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]

Core Viewpoint - Joby Aviation Inc is making significant strides in the electric air taxi market, with recent financial performance exceeding expectations and a strategic partnership with Uber Technologies, indicating a positive growth trajectory for the company [1][3][6]. Financial Performance - Joby reported a quarterly loss of 14 cents per share, outperforming the anticipated loss of 22 cents per share [2][6]. - The company's quarterly revenue reached $30.84 million, significantly exceeding the consensus estimate of $16.96 million [2][6]. Strategic Developments - A partnership with Uber Technologies in Dubai was announced, which is expected to enhance Joby's operational capabilities [3][6]. - CEO JoeBen Bevirt highlighted that 2026 will be a pivotal year for Joby, focusing on full-transition flight testing and progress across various business areas [3]. Stock Performance - Joby's stock price rose to $9.82, reflecting an increase of approximately 1.03% following the release of its fourth-quarter earnings report [4][5]. - The stock has fluctuated between a low of $9.76 and a high of $10.20 during the trading session, with a trading volume of 33.93 million shares [4]. Market Capitalization - Joby has a market capitalization of approximately $9.47 billion, with the stock reaching a high of $20.95 and a low of $4.96 over the past year [5].

格隆汇2月26日｜美股绩优股盘前集体上涨，Celsius Holdings大涨超19%，Joby Aviation涨超7%；"绩差 股"走弱，The Trade Desk大跌超16%，Nu Holdings跌超4%。 ...

Joby Aviation (NYSE:JOBY) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsJoeBen Bevirt - Founder and CEOKristine Liwag - Executive Director and Head of Aerospace & Defense Equity ResearchPaul Sciarra - Executive ChairmanRob Wiesenthal - CEORodrigo Brumana - CFOSavanthi Syth - Managing DirectorTeresa Thuruthiyil - Head of Investor RelationsConference Call ParticipantsAmit Dayal - Managing Director and Senior Equity Research AnalystAndres Sheppard - Managing Director and Senior Equity ...

Joby Aviation (NYSE:JOBY) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsJoeBen Bevirt - Founder and CEOKristine Liwag - Executive Director and Head of Aerospace & Defense Equity ResearchPaul Sciarra - Executive ChairmanRob Wiesenthal - CEORodrigo Brumana - CFOSavi Seip - Managing DirectorTeresa Thuruthiyil - Head of Investor RelationsConference Call ParticipantsAmit Dayal - Managing Director and Senior Equity Research AnalystAndres Sheppard - Managing Director and Senior Equity Ana ...

Joby Aviation (NYSE:JOBY) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Speaker7Greetings, welcome to the Joby Aviation Fourth Quarter and Fiscal Year 2025 Financial Results Conference Call and Webcast. At this time, all participants are in listen-only mode. A question-and-answer session will follow the formal presentation. You will be placed into the question queue at any time by pressing star one on your telephone keypad. As a reminder, this conference is being recorded. It's now my pleasure to turn ...

Here's a look at the details from the report   JOBY stock is moving. Watch the price action here.The Details: Joby Aviation reported quarterly losses of 14 cents per share, which beat the Street estimate for losses of 22 cents, according to Benzinga Pro data.  Quarterly revenue of $30.84 million beat the consensus estimate of $16.96 million by 81.79% and far exceeded the year-ago quarter’s revenue of $55,000. “2026 will mark a key inflection point for Joby,” said CEO JoeBen Bevirt. “After a year full of rig ...

Financing and Capital Structure - Joby Aviation issued 0.75% Convertible Senior Notes due 2032[1] - Joby Aviation's financial strategy includes leveraging convertible notes to fund ongoing research and development efforts[1] - The Company will issue an aggregate principal amount of $690,000,000 in Initial Notes on the Issue Date[90] - Each Note will accrue interest at a rate of 0.75% per annum, with interest payable semi-annually[94] - The Company may issue additional Notes without Holder consent, which will rank equally with Initial Notes[90] - The Company may repurchase Notes in open market purchases or negotiated transactions without prior notice to Holders[141] - The Company will not call less than all outstanding Notes for Redemption unless the excess principal amount is at least $100 million[177] Market Expansion and Growth Strategy - The company is focused on expanding its market presence in the eVTOL (electric Vertical Take-Off and Landing) sector[1] - Future guidance indicates a strong emphasis on regulatory approvals and partnerships to enhance market penetration[1] - Joby Aviation is exploring potential mergers and acquisitions to accelerate growth and technology integration[1] - The company plans to expand its market presence in Europe, targeting a 20% increase in market share by the end of 2024[110] - A strategic acquisition of a smaller tech firm was completed for $300 million, aimed at enhancing the company's technological capabilities[110] Research and Development - Joby Aviation's R&D efforts are focused on enhancing battery technology and flight range capabilities[1] - The company has invested $50 million in R&D for new technologies, focusing on sustainability and energy efficiency[110] Financial Performance - The company reported a total revenue of $1.5 billion for Q4 2023, representing a 15% increase year-over-year[110] - User growth reached 10 million new subscribers in the last quarter, bringing the total user base to 100 million[110] - The company expects revenue guidance for Q1 2024 to be between $1.6 billion and $1.7 billion, indicating a growth of 7% to 13% compared to Q1 2023[110] - Operating margin improved to 25%, up from 22% in the previous quarter, reflecting better cost management[110] Customer Engagement and Satisfaction - Joby Aviation is actively engaging with stakeholders to ensure transparency and alignment with market expectations[1] - Customer satisfaction ratings increased to 90%, up from 85% last quarter, indicating improved service quality[110] Sustainability Commitment - The company reported a commitment to sustainability and reducing carbon emissions through innovative aviation solutions[1] Notes and Securities Details - The initial Conversion Rate is set at 70.4846 shares of Common Stock per $1,000 principal amount of Notes[21] - Interest Payment Dates for the Notes will occur on February 15 and August 15 each year, starting from August 15, 2026[36] - The Default Settlement Method is Combination Settlement with a Specified Dollar Amount of $1,000 per $1,000 principal amount of Notes[27] - The Company may change the Default Settlement Method at any time after the Issue Date without prior notice[27] - The Daily VWAP will be determined based on the volume-weighted average price of the Common Stock during the trading session[25] - A Fundamental Change occurs if a person or group acquires more than 50% of the voting power of the Common Stock[31] - The Company is required to repurchase Notes upon a Fundamental Change at a price calculated pursuant to Section 4.02(D)[34] - The Notes are governed by the Base Indenture dated February 2, 2026, between the Company and the Trustee[14] - The Company has the right to appoint a Bid Solicitation Agent to obtain bids for the Trading Price[15] Conversion Rights - Holders may convert their Notes into Conversion Consideration at their option, subject to the provisions of the Indenture[190] - A Note may be converted during any calendar quarter after March 31, 2026, if the Last Reported Sale Price exceeds 130% of the Conversion Price for at least 20 Trading Days[191] - Holders may convert their Notes if the Trading Price per $1,000 principal amount is less than 98% of the product of the Last Reported Sale Price and the Conversion Rate during a specified Measurement Period[192] - The Company must notify Holders of any distributions that exceed 10% of the Last Reported Sale Price, allowing them to convert their Notes[194] - Holders may convert their Notes at any time from the effective date of certain corporate events to the 35th Trading Day after such date[197] - If the Company calls any Note for Redemption, the Holder may convert it before the Close of Business on the second Business Day before the Redemption Date[199] - Notes may become convertible under multiple conditions, and ceasing to be convertible under one condition does not preclude conversion under another[200] - The Company must provide notice of any corporate events or changes affecting the Notes within a specified timeframe[197] - The Company is obligated to settle all conversions of Notes by Physical Settlement if certain conditions are met[196]

Funding and Valuation - Autonomous driving startup Wayve has raised $1.2 billion in a Series D funding round, bringing its valuation to $8.6 billion [2][3] Investment and Partnerships - The funding round included participation from major companies such as Microsoft, Nvidia, and Uber, as well as automakers like Mercedes-Benz, Nissan, and Stellantis [3] - Uber plans to invest additional milestone-based capital to support the global scaling of Wayve-powered robotaxi deployments, as part of a broader $1.5 billion package aimed at commercial rollout [3] Future Plans - Wayve intends to launch commercial robotaxi trials in 2026 and deploy supervised autonomy software in consumer vehicles starting in 2027 [3] - CEO Alex Kendall emphasized the goal of building a total addressable market that encompasses every vehicle, aiming to create an autonomy layer that can power any vehicle globally [4] Industry Trends - Uber is expanding into the eVTOL space with Uber Air, allowing users to book all-electric air taxi rides through the Uber app, in collaboration with Joby Aviation [4][5]

L3harris Technologies (NYSE:LHX) 2026 Investor Day February 25, 2026 09:00 AM ET Company ParticipantsChristopher Kubasik - Chair and CEOJohn Kendall - Operations AssociateJon Rambeau - President of Communications and Spectrum DominanceKen Bedingfield - SVP, CFO, and President of Missile SolutionsKristine Liwag - Executive DirectorSam Mehta - President of Space and Mission SystemsSeth Seifman - Executive DirectorTania Hanna - VP Government and Customer RelationsNone - Video NarratorConference Call Participan ...