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Yahoo
4 days ago
- Business
- Yahoo
Better Buy: Archer Aviation vs. Joby Aviation
Key Points Archer's chance to expand into the defense industry is a huge market opportunity. Joby's differentiated business model gives it upside potential. 10 stocks we like better than Archer Aviation › Go outside and look up the next time you hear an aircraft overhead: You'll see the same airplanes or helicopters you're used to seeing. But that may soon change in certain metropolitan areas. Manufacturers of electric vertical takeoff and landing (eVTOL) aircraft are progressing toward the launch of commercial operations. Recognizing this, investors are paying close attention to eVTOL leaders Archer Aviation (NYSE: ACHR) and Joby Aviation (NYSE: JOBY). Let's see how these two contributors break down the bull cases for each stock. Archer targets commercial and defense applications (Archer Aviation): Taking a two-pronged approach, Archer plans on selling its Midnight eVTOL aircraft directly to operators as well as providing a direct-to-consumer aerial ride-share service. Already, the company has made significant progress in both regards, but what is particularly interesting about its growth prospects is the opportunity as a defense contractor. Archer has inked a number of notable agreements, suggesting the company is well positioned for a quick takeoff once it has received all necessary Federal Aviation Administration (FAA) certifications. In addition to a deal with United Airlines, which will see the carrier purchase up to $1.5 billion in eVTOLs, Archer has signed deals with Abu Dhabi Aviation and Ethiopian Airlines -- both of which are under Archer's Launch Edition program to deploy aircraft in early-adoption markets. The company continues to strengthen its foothold in the civilian market, but it's the possibility of expanding into defense applications that seem particularly alluring. In late 2024, Archer announced the formation of an exclusive partnership with defense contractor Anduril to develop hybrid eVTOL aircraft for crucial defense applications. The goal is securing a potential program of record from the Department of Defense. Should Archer succeed in developing a hybrid eVTOL for defense purposes, the company would also have a sizable opportunity in selling its aircraft to NATO allies. With global tensions remaining high and showing little indication of abating, the ability to offer a hybrid eVTOL aircraft to U.S. allies seems like an auspicious option. Heavyweight backers provide reassurance for Joby investors Lee Samaha (Joby Aviation): Joby Aviation is flying a different route to generating long-term value for investors, but it makes sense and gives the stock more upside potential than its rivals. One differentiating factor is that -- unlike many of its peers, which heavily rely on established companies for technology -- Joby follows a vertically integrated process where it develops components in-house. Moreover, Joby doesn't intend to sell its aircraft to other companies. Instead, it plans to manufacture and operate its aircraft itself while also offering transportation services. It's an ambitious goal that might have seemed unfeasible a decade ago. However, the company has some heavyweight backers, including Toyota, Uber, and Delta Air Lines, which gives cause for confidence. Toyota has committed to investing up to $894 million in Joby and is providing parts as well as helping with its manufacturing. Meanwhile, Uber's investment and Joby's acquisition of Uber's flying taxi business, Elevate, position Joby to scale up transportation services after certification. Delta's investment and partnership will enable Joby to offer airport transfers to Delta passengers -- a value-added service for both companies, as Delta seeks to foster loyalty among its premium customers. All told, Joby's plans have solid backing, and the stock offers substantial upside potential to investors. Is it better to fly with shares of Archer or Joby? Disruptors in the travel industry don't come along frequently, but when they do, investors sit up and take notice. This is the case with both Archer and Joby -- two companies leading the path forward in the development of electric air taxi service. For these upstart companies, there's bound to be some turbulence as they navigate a nascent industry, yet investors with long-term investing horizons may be rewarded with an Archer or Joby investment. For those also interested in defense industry exposure, Archer will be more appealing, while those less concerned with the defense angle may choose Joby instead. Should you buy stock in Archer Aviation right now? Before you buy stock in Archer Aviation, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Archer Aviation wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,628!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,063,471!* Now, it's worth noting Stock Advisor's total average return is 1,041% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Lee Samaha has no position in any of the stocks mentioned. Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Uber Technologies. The Motley Fool recommends Delta Air Lines. The Motley Fool has a disclosure policy. Better Buy: Archer Aviation vs. Joby Aviation was originally published by The Motley Fool Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Globe and Mail
08-07-2025
- Business
- Globe and Mail
Is Rigetti Computing the Top Quantum Computing Stock for the Second Half of 2025?
Key Points Rigetti Computing is a pure-play quantum computing start-up. Its quarterly revenue is significantly less than that of some of its pure-play peers. Its stock movement is only tied to investing hype and press releases. 10 stocks we like better than Rigetti Computing › Quantum computing is an exciting investment field that could heat up during the second half of 2025. More and more systems are being sold for research purposes, and Rigetti Computing 's (NASDAQ: RGTI) systems are among the best. Rigetti is still down around 35% from its high at the start of the year but has rallied significantly in recent weeks. Could Rigetti Computing return to its all-time high by the time 2025 is over? Let's take a look. Quantum computing will be a huge market after 2030 Rigetti Computing is a pure-play quantum computing investment. It's not like some of the other big tech companies that are using their cash flows to fund quantum computing research. Instead, Rigetti relies on contracts and one-off system sales to continue operations. If it falls behind in the quantum computing race or is unable to raise additional funds, the stock will be worthless. This highlights a key risk in investing in Rigetti Computing, but there is also immense upside. Should Rigetti Computing win the quantum computing race, it could benefit from a massive market opportunity that's expected to arise over the next decade. Before 2030, management estimates that the total market opportunity for quantum computing is approximately $1 billion to $2 billion, primarily focused on government research labs. However, management believes that there is a $15 billion to $30 billion annual market opportunity that will arise between 2030 and 2040. Should Rigetti Computing become the go-to option, it will be a massive win for investors. Rigetti is also taking the correct approach to building a winning quantum computing solution. Rigetti Computing offers a full-stack solution that provides the hardware and software necessary to run and produce results with its quantum computing ecosystem. This is similar to the approach that Nvidia (NASDAQ: NVDA) has taken with its graphics processing units (GPUs), which have allowed it to dominate the AI race. With Rigetti following in smart footsteps, it's no surprise that it has emerged as one of the top choices in quantum computing. But is that enough to propel Rigetti back to all-time highs in the back half of the year? Rigetti Computing is still a bit behind some of its peers As Rigetti openly admits, there isn't a huge market for quantum computers right now. As a result, any move in the stock price is due to speculation or news releases about the sale of a unit. In the first quarter of 2025, Rigetti Computing's sales were a measly $1.5 million. That's because there weren't many system sales. However, if Rigetti reports a quarter in which it's sold several of its Novera QPUs (quantum processing units), then the stock will likely rise on the good news. However, this is far from certain, and it all depends on whether customers can get proper funding (from the government) to research this emerging technology. As a result, I think investors are better off keeping their distance from Rigetti stock, as there are other, more promising quantum computing plays that are generating far more revenue or have alternative business models if their quantum computing investments don't work out. Rigetti Computing could still be a huge winner in the quantum computing race, but it looks to be a laggard in the field right now. Should you invest $1,000 in Rigetti Computing right now? Before you buy stock in Rigetti Computing, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Rigetti Computing wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $699,558!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $976,677!* Now, it's worth noting Stock Advisor 's total average return is1,060% — a market-crushing outperformance compared to180%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 7, 2025
Bloomberg
25-06-2025
- Business
- Bloomberg
British Columbia's $183 Billion Fund Inks 45 Deals in Six Months
British Columbia Investment Management Corp. signed 45 deals during the past six months as the pension fund manager exploits the uncertainty in the market. 'All our asset classes are below the target allocations and have room to deploy,' Ramy Rayes, executive vice president of investment strategy and risk, said in an interview. 'While others might be stalling, we see good opportunities and good value too.'
