>>22134923https://defense.archer.com/https://www.youtube.com/watch?v=9FwT9Wy1keghttps://www.urbanairmobilitynews.com/uam-infrastructure/1504-vertiports-now-planned-for-construction-worldwide-latest-global-aam-uam-market-map-report/https://podcasts.apple.com/ca/podcast/171-palmer-luckey-superhuman-soldiers-ai-missiles-and/id1492492083?i=1000692197877https://www.thenationalnews.com/business/aviation/2025/02/13/uae-starts-mapping-air-corridors-for-air-taxis-and-cargo-drones/Key Takeaways:
Drone Revenue Projections
Analysts estimate $500 million in drone revenue for Archer by 2030 and $1 billion by 2035.
These projections could be conservative, especially if the Trump administration formally supports Archer and Anduril's VTOL (Vertical Takeoff and Landing) aircraft under a Program of Record (PoR).
Primary Focus on Passenger VTOLs
Archer's main focus remains on selling passenger aircraft for Urban Air Mobility (UAM).
However, drone sales could become just as important, given that:
The DoD (Department of Defense) requested $61B for aircraft procurement in FY25.
The UAM market is projected to reach $58B by 2033.
Financial Model Adjustments
The price target cut reflects stock dilution from Archer’s recent share offering.
Analysts raised their revenue outlook to $3.9B for the terminal free cash flow (FCF) model, with projected FCF now at $539M.
Bottom Line:
Despite the price target drop, the analysts remain bullish on ACHR due to strong long-term growth potential in both passenger VTOLs and military drones, with the latter possibly gaining additional government support.
ACHR Short Report 2.13.2025: Unusual Amount of Short Volume on the OX with 9,148,445 shares shorted - Large OX Institutional Buys at 18.64M shares
https://www.businesswire.com/news/home/20250211879370/en/Archer-Raises-300M-From-Leading-Institutional-Investors-To-Accelerate-Hybrid-Aircraft-Platform-Development-As-Defense-Opportunities-Look-Stronger-Than-Expected 