Joby Aviation: The Growth Phase Is About To Kick In, Board This Plane

Summary

  • Upgrading Joby Aviation to a buy due to major FAA certification progress and successful aircraft delivery to the UAE, signaling imminent commercialization.
  • Joby leads competitors in the final phase of certification, positioning itself for early entry into the rapidly growing eVTOL market projected to reach $170B by 2034.
  • Financials remain typical for a pre-revenue company, but strong cash position, low debt, and projected triple-digit revenue growth support a bullish outlook.
  • I conservatively target a $27.04 price by 2029, reflecting 124% upside, while acknowledging risks from delays, competition, and regulatory uncertainties.

Conceptual eVTOL (electric vertical take-off and landing) aircraft flying against a dense forest background

adventtr

Thesis statement

I am upgrading Joby Aviation Inc. (NYSE:JOBY) to a buy rating. In my previous article, my hold rating was driven by pending delivery to Dubai and aircraft certification. In this article, I am upgrading the company due

This article was written by

First Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover overlooked investment opportunities.With a strong background in investment, private equity and venture capital, I have a proven track record of delivering strong returns for readers. Articles on Seeking Alpha focus on emerging technologies, sustainable investing, and the intersection of innovation and finance. I am passionate about sharing insights with a wider audience and learning from fellow investors. Together, we can drive positive change and contribute to a more sustainable and innovative world.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

About JOBY Stock

SymbolLast Price% Chg
Market Cap
PE
Yield
Rev Growth (YoY)
Short Interest
Prev. Close
Compare to Peers

More on JOBY

Related Stocks

SymbolLast Price% Chg
JOBY
--