JOBY
Joby Aviation, Inc.

Joby Aviation, Inc.JOBY

Industrials · Airports & Air Services
6.44USD
+0.47%
Sep 23, 2026
JOBY overview ready
Vertically Integrated eVTOL Developer Advancing FAA Certification and Air-Taxi Networks
Joby is a vertically integrated eVTOL developer pursuing FAA type certification, aircraft manufacturing, and launch of operated passenger air-taxi networks, while also maintaining government and defense-oriented flight and technology work.
Narrative is still early
Exposed to the Advanced Air Mobility Commercialization narrative through Certified eVTOL Air-Taxi Aircraft and Initial Service Networks — pure play.
Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
Valuation not measured
Fundamentals under pressure
Ev / sales is weak.
Primary risk
Regulatory approval delays or failures.
Market Sep 22Filing Jun 30Price action Sep 22Research Aug 21

Conviction Level

NarrativeHeat4.4ThemeHeat7.4PriceAction1.4Valuation3.5CompanyPosition7.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
EntryDamaged / breakdown

The technical structure itself is broken across timeframes — the weakest entry profile.

Key Financials

Market Cap
$6.4B
Avg Volume (60D)
29.8M
60 sessions
Gross Margin
+34.3%
Operating Margin
-759.2%
Trailing twelve months
Free Cash Flow Yield
-11.7%
Distance from 200DMA
-35.2%
Next Earnings
2026-11-04
P/E
N/M
EV / Sales
41.3x
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Two of the three valuation perspectives say cheap; intrinsic is the dissenting view. The published stance is held at fair because no positive free cash flow behind the low multiple.
Joby Aviation, Inc. has a Fair valuation stance because the price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.

Company Research

Thesis
Joby is a vertically integrated eVTOL developer pursuing FAA type certification, aircraft manufacturing, and launch of operated passenger air-taxi networks, while also maintaining government and defense-oriented flight and technology work.
Opportunity
Moderate opportunity
Certification, production ramp, operating authorization, vertiport access, and initial route deployment for electric vertical-takeoff-and-landing aircraft serving passenger and other early advanced-air-mobility use cases.
Key risk
Regulatory approval delays or failures.

Narrative & Theme

Advanced Air Mobility Commercialization
Part of Certified eVTOL Air-Taxi Aircraft and Initial Service Networks, with strong fit.
JOBY has a direct, company-independent exposure to the commercialization of advanced air mobility: its core economic outcome depends on certifying a piloted eVTOL aircraft, scaling conforming production, and establishing initial service networks.
Narrative HeatCooling4.4 / 10
Theme HeatHeating up7.4 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Industrials · Airports & Air Services
What they do

Joby Aviation designs, develops, tests, manufactures, and sells electric vertical takeoff and landing (eVTOL) aircraft primarily for passenger transportation and government flight services across the US, Japan, Europe, and other international markets.

How it earns

The company generates revenue through the sale of aircraft and related flight and engineering services.

Products & services
Electric vertical takeoff and landing aircraft
Passenger transportation facilitation
Government flight services
Customer demonstration and engineering services
Customers & end markets
Passenger transportation operators
Government agencies
Market position

Emerging challenger in the nascent eVTOL and urban air mobility market.

Demand drivers
Medium cyclicality

Demand for air mobility services can be influenced by economic cycles and regulatory developments.