Group 1 - Joby Aviation's stock price increased over 17%, reaching $20.13 [1] - Blade Air Mobility's stock price rose over 28%, reaching $4.86 [1] - Joby Aviation intends to acquire Blade Air Mobility's passenger business for up to $125 million in stock or cash [1] Group 2 - The acquisition is expected to be completed in the coming weeks [1]

Core Viewpoint - Joby Aviation has experienced a significant stock surge, reaching all-time highs, driven by strategic announcements that enhance its growth trajectory and solidify its leadership in the aerospace sector [1][2]. Group 1: Strategic Announcements - Joby announced the acquisition of Blade Air Mobility's passenger business for up to $125 million, which de-risks its service launch by providing a complete operational ecosystem [3][5]. - The partnership with L3Harris Technologies aims to develop a new class of autonomous, gas turbine hybrid VTOL aircraft for military applications, with flight testing expected to begin in fall 2025 [6][10]. Group 2: Advantages of the Blade Acquisition - The acquisition provides immediate access to Blade's network of terminals and lounges in key urban markets, addressing significant infrastructure challenges [8]. - Joby inherits Blade's established customer base, which flew over 50,000 passengers in 2024, reducing future customer acquisition costs [8]. - The operational expertise gained from Blade's decade of experience in urban air mobility operations is invaluable for Joby's commercialization efforts [8]. Group 3: Implications of the L3Harris Partnership - The partnership opens a new revenue stream independent of the commercial passenger market, diversifying Joby's future [9]. - The defense sector presents opportunities for large, government-funded contracts, allowing Joby to fund developments without diluting existing shares [10][11]. - Collaborating with L3Harris enhances Joby's credibility in technological capabilities and manufacturing potential, positioning it as a resilient long-term investment [11]. Group 4: Market Reaction - The market's positive response to these announcements reflects a fundamental re-evaluation of Joby's worth, with stock prices trading above $17, surpassing the consensus analyst price target of below $10 [12][13]. - The upcoming second-quarter earnings call will focus on the integration of Blade's operations and the execution of the L3Harris partnership, shifting from hypothetical discussions to tangible realities [14].

If you want full access to all our reports, data, and investing ideas, join The Aerospace Forum , the #1 aerospace, defense, and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform. Urban Air Mobility stocks are attractive but have higher risk opportunities in today's market. Within that market segment, Joby Aviation (NYSE: JOBY ) is often considered more attractive compared to other eVTOL developers due to the progress on ...

电动空中出租车制造商Joby Aviation(JOBY.US)证实，有意以公司股票或现金形式最高出资1.25亿美元收 购Blade Air Mobility(BLDE.US)的客运业务。这笔交易预计将在未来几周内完成。消息公布后，截至发 稿，Joby盘前上涨了约5%，而Blade则大幅上涨近29%。 此次收购涵盖了Blade在美国和欧洲的客运业务、休息室、候机楼以及Blade品牌。Blade的医疗部门未被 纳入此次交易范围，仍将保持独立的上市公司身份，并更名为Strata Critical Medical。该公司将继续与 Joby保持长期合作关系。作为此次交易的一部分，Joby还将成为Blade器官运输业务的首选垂直起降飞 机合作伙伴。 Joby创始人兼首席执行官JoeBen Bevirt表示："这是一项具有战略意义的收购，将有助于Joby在迪拜成功 开展商业运营、推动后续的全球扩张计划，并确保公司在该领域的持续领先地位。" ...

Joby创始人兼首席执行官JoeBen Bevirt表示："这是一项具有战略意义的收购，将有助于Joby在迪拜成功 开展商业运营、推动后续的全球扩张计划，并确保公司在该领域的持续领先地位。" 此次收购涵盖了Blade在美国和欧洲的客运业务、休息室、候机楼以及Blade品牌。Blade的医疗部门未被 纳入此次交易范围，仍将保持独立的上市公司身份，并更名为Strata Critical Medical。该公司将继续与 Joby保持长期合作关系。作为此次交易的一部分，Joby还将成为Blade器官运输业务的首选垂直起降飞 机合作伙伴。 智通财经APP获悉，电动空中出租车制造商Joby Aviation(JOBY.US)证实，有意以公司股票或现金形式最 高出资1.25 亿美元收购Blade Air Mobility(BLDE.US)的客运业务。这笔交易预计将在未来几周内完成。 消息公布后，截至发稿，Joby盘前上涨了约5%，而Blade则大幅上涨近29%。 ...

Joby Aviation to buy Blade Air Mobility's ride-share business | TechCrunch https://t.co/os5JICH5Iz ...

NEW YORK, Aug. 04, 2025 (GLOBE NEWSWIRE) -- Blade Air Mobility, Inc. (Nasdaq: BLDE, "Blade" or the "Company") today announced an agreement to sell Blade's passenger division to Joby Aviation, Inc. (NYSE: JOBY) for up to $125 million. Following the close of the transaction, Blade's Medical division will remain public and re-brand as Strata Critical Medical ("Strata"), focusing on leveraging its asset-light platform to provide mission critical logistics and medical services to hospitals and healthcare provide ...

Core Viewpoint - The low-altitude economy sector has underperformed compared to the Shanghai Composite Index during the reporting period, indicating a need for further development and investment in this emerging industry [1][2]. Market Performance - The Wind Low Altitude Economy Index increased by 0.62%, lagging behind the Shanghai Composite Index by 0.10 percentage points, but outperforming the CSI 300 Index by 0.71 percentage points and underperforming the ChiNext Index by 1.37 percentage points [1][2]. - The National General Aviation Index rose by 0.35%, underperforming the Shanghai Composite Index by 0.37 percentage points, outperforming the CSI 300 Index by 0.44 percentage points, and lagging behind the ChiNext Index by 1.64 percentage points [1][2]. National and Local Policy Support - The National Development and Reform Commission emphasized the importance of promoting high-quality development in the low-altitude economy during a meeting on July 31 [2]. - Shenzhen's Development and Reform Commission released a plan for high-quality construction of low-altitude infrastructure from 2024 to 2026, aiming to establish itself as the "global low-altitude economy capital" [2]. - Guangdong Province's Data Bureau issued a plan to build a credible data space for the low-altitude industry by the end of 2027, fostering a data-driven ecosystem [2]. Strategic Collaborations and Developments - Volant Aviation signed a strategic cooperation agreement with Thailand's Pan Pacific and China Aviation Technology International Engineering, involving the procurement of 500 eVTOL aircraft valued at $1.75 billion [3]. - Hubei Province signed agreements for the establishment of low-altitude economic comprehensive experimental zones, focusing on interconnectivity and sustainable business models [3]. - Peak Aviation delivered the world's first eVTOL aircraft with all three necessary certifications, indicating advancements in the eVTOL sector [4]. - Joby Aviation announced plans to launch eVTOL passenger flights in the Middle East by spring 2026, marking a significant step in commercial operations [6]. Investment Recommendations - The low-altitude economy is gaining national strategic focus, with local policies accelerating support and resource allocation. Key areas for investment include components, complete aircraft, infrastructure, and air traffic management [6]. - Relevant companies include: - Upstream components: Yingboer, Zongshen Power, Wolong Electric Drive, Zongheng Communication, Zhonghe Technology [6]. - Complete aircraft manufacturers: EHang Intelligent, Wanfeng Aowei, XPeng Motors, Green Energy Huichong [6]. - Air traffic management systems: Lais Information, Shenzhen Urban Transport, Sichuan Jiuzhou, Sujiao Science and Technology [6]. - Supporting services: Guangdian Measurement, Huace Testing, Weihai Guotai, Hite High-tech [6].

本文源自：金融界 据知情人士透露，电动空中出租车开发商Joby Aviation(JOBY.US)正考虑收购直升机运营商Blade Air Mobility(BLDE.US)。 知情人士表示，Joby近期正在评估这笔交易。Blade主要运营纽约市区至周边机场及度假胜地的直升机 共享航线，采用单座售票模式。若收购成功，正在研发电动空中出租车的Joby将直接获得成熟的航空出 行市场。不过相关人士强调，目前尚未达成最终协议，Joby仍可能放弃收购。目前，双方公司代表均未 对置评请求作出回应。 据了解，Blade于2021年通过SPAC合并上市，但至今尚未实现年度盈利。该公司股价年内累计下跌 10%，当前市值约为3.09亿美元。作为获得丰田汽车投资的航空创新企业，Joby计划在2026年初启动商 业飞行服务，预计明年将有5架航空器进入适航认证的最后阶段。这家市值136亿美元的公司上月宣布， 将把其加州玛丽娜工厂的年产能提升一倍至24架航空器。 ...

据知情人士透露，电动空中出租车开发商Joby Aviation(JOBY.US)正考虑收购直升机运营商Blade Air Mobility(BLDE.US)。 知情人士表示，Joby近期正在评估这笔交易。Blade主要运营纽约市区至周边机场及度假胜地的直升机 共享航线，采用单座售票模式。若收购成功，正在研发电动空中出租车的Joby将直接获得成熟的航空出 行市场。不过相关人士强调，目前尚未达成最终协议，Joby仍可能放弃收购。目前，双方公司代表均未 对置评请求作出回应。 据了解，Blade于2021年通过SPAC合并上市，但至今尚未实现年度盈利。该公司股价年内累计下跌 10%，当前市值约为3.09亿美元。作为获得丰田汽车(TM.US)投资的航空创新企业，Joby计划在2026年 初启动商业飞行服务，预计明年将有5架航空器进入适航认证的最后阶段。这家市值136亿美元的公司上 月宣布，将把其加州玛丽娜工厂的年产能提升一倍至24架航空器。 ...