Commercialization Milestones: Joby Aviation has been a focal point on X recently due to its strides in the electric vertical takeoff and landing (eVTOL) sector. Discussions highlight successful piloted flights in Dubai and plans for passenger operations potentially starting in late 2025 or early 2026. The excitement is palpable as many see this as a step toward revolutionizing urban air mobility.
Stock Volatility Concerns: Despite the optimism, X posts reveal significant concern over recent stock volatility following a secondary offering. Some users also point to analyst downgrades, including a recent 'Sell' rating from a major financial institution, citing valuation worries. This has sparked a heated debate among investors about short-term risks versus long-term potential.
Defense and Tech Partnerships: Another hot topic on X is Joby’s partnerships, such as with L3Harris Technologies for defense applications and NVIDIA for advanced tech integration. These developments fuel speculation about broader market opportunities. However, skepticism remains about the company’s pre-revenue status and cash burn rate.
Note: This discussion summary was generated from an AI condensation of post data.
Joby Aviation Insider Trading Activity
Joby Aviation insiders have traded $JOBY stock on the open market 43 times in the past 6 months. Of those trades, 0 have been purchases and 43 have been sales.
Here’s a breakdown of recent trading of $JOBY stock by insiders over the last 6 months:
- PAUL CAHILL SCIARRA has made 0 purchases and 4 sales selling 1,833,337 shares for an estimated $23,315,046.
- JOEBEN BEVIRT (CEO and Chief Architect) has made 0 purchases and 5 sales selling 962,569 shares for an estimated $12,433,344.
- BONNY W SIMI (President of Operations) has made 0 purchases and 4 sales selling 490,000 shares for an estimated $6,449,151.
- KATE DEHOFF (See Remarks) has made 0 purchases and 9 sales selling 138,657 shares for an estimated $2,087,254.
- ERIC ALLISON (Chief Product Officer) has made 0 purchases and 4 sales selling 68,505 shares for an estimated $971,971.
- DIDIER PAPADOPOULOS (President of Aircraft OEM) has made 0 purchases and 8 sales selling 57,908 shares for an estimated $749,268.
- GREGORY BOWLES (Chief Policy Officer) has made 0 purchases and 9 sales selling 52,315 shares for an estimated $743,840.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Joby Aviation Hedge Fund Activity
We have seen 289 institutional investors add shares of Joby Aviation stock to their portfolio, and 175 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBER TECHNOLOGIES, INC removed 14,855,984 shares (-67.5%) from their portfolio in Q3 2025, for an estimated $239,775,581
- UBS GROUP AG added 11,146,800 shares (+349.8%) to their portfolio in Q3 2025, for an estimated $179,909,352
- CAPRICORN INVESTMENT GROUP LLC removed 10,090,153 shares (-25.0%) from their portfolio in Q3 2025, for an estimated $162,855,069
- CITADEL ADVISORS LLC removed 5,873,620 shares (-92.5%) from their portfolio in Q3 2025, for an estimated $94,800,226
- VANGUARD GROUP INC added 5,828,189 shares (+13.2%) to their portfolio in Q3 2025, for an estimated $94,066,970
- 8VC GP I, LLC removed 4,798,333 shares (-50.0%) from their portfolio in Q3 2025, for an estimated $77,445,094
- RHEOS CAPITAL WORKS INC. removed 4,760,000 shares (-66.1%) from their portfolio in Q3 2025, for an estimated $76,826,400
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Joby Aviation Analyst Ratings
Wall Street analysts have issued reports on $JOBY in the last several months. We have seen 2 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Sell" rating on 12/01/2025
- Needham issued a "Buy" rating on 11/06/2025
- JP Morgan issued a "Underweight" rating on 10/31/2025
- HC Wainwright & Co. issued a "Buy" rating on 06/09/2025
To track analyst ratings and price targets for Joby Aviation, check out Quiver Quantitative's $JOBY forecast page.
Joby Aviation Price Targets
Multiple analysts have issued price targets for $JOBY recently. We have seen 7 analysts offer price targets for $JOBY in the last 6 months, with a median target of $13.0.
Here are some recent targets:
- Anthony Valentini from Goldman Sachs set a target price of $10.0 on 12/01/2025
- Chris Pierce from Needham set a target price of $22.0 on 11/06/2025
- Bill Peterson from JP Morgan set a target price of $8.0 on 10/31/2025
- Kristine Liwag from Morgan Stanley set a target price of $15.0 on 10/09/2025
- Austin Moeller from Canaccord Genuity set a target price of $17.0 on 08/07/2025
- Andres Sheppard from Cantor Fitzgerald set a target price of $9.0 on 06/23/2025
- Amit Dayal from HC Wainwright & Co. set a target price of $13.0 on 06/09/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
