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JOJOBY

Joby Aviation, Inc.

$JOBY·$5.4B·Airlines, Airports & Air Services·Industrials
$4.66-3.1%YTD-55.8%1Y-72.7%
Price updated 36m ago·X counts updated 5d ago
JOJOBY
$JOBYJoby Aviation, Inc.
$4.66-3.12%807 posts1.4×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $JOBY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

807X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.4×
QuietNormal · 1×Loud

How loud $JOBY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 94% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data11 posts analyzed · as of 2026-10-02

Sentiment is bullish on the air-taxi reality check — Joby's N703AX was tracked flying day-two at the Salinas Airshow with crowd-ready flights, institutional holdings rose 14.17% last quarter across 453 investors, and holders are flagging an autonomous Joby aircraft spotted in Louisville with a UPS tail nearby as the "cargo may be Joby's first big autonomy market" tell. The thread is all cheerleading; no dissent in the sample.

Read what X is saying about $JOBY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $JOBY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Too early to tellWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

An eVTOL air-taxi name that's actually flying — but at 1% of its 52-week range, the market isn't yet pricing the pilots.

Joby Aviation is the eVTOL air-taxi company closest to real commercial service, with aircraft flying in Dubai, Texas, and a demonstrated airshow route — plus a reported UPS-tail autonomy sighting that hints at a cargo wedge. The business doesn't earn money yet, and the stock reflects that bluntly.

  • The P&L is still pre-commercial: revenue of $24M against an operating margin of -963% is development-stage, not an operating business, and 2026 EPS has been running near -$0.25 a quarter with Street misses that are small only because expectations are already low.
  • Institutional accumulation adds up: 453 investors increasing holdings by 14% in the quarter means serious money is finally positioning for the commercial-service transition — the signal is the direction, not the dollar amount, in a stock this battered.

At 1% of its 52-week range going into Nov 4 earnings, the setup is as compressed as it gets without being distressed. A credible first-paid-passenger date, specific unit-economics disclosure, or a named cargo customer is what finally restarts the move; a soft commercial-service timeline keeps the stock stuck in no-man's land.

What to watch: Nov 4 Q3 earnings — commercial-service revenue (first dollars), cash-burn trajectory, and any named cargo-vertical customer. A credible paid-service date is the trigger; another all-R&D quarter keeps it coiled.

On the calendar: 2026-11-04 — Q3 earnings

event ahead 30dpre commercial

Read the AI verdict on $JOBY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Developing a certified electric vertical takeoff and landing (eVTOL) air taxi for an aerial ridesharing service in urban markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Airlines, Airports & Air Services sits in its cycle right now — and what that implies for $JOBY.

Airlines, Airports & Air Services · Industrials

No material change from last week — Premium air travel demand remains healthy with Delta's non-main-cabin revenue hitting 61% of total — structural premium-cabin pricing power is intact.

What this means for $JOBY

Neutral — Developing a certified electric vertical takeoff and landing (eVTOL) air taxi for an aerial ridesharing service in urban markets.

Industry benchmark

11-name peer basket
+2.5%YTD
-15.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-9.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-28.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-10.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-7.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
120.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-74.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
11.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$-0.25$-0.23-7.0%
Q1 2026May 5, 2026$-0.12$-0.21+42.9%
Q4 2025Feb 25, 2026$-0.14$-0.20+30.0%
Q3 2025Nov 5, 2025$-0.48$-0.19-150.4%
Next earningsWed, Nov 4·consensus EPS $-0.25

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$24.2M—22.4%-963%$-0.12$-222.4M
Q4 FY25$30.8M+55965.5%1.7%-671%$-0.14$-167.0M
Q3 FY25$22.6M+80521.4%55.4%-805%$-0.48$-153.2M
Q2 FY25$15K-46.4%-64987%-1119093%$-0.41$-118.7M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$121.2M$117.2M – $124.7M-$0.89-$0.94 – -$0.848
FY27$220.3M$157.7M – $278.1M-$0.91-$1.07 – -$0.758
FY28$438.4M$248.2M – $669.9M-$0.81-$1.06 – -$0.619
FY29$1.0B$705.4M – $1.4B-$0.55-$0.78 – -$0.334
FY30$2.0B$1.3B – $2.6B-$0.21-$0.29 – -$0.124

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.3%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-27.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-47.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 669.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.665-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 13Eric AllisonChief Product Officer27.6K sh$140KSellOct 13Kate DehoffSee Remarks8.3K sh$42KSellOct 5Gregory BowlesChief Policy Officer5.3K sh$31KSellOct 2Bonny W SimiPresident10.9K sh$65KSellOct 2Rodrigo BrumanaCFO2.6K sh$15KSellOct 2Joeben BevirtCEO15.8K sh$94KSellOct 2Kate DehoffSee Remarks9.6K sh$57KSellOct 2Eric AllisonChief Product Officer9.3K sh$56KSellOct 2Sergey NovikovSee Remarks3.0K sh$18KSellOct 2Gregory BowlesChief Policy Officer7.7K sh$46K
1–10 of 40
+ 32 other (23 exempts · 8 awards · 1 gift) in window

See when $JOBY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 113
AI summary

Form 3 initial beneficial ownership filing for Sergey Novikov, new officer at Joby Aviation (JOBY). Novikov directly owns 43,532 common shares and holds unvested RSUs, establishing his Section 16 reporting baseline at the eVTOL pioneer.

8-KOfficer or director changeSep 98-K — Item 5.02: Officer or director change
AI summary

Joby Aviation (JOBY) appointed Sergey Novikov (age 57) as Principal Accounting Officer effective September 2, 2026; he has served as company Controller since June 2021 and previously held accounting roles at Varian Medical Systems. The internal promotion fills the PAO role without an external search.

424B5Prospectus supplement (offering)Aug 11424B5
AI summary

Joby Aviation (JOBY) filed a prospectus supplement for its at-the-market common stock offering. As of August 10, 2026, JOBY stock was priced at $8.81 per share on NYSE. The ATM program allows ongoing equity issuance at market prices; commission and size details are in the full prospectus. This is capital-raising infrastructure for the eVTOL aircraft developer.

8-KMaterial agreementAug 118-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Joby Aviation (JOBY) entered into a Stock Purchase Agreement on August 8, 2026 to acquire Strix Holdings, Inc. (a Delaware corporation) from Strix Parent, LLC and certain management members via RS Seller Holdco, LLC. Items 3.02 and 7.01 were also triggered. Strix is a technology company being acquired; deal terms were not specified in the excerpt.

SC 13D/AActivist amendmentJun 30SC 13D/A
AI summary

Toyota Motor Corp holds 128,454,401 total Joby Aviation shares (122,573,621 sole voting + 5,880,780 shared), representing approximately 13.1%, as of June 29, 2026 — the day before Joby signed the Rocket Lab merger agreement. Toyota's Schedule 13D/A was triggered by the merger agreement event; as a major Joby stakeholder, Toyota's consent or neutrality will be significant for deal completion.

8-KMaterial agreementJun 308-K — Item 1.01: Material agreement
AI summary

Joby Aviation entered an Agreement and Plan of Merger with Rocket Lab Corporation on June 30, 2026. In a two-step structure, Merger Sub I merges into Joby (making Joby a subsidiary), then Joby LLC merges into Merger Sub II, making Joby an indirect wholly-owned subsidiary of Rocket Lab. This is a transformative combination of a space launch company (Rocket Lab) and an urban air mobility company (Joby).

8-KShareholder voteJun 48-K — Item 5.07: Shareholder vote
AI summary

Joby Aviation, Inc. (JOBY) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

SC 13D/AActivist amendmentMay 18SC 13D/A
AI summary

Paul Cahill Sciarra, a 5.7% stockholder of Joby Aviation, Inc. (JOBY), filed Amendment No. 1 to his Schedule 13D on May 14, 2026, disclosing that he entered into a Rule 10b5-1 trading plan to sell up to 1,875,000 shares of Common Stock through a broker. Sciarra beneficially owns 56,520,980 shares (5.7%), held primarily through the Sciarra Management Trust (56,328,057 shares), Sciarra Foundation (50,000), and directly (142,923). The 10b5-1 plan represents a planned, systematic monetization of a large insider position and signals that the 5.7% stake will gradually decline over time.

+ 13 other (2 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Joby Aviation: A Compelling Opportunity, But Patience Is Requiredseekingalpha.com·1d agoJoby Aviation to Report Third Quarter 2026 Financial Resultsbusinesswire.com·1d ago1 eVTOL STock to Buy Before the First Paying Passenger Takes Offfool.com·1d agoJoby Aviation Stock: Is It a No-Brainer Buy at $5?fool.com·3d ago$1,000 in Each of These 6 Quantum, Air Taxi, and Satellite Stocks Could Be Worth This Much by 2030fool.com·3d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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