eVTOL Showdown: Joby Vs. Archer Vs. The Rest - Who To Bet On
Summary
- Joby leads Archer in certification, manufacturing, hybrid drive train, and autonomy, making it the clear operational frontrunner in the eVTOL sector.
- Archer's recent share price outperformance is unjustified given its lagging progress, lack of piloted flights, and rollback of certification timelines.
- Joby has robust manufacturing partnerships, global route plans, and sufficient cash runway, while Archer faces dilution and uncertainty in execution.
- I remain skeptical of Archer's claims and maintain my long position in Joby, expecting Archer's price premium to unwind soon.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of JOBY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
I am also long Ehang and may buy EVTL in the future
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