JOBY AVIATION INCORPORATION

Joby Aviation's stock has fallen over half this year amid cash burn, dilution, rising operating costs, FAA type-certification uncertainty and a high valuation. The company plans pre-certification flights across 11 states in 2026 that could progress to carrying paying passengers as early as 2027. Recent acquisitions (Blade Air Mobility and planned Resonant Sciences) and pre-certification revenue boost near-term sales, and analysts expect Joby to approach roughly $500 million in revenue by 2028. The story highlights significant upside if certification and operations succeed, but also substantial execution and financing risks for investors. » Plus sur finance.yahoo.com

Analysts set a 24/7 Wall St. 12-month price target of $11.37 for Joby Aviation, implying about 87% upside from current levels, while noting medium confidence given the pre-revenue eVTOL risk. Joby reported Q2 revenue of $38.64M, raised FY26 revenue guidance to $115M–$125M, and CEO JoeBen Bevirt said first commercial EIPP flights in Dallas–Fort Worth are targeted this month. Certification momentum (Stage 4 probability rising) and partnerships support the bull case, but heavy cash burn, guided H2 2026 cash use and dilution risk keep the bear case valid with a model price around $8.52. » Plus sur finance.yahoo.com

Joby Aviation filed a prospectus supplement with the US SEC for the potential resale of 2,419,801 common shares. The shares were issued as consideration for acquisitions of the passenger segment (including Strata Critical Medical, Trinity Medical Intermediate II, Blade Urban Air Mobility) and relate to issuances upon achievement of certain EBITDA milestones; the supplement is part of the existing S-3 registration statement and includes a legal opinion from Latham & Watkins. » Plus sur de.investing.com