TLDR
- Archer Aviation has secured an agreement with Elon Musk’s Starlink to provide high-speed satellite internet for its Midnight air taxi aircraft.
- Starlink’s low-Earth-orbit satellites will power passenger Wi-Fi, enable pilot communications, and support future autonomous flight capabilities.
- Q4 2025 earnings are set for release on March 2, with Wall Street expecting a loss of $0.24 per share compared to $0.45 in the year-ago period.
- Raymond James upholds its Buy rating with a $13 price target, representing approximately 76% upside from current levels.
- Options traders are pricing in a 13.69% swing following the quarterly results announcement.
Archer Aviation (ACHR) announced on Friday a collaborative agreement with Elon Musk’s Starlink to outfit its Midnight electric air taxi aircraft with satellite-based internet connectivity. The deal marks Starlink’s first expansion into the urban air mobility industry.
Under the terms of the partnership, Archer will equip its Midnight aircraft with Starlink’s low-Earth-orbit satellite hardware and begin evaluation procedures. The goal is delivering reliable, high-speed internet with minimal latency during all flight operations.
The Midnight aircraft is Archer’s piloted electric vertical takeoff and landing (eVTOL) platform capable of carrying four passengers. Compared to traditional helicopters, the vehicle generates substantially less noise and produces zero operational emissions, while featuring 12 separate engines and propellers for increased safety margins.
Archer emphasizes that the connectivity solution extends far beyond in-flight entertainment for passengers. The platform will enable constant communication links between Midnight aircraft and both flight crews and ground-based engineering teams during operations.
The partnership also looks toward future applications. Archer and Starlink are collaborating on connectivity systems specifically tailored to support Archer’s planned autonomous flight capabilities.
The decision to partner with Starlink rather than conventional connectivity providers stems from operational altitude and geographical considerations. Standard connectivity solutions rely on ground-based cellular towers or geostationary satellites, neither of which can consistently deliver reliable service at the low altitudes and dense urban environments where air taxi operations will occur.
The Midnight aircraft will fly at roughly 1,500 feet above ground level in urban settings — an altitude range where cellular network performance becomes spotty. Starlink’s satellite network configuration is optimized to overcome this limitation.
CEO Adam Goldstein emphasized: “Connectivity is a must have feature for Midnight. Starlink is uniquely built to deliver it.”
Archer’s customer promise revolves around urban trips lasting just 5 to 15 minutes. Starlink integration would allow passengers to maintain internet connectivity for the duration of their flight.
The announcement comes as Archer continues working toward Federal Aviation Administration certification required before launching commercial operations in the United States.
Q4 Earnings on Deck
Archer will report Q4 2025 results after trading closes on Monday, March 2. Wall Street consensus calls for a loss of $0.24 per share, marking meaningful improvement versus the $0.45 loss posted in the same period one year earlier — a positive trend even as the company operates without revenue.
CEO Goldstein has signaled that initial revenue should begin flowing in Q1 2026, aligning with the company’s targeted commercial operations start date.
ACHR stock has fallen roughly 7% during 2025, pressured by FAA certification postponements, rising development costs, and ongoing cash burn questions. A short seller report also raised doubts about the company’s path to obtaining FAA type certification.
What Analysts Are Saying
Raymond James analyst Savanthi Syth reaffirmed her Buy rating and $13 price target before the earnings release — suggesting approximately 76% appreciation potential from today’s price levels. She views the recent share price decline as a buying opportunity rather than a red flag.
The broader Wall Street consensus stands at “Moderate Buy,” with an average price target of $11.50, pointing to about 56% upside from present valuation, based on two recent analyst assessments.
Options market pricing indicates traders are positioning for a 13.69% move in either direction following the earnings report.
Get 3 Free Stock Ebooks
Discover top-performing stocks in AI, Crypto, and Technology with expert analysis.
- Top 10 AI Stocks - Leading AI companies
- Top 10 Crypto Stocks - Blockchain leaders
- Top 10 Tech Stocks - Tech giants
