Recent discussions on X about Joby Aviation (JOBY) have centered around the company's latest strategic moves, particularly its partnership with L3Harris Technologies to develop a hybrid vertical takeoff and landing (VTOL) aircraft for defense applications. Posts on the platform highlight excitement over the potential for this aircraft to support both crewed and autonomous low-altitude missions, with flight testing expected this fall. The buzz reflects a growing interest in Joby’s expansion into the defense sector, a significant pivot from its urban air mobility focus.
Additionally, there’s notable attention on X regarding Joby’s progress in electric air taxi development, with some users pointing to recent demonstration flights and commercialization plans as key milestones. The conversation often ties back to the company’s strong balance sheet and FAA certification progress, sparking debates over its long-term potential in transforming urban travel. This mix of defense and commercial prospects keeps the dialogue dynamic and forward-looking.
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 88 times in the past 6 months. Of those trades, 1 have been purchases and 87 have been sales.
Here’s a breakdown of recent trading of $JOBY stock by insiders over the last 6 months:
- MOTOR CORP/ TOYOTA purchased 49,701,790 shares for an estimated $250,000,003
- PAUL CAHILL SCIARRA has made 0 purchases and 5 sales selling 1,333,336 shares for an estimated $12,243,357.
- JOEBEN BEVIRT (CEO and Chief Architect) has made 0 purchases and 11 sales selling 900,370 shares for an estimated $7,386,643.
- BONNY W SIMI (President of Operations) has made 0 purchases and 10 sales selling 348,601 shares for an estimated $3,580,161.
- KATE DEHOFF (See Remarks) has made 0 purchases and 14 sales selling 101,922 shares for an estimated $886,082.
- ERIC ALLISON (Chief Product Officer) has made 0 purchases and 9 sales selling 73,683 shares for an estimated $645,156.
- DIDIER PAPADOPOULOS (President of Aircraft OEM) has made 0 purchases and 17 sales selling 82,360 shares for an estimated $638,974.
- GREGORY BOWLES (See Remarks) has made 0 purchases and 13 sales selling 64,269 shares for an estimated $473,025.
- SERGEY NOVIKOV (See Remarks) has made 0 purchases and 8 sales selling 2,478 shares for an estimated $15,275.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Joby Aviation Hedge Fund Activity
We have seen 187 institutional investors add shares of Joby Aviation stock to their portfolio, and 119 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- RHEOS CAPITAL WORKS INC. added 2,650,000 shares (+58.2%) to their portfolio in Q2 2025, for an estimated $27,957,500
- RENAISSANCE TECHNOLOGIES LLC added 2,512,769 shares (+2182.5%) to their portfolio in Q1 2025, for an estimated $15,126,869
- CITADEL ADVISORS LLC added 1,979,364 shares (+241.1%) to their portfolio in Q1 2025, for an estimated $11,915,771
- Y-INTERCEPT (HONG KONG) LTD added 1,458,989 shares (+inf%) to their portfolio in Q2 2025, for an estimated $15,392,333
- UBS GROUP AG added 1,429,958 shares (+74.2%) to their portfolio in Q1 2025, for an estimated $8,608,347
- VANGUARD GROUP INC removed 1,390,996 shares (-3.0%) from their portfolio in Q1 2025, for an estimated $8,373,795
- BANK OF AMERICA CORP /DE/ added 1,339,679 shares (+207.2%) to their portfolio in Q1 2025, for an estimated $8,064,867
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 3 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Underweight" rating on 08/01/2025
- HC Wainwright & Co. issued a "Buy" rating on 06/09/2025
- Canaccord Genuity issued a "Buy" rating on 06/04/2025
- Needham issued a "Buy" rating on 02/27/2025
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 6 analysts offer price targets for $JOBY in the last 6 months, with a median target of $9.5.
Here are some recent targets:
- Bill Peterson from JP Morgan set a target price of $7.0 on 08/01/2025
- 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
- Austin Moeller from Canaccord Genuity set a target price of $12.0 on 06/04/2025
- Kristine Liwag from Morgan Stanley set a target price of $7.0 on 04/11/2025
- Chris Pierce from Needham set a target price of $10.0 on 02/27/2025
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.
