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Archer Aviation’s 2026 Rally Runs Into Losses and Certification Hurdles

The eVTOL maker plans a 2026 launch in Abu Dhabi pending regulatory clearance.

Overview

  • Shares fell 22.9% in 2025 and have risen early in 2026, yet the stock remains highly volatile with three sharp drawdowns in a year including a drop of more than 33% since October.
  • Third-quarter 2025 results showed no revenue and a net loss of about $130 million, with approximately $121 million in research and development and $54 million in general and administrative costs.
  • A lower per-share loss year over year reflected a 66% increase in shares outstanding, following a $650 million stock sale that raised dilution concerns.
  • Archer reports ongoing progress toward FAA approvals for its Midnight aircraft and says it has a first customer in Abu Dhabi with a goal to begin carrying passengers in 2026.
  • The company is laying groundwork for U.S. service in California and New York and has purchased Hawthorne Airport for $126 million in cash.