Why ACHR Stock Is Up Today: Tesla Partnership Rumors Fuel Monday Rally

Archer Aviation Inc. (ACHR) stock continued its rally on Monday, October 6, 2025, rising 7.30% to trade at $12.41 as of 10:58 AM EDT. The gains build on Friday’s dramatic 12.67% surge, which was triggered by speculation about a potential partnership with Tesla. Following a weekend of social media buzz and cryptic videos from both companies, retail traders pushed ACHR shares higher in Monday’s session, with the stock opening at $12.10 and reaching an intraday high of $12.82. Trading volume remains elevated at over 48.7 million shares as investors await a potential announcement from Tesla scheduled for October 7.

Social Media Hype and Teasers Spark Collaboration Talk

The speculation surrounding a potential Archer-Tesla collaboration began Friday when Archer posted a video featuring its Midnight eVTOL aircraft displayed alongside Tesla’s Optimus robot and a Tesla vehicle. The strategic positioning of these products caught immediate attention from retail traders, who noted that Archer would be unlikely to showcase Tesla products without explicit approval from the EV giant. Tesla then amplified the speculation on Sunday by posting its own cryptic video on X, showing a spinning turbine bearing the Tesla logo and hinting at an October 7 announcement.

Retail traders on Stocktwits have been particularly vocal about the partnership possibility, with one user commenting that “if the rumor with Tesla partnership comes true, then this will go to Mars!” The speculation appears grounded in strategic logic: Tesla’s push into real-world AI applications and autonomous systems could complement Archer’s certified eVTOL aircraft and Federal Aviation Administration momentum. Elon Musk previously emphasized the importance of drone technology in July, stating “we better figure out how to build drones at scale fast, or we are doomed to be a vassal state.” However, neither Archer nor Tesla has officially commented on the rumors, and investors should note that social media speculation does not constitute confirmation of any business relationship.

Join our Telegram group and never miss a breaking digital asset story.

ACHR Extends Two-Day Rally With Heavy Trading Volume

ACHR stock opened Monday’s session at $12.10, immediately gapping up from Friday’s close of $11.57, and has traded in a range of $11.86 to $12.82 throughout the morning. The current price of $12.41 represents a 7.30% gain for the day and marks the stock’s strongest two-day performance in over four months, with combined gains now exceeding 20%. Trading volume of 48.7 million shares significantly exceeds the average daily volume of 35.9 million, indicating heightened investor interest and conviction in the Tesla partnership thesis.

The rally has pushed Archer’s market capitalization to approximately $8 billion, while the stock now trades up 27.33% year-to-date compared to the S&P 500’s 14.42% return. The bid-ask spread stood at $12.49 x $12.50 as of the morning session, showing tight liquidity despite the elevated volatility. Analyst price targets average $12.44, meaning the stock is now trading essentially at consensus fair value even after the recent surge. The 52-week range of $2.85 to $13.92 shows ACHR is approaching its yearly highs, with the stock needing just another 12% gain to reach new 52-week peaks. Investors should be aware that much of Monday’s gains appear predicated on unconfirmed partnership speculation, making the position vulnerable to volatility if Tuesday’s potential announcement disappoints expectations.

Disclaimer: The author does not hold or have a position in any securities discussed in the article. All stock prices were quoted at the time of writing.