Shares of the eVTOL (electric vertical takeoff and landing) sector took a hit on Friday, with Archer Aviation (ACHR.US) down over 9%, Joby Aviation (JOBY.US) down over 6.8%, Eve Holding (EVEX.US) down over 5.8%, and Blade Air Mobility (BLDE.US) down over 5.6% as of writing. Morgan Stanley turned cautious on the eVTOL industry, trying to balance the relative outperformance of stocks in the short term and the risk of a potential pullback in the long term. The firm's analyst Bill Peterson warned that the eVTOL industry's hype may have outpaced its actual development. Morgan Stanley downgraded Archer Aviation's rating from "overweight" to "hold" and downgraded Joby Aviation's rating from "hold" to "sell".