense contractor, Renaissance Sciences. So guys, I asked you guys to each, you know, pick one of the deals and give us a quick rundown in the reactions that you guys saw for each of the deals.
Tyler Crowe — Motley Fool Hidden Gems Investing · RocketLab’s Neutron Update, On Holdings Earnings, and the eVTOL Rivalry Heats Up · 2026-08-12Yeah, the reaction to Archer's was positive, and that's generally been the case when Archer makes these press releases, and they're really good at the press release game. But you look at since the beginning of 2025, Joby Aviation has outperformed Archer, and the reason for that I think was Joby was the more focused company. We knew what they were going to be doing. They were going to be flying their aircraft with commercial passengers before Archer, potentially more than a year before Archer Aviation. So this was really a company that was scaling in the vertical takeoff and landing with air taxis. So building out, they bought a company called Blade last year. Blade's currently running helicopters. We could just imagine just fitting in an eVTOL aircraft and then taking that from, you know, LaGuardia to Manhattan, for example. The interesting thing with this deal is this $500 million acquisition. So it was a much smaller acquisition, $450 million of it in cash, only $50 million in stock. But it does move Joby more into the defense space. Now, what they said in the release is that this is actually going to become their new defense business and we're going to kind of have two separate divisions because I think that they're worried about what exactly what I said earlier. Hey, where you're not a focused company anymore. We thought you were an air taxi company and now you're a, defense contractor. So I think the idea here is just like with Archer's acquisition, you are bringing in, you know, $100 million worth of revenue. It is a growth company. It can kind of operate on its own and yet still have a little bit of optionality in the defense side. But for Joby, I think the bigger question to me is what does this company want to be long-term? And if the answer is you want to be a big air taxi company, then just focus on that. Don't take that $450 million and put it into a defense contractor. Put it into scaling out your business and becoming an air taxi company. But, you know, the market's reaction ironically loved Archer yesterday. Pretty ho-hum on this Joby deal today. Stock's down about 3%.
Travis Hoyem — Motley Fool Hidden Gems Investing · RocketLab’s Neutron Update, On Holdings Earnings, and the eVTOL Rivalry Heats Up · 2026-08-12