TickerTalks
Browse all tickers →
TickerTalks›$JOBY
JOJOBY

Joby Aviation, Inc.

$JOBY·$7.6B·Airlines, Airports & Air Services·Industrials
$7.34-5.4%YTD-45.4%1Y-44.4%
Mentions · last 7 days
2026-07-09: 2,120 posts2026-07-10: 2,647 posts2026-07-11: 1,208 posts2026-07-12: 1,114 posts2026-07-13: 1,151 posts2026-07-14: 437 posts2026-07-15: 476 posts9,203-21%
Price updated 2m ago·X counts updated 2d ago
JOJOBY
$JOBYJoby Aviation, Inc.
$7.34-5.41%9.2k posts-21%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $JOBY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storySelling offAI verdict · as of 2026-07-17

Falling on heavy selling — points lower unless it turns around.

The eVTOL milestones are landing; the equity is trading like the market has stopped caring.

Joby Aviation is one of the two leading eVTOL — electric vertical-takeoff — companies, targeting urban air mobility with FAA certification and commercial launches ahead. The regulatory story keeps advancing while the equity keeps making new lows.

Where the disconnect sits:

  • Real milestones are landing: Dubai's VDX became the first commercially certified eVTOL vertiport, Joby is running the Electric Skies GLOBAL Tour with Toyota, BLADE and Virgin Atlantic as partners — the operational proof is progressing on schedule.
  • The economics are pre-revenue: 11% gross margin on essentially trivial revenue, operating margin negative 10%, free cash flow yield negative 7% — meaning every quarter is another draw on cash before commercial launch, and that's what the tape is pricing.
  • The valuation is untethered: trading at 121x TTM sales because revenue is barely reported — this is a category bet, not a fundamental one, and the market has lost patience.
  • The tape reads like distribution: sitting at essentially 0% of the 52-week range, 24% below the 50-day, and 39% below the 200-day — with insider selling in the last week compounding the signal.

The operational story remains credible, but the equity thesis needs a commercial-revenue timestamp or another cash-raise cleared away before the tape can reverse. What breaks the downtrend is a signed commercial ops date; what deepens it is another dilution announcement.

What to watch: The Aug 5 print — cash burn versus prior quarter, commercial revenue timestamp, and any commentary on a next-round raise. A cash-runway extension without dilution starts to reverse the tape; another announcement of a raise deepens the downtrend.

On the calendar: 2026-08-05 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment42 posts analyzed · as of 2026-07-15

Joby chatter is a mix of eVTOL milestone content and a $JOBY memecoin. On the equity side, the Electric Skies GLOBAL Tour 2026 is running events in SF, NYC, Cote d'Azur, Monaco and Farnborough with partners including Toyota's JTAMPC, BLADE, Virgin Atlantic and Dubai's RTA. Dubai's VDX became the world's first commercial vertiport purpose-built for eVTOL operations to receive regulatory certification. On the memecoin side, retail is treating $Joby (Solana pump.fun token) as free at ~2.7M mcap and pushing for CoinGecko/CMC listings citing a founder-lore narrative around confiscated BTC. There's no meaningful bearish thread; the eVTOL story is progressing.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

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 — two different time horizons.

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; end markets and revenue mix have limited overlap with the premium travel demand sustaining yield at high occupancy.

Industry benchmark

9-name peer basket
+39.4%YTD
-2.3%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
Q1 2026May 5, 2026$-0.12$-0.21+42.9%
Q4 2025Feb 25, 2026$-0.20$-0.200.0%
Q3 2025Nov 5, 2025$-0.26$-0.19-35.6%
Q2 2025Aug 6, 2025$-0.24$-0.18-33.3%
Next earningsWed, Aug 5·consensus EPS $-0.21

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$115.5M$112.6M – $117.8M-$0.81-$0.89 – -$0.776
FY27$231.4M$155.5M – $303.9M-$0.80-$0.90 – -$0.667
FY28$420.5M$401.7M – $439.2M-$0.69-$0.91 – -$0.509
FY29$872.9M$676.1M – $1.1B-$0.51-$0.67 – -$0.364
FY30$1.5B$1.1B – $1.8B-$0.30-$0.39 – -$0.214

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.1.2×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.0%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.-24.4%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.-38.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 662.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.6% 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.

Insider activity

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

Recent transactions

SellJul 14Kate DehoffSee Remarks14.2K sh$110KSellJul 13Kate DehoffSee Remarks8.4K sh$63KSellJul 13Eric AllisonChief Product Officer27.9K sh$210KSellJul 6Gregory BowlesChief Policy Officer4.7K sh$43KSellJul 2Gregory BowlesChief Policy Officer5.2K sh$46KSellJul 2Didier PapadopoulosPresident12.9K sh$115KSellJul 2Rodrigo BrumanaCFO2.6K sh$23KSellJul 2Eric AllisonChief Product Officer9.3K sh$83KSellJul 2Bonny W SimiPresident7.8K sh$70KSellJul 2Joeben BevirtCEO15.8K sh$141K
1–10 of 34
+ 30 other (22 exempts · 8 awards) 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
Free, forever. No credit card.

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

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.

8-KOfficer or director changeApr 228-K — Item 5.02: Officer or director change
AI summary

JOBY disclosed a personnel change (8-K Item 5.02, dated 2026-04-22). An executive departure and a new appointment are both reported. President of Aircraft OEM of Joby Aviation. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KMaterial agreementMar 118-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed · Item 2.03: Material debt obligation
8-KMaterial eventMar 68-K — Item 4.01
8-KMaterial agreementFeb 28-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 2.03: Material debt obligation
+ 13 other (4 424B5s · 2 earnings 8-Ks · 2 proxys · 2 13Gs) in window

Recent news

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

Joby Aviation CPO Eric Allison Sells 27,932 Shares at $7.53 -- Should Investors Sell Too?fool.com·1d agoPrediction: Can Joby Aviation Stock Soar 500% by 2030?247wallst.com·9d agoJoby Aviation Stock: Is It More Likely to Hit $15 or $5 This Year?fool.com·10d agoWhy Joby Aviation Stock Is Surging Todayfool.com·11d agoThese Stocks Could Win as Wall Street Looks Beyond AI Softwaremarketbeat.com·13d ago

More in Airlines, Airports & Air Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$DAL$UAL$AAL$LUV$ALK$UP$JBLU$AERO
Voices on X · top 14 · last 7 days

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.

PrivacyTermsSupport