Pre-revenue stocks YTD return $OKLO: -30% $NNE: -25% $ASTS: +6% $JOBY: -35% $ACHR: -28% $QS: -40% $LUNR: +3% $POET: -17% $NUVL: -5% Looks like investors are de-risking.
$ACHR reported a milestone 2025, securing 100% FAA acceptance for its Midnight aircraft's certification criteria and officially targeting its first passenger flights in 2026. The biggest takeaway is their growing footprint beyond commercial air taxis. Archer is expanding its defense strategy through a hybrid aircraft partnership with Anduril and is now selling its proprietary powertrains to third parties. Meanwhile, operating expenses are steadily climbing, with Q4 net losses widening to $189 million as the company scales its manufacturing and supply chain. To fund this aggressive push, Archer boasts a record $2 billion in liquidity. Despite these massive strides, Archer's stock dropped 4% after earnings, likely as the market weighs rising development costs against the lack of concrete 2026 financial guidance.
Some interesting earnings next week, I’ll be looking at following earnings. Monday: $BRK.B, $QURE, $RIOT, $BBAI, $MDB, $PLUG, $QUBT, $ASTS, $ACHR Tuesday: $SE, $ASM.AS, $CRWD, $GTLB Wednesday: $AVGO, $RGTI, $OKTA, $BULL Thursday: $AMPX, $JD, $MRVL, $IOT Which companies am I missing?
Archer Aviation $ACHR is breaking out of a tight VWAP pinch after two months of coiling — now knocking on the door of a multi-month base breakout. https://t.co/2jTiVJXI5y
