Joby Aviation, Inc. ( JOBY ) Q3 2025 Earnings Call November 5, 2025 5:00 PM EST Company Participants Teresa Thuruthiyil - Head of Investor Relations JoeBen Bevirt - Founder, CEO, Chief Architect, President & Director Rodrigo Brumana - Chief Financial Officer Paul Sciarra - Executive Chairman of the Board Robert S. Wiesenthal Conference Call Participants Kristine Liwag - Morgan Stanley, Research Division Austin Moeller - Canaccord Genuity Corp., Research Division Andres Sheppard-Slinger - Cantor Fitzgerald & Co., Research Division Savanthi Syth - Raymond James & Associates, Inc., Research Division Mahima Kakani - JPMorgan Chase & Co, Research Division Xin Yu - Deutsche Bank AG, Research Division Christopher Pierce - Needham & Company, LLC, Research Division Amit Dayal - H.C.
Joby Aviation posts a wider third-quarter loss despite surging revenues from the Blade acquisition, as it pushes toward air taxi commercialization.
Joby Aviation, Inc. (JOBY) came out with a quarterly loss of $0.26 per share versus the Zacks Consensus Estimate of a loss of $0.19. This compares to a loss of $0.21 per share a year ago.
Joby Aviation's third-quarter results are on deck, with rising costs and valuation concerns clouding investor sentiment.
Joby Aviation surged on news of a partnership with Nvidia to develop autonomous flight technology using Nvidia's IGX Thor platform. Despite the rally, JOBY is still far from certifying piloted aircraft, making autonomous operations a distant prospect. The market will spend the upcoming Q3'25 earnings focusing on the path to FAA certification.
Joby Aviation stock (NASDAQ: JOBY) has seen a significant decline, dropping 20.2% in less than a month, from $19.57 on October 6, 2025, to the current price of $15.61.This sharp correction was triggered by a specific event: In early October, Joby announced an underwritten public offering of 30.5 million shares at $16.85 per share. This offering price represented a significant discount to the stock's preceding market value.
Joby Aviation has surged 153% since my last speculative buy call, far outpacing the S&P 500. Despite strong stock gains, JOBY's Q2 2025 disappointed with a significant EPS miss, raising concerns about cash burn and cost control. Short interest remains elevated at 10.87%, reflecting ongoing market skepticism despite progress toward commercialization.
Joby Aviation is well-positioned in the eVTOL sector, advancing through FAA certification and preparing for potential commercial operations by late 2025. Recent regulatory catalysts, including the FAA's eIPP program, and strong progress on TIA certification could accelerate JOBY's commercial timeline and boost investor optimism. JOBY has strengthened its balance sheet with nearly $1B in cash, manageable shareholder dilution, and a growing cash runway, supporting ongoing development and regulatory milestones.
Joby Aviation stock (NYSE: JOBY) has captivated Wall Street with its vision of electric vertical takeoff and landing (eVTOL) aircraft transforming urban transportation. The stock has experienced a remarkable rise, increasing by over 200% from under $6 a year ago to approximately $17 now.
Josh Brown, CEO of Ritholtz Wealth Management, joins CNBC's "Halftime Report" to discuss Joby's strategy and how you should trade it.
JOBY's 41% surge follows successful airshow demos, a key acquisition and commercial expansion plans--but risks still loom large.
Joby Aviation Inc (NYSE:JOBY) shares slid nearly 11% to $16.90 in late-morning trading on Wednesday after the electric air taxi developer priced its previously announced underwritten equity offering at $16.85 per share. The offering is priced at a substantial discount to the stock's closing price of $18.91 on October 7, 2025.