Five weeks after JPMorgan included Fortinet (NASDAQ: FTNT), Joby Aviation (NYSE: JOBY), and Transocean (NYSE: RIG) among its top short ideas on January 23, 2026, the scorecard is mixed.
JOBY's fourth-quarter 2025 loss is in line with estimates, and expects 2026 revenues in the range of $105M-$115M.
Joby Aviation is positioned for a pivotal 2026, targeting FAA certification and launching air taxi services in Dubai. Despite a poorly timed $1.2B capital raise, JOBY now trades near yearly lows, offering a more attractive entry point. 2026 revenues are projected at $105M-$150M, mainly from Blade Air, with major growth expected as eVTOL operations scale in 2027.
Joby Aviation, Inc. (JOBY) Q4 2025 Earnings Call Transcript
Joby Aviation (NYSE: JOBY) reports Q4 2025 results after the bell tonight, and investors should forget everything else on the income statement but cash balance.
Joby Aviation is a leader in eVTOL certification, though it faces notable risks related to its business model and funding. Future dilution is likely due to high cash burn and upcoming capital needs.
JOBY stock has declined by 16.7% in a single day. This recent decline is driven by apprehensions around Joby's enlarged capital raise and the potential for dilution, yet significant drops like this frequently prompt a more challenging question: is this weakness a short-term issue, or does it indicate more serious problems in the fundamentals?
Joby Aviation ( NYSE:JOBY ) leads in developing electric vertical takeoff and landing (eVTOL) aircraft for urban air mobility.
Joby Aviation remains a speculative investment as commercialization timelines and regulatory hurdles persist. I highlight the company's progress in certification and partnerships but caution that significant revenue generation may still be years away. Valuation appears stretched given the pre-revenue status and ongoing cash burn, warranting a cautious stance.
JOBY plans to double aircraft output by 2027 after buying a 700,000-square-foot Dayton facility, expanding Ohio operations and near-term capacity.
Joby bought a 700,000-square-foot manufacturing facility in Ohio as it looks to meet future flying air taxi demand. This is Joby's third manufacturing facility and more than doubles the size of its footprint as it looks to double production to four aircraft a month by 2027.
Joby surged +12% on substantial volume, driven by a new collaboration with Metropolis to create 25 vertiports and intentions to double manufacturing capacity. This change marked a significant and forceful rise from the opening, indicating a powerful blend of retail momentum and institutional accumulation.