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JOBY

Joby Aviation Inc

BUY 2026-08-11 Data 12 days old USD 8.37 AWAIT ENTRY
ACTIONABLEMethodology gates passed
66

Position levels

Currenttoday
USD 8.37
Buy <=wait / entry
USD 7.00
Trim >=take some off
USD 10.00
Thesis breakFAA type certification slips beyond 2027, the Texas pilot launch does not occur ...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case32%100 / 10032.0
Base case52%62 / 10032.2
Bear case16%10 / 1001.6
Weighted conviction66 / 100 - BUY

Top risks

  • Acquisition of Resonant Sciences to scale defense business
  • Toyota joint venture for strategic manufacturing alliance and high-volume production
  • Virgin Atlantic finalized deal as exclusive airline partner for UK electric air taxi service
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