American eVTOL Giants Battle for Sky Dominance as Wall Street Picks Clear Winner
Two American aviation pioneers are locked in a fierce battle to revolutionize transportation, and Wall Street has picked its champion. Archer Aviation (ACHR) and Joby Aviation (JOBY) represent the best of American innovation in electric vertical takeoff and landing aircraft, but only one has analysts betting big on success.
Archer Takes Flight Despite Regulatory Headwinds
Archer Aviation embodies the American spirit of perseverance. Despite a 35% stock decline in 2025 due to FAA bureaucratic delays and rising costs, this company refuses to surrender. CEO Adam Goldstein projects revenue starting in Q1 2026, proving that American ingenuity beats government red tape every time.
Wall Street patriots are backing Archer with a "Moderate Buy" consensus rating and an ambitious $11.50 price target. That's a massive 69.87% upside potential that screams American opportunity.
The company faces earnings Monday, March 2, where investors expect losses to shrink from $0.45 to $0.24 per share. That's progress, American-style.
Joby Soars with Government Contracts
Joby Aviation took a different approach, securing government and defense contracts that generated $23 million in Q3 revenue. Smart business strategy that puts America first while building commercial capabilities.
The company's shares surged 26% in 2025 as it completed its first FAA-standard aircraft. Joby reports earnings Wednesday, February 25, with projected revenue of $16.18 million, up from just $28,000 last year.
However, Wall Street assigns Joby a "Moderate Sell" consensus despite a $15.50 price target offering 56.57% upside potential.
The Verdict: American Innovation Wins
Both companies represent American manufacturing excellence and technological leadership. But analysts clearly favor Archer's aggressive commercial timeline over Joby's government-focused approach.
This eVTOL revolution proves American entrepreneurs still lead global innovation. While foreign competitors struggle with regulations, American companies are building the future of transportation right here at home.
The choice is clear: Archer Aviation gets Wall Street's vote for delivering maximum returns to American investors betting on homegrown innovation.