Archer Aviation Soars Amid Speculation of Ties to Tesla's Upcoming Announcement.

Shares of Archer Aviation (ACHR) surged to their highest level since July, fueled by speculation that the electric vertical take-off and landing (eVTOL) aircraft maker is involved in Tesla's (TSLA) widely anticipated announcement on Tuesday. Archer Aviation's shares rose double-digits, as investors speculated about potential ties between the two companies.

Shares of Archer Aviation (ACHR) surged to their highest level since July, fueled by speculation that the electric vertical take-off and landing (eVTOL) aircraft maker is involved in Tesla's (TSLA) widely anticipated announcement on Tuesday. Investors have been closely watching Archer Aviation, as the company's strategic positioning in the eVTOL market and recent advancements have garnered significant attention. The stock price of Archer Aviation, which was trading around $9.52 to $9.67 as of September 30, 2025, saw a double-digit increase amidst the rumors.

Archer Aviation, a prominent player in the eVTOL industry, has been making significant strides in urban air mobility (UAM). The company's flagship model, the four-passenger "Midnight" aircraft, has been undergoing extensive flight tests and certification processes. In September 2025, the Midnight aircraft completed its highest altitude piloted flight to date, reaching 7,000 feet and flying 45 miles at over 120 mph, a crucial step towards FAA certification Archer Aviation: Soaring Ambitions in Urban Air Mobility^[1].

The company's strategic partnerships, including those with United Airlines and Stellantis, have also been instrumental in its growth. Archer Aviation recently secured a $215 million equity investment from Stellantis, Boeing, and United Airlines, resolving prior litigation with Boeing and Wisk Archer Aviation: Soaring Ambitions in Urban Air Mobility^[1]. Additionally, Archer's involvement in the defense sector through Archer Defense, which partnered with Anduril Industries to develop hybrid-propulsion VTOL aircraft for military applications, has further expanded its market reach Archer Aviation: Soaring Ambitions in Urban Air Mobility^[1].

Despite the speculation about a potential connection with Tesla, Archer Aviation continues to navigate the challenges of a pre-revenue, high-growth industry. The company's strong cash position of approximately $1.73 billion provides it with the runway to fund its ambitious plans, though it continues to incur significant R&D expenses and reports a net loss Archer Aviation: Soaring Ambitions in Urban Air Mobility^[1].

Investors remain optimistic about Archer Aviation's prospects, particularly with the company's recent milestones and strategic partnerships. As of September 12, 2025, Archer Aviation's stock price has shown a remarkable increase of 218.62% over the last 12 months, reflecting growing investor confidence. However, the year-to-date (YTD) return for 2025 as of September 30, was -0.82%, indicating some fluctuations and profit-taking after earlier rallies Archer Aviation: Soaring Ambitions in Urban Air Mobility^[1].

The potential involvement of Tesla in Archer Aviation's future could further boost investor sentiment, as Tesla's expertise in electric vehicles and innovative technologies could provide a significant advantage in the eVTOL market. However, until an official announcement is made, investors will continue to speculate about the potential benefits and implications of such a partnership.