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The eVTOL Trade Has Been Deflating for Months. Here's the 1 Catalyst That Could Reverse It.

Investors have grown skeptical of the sector, but that could change.

The eVTOL Trade Has Been Deflating for Months. Here's the 1 Catalyst That Could Reverse It.

Published September 25, 2026 · Category: Finance

Overview

It's no secret that this has been a brutal year for electric vertical takeoff and landing (eVTOL) investors, with stocks of all the leading players, including Joby Aviation (NYSE: JOBY) and Archer Aviation (NYSE: ACHR), down sharply. Here's a look at why, and what could lead eVTOL stocks to come back into favor.

Without a doubt, the key to regaining some of the ground lost in the chart below is Federal Aviation Administration certification, followed by the launch of commercial operations. I will return to this point in a moment, but first, it's worth noting that the disappointing share price performance this year isn't solely due to FAA certification.

Details

Certification in itself is critical, but any further delay in profitability may increase cash-burn rates for money-losing companies, which may well have to raise capital amid rising interest rates, with investor appetite waning.

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.