Joby Aviation's Quarterly Revenue Expectations and Stock Movements
- Quarterly Revenue Expectations: Analysts expect Joby Aviation to report quarterly revenue of $16.9 million with a loss per share of $0.21, compared to a loss of $0.34 a year earlier, indicating potential revenue growth for the company.
- Stock Price Volatility: Despite Joby Aviation's stock gaining over 62% in 2025, it has fallen more than 26% this year, primarily due to plans to raise about $1 billion through convertible notes due in 2032 and new share issuance, which may undermine shareholder confidence.
- Manufacturing Capacity Expansion: Joby Aviation signed an agreement to acquire a manufacturing facility spanning over 700,000 square feet in Ohio, expected to be operational this year, with plans to double production to 4 aircraft per month by 2027, supporting the company's future growth strategy.
- Market Sentiment Shift: According to Stocktwits data, retail sentiment on Joby Aviation has shifted from 'neutral' to 'bearish' over the past month, although some users predict the stock could break $11, reflecting divergent views on the company's future performance.
Trade with 70% Backtested Accuracy
Analyst Views on JOBY
About JOBY
About the author

- Quarterly Revenue Expectations: Analysts expect Joby Aviation to report quarterly revenue of $16.9 million with a loss per share of $0.21, compared to a loss of $0.34 a year earlier, indicating potential revenue growth for the company.
- Stock Price Volatility: Despite Joby Aviation's stock gaining over 62% in 2025, it has fallen more than 26% this year, primarily due to plans to raise about $1 billion through convertible notes due in 2032 and new share issuance, which may undermine shareholder confidence.
- Manufacturing Capacity Expansion: Joby Aviation signed an agreement to acquire a manufacturing facility spanning over 700,000 square feet in Ohio, expected to be operational this year, with plans to double production to 4 aircraft per month by 2027, supporting the company's future growth strategy.
- Market Sentiment Shift: According to Stocktwits data, retail sentiment on Joby Aviation has shifted from 'neutral' to 'bearish' over the past month, although some users predict the stock could break $11, reflecting divergent views on the company's future performance.
- Partnerships: Vertical Aerospace has partnered with American Airlines to potentially order up to 250 eVTOL aircraft, valued at $1 billion, while also securing a $25 million investment from the airline, indicating strong confidence in the startup.
- Order Book: The company currently holds approximately 1,500 preorders for its Valo eVTOL aircraft, valued at around $6 billion, showcasing robust market demand, especially when compared to competitors like Archer and Joby.
- Production Goals: Vertical Aerospace aims to launch commercial eVTOL flights in the UK by the end of 2028, with a target annual production run rate of over 225 aircraft by the end of 2030, reflecting a positive outlook for future market entry.
- Financial Projections: Management projects to generate over $100 million in operating cash flow by 2030 and aims to increase gross margins from 20% to 40% thereafter, laying a solid foundation for the company's long-term sustainability.
- Significant Order Potential: American Airlines announced plans to order up to 250 Vertical Aerospace eVTOL aircraft, representing a potential $1 billion deal, alongside a $25 million investment, indicating strong confidence in the company and potentially enhancing its market position.
- Partnership Expansion: Vertical Aerospace has partnered with Bristow Group, which pre-ordered 25 eVTOL aircraft with an option for an additional 25, and will provide pilots and maintenance support, thereby accelerating the launch of commercial operations.
- Clear Production Goals: The company aims to achieve an annual production rate of 225 aircraft by the end of 2030, with a projected gross margin of 20% during this period, increasing to 40% as operations scale, which will significantly improve its financial health.
- Market Risks to Consider: Despite showing strong growth potential in the eVTOL sector, investors must remain cautious as Vertical Aerospace is still in the early stages of launching commercial operations, facing risks similar to those of competitors like Joby and Archer.
- Earnings Reporting Schedule: This week features earnings reports from the world's largest publicly traded companies across energy, retail, and tech sectors, with investors keenly observing performance and market reactions.
- JOBY Stock Movement: JOBY stock is experiencing volatility, and investor sentiment remains cautious ahead of upcoming earnings, particularly given the broader market context.
- Lucid Group Expectations: Lucid Group is set to report after Tuesday's close, with analysts forecasting a quarterly loss of $2.64 per share on revenue of approximately $473 million, focusing on gross margin and cash runway.
- AI Infrastructure Spending: Analysts anticipate a tech company's fourth-quarter revenue of around $65.6 billion and adjusted EPS of $1.52, with the market keenly awaiting Q1 guidance and CEO insights on AI infrastructure spending.

- Stock Performance: Shares of Vertical Aerospace, a U.K.-based eVTOL manufacturer, experienced a decline on Monday.
- Analyst Recommendation: The drop in stock price followed an analyst's recommendation to sell the stock.
Market Volatility: Investors are facing prolonged market volatility, particularly influenced by the U.S. Supreme Court's decision to strike down emergency tariffs, which has led to oscillations between losses and gains in the markets.
Focus on Technology Stocks: The ongoing focus remains on technology stocks, especially those related to artificial intelligence (AI), as investors weigh geopolitical concerns and the implications of military presence in the Middle East.
Earnings Reports and Stock Performance: Companies like NVIDIA and Oracle are set to release earnings reports, with analysts predicting strong performance, while other stocks, such as Qualcomm, have faced skepticism due to recent downturns in the tech sector.
Investment Opportunities: Despite challenges, there are still opportunities for investors in beaten-down sectors, with analysts highlighting potential stocks that could deliver upside surprises amidst a difficult economic environment.










