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Archer Steps Up Midnight Tests, Eyes 2026 Passenger Flights Under U.S. Pilot Program

Analysts cite strong liquidity, with execution risk keeping shares volatile.

Overview

  • Archer said it is expanding Midnight flight testing and increasing production, with the aircraft in VTOL trials ahead of full piloted transition flights.
  • The company plans to start piloted operations under the White House eVTOL Integration Pilot Program later this year and is targeting first passenger-carrying flights in 2026.
  • Fourth-quarter results showed approximately $2.0 billion in total liquidity, which management says provides runway for commercialization and a manufacturing ramp.
  • Needham on March 3 lowered its Archer price target to $9 from $10 while maintaining a Buy rating after the company’s quarterly update.
  • Shares have swung widely as the company remains unprofitable and capital-intensive, with coverage noting hopes—not assurances—for early commercial activity in 2026 such as Abu Dhabi.