TLDR
- Archer Aviation has announced a collaboration with Elon Musk’s Starlink to provide high-speed satellite internet for its Midnight electric air taxi vehicles.
- Starlink’s low-Earth-orbit satellites will power passenger connectivity, pilot communications, and future autonomous flight capabilities.
- Q4 2025 earnings are due March 2, with Wall Street expecting a loss of $0.24 per share compared to $0.45 in the year-ago period.
- Raymond James continues rating the stock as Buy with a $13 price target, implying potential gains of around 76%.
- Options traders are pricing in a 13.69% swing following the quarterly report.
Friday brought news that Archer Aviation (ACHR) has struck a deal with Elon Musk’s Starlink to bring satellite-based internet connectivity to its Midnight electric air taxi aircraft. The arrangement marks Starlink’s first foray into the emerging urban air mobility industry.
Under the terms of the partnership, Archer will install Starlink’s satellite technology aboard Midnight aircraft and begin testing procedures. The goal is delivering fast, low-latency internet connectivity during all stages of flight operations.
Midnight is Archer’s piloted electric vertical takeoff and landing (eVTOL) aircraft capable of carrying four passengers. The vehicle produces minimal noise pollution and generates zero operational emissions unlike traditional helicopters, while utilizing 12 independent motors and rotors for additional safety margins.
Archer emphasizes that the connectivity solution goes well beyond in-flight entertainment for travelers. The company plans to use Starlink to enable uninterrupted communication links between Midnight vehicles and both flight crews and ground-based technical teams during operations.
The partnership also has long-term implications. Archer and Starlink are working together to build connectivity systems specifically tailored to support Archer’s planned autonomous flight operations down the road.
The decision to choose Starlink over alternative connectivity solutions relates to operational altitude requirements and geographical complexity. Standard connectivity relies on ground-based cellular towers or geostationary satellites, neither of which can reliably serve the low altitudes and dense urban environments where air taxi services will operate.
Midnight flies at roughly 1,500 feet above ground level in city settings — exactly the altitude range where cellular network performance becomes spotty. Starlink’s satellite network design directly addresses this connectivity gap.
CEO Adam Goldstein made the case clear: “Connectivity is a must have feature for Midnight. Starlink is uniquely built to deliver it.”
Archer’s core customer promise revolves around urban trips completed within 5 to 15 minutes. Starlink integration would allow travelers to stay connected for the duration of their flights.
The partnership announcement comes while Archer continues pursuing Federal Aviation Administration certification required to begin commercial operations in the United States.
Q4 Earnings on Deck
Archer will report Q4 2025 results after the closing bell on Monday, March 2. Wall Street is modeling a loss of $0.24 per share, showing substantial improvement from the $0.45 loss posted in the same period one year earlier — meaningful progress even though the company has yet to generate revenue.
CEO Goldstein has signaled that initial revenue should begin flowing in Q1 2026, aligned with the company’s targeted commercial service rollout.
ACHR stock has fallen roughly 7% year-to-date in 2025, pressured by FAA certification timeline uncertainty, rising development costs, and ongoing cash burn questions. A short seller report also raised doubts about the company’s path to securing FAA type certification.
What Analysts Are Saying
Raymond James analyst Savanthi Syth reiterated her Buy rating and $13 price target before the earnings release — suggesting potential upside of approximately 76% from current trading levels. She views the recent price decline as a buying opportunity rather than a red flag.
The broader Wall Street view stands at “Moderate Buy,” with an average price target of $11.50, representing about 56% potential upside from present levels, based on two recent analyst updates.
Options market pricing suggests traders are preparing for a 13.69% move in either direction after the earnings announcement.
