Archer Aviation

ACHR

Market cap $5.23B

Archer Aviation is installing Starlink on its Midnight electric air taxis, the company announced on February 27.

ACHR heads into Q4 with mixed surprise history and lagging shares as AI initiatives and global expansion face industry headwinds.

SAN JOSE, Calif.--(BUSINESS WIRE)---- $ACHR--Archer Aviation Inc. (NYSE: ACHR) today announced it will work with Starlink to bring stable, reliable and high-speed connectivity to its air taxis, marking Starlink's entry into the emerging air mobility category and an industry-first collaboration. Under the agreement, Archer will install Starlink's low-Earth-orbit (LEO) satellite internet system into its Midnight aircraft and conduct testing. The system is designed to provide high-speed, low-latency, connec.

ACHR and EVTL race to scale eVTOL air taxis, betting on certification progress, AI tech and global deals to shape urban mobility's future.

The air taxi market that Archer aims to operate in could be valued at $170 billion by 2034. It's still in the early stages of its operations, as evident by its $429 million net loss for the first nine months of 2025.

The advanced air mobility sector has officially crossed a critical threshold, moving aggressively from theoretical prototype design into the capital-intensive reality of commercial manufacturing. As electric vertical takeoff and landing (eVTOL) manufacturers race toward targeted 2026 deployments, the battleground has expanded.

Volatility has returned to the electric aviation sector with a vengeance, leaving many retail investors wondering if the flight path has permanently changed. Investors in Archer Aviation NYSE: ACHR have experienced significant whiplash over the last 30 days, watching the stock price rally to nearly $9 in late January before sliding back to approximately $6.93 in the last days of February.

Archer Aviation is positioned as a disruptive leader in urban air mobility, leveraging eVTOL technology to address megacity congestion. ACHR's acquisition of Hawthorne Airport and its selection as the LA28 Olympic Games' Official Air Taxi Provider create a strategic infrastructure and marketing moat. Archer's current $5B market cap, strong balance sheet, and duopoly with Joby Aviation present a compelling valuation gap versus long-term addressable market potential.

Monday, Raymond James analyst Savanthi Syth downgraded Vertical Aerospace to Sell from Hold.

Archer Aviation (ACHR +2.44%) is still pre-revenue, but investors are watching closely as FAA certification delays and defense contracts reshape its future. I break down the risks, the runway, and what could unlock meaningful upside from here.