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Archer Aviation (ACHR)
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Archer Aviation (ACHR)

Advancing from Urban Air Mobility to Military Capability

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Challenger Research
Jun 07, 2025
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Disclaimer: Not Investment Advice

This article is for informational and journalistic purposes only and does not constitute investment advice. The views expressed are the personal opinions of the author(s) and should not be relied upon for financial decisions.

Key Takeaways

1. Leading a revolutionary industry: Archer Aviation is at the forefront of the rapidly developing eVTOL sector, achieving over 400 test flights 4 months before schedule, with only Joby Aviation ahead in certification.

2. Market Potential: Value projections for the global eVTOL market range from $100 billion to $1 trillion by 2040, signifying huge growth potential.

3. Key Partnerships: Archer has built partnerships with a core of high-quality companies including United Airlines, Stellantis, Palantir and Anduril.

4. Regulatory Progress: Archer is in the late stages of FAA certification and is on track to launch commercially in the UAE (Abu Dhabi) by the end of 2025.

5. Expansion Opportunities: There is growing interest in the eVTOL industry worldwide with Archer gaining significant attention and lining up potential future contracts. This was showcased recently with confirmation of Japanese plans to buy $500 million worth of aircraft.

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