While the market is focused on the race for Federal Aviation Administration (FAA) certification between Joby Aviation (NYSE: JOBY) and Archer Aviation, the real long-term battle could be between Joby and Boeing's (NYSE: BA) electric vertical take-off and landing (eVTOL) subsidiary, Wisk. eVTOL transportation-as-a-service The difference between Wisk, Joby, and Archer is that the latter is focused on becoming an original equipment manufacturer (OEM) selling to third-party companies, while Wisk and Joby aim ...

Core Insights - Joby Aviation Inc is a key player in the electric vertical takeoff and landing (eVTOL) market, focusing on innovative air transportation solutions to transform urban mobility [1] - The company faces competition from other eVTOL companies such as Archer Aviation and Lilium [1] Stock Performance - Joby's current stock price is $9.82, with a slight increase of $0.10, or 1.03%, and has fluctuated between $9.76 and $10.20 today [3] - Over the past year, the stock has experienced significant volatility, reaching a high of $20.95 and a low of $4.96 [3] Market Outlook - Chris Pierce from Needham has set a price target of $18 for Joby, indicating a potential upside of approximately 83.3% from the current trading price [2] - Joby has a market capitalization of approximately $9.47 billion, highlighting its substantial presence in the eVTOL market [4] - The trading volume today is 33.93 million shares, indicating strong investor interest in the company's growth potential [4]

company pioneering electric aviation, today announced the signing of a strategic three-party Memorandum of Understanding ("MoU†) with Abdel Hadi Abdullah Al-Qahtani & Sons Group of Companies (Tariq Al-Qahtani & Brothers) ("AHQ Group†), a leading Saudi industrial conglomerate, and the Saudi National Industrial Development Centre ("NIDC†...## Vertical Aerospace Selects Evolito as Electric Propulsion Unit Partner for ValoLONDON & NEW Vertical Aerospace Addresses Archer Aviation ClaimsFeb 24, 2026 4:13 PM ...

Monday, Raymond James analyst Savanthi Syth downgraded Vertical Aerospace to Sell from Hold. ...

Core Insights - Joby Aviation is preparing for certification in 2026 and is developing autonomous eVTOL technology with Nvidia's support [1][8] - The collaboration with Nvidia aims to enhance Joby's Superpilot autonomous flight technology, positioning Joby as a potential leader in the eVTOL market [2][3] - Joby and Archer Aviation are pursuing piloted aircraft initially, while Wisk focuses solely on autonomous planes, creating a competitive landscape [4][5] Company Strategy - Joby Aviation is adopting a vertically integrated strategy by designing, manufacturing, owning, and operating its own aircraft [2] - The partnership with Nvidia involves utilizing the IGX Thor Platform to advance autonomous flight capabilities [3][8] - Joby plans to develop autonomous functions that will assist human pilots, thereby enhancing safety and operational efficiency [7][10] Market Position - Joby's current market capitalization stands at $9.6 billion, with a stock price of $9.90 [4] - The company has a significant first-mover advantage in piloted eVTOL services, which may provide a competitive edge over Wisk's future autonomous offerings [11] - Joby's strategy to develop military eVTOLs could facilitate technology testing and data collection ahead of civil applications [10]

Group 1 - The article discusses the author's experience as a buyside analyst covering global stocks since 2018, highlighting a decade of personal and professional investment across major equity markets [1] - The author emphasizes the importance of conducting due diligence before making investment decisions, indicating that the opinions expressed are personal and not qualified investment advice [2][3] - There is a clear disclosure that the author has no current stock or derivative positions in the companies mentioned, nor plans to initiate any within the next 72 hours [2] Group 2 - The article does not provide specific company or industry insights, focusing instead on the author's background and approach to investment research [1][2][3][4]

The AI IPO race is officially on and it's approaching zero hour. Open AAI reportedly targeting a Wall Street debut for the fourth quarter of this year. The Wall Street Journal says the valuation of the AI startup Phenom could hit $830 billion.The timing of OpenAI's IPO plans may have been fast-tracked because its rival Anthropic is also planning an endofear IPO. The Amazon and Google backed AI company founded by former Open AI leaders projects it will break even by 2028. That would be two years ahead of ope ...

Group 1 - Joby Aviation closed at $11.13, down 16.72%, after pricing an upsized capital raise of $1.2 billion through stock and convertible note offerings [1][3] - The trading volume reached 145.5 million shares, approximately 475% above its three-month average of 25.3 million shares [1] - Joby Aviation has grown 6% since its IPO in 2020 [1] Group 2 - The capital raise consists of $600 million from the sale of 53 million shares at $11.35 and $600 million from convertible notes due in 2032 [3] - Joby Aviation burned over $500 million in cash in the last year, making this capital raise a crucial safety net for its certification and manufacturing efforts [3] - The issuance of 53 million shares increases Joby's shares outstanding by 6%, leading to further dilution of shareholder value [4]

Summary of eVTOL and AAM Industry Conference Call Industry Overview - The Electric Vertical Takeoff and Landing (eVTOL) and Advanced Air Mobility (AAM) industry is expected to experience significant advancements in 2026, with manufacturers making progress toward aircraft certification and the FAA launching the eVTOL and AAM Integration Pilot Program (eIPP) [3][7] Key Points 1. 2026 as a Catalyst Year - 2026 is anticipated to be a pivotal year for the eVTOL and AAM industry, with meaningful progress expected in aircraft certification and the launch of the eIPP [3][7] - Public-private partnerships are expected to be announced by March 2026, with initial operations projected to begin around June 2026, approximately 90 days after these agreements [3][4][7] 2. Positive Sentiment and Market Impact - The eIPP initiative is expected to drive positive sentiment for both publicly traded and private eVTOL/AAM companies, including Beta Technologies, Joby Aviation, Archer Aviation, Vertical Aerospace, Eve Air Mobility, Wisk Aero, and Electra [4][8] - The eIPP may favor US-based companies as it aims to promote and advance the industry domestically [4] 3. Industry Catalysts - A steady sequence of industry catalysts is expected to build momentum throughout the year, including: 1. Establishment of public-private partnerships 2. Launch of initial eIPP operations 3. Increased public visibility of eVTOL aircraft in active flight [8][7] 4. eIPP Program Details - The eIPP is a public-private partnership led by the FAA, aimed at accelerating real-world deployment of eVTOL and AAM operations while generating operational data for future policy and regulation [9] - The program will test diverse operations, including air taxis, fixed-wing flights, cargo, logistics, emergency response, and automation [7][9] 5. Operational Scope and Timeline - The eIPP will include at least five pilot projects, utilizing piloted, optionally piloted, or unmanned AAM aircraft generally over 1,320 lbs, capable of carrying passengers [11] - Key timeline dates include: - Early March 2026: Announcement of public-private partnerships - ~90 days post-agreement: Initial eIPP operations to begin - Conclusion of the eIPP Program: 3 years after the first pilot project becomes operational [13] Company-Specific Insights Beta Technologies (BETA) - Expected to receive electric motor certification in early 2026, with initial eIPP operations likely to include cargo, medical, and logistics operations [16] - Plans to operate conforming CTOL aircraft in these initial operations, with certification expected by late 2026 or early 2027 [16] Joby Aviation (JOBY) - Anticipates early commercial operations to begin in Dubai in 2026, along with for-credit TIA flight testing with FAA test pilots [16] - Plans to start flying government mission demonstrations through a partnership with L3Harris in 2026 [16] Embraer S.A. (EMBJ) - Eve flight test campaign will be ongoing throughout 2026, with production of conforming prototype aircraft expected to begin [18] Risks and Considerations - The industry remains in its early stages, with inherent risks accompanying significant opportunities [8] - Potential risks include delays in aircraft certification, customer cancellations of orders, and challenges in gaining community acceptance for vertiports [23][26] Conclusion - The eVTOL and AAM industry is on the brink of significant developments in 2026, driven by regulatory support and public-private partnerships, which could reshape urban air mobility and create new investment opportunities.

Core Viewpoint - The quantum computing sector appears overvalued, driven by retail investor enthusiasm, and is characterized by speculative investments despite minimal revenue generation [1][5][13]. Group 1: Market Dynamics - Quantum computing stocks gained significant attention in 2025, particularly after Google's announcement regarding its Willow quantum chip in December 2024, which triggered a surge in stock prices [1][2]. - Stocks of companies like IonQ, D-Wave Quantum, and Rigetti Computing saw substantial increases following Google's update, indicating a strong market reaction [2][4]. - The sector has been compared to other speculative technology sectors that have risen alongside the AI boom, despite their current lack of substantial revenue [5][6]. Group 2: Retail Investor Behavior - Retail investors have shown a strong interest in quantum computing stocks, with some behaving similarly to meme stocks, driven by the potential for high returns [10][12]. - The appeal of quantum computing stocks lies in their promise of future technological advancements, with projections suggesting a potential $1.3 trillion value addition to various industries by 2035 [11]. - The popularity of these stocks among retail investors has raised concerns about their valuations, as they are not supported by significant revenue or technological advancements compared to larger tech companies [13][16]. Group 3: Technology Overview - Quantum computing operates on the principles of quantum mechanics, utilizing quantum bits (qubits) to solve complex problems more efficiently than classical computers [8][9]. - The technology holds potential for breakthroughs in fields such as pharmaceuticals and engineering, although the timeline for achieving disruptive scale remains uncertain [9][18]. Group 4: Expert Opinions - Experts like Scott Aaronson have expressed skepticism regarding the current batch of quantum computing stocks, suggesting that their price increases are more a result of marketing than genuine technological progress [16][17]. - The speculative nature of investments in quantum computing stocks, particularly among inexperienced investors, raises concerns about the sustainability of their current valuations [6][17].