Workday closed 18.7% higher at $208.09, the biggest single-session move across our 110-stock priority list. Software names took four of the five top spots, while Coherent and Cipher Mining each shed more than 7%.
Latest Activity
A 12.5% intraday run to $6.98 adds roughly $600 million of market value to this $5.4 billion eVTOL name in a single session. Moves this size rarely hold cleanly, so the close is the number that matters.
Two names closed up more than 19%: Super Micro Computer at $38.09 and CoreWeave at $108.09, the widest top-of-board moves in our 110-stock universe today. The downside was far tamer, with Archer Aviation's 8.2% slide the worst of it.
Archer Aviation topped the winners at 10.9%, with Axon and NuScale both above 7%. GoPro led the decliners at -11.9%, followed by Digital Turbine at -8.4%.
Nearly 47 points of spread separated the best and worst names at the close: Airbnb up 21.6% while Trade Desk gave up a quarter of its value at $13.15. Index-level calm is hiding single-stock moves this size.
Archer just agreed to buy Boeing's Wisk Aero, Insitu and SkyGrid in exchange for a Boeing equity stake, a deal that would add over $200 million in annual revenue from Insitu alone once it closes by year-end. That dwarfs the quarter's revenue, which beat expectations, while the loss per share missed expectations on a litigation settlement. Next up: Texas eIPP flights targeted this year.
ACHR Coverage
Joby Falls 2% as Jury Hands Aerosonic a $116.9 Million Trade-Secret Verdict; Archer Slips, EHang Declines 3%
A contested federal jury verdict against Joby Aviation (NYSE:JOBY | JOBY Price Prediction) is adding fresh pressure to an air taxi group that was already struggling for altitude, and the selling extends…
Joby Aviation Is Near Its 52-Week Low With 91% Upside. The Catch Is Real
Joby Aviation sits a few cents above its 52-week low while the business quietly beats revenue estimates and a White House-backed pilot program reshapes the demand picture. The catch hiding inside that…
Prediction: The Next Big Aviation Revolution Could Start With Joby
Joby Aviation sits within striking distance of its 52-week low while commercial passenger flights loom on the horizon, and that contradiction raises a question worth examining before the next certification milestone lands.
Archer Aviation Clears at Least One Hurdle. Can It Hit $10 Again?
Archer Aviation (NYSE:ACHR | ACHR Price Prediction) cleared a meaningful gate. The Hart-Scott-Rodino antitrust waiting period on its acquisition of Boeing (NYSE:BA) subsidiaries Wisk Aero, Insitu, and SkyGrid expired at 11:59 p.m.…
Joby Aviation Just Dropped 20% in a Month. Is It Time to Sell?
After another rough month, Joby Aviation (NYSE:JOBY | JOBY Price Prediction) holders can see the pressure was a category move rather than a company-specific stumble. Joby stock is down 20% over the…
Joby Is Still Early. That’s Exactly Why the Stock Is So Interesting
Joby Aviation has lost more than half its value over the past year, yet our model puts fair value nearly double the current price. The question is whether the certification and commercial…
Joby Slips and Is Down 53% This Year as the eVTOL Trade Keeps Unwinding; Archer Dips, EHang Eases
Shares of Joby Aviation (NYSE:JOBY | JOBY Price Prediction) are down 2% to $6.18 in midday Tuesday trading, extending a slide that leaves Joby stock down 53% year to date (YTD). The…
Archer Aviation Has a New $200 Million Reason to Get Excited
Archer Aviation just struck a deal with Boeing that could transform it overnight from a money-burning startup into a defense contractor with serious revenue, but the clock is ticking and the risks…
Archer Aviation Drops 7%, EHang Sinks 6%, Joby Aviation Falls 4% as Air Taxi Stocks Ignore Good News
Archer Aviation just announced a deal to acquire profitable Boeing businesses and Joby reached a new FAA milestone, yet all three air taxi stocks are selling off hard. The reason why tells…
Trump Media & Technology, Joby Aviation, and Archer Aviation Lead Small Cap Losers On Wednesday
A media company burning through cash, a flying taxi startup making a costly bet, and a sector-wide selloff converged on Wednesday to punish three small caps hard. Here is what drove each…
Archer Aviation Zooms 11% Higher as Boeing Deal Rally Extends on Earnings-Call Details; Joby, EHang Lag Behind
Archer Aviation is surging for a second straight day while rivals Joby and EHang sit completely frozen, and the reason traces back to a Boeing deal detail that changes how Archer plans…
Red Cat Holdings (RCAT) Stock Is Jumping Today: What’s Moving Drone Stocks?
Red Cat Holdings just erased its post-earnings selloff in a matter of days despite missing on both revenue and profit, and the reason behind that reversal reaches far beyond one company's quarterly…
Archer Aviation Soars 20% on Boeing Deal to Acquire Wisk, Insitu, SkyGrid; Joby, EHang Stay Grounded
A single Boeing deal just rewired Archer Aviation's entire business model, pulling in defense revenue, autonomy IP, and airspace software overnight. Whether today's 20% surge holds depends on what the company says…
Price Prediction: Archer Aviation Will Trade at $10 on This Date
Archer Aviation holds an Olympic air taxi contract, a stack of blue-chip AI partnerships, and a clear FAA certification timeline, yet its shares sit closer to a 52-week low than a high.…
Joby Aviation Climbs 9% on Raised Guidance as Archer Aviation, EHang Sit Out the eVTOL Rally
Joby Aviation just surged while its eVTOL rivals barely twitched, and the reason goes beyond a single earnings beat. Here is what the guidance raise, the new Texas hub, and the Toyota…