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JOJOBY

Joby Aviation, Inc.

$JOBY·$8.5B·Airlines, Airports & Air Services·Industrials
$6.98-2.4%YTD-40.7%1Y-51.1%
Mentions · last 7 days
2026-08-21: 40 posts2026-08-22: 27 posts265+11%
Price updated 2d ago·X counts updated 8d ago
JOJOBY
$JOBYJoby Aviation, Inc.
$6.98-2.38%265 posts+11%
AI analysisFundamentalsVoices on X
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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.

Too early to tellWinding up for a moveAI verdict · as of 2026-08-30

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

eVTOL with a real flight-test cadence — held back by an ATM offering into the LA 2028 setup.

Joby Aviation is developing a battery-electric vertical take-off and landing (eVTOL) aircraft targeting urban air mobility, and it's one of the two most-tracked eVTOL names alongside Archer. The stock is down 40% YTD and 51% TTM, largely because the capital-raise cadence keeps caps every rally.

  • The P&L is early-stage: quarterly revenue ran $15k / $22.6M / $30.8M / $24.2M, gross margin at 11%, and quarterly EPS at $-0.41 / $-0.48 / $-0.14 / $-0.12 — analysts model $117M in full-year revenue and a $-0.82 EPS loss, so the equity is priced on optionality, not run-rate.
  • The flight-test and customer-facing cadence is real: N542JX performed five transition flights on a single charge with 9-second turnarounds, an Electric Skies Tour with 10 flight demos across 12 US states in 40 days, Joby is the only OEM to share NASA urban-noise data, and Miami rooftop vertiport plans have progressed — that's a set of proof points that Archer's optionality doesn't fully match.
  • The dilution is what actually holds the stock back: an ATM prospectus supplement priced around $8.81/share plus a Strix Holdings acquisition adds capital-raise risk to every rally — bulls talk about winning the air-taxi race, but 'held back by untimely capital raises' is the accurate framing for the tape.

An FAA type-certification milestone, a commercial-service launch date, or a specific US Air Force / defense-program award extends the coil into a real breakout; a further ATM drawdown, a Boeing/Wisk competitive announcement, or a soft Q3 cash burn print is what invalidates the setup.

Agrees with X sentimentX's bullish framing captures the operational optionality — the flight-test cadence and vertiport plans are legitimate progress points — but the 'insider selling is noise' framing skips over the ATM/capital-raise structure that is actually pressuring the stock.

What to watch: The Nov 4 Q3 print — cash burn, FAA type-certification progress, and any commercial-service launch date. A further ATM drawdown or a Boeing/Wisk competitive announcement is what invalidates the coil.

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

X sentiment

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

Bullish sentiment48 posts analyzed · as of 2026-08-30

The eVTOL crowd remains loudly constructive on Joby's product and strategic scope. Posters cite the Resonant Sciences acquisition adding radar-signature defense capability, more than a million square feet of Dayton capacity, ongoing piloted transition flights (five hops on one charge in a day), Blade integration, and analyst 12-month targets averaging around $14. Insider selling is dismissed as normal capital gain-taking, while chart voices note recent sell signals at technical resistance.

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
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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

Business travel recovery and international leisure demand sustain load factors; fuel hedging and capacity discipline are the margin levers. Pilot supply constraints and maintenance cost inflation are the structural cost headwinds.

What this means for $JOBY

Partial — freight volumes and pricing follow trade and industrial activity; Joby Aviation, Inc.

Industry benchmark

11-name peer basket
+31.3%YTD
-16.1%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 $-0.26

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$116.9M$112.0M – $122.9M-$0.82-$0.86 – -$0.796
FY27$238.2M$161.8M – $303.2M-$0.81-$0.92 – -$0.657
FY28$426.7M$229.9M – $670.7M-$0.70-$0.92 – -$0.509
FY29$872.9M$612.0M – $1.2B-$0.51-$0.73 – -$0.314
FY30$1.5B$1.0B – $1.9B-$0.30-$0.43 – -$0.184

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.0.7×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.-12.3%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.-33.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 662.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.1% 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.β2.705-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

SellAug 25Gregory BowlesChief Policy Officer4.6K sh$33KSellAug 24Gregory BowlesChief Policy Officer3.5K sh$26KSellAug 17Joeben BevirtCEO596.7K sh$4.7MSellAug 13Sciarra Paul CahillDirector62.5K sh$498KSellJul 15Joeben BevirtCEO596.7K sh$4.6MSellJul 14Kate DehoffSee Remarks14.2K sh$110KSellJul 13Eric AllisonChief Product Officer27.9K sh$210KSellJul 13Kate DehoffSee Remarks8.4K sh$63KSellJul 6Gregory BowlesChief Policy Officer4.7K sh$43KSellJul 2Kate DehoffSee Remarks9.6K sh$85K
1–10 of 39
+ 31 other (23 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

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.

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

Recent news

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

Has Joby Aviation Won the Air Taxi Race?fool.com·3d agoBoeing vs. Joby Aviation: Which Airplane Manufacturing Stock Promises High-Flying Profits?fool.com·4d agoCould Joby Aviation Be a Once-in-a-Decade Investment Opportunity?fool.com·4d agoJoby Aviation: Held Back By Untimely Capital Raisesseekingalpha.com·4d agoArcher Aviation vs. Joby Aviation: Which EV Aircraft Stock Is a Better Buy in 2026?fool.com·7d 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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