Key Highlights
- Archer Aviation has secured a deal with Elon Musk’s Starlink to integrate high-speed satellite internet into its Midnight electric air taxi fleet.
- The low-Earth-orbit Starlink network will enable passenger internet access, pilot communications, and support future autonomous flight systems.
- The company releases Q4 2025 financial results on March 2, with analysts forecasting a $0.24 per share loss, improved from $0.45 last year.
- Raymond James maintains a Buy rating with a $13 target price, suggesting approximately 76% potential upside.
- Market options indicate traders expect a 13.69% price swing following the earnings announcement.
Archer Aviation (ACHR) revealed Friday a strategic collaboration with Elon Musk’s Starlink to equip its Midnight electric air taxi with satellite-based internet connectivity. This represents Starlink’s inaugural entry into the urban air mobility sector.
The agreement calls for Archer to integrate Starlink’s low-Earth-orbit satellite connectivity hardware into Midnight aircraft and commence testing phases. The objective is to provide high-speed, minimal-latency internet access throughout actual flight missions.
Midnight represents Archer’s piloted electric vertical takeoff and landing (eVTOL) platform capable of transporting four passengers. The aircraft operates more quietly with reduced emissions compared to conventional helicopters, featuring 12 independent engines and propellers for safety redundancy.
According to Archer, connectivity extends beyond passenger convenience. The firm intends to leverage Starlink technology to maintain continuous communication between Midnight aircraft, pilots, and ground-based engineering personnel throughout operations.
The collaboration also encompasses forward-looking objectives. Archer and Starlink will jointly develop connectivity infrastructure tailored to support Archer’s anticipated autonomous aircraft programs.
The rationale for selecting Starlink over conventional alternatives centers on altitude limitations and operational geography. Traditional connectivity depends on terrestrial cell towers or geostationary satellites, both of which struggle with reliability at the low altitudes and concentrated urban zones where air taxis function.
Midnight operates at approximately 1,500 feet in metropolitan areas — precisely where cellular network coverage frequently deteriorates. Starlink’s satellite constellation is engineered to perform optimally in these conditions.
CEO Adam Goldstein stated directly: “Connectivity is a must have feature for Midnight. Starlink is uniquely built to deliver it.”
Archer’s value proposition centers on urban journeys lasting 5 to 15 minutes. Starlink connectivity would ensure passengers maintain internet access throughout the entire flight experience.
The partnership disclosure arrives while Archer awaits Federal Aviation Administration regulatory clearance to commence commercial service in the United States.
Quarterly Results Approaching
Archer will publish Q4 2025 financial performance after market close on Monday, March 2. Analyst consensus forecasts a $0.24 per share loss, representing improvement from the $0.45 loss recorded in the corresponding quarter last year — significant progress despite the company remaining pre-revenue.
CEO Goldstein has indicated revenue generation should commence in Q1 2026, coinciding with the company’s anticipated commercial launch.
ACHR shares declined approximately 7% throughout 2025, weighed down by FAA certification delays, escalating development expenses, and persistent cash consumption concerns. A short seller publication additionally created uncertainty regarding the company’s trajectory toward FAA type certification.
Analyst Perspectives
Raymond James analyst Savanthi Syth maintained her Buy rating and $13 price objective entering the earnings period — suggesting approximately 76% upside potential from present levels. She interprets recent price declines as a strategic entry point rather than a concerning signal.
The overall Wall Street consensus stands at “Moderate Buy,” with a mean price target of $11.50, indicating roughly 56% upside from current market prices, derived from two recent analyst assessments.
Options market participants are anticipating a 13.69% price movement in either direction subsequent to the earnings disclosure.
