Benchmark reiterates Buy rating on Archer Aviation stock at $12 target

Published 12/08/2025, 15:44
Benchmark reiterates Buy rating on Archer Aviation stock at $12 target

Investing.com - Benchmark has reiterated its Buy rating and $12.00 price target on Archer Aviation Inc. (NYSE:ACHR), citing the company’s progress in eVTOL certification and its growing defense technology portfolio. The stock, which has delivered an impressive 168% return over the past year, currently trades at $10.02 with analyst targets ranging from $4.50 to $18.00. According to InvestingPro analysis, the stock appears overvalued relative to its Fair Value.

The firm notes that Archer’s electric vertical takeoff and landing (eVTOL) certification campaign is advancing, with the FAA having approved 15% of the company’s compliance verification documents. Benchmark expects the certification process to accelerate due to recent Trump Administration executive orders and Archer’s role as the exclusive air taxi provider for the upcoming LA Olympics.

Archer exits the recent quarter with $1.7 billion in cash, which Benchmark believes positions the company well to commercialize what it describes as "one of the largest mobility advancements in recent memory." The firm anticipates Archer will begin selling its Launch Edition aircraft internationally later this year.

Benchmark highlights Archer’s defense technology initiatives, including two defense-focused acquisitions completed in the quarter. The firm considers this aspect of Archer’s business to be "the most underappreciated aspect of the story."

The research firm points to Archer’s partnerships with defense technology companies like Anduril, its advanced VTOL architecture, strategic geopolitical relationships, and financial resources as factors that position the company favorably in the defense sector, where applications for autonomous vertical lift are expected to grow following lessons from the Ukrainian War.

In other recent news, Archer Aviation reported its earnings for the second quarter of 2025, revealing a net loss per share that was larger than analysts had anticipated. The company’s focus remains on its investment in eVTOL technology and manufacturing capabilities, despite facing immediate financial challenges. Archer Aviation’s strategic plans include the production of six additional aircraft, with three currently in final assembly. These aircraft are intended for FAA certification or initial commercialization, aligning with the company’s timeline to commercialize in the fourth quarter of 2025, with an initial target on the U.A.E. market. Cantor Fitzgerald has reiterated its Overweight rating on Archer Aviation, maintaining a price target of $13.00. The firm expressed optimism about Archer’s manufacturing ramp-up and progress toward commercialization. These developments highlight Archer Aviation’s ongoing efforts to position itself for future growth.

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