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Japan Airlines announced that its consortium, featuring Archer Aviation’s Midnight aircraft, was chosen by Tokyo’s government to participate in phase one of the eVTOL Implementation Project, while Archer simultaneously filed a US$650 million follow-on equity offering for 81,250,000 shares at US$8 per share.
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This marks a major international collaboration for Archer, providing both market access in Japan and new funding to accelerate commercial and defense initiatives despite ongoing net losses.
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We’ll examine how Archer’s partnership with Japan Airlines to advance Tokyo’s eVTOL program shapes its broader investment narrative.
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To be a shareholder in Archer Aviation right now is to buy into the vision of urban aerial mobility at scale, powered by global partnerships and steady technology progress despite persistent losses. The recent win with Japan Airlines, which opens up the first phase of Tokyo’s eVTOL Implementation Project, is a big credibility boost. It suggests Archer is capturing coveted international market opportunities that could drive longer-term commercial prospects. At the same time, the US$650 million follow-on equity raise brings fresh cash, potentially helping Archer accelerate critical development and regulatory milestones. Yet, ongoing net losses and repeated equity raises mean dilution remains a clear risk. While the Tokyo project increases Archer’s near-term visibility and helps build the case for future revenue, it does not fundamentally ease the challenge of achieving profitability or commercial scale in a capital-intensive sector.
But investor optimism about future growth might be balanced by the risks of ongoing share dilution. Despite retreating, Archer Aviation’s shares might still be trading above their fair value and there could be some more downside. Discover how much.
Across 51 private valuations in the Simply Wall St Community, Archer’s fair value is estimated anywhere from as low as US$3.23 to above US$32 per share. While this variety shows wide disagreement among investors, the recent US$650 million capital raise underscores how funding needs and potential dilution can influence the outlook even more than market size or new partnerships. Diverse market opinions invite you to dig deeper into what matters most in the Archer story.
Explore 51 other fair value estimates on Archer Aviation – why the stock might be worth over 3x more than the current price!