Archer Aviation price target lowered to $13 by Canaccord on capital raise

Published 06/13/2025, 12:56 PM
Archer Aviation price target lowered to $13 by Canaccord on capital raise

Canaccord Genuity lowered its price target on Archer Aviation Inc. (NYSE:ACHR) to $13.00 from $13.50 while maintaining a Buy rating, following the company’s announcement of an $850 million private placement. The stock, which has surged over 250% in the past year and currently trades at $10.12, appears fairly valued according to InvestingPro analysis. Analyst targets for the $1.57 billion market cap company range from $4.50 to $18.00.

The capital raise, announced Thursday, involves selling 85 million shares of Class A common stock to institutional investors at $10.00 per share, with the offering expected to close on June 16, 2025. Archer estimates it will generate approximately $817.1 million in net proceeds after fees. InvestingPro data shows the company maintains a healthy balance sheet with more cash than debt, which this raise will further strengthen.

The funding comes shortly after the White House announced the eVTOL Integration Pilot Program (eIPP) last week, which aims to accelerate the deployment of electric vertical takeoff and landing aircraft in the United States. The program will demonstrate five US-based eVTOL projects ahead of the LA 2028 Olympic games.

Archer plans to use the capital to support accelerated manufacturing and certification efforts as part of its anticipated participation in eIPP. The Department of Transportation has been tasked with selecting the five eIPP aircraft designs within the next 180 days.

The new capital will boost Archer’s cash balance to approximately $1.8 billion based on its Q1/25 ending balance, excluding $47.5 million available under its ATM program and up to about $400 million of future capital from Stellantis (NYSE:STLA) to help scale Midnight’s manufacturing operations in Georgia. With a robust current ratio of 15.8x and liquid assets exceeding short-term obligations, Archer demonstrates strong financial flexibility. Discover more insights about Archer’s financial health and growth potential with InvestingPro’s comprehensive research report, part of its coverage of 1,400+ US stocks.

In other recent news, Archer Aviation has secured $850 million in funding following executive orders signed by former President Donald Trump to boost the electric air taxi industry. This significant investment follows a previous $300 million raised earlier this year, with contributions from institutional investors, including BlackRock (NYSE:BLK). The executive orders not only focus on electric air taxis but also aim to enhance U.S. defenses against hostile drones and support the development of supersonic commercial aircraft.

Archer Aviation recently conducted a successful piloted test flight of its Midnight aircraft, achieving a cruising speed of 125 mph and an altitude of 1,500 feet. Cantor Fitzgerald maintained its Overweight rating on Archer Aviation, with a price target of $13.00, citing the company’s forward momentum in its aircraft testing program. Meanwhile, H.C. Wainwright raised its price target for Archer Aviation to $18.00 from $12.00, maintaining a Buy rating, due to the potential acceleration of market development for eVTOL aircraft and drones. This upgrade reflects increased revenue expectations from military and public safety sectors, supported by Archer’s strategic partnerships and contracts with the U.S. Department of Defense.

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