UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________ FORM 8-K ________________________________________________ CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 7, 2025 ________________________________________________ Joby Aviation, Inc. (Exact name of registrant as specified in its charter) ________________________________________________ Delaware 001 ...

Group 1 - Joby's share price has faced pressure recently due to reduced investor risk appetite and perceived lack of progress compared to Archer Aviation [1] Group 2 - Narweena, led by Richard Durant, focuses on identifying market dislocations and believes in achieving excess risk-adjusted returns through secular growth opportunities in markets with entry barriers [2] - The research process at Narweena emphasizes company and industry fundamentals to uncover unique insights, with a high risk appetite and long-term investment horizon [2] - Narweena's investment strategy is influenced by an aging population, low population growth, and stagnating productivity, which may create different investment opportunities compared to the past [2] - Many industries may experience stagnation or secular decline, potentially improving business performance due to decreased competition, while others may face rising costs [2] - The economy is increasingly dominated by asset-light businesses, leading to a declining need for infrastructure investments, resulting in a large pool of capital chasing limited investment opportunities [2]

Joby Aviation TodayJOBYJoby Aviation$6.56 +0.11 (+1.71%) 52-Week Range$4.66▼$10.72Price Target$8.58Add to WatchlistJoby Aviation NYSE: JOBY, a frontrunner in the electric air taxi industry, announced a major technical advancement. The company initiated and completed several piloted flights demonstrating a full transition between vertical takeoff, wing-borne cruise, and vertical landing. This milestone, initially achieved on April 22 and consistently repeated with multiple pilots until the news release on A ...

Core Insights - The urban air mobility market is transitioning from concept to reality, with eVTOL aircraft leading the charge, presenting opportunities for companies like Archer Aviation and Joby Aviation [1][2] Company Overview: Archer Aviation (ACHR) - Archer Aviation is advancing with its Midnight eVTOL aircraft and has established partnerships with United Airlines and the U.S. Air Force, focusing on scalable manufacturing [2] - As of the end of 2024, Archer had over $1 billion in liquidity, with long-term debt of $75 million and no current debt, positioning it well for future investments [3][4] - Archer's growth is supported by collaborations, including a partnership with Anduril Industries for a hybrid VTOL aircraft and agreements with UAE entities for electric air taxi operations [4] - The company plans to launch its Midnight eVTOL commercially by late 2025, with a manufacturing facility of 400,000 square feet expected to be completed in late 2024 [5] Company Overview: Joby Aviation (JOBY) - Joby Aviation holds nearly $1 billion in cash as of December 31, 2024, with no long or short-term debt, providing financial flexibility for aircraft design and manufacturing [6] - Joby's growth is enhanced by strategic partnerships, including a recent collaboration with Virgin Atlantic for air taxi services in the UK, and it is the first eVTOL company to receive a Part 135 Air Carrier Certificate from the FAA [7] - The company aims to deliver its eVTOL aircraft to Dubai by mid-2025 and start commercial operations by late 2025 or early 2026, with plans for a high-rate production facility in Dayton, OH [8] Market Challenges - Both Archer and Joby are navigating a capital-intensive environment, with the sustainability of their business models uncertain due to the nascent eVTOL market [9] - Public acceptance of eVTOLs may face challenges related to safety, noise, and affordability, which could limit growth potential [10] - Both companies are in a pre-revenue stage, raising concerns about long-term growth viability among investors [11] Financial Performance and Estimates - The Zacks Consensus Estimate indicates that Archer's loss per share for 2025 and 2026 is expected to improve year-over-year, although estimates have trended downward recently [12] - Joby's loss per share estimates for 2025 and 2026 also suggest year-over-year growth, but near-term estimates have similarly declined [13] Stock Performance - Over the past three months, Archer's stock has decreased by 7.9%, outperforming Joby's 21.6% decline, while both stocks have seen significant increases over the past year, with Archer up 119.8% and Joby up 27.7% [16] Conclusion - Both Archer and Joby are positioned to capitalize on the emerging eVTOL market, but they remain speculative investments with significant execution and regulatory risks [18] - Archer may offer better near-term upside based on recent stock performance, but both companies face substantial risks [19]

Joby Aviation TodayJOBYJoby Aviation$6.48 +0.32 (+5.19%) 52-Week Range$4.66▼$10.72Price Target$8.58Add to WatchlistJoby Aviation NYSE: JOBY, a key player in the developing urban air mobility sector, is seeing renewed interest from the market as it approaches its first-quarter 2025 financial results announcement. Joby’s stock price has recently demonstrated positive momentum, rebounding from its 50-day low near $5.32 to around $6.41 as of April 24. This uptick occurs ahead of the company's scheduled earning ...

Joby Aviation TodayJOBYJoby Aviation$5.86 +0.07 (+1.28%) 52-Week Range$4.50▼$10.72Price Target$8.58Add to WatchlistShares of Joby Aviation NYSE: JOBY have experienced significant turbulence in recent months. The stock has pulled back considerably, trading near its 50-day low of $5.32 and down approximately 33% year-to-date as of mid-April 2025. Recent insider selling activity has accompanied this downward pressure, further contributing to investor scrutiny. However, this market narrative contrasts sharply ...

I have written previously on Joby Aviation, Inc. (NYSE: JOBY ), back in November 2024. Investors who took my advice at that time to buy would have enjoyed watching their stock double in value (from around $5I have been investing in the stock market since I was 17 years old, and over the 25+ years since I have learned the joy of compounding, the value of dividend reinvesting, and the principle that patient investing through good times and bad brings the greatest rewards. I believe the key to creating wealth ...

Joby Aviation (JOBY -5.39%) is losing money and will likely continue to do so for years to come. But it doesn't mean that important progress on the business front isn't being made. And if the company can achieve this one big goal in 2025, the year will end up being a pivotal turning point for the upstart aircraft manufacturer.Joby Aviation is a high-risk investment at this stage of its development, but here's why this year is so important.What does Joby Aviation do?Joby Aviation is building an airplane manu ...

Core Insights - Joby Aviation is developing a comprehensive ecosystem to support its electric vertical takeoff and landing (eVTOL) aircraft, focusing on manufacturing, operations, infrastructure, and partnerships [1][2][22] - The company's strategic partnership with Toyota aims to enhance manufacturing capabilities, leveraging Toyota's expertise to ensure efficient production [3][4][5] - Joby is proactively addressing operational readiness through workforce development, safety infrastructure, and advanced training programs [9][10][11][13] Manufacturing Strategy - Joby Aviation's collaboration with Toyota is designed to adopt the Toyota Production System for eVTOL manufacturing, aiming for high-quality and cost-effective production [4][5] - The primary manufacturing facility is located in Ohio, benefiting from the state's manufacturing workforce and Toyota's regional presence [5][6] Operational Framework - Joby has established a Part 141 Flight Academy, receiving FAA certification to streamline pilot training for its air taxi fleet [9] - The company has implemented a Safety Management System (SMS) ahead of regulatory requirements, showcasing its commitment to safety [10] - Partnerships with CAE and the U.S. Air Force provide real-world operational validation and advanced training capabilities [11][12] Infrastructure Development - Joby is developing ground infrastructure and market access through partnerships, including a project in Dubai for vertiports and collaborations with Jetex and Virgin Atlantic for market entry [14][15][16] - Delta Air Lines is also partnering with Joby to enhance airport connectivity in the U.S. market [17] Market Outlook - Joby Aviation's stock forecast indicates a potential upside of 57.66%, with an average 12-month price target of $8.90, despite current stock price declines [18][20] - The market sentiment suggests that Joby's integrated ecosystem approach may be undervalued, providing a strong foundation for long-term growth [21][23]

Joby Aviation TodayJOBYJoby Aviation$6.42 -0.15 (-2.21%) 52-Week Range$4.50▼$10.72Price Target$8.90Add to WatchlistJoby Aviation NYSE: JOBY may present a compelling opportunity for investors interested in participating in the urban air mobility sector. Despite recent market fluctuations and a prior earnings report that missed consensus estimates, two powerful signals emerged this week, reinforcing confidence in the company's long-term trajectory. The combination of these two signals suggests that the curre ...