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Pentagon priorities are shifting toward hybrid and autonomous aircraft. Archer's Thunder platform is designed specifically for military missions. Archer's Boeing deal could significantly expand its defense business. 10 stocks we like better than Archer Aviation › The Pentagon has spent years testing electric vertical takeoff and landing (eVTOL) aircraft, and two of the biggest beneficiaries have been Archer Aviation (NYSE: ACHR) and Joby Aviation (NYSE: JOBY). But if I'm looking for the eVTOL stock with the stronger defense opportunity today, I'm going with Archer. Let me explain. Archer's contract with the U.S. Air Force's Agility Prime program is valued at up to $142 million. The company delivered its first Midnight aircraft to the Air Force in 2024 after receiving a military airworthiness assessment from the Department of Defense. The military has been evaluating Midnight for missions including personnel transport, logistics, medical evacuation, and intelligence and surveillance. Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1" - the R&D phase. "Act 2" is the global rollout. Continue » That said, Joby has also collected plenty of defense money. Its Air Force contract reached a potential value of $131 million, with plans to...
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The company partnered with defense technology company Anduril to develop a new autonomous hybrid-electric VTOL platform.
