These Stocks Could Win as Wall Street Looks Beyond AI Software

As Wall Street rotates away from crowded, overvalued AI software trades, institutional investors are positioning in undervalued sectors with tangible assets and government contracts. The article highlights opportunities in advanced aviation, commercial space, and energy sectors, where companies have strong backlogs, de-risked manufacturing partnerships, and technical mean-reversion setups.

07/06/2026, 11:29 AM • Investing

Vertical Aerospace Just Secured a Critical Supplier Agreement for Its Valo Fleet: Time to Buy?

Vertical Aerospace signed a long-term supplier agreement with Astronics for power distribution systems for its Valo eVTOL, reducing execution risk. However, the company remains unprofitable with significant cash burn and won't generate earnings until 2032. Substantial shareholder dilution is expected as the company raises capital, with share count projected to rise from 157 million to 373 million by 2032.

07/04/2026, 3:05 PM • The Motley Fool

Time to Sound the Alarm on Archer Aviation?

Archer Aviation's stock has plummeted 71% from its $17.14 peak to under $5, falling short of production targets with only two test aircraft completed versus promised 10 in 2024. While the company faces disadvantages against competitor Joby Aviation in FAA certification and aircraft performance, it maintains a $6 billion backlog and support from investor Stellantis. Analysts project significant revenue growth from 2026-2028, and at 7x 2028 sales, Archer appears reasonably valued compared to Joby's 19x multiple, suggesting investors should wait for FAA certification rather than panic sell.

06/30/2026, 5:20 PM • The Motley Fool

Archer Aviation vs. Kraken Robotics: With Geopolitical Risk Rising, Which Defense Stock Wins?

The article compares two defense-focused technology companies: Archer Aviation, a leader in eVTOL aircraft with $4.2B market cap but no profitability yet, and Kraken Robotics, a subsea technology specialist with $1.7B market cap that is already profitable. The author recommends Kraken as the better buy due to its more advanced commercialization, strong gross margins (62.1%), and growth catalysts from Anduril partnerships, while noting Archer faces a longer path to profitability despite rapid scaling potential.

06/21/2026, 1:05 PM • The Motley Fool

Joby Aviation Scores a Win in Its Legal Battle Against Rival Archer Aviation. Will It Help the Slumping Stock?

In a California court ruling, Joby Aviation won a legal victory against rival Archer Aviation when a judge dismissed all of Archer's fraud and tariff evasion counterclaims while allowing Joby's core claim regarding misappropriation of confidential information about a real estate partnership to proceed. However, analysts note that FAA commercial approval remains the more critical factor for both companies' stock performance than litigation outcomes.

06/18/2026, 3:05 PM • The Motley Fool

Archer Aviation vs. Karman: Which Aerospace Stock Is a Better Buy in 2026?

The article compares two aerospace companies: Archer Aviation, a high-growth eVTOL developer with minimal revenue and significant losses, versus Karman, a profitable defense contractor with strong revenue growth. While Archer offers speculative upside potential, Karman is recommended as the better 2026 buy due to its established profitability, record quarterly revenue growth of 51%, and attractive valuation following a recent stock price decline.

06/16/2026, 3:25 PM • The Motley Fool

Stock Market Today, June 15: Joby Aviation Jumps on Positive Consumer Sentiment on eVOTLs

Joby Aviation surged 5.79% on June 15, 2026, following a Jefferies consumer survey showing strong interest in electric vertical takeoff and landing (eVOTL) aircraft. The survey revealed that 79% of respondents expressed interest in trying flying taxis, with consumers willing to pay approximately $91 for a 15-minute flight. Competitor eVTOL stocks Archer Aviation and Eve also gained on elevated sector interest.

06/15/2026, 5:13 PM • The Motley Fool

Prediction: Joby Aviation Will Soar Over the Next 5 Years -- 1 Key Driver Behind the Rally

Joby Aviation, an eVTOL aircraft manufacturer, has underperformed since its 2021 SPAC debut despite technical advantages over competitors. The key catalyst for future growth is FAA approval for commercial flights expected in late 2026, which could drive revenue from $53M (2025) to $458M (2028). With backing from Toyota, Delta, and Uber, and a massive addressable market, the stock could more than triple over five years if it meets analyst expectations.

06/12/2026, 2:02 PM • The Motley Fool

Cathie Wood Is Loading Up on Cash: 3 Stocks She Just Sold

Cathie Wood's Ark Invest sold stakes in over 20 stocks on Thursday, including Archer Aviation, Robinhood Markets, and Roku, likely to raise cash for upcoming IPOs. The author questions these sales, particularly for Robinhood and Roku, which show strong fundamentals and recent positive performance.

06/12/2026, 10:14 AM • The Motley Fool

Is Archer Aviation Stock Your Ticket to Becoming a Millionaire?

Archer Aviation stock has plummeted near all-time lows as enthusiasm wanes over delayed FAA Type Certification and lack of piloted flight demonstrations. While the company has completed three of four FAA certification phases and participates in the White House's eVTOL program, it remains years away from commercial operations. A $25,000 investment would need a 40-fold gain to reach $1 million, requiring Archer to become a dominant global eVTOL player—a highly unlikely scenario.

06/12/2026, 9:30 AM • The Motley Fool

Joby Aviation Stock Sinks on Latest News. Will the eVTOL Ever Recover Its Lost Value?

Joby Aviation's stock fell 20% last week following a stronger-than-expected jobs report, which raised concerns about potential Federal Reserve interest rate hikes. Despite positive company-specific news including NYC eVTOL demonstration flights, the macroeconomic outlook for high-growth companies dimmed. The stock is down over 50% from its all-time high, though FAA approval could trigger a significant recovery.

06/12/2026, 4:36 AM • The Motley Fool

Is Joby Aviation Stock a Buy Now?

Joby Aviation is developing electric vertical takeoff and landing (eVTOL) aircraft as flying taxis to reduce urban traffic congestion. The company's battery-powered aircraft are significantly quieter than traditional helicopters (55 dB vs 90 dB) and produce zero emissions. However, Joby faces significant hurdles including obtaining FAA type certification and proving safety and reliability before commercial operations can begin. The stock remains highly speculative with no meaningful revenue, but analysts project the urban air mobility market could reach $9 trillion by 2050.

06/07/2026, 12:30 PM • The Motley Fool

Joby Aviation vs. Archer Aviation: Here's Which eVTOL Stock Is a Better Buy Today

Joby Aviation and Archer Aviation are competing in the emerging eVTOL (electric vertical takeoff and landing) aircraft market, with the urban air mobility sector potentially reaching $9 trillion by 2050. Joby pursues vertical integration, manufacturing in-house and operating its own air taxi network with partnerships from Uber and Delta, while Archer takes an asset-light approach by partnering with Stellantis for manufacturing and selling aircraft to third-party operators like United Airlines. Both companies are early-stage, high-risk investments working through FAA certification with potential for significant long-term returns.

06/05/2026, 10:05 AM • The Motley Fool

Prediction: Joby Aviation Will Soar Over the Next 5 Years. Here's 1 Reason Why.

Joby Aviation completed the first point-to-point electric air taxi flight from JFK Airport to Manhattan in under 10 minutes in April 2026, marking a significant milestone for the eVTOL industry. The company is positioned as a leader in the nascent urban air mobility market, with potential to achieve FAA certification and generate hundreds of millions to billions in revenue by 2031, though execution risks remain.

06/04/2026, 8:05 PM • The Motley Fool

Cathie Wood Is Loading Up on This Air Taxi Stock -- Should You Follow Her Lead?

Ark Invest, led by Cathie Wood, purchased 119,000 shares of Joby Aviation in May, bringing its total holdings to 6.3 million shares across two ETFs. The investment comes after Joby successfully demonstrated its eVTOL aircraft with a test flight from JFK to Manhattan in seven minutes. While the company has first-mover advantage and government support through the eVTOL Integration Pilot Program, it remains a speculative early-stage venture targeting FAA Type Certification by mid-2027 and a Dubai launch by year-end.

06/04/2026, 11:30 AM • The Motley Fool