Joby Aviation (JOBY) remains firmly in the spotlight on Sept. 18 after the eVTOL specialist announced a major technological milestone. In its press release, the company said a modified Cessna Caravan equipped with its autonomy suite completed a 3,199-mile flight across the U.S. without control inputs from an onboard safety pilot.
Note that JOBY shares have been in a sharp downtrend in 2026, currently trading at less than half their price at the start of this year.
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Joby Aviation (NYSE: JOBY) is in the business of making flying taxis. It's not the kind of taxi most people would have in mind -- a white or yellow cab -- but rather a small electric aircraft that takes off vertically like a helicopter and flies forward like a plane. This is called an electric vertical takeoff and landing (eVTOL) craft, and one day, you might take one to an airport to save time.
The core value proposition of air taxis is, indeed, saving time, which could resonate strongly in areas where congested urban traffic devours a large portion of it. With increased urbanization, the total addressable market for urban air mobility (which includes eVTOLs) could be enormous. Morgan Stanley, for example, projects the global urban mobility market to reach $1 trillion by 2040 and $9 trillion by 2050. That's the base case, too, not the bullish one.
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As the frontrunner of the eVTOL market in the U.S., Joby seems like a once-in-a-decade opportunity -- if you follow Morgan Stanley's predictions. The potential could be enormous, but how likely is it that Joby will turn this air-taxi vision into a real, thriving business?
There's compelling evidence right now that Joby can make a business from its vision. Perhaps the most persuasive is the dominant lead it has taken in the race to commercialize its eVTOL aircraft in the U.S.

#business #like #urban

Interested in CAE Inc? Here are five stocks we like better.
CAE maintained its fiscal 2027 outlook after first-quarter revenue rose 6.8% to CAD 1.2 billion and free cash flow improved to CAD 104 million, despite a 7.5% decline in adjusted segment operating income.
The company's transformation plan remains on track, targeting CAD 125 million–CAD 150 million in annual savings by fiscal 2030. CAE has spent CAD 133 million so far and plans to retire 25 commercial simulators while consolidating training centers.
Defense outperformed Civil: Defense revenue and adjusted operating income increased 8.3% and 9.1%, respectively, supported by contract activity and efficiencies, while Civil margins fell amid Middle East disruptions, transformation costs and lower simulator sales contributions.
The Ecosystem Edge: Joby's Competitive Advantage

#operating

Archer Aviation surged 11% Tuesday as earnings-call details revealed Boeing's Insitu subsidiary generates $200M+ annually and can fund Archer's operations independently.
JOBY shares dropped 2% and EH stayed flat, indicating that the rally is Archer-specific and not a broad eVTOL sector move.
Despite back-to-back double-digit rallies, ACHR remains down 10% year to date, with an ******* yst target of $10.50 implying meaningful upside potential.
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Archer Aviation (NYSE:ACHR) stock is climbing 11% to $6.93 Tuesday morning, extending Monday's 12% deal-day pop as investors continue to digest details from Archer's Q2 2026 earnings call. The move follows Monday's coverage of the Boeing (NYSE:BA) tie-up with Archer Aviation and reflects Day 2 follow-through on the same story.

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Interested in Loar Holdings Inc.? Here are five stocks we like better.
Record quarter: Loar's second-quarter sales rose 17% year over year to $172 million, while adjusted EBITDA margin expanded 220 basis points to a record 40.5%. Commercial OEM sales led growth, increasing 28%, supported by stronger Boeing and Airbus demand.
Raised 2026 outlook: The company now expects $665 million-$675 million in sales, $265 million-$270 million in adjusted EBITDA and adjusted EPS of $1.32-$1.36, with no additional acquisitions ******* umed.
Strong growth pipeline: Loar's organic business pipeline reached approximately $750 million over the next five years, including $200 million of opportunities already secured through certifications, qualifications or purchase orders. Recent acquisitions Beadlight, LMB and Harper are performing ahead of expectations.
Archer or Joby: Which Aviation Company Might Rise Fastest?

#quarter

The flying taxi company just unveiled a military drone, and investors are betting it's a much faster path to a paycheck.
If you blinked, you might have missed it. Archer Aviation (ACHR) stock jumped +19.6% on Monday, a sharp reversal after hitting its 52-week low of $4.44 just the session before. While peers like JOBY also saw a lift, Archer's move was in a different league. So what exactly put the charge back into this electric aircraft developer?
On Monday morning, the company pulled the curtain back on a new partnership with a defense technology company. They unveiled an autonomous aircraft platform called Thunder. This isn't another sleek pod designed to whisk you over city traffic. It's a craft built with military and commercial applications in mind, marking a significant new direction for the company.
Because it gives Archer a second, more tangible story to tell. Crucially, Archer remains essentially pre-revenue, with its entire valuation pinned on the future commercialization of urban air mobility. But as one report noted, the eVTOL industry is seeing "slower-than-expected progress." This pivot into defense is a "major expansion beyond its core urban air mobility business," offering a potential path to revenue that doesn't rely solely on a consumer market that doesn't exist yet. It's a strategic hedge while commercial passenger certification moves through lengthy regulatory timelines.
The company isn't abandoning its original mission. The CEO reaffirmed the goal of achieving certification for its passenger craft by 2028. But the more immediate catalyst is on the commercial front. Archer is expected to announce its "first commercial customers later this week," which could provide another jolt of validation. This pivot firmly plants a foot in the aerospace and defense sector, a move that clearly resonated with investors tired of waiting.

#Monday #investors

The electric vertical take-off and landing aircraft (eVTOL) market is a tough one to invest in because it's in such an early stage. While there are multiple companies involved in the ***** e and trying to convince investors they're the real deals, it's difficult, if not impossible, to predict which, if any, will lead the market in the next five to 10 years.
Joby Aviation (NYSE: JOBY) is one of the promising players in the industry, and that's evident with its sizable valuation. Its market cap is nearly $9 billion -- more than double that of rival Archer Aviation. But investors have grown bearish about Joby's stock of late, as it's down more than 30% since the beginning of the year. Trading at around $9, investors may be torn about where the eVTOL stock will be headed from here on out: is it more likely to get to $15 or $5 this year?
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Joby's stock had been rising prior to the start of this year on the hope that its air taxis would soon commence operating activities. While that's still a possibility, it's notable that the stock began to go into a free fall in late January after Joby announced it was raising about $1.2 billion from the issue of common stock and convertible notes, raising flags over the unprofitable company's need to raise cash -- an issue that's likely to persist over the long haul.
While Joby has been showcasing its air taxi with test flights in New York City and Dubai, investors are still left waiting for approval from regulators, which would surely be the catalyst that lifts the stock higher. Joby has previously stated it expects to commence U.S. operations at some point this year. If that ends up happening, that could be what's needed for the stock to rally once more.

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Joby Aviation, Inc. stock rose Tuesday after the company and Toyota Motor Corporation formed a joint venture to support commercial production and scale-up of Joby's electric air taxi aircraft.
This builds upon a deep, multi-year collaboration and follows Toyota's massive $500 million investment in Joby in late 2024 to fund aircraft certification and early-stage production
The joint venture, Joby Toyota Aero Manufacturing Preparation Company, will manufacture Joby's S4 Series eVTOL aircraft.
Toyota will hold a 51% stake after buying 1.02 million shares for $1.02 million, while Joby will hold 49% after buying 980,000 shares for $980,000.

The prospects for electric vertical take-off and landing (eVTOL) companies don't just depend on future orders or regulatory approvals; they also depend on securing their supply chains and ramping up production to meet expectations. That's why investors have reason to be positive about Vertical Aerospace (NYSE: EVTL) after it recently signed a long-term agreement with Astronics for power distribution systems for its Valo eVTOL. Is it enough to make the stock a buy?
Not all eVTOL companies are made equal. While Joby Aviation is pursuing a vertically integrated model and developing its own technology, Boeing's Wisk is also relying on investment and technology from its parent company, and companies like Archer Aviation and Vertical Aerospace are heavily reliant on components from established companies.
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In theory, at least, this should accelerate development and make it easier to ramp up production. That's why every time the U.K.'s Vertical Aerospace signs a long-term supply agreement, it helps de-risk the company's business model. It already has deals in place with Honeywell (flight control and management systems), Hyundai WIA (landing gear), and other specialist aerospace suppliers, with the recent deal adding low-voltage power distribution systems -- a critical part of an eVTOL.
While execution risk has diminished somewhat with the deal, this is still a company burning cash and won't generate earnings until 2032, according to the Wall Street ******* yst consensus from S&P Global Market Intelligence. In other words, the $239 million-market cap company will need cash, which means significant dilution for existing investors is on the way.

Picture the last time you were stuck in bad traffic. Awful traffic -- like in Atlanta, New York, or L.A. The kind that draws out the grumpiest side of us all, the ******* per-to-bumper, stop-and-go traffic -- a long red line on the GPS -- with several chokepoints and squeezes, and no end in sight.
That kind of traffic is no laughing matter to drivers or city planners. But thanks to Joby Aviation (NYSE: JOBY), traffic like that could one day inspire you to take an alternative route in the sky.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Call them flying cars -- or taxis, or shuttles -- the electric vertical takeoff and landing (eVTOL) vehicles Joby is designing have immense potential to revolutionize the transportation industry. Despite the recent sell-off of Joby stock, that potential is looking less and less imaginary by the week. Here's why I'd be considering Joby if you're a growth stock investor.
Joby Aviation is widely recognized as the front-runner in the race to certify an eVTOL aircraft in the U.S.