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$JOBY · This Flying Car Company Could Be The Next Tesla (Joby)
now playing · $JOBY
$JOBY···bullish· high· posmichael sikand
Joby Aviation positioned as next Tesla with 4x near-term upside to $60
Joby leads the eVTOL race with FAA certification 62% complete (vs Archer's 12%), vertical integration like Tesla, 100x quieter than helicopters, and a path to $1B revenue by 2028…
$ACHR···bearish· mediummichael sikand
Archer Aviation trailing Joby on certification, tech, and vertical integration
Archer is valued at half Joby's market cap but lags significantly: only 12-13% through FAA Stage 4 vs Joby's 62%, lower performance specs (150 mph vs 200, 20-50 mi range vs 150),…
$TM···bullish· mediummichael sikand
Toyota deepens Joby partnership with $500M commitment and manufacturing expertise
Toyota's $590M Series B lead and new $500M commitment (first $250M received) plus manufacturing scale (10% of global auto production) give Joby a critical partner for mass product…
$LHX···neutral· lowmichael sikand
L3Harris partners with Joby on defense VTOL applications
Defense partnership with L3Harris provides near-term government revenue (up to $131M from USAF Agility Prime) and validates technology for military use while consumer business sca…
$UBER···neutral· lowmichael sikand
Uber integrates Joby into app and sold air taxi division for strategic stake
Uber's 2020 sale of its air taxi division to Joby brought decade of mobility software and demand algorithms, and now Uber integrates Joby booking into its app for seamless multimo…
$BLDE···neutral· lowmichael sikand
Joby acquires Blade's helicopter passenger business for 12 terminals and 50k users
Joby's $125M acquisition of Blade's helicopter passenger business provides immediate vertiport infrastructure (12 terminals near major airports) and 50,000 existing high-net-worth…