TLDR
- Archer Aviation has entered a partnership with Elon Musk’s Starlink to equip its Midnight air taxis with high-speed satellite internet connectivity.
- The low-Earth-orbit satellite network will enable passenger Wi-Fi, pilot communication systems, and infrastructure for autonomous flight technology.
- The company is scheduled to release Q4 2025 financial results on March 2, with analysts forecasting a $0.24 per share loss versus $0.45 last year.
- Raymond James maintains its Buy recommendation with a $13 target price, suggesting approximately 76% potential upside.
- Market expectations based on options activity indicate a 13.69% price movement following the earnings announcement.
On Friday, Archer Aviation (ACHR) revealed a strategic partnership with Elon Musk’s Starlink to integrate satellite internet technology into its Midnight electric air taxi fleet. This collaboration represents Starlink’s inaugural venture into the urban air mobility sector.
The agreement calls for Archer to integrate Starlink’s low-Earth-orbit satellite technology into the Midnight aircraft and commence testing protocols. The objective is to provide high-speed, low-latency internet access throughout all phases of flight.
Midnight represents Archer’s piloted electric vertical takeoff and landing (eVTOL) vehicle designed to transport up to four passengers. The aircraft operates with significantly reduced noise levels and zero emissions compared to conventional helicopters, featuring 12 independent engines and propellers for enhanced safety redundancy.
According to Archer, the connectivity system serves purposes beyond passenger entertainment. The company intends to leverage Starlink to maintain continuous communication between Midnight aircraft and both pilots and ground-based engineering personnel throughout operations.
The collaboration extends beyond immediate implementation. Archer and Starlink are jointly developing connectivity infrastructure specifically engineered to facilitate Archer’s future autonomous aircraft program.
The rationale for selecting Starlink over conventional connectivity options centers on operational altitude and geographic challenges. Traditional connectivity infrastructure depends on terrestrial cell towers or geostationary satellites, both of which struggle to deliver consistent performance at the low altitudes and complex urban landscapes where air taxi services will function.
Midnight operates at approximately 1,500 feet altitude in metropolitan areas — precisely the range where cellular network coverage becomes unreliable. Starlink’s satellite constellation architecture is specifically designed to address this challenge.
CEO Adam Goldstein stated directly: “Connectivity is a must have feature for Midnight. Starlink is uniquely built to deliver it.”
Archer’s value proposition to customers centers on urban transportation completed in 5 to 15 minutes. Starlink connectivity would ensure passengers remain online throughout the entire journey.
The partnership disclosure arrives as Archer awaits Federal Aviation Administration certification before commencing commercial service in the United States.
Q4 Earnings on Deck
Archer is scheduled to announce Q4 2025 financial performance after market close on Monday, March 2. Analyst consensus projects a $0.24 per share loss, representing significant improvement from the $0.45 loss recorded in the comparable quarter last year — notable progress despite the company remaining in pre-revenue status.
CEO Goldstein has indicated that revenue generation is anticipated to commence in Q1 2026, coinciding with the company’s planned commercial service launch.
ACHR shares declined approximately 7% throughout 2025, impacted by FAA certification delays, escalating development expenditures, and persistent cash consumption concerns. A short seller analysis also introduced uncertainty regarding the company’s timeline to secure FAA type certification.
What Analysts Are Saying
Raymond James analyst Savanthi Syth maintained her Buy recommendation and $13 price objective ahead of the earnings announcement — indicating approximately 76% upside potential from present trading levels. She characterizes recent price weakness as a strategic entry point rather than a concerning signal.
The overall Wall Street consensus registers as “Moderate Buy,” with a mean price target of $11.50, implying roughly 56% upside from current price levels, derived from two recent analyst evaluations.
Options market activity suggests traders are anticipating a 13.69% price movement in either direction subsequent to the earnings disclosure.
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