Market Dip Analysis: Discussions on social media note that JOBY shares declined approximately 14 percent this week, driven by broader economic data showing stronger employment figures that raised concerns about prolonged higher interest rates. Observers point out that such macro pressures tend to weigh on high-growth companies reliant on future commercialization expectations.
Operational Advances: Recent updates highlight the company's acquisition of a 47,500 square foot facility near Hollister Municipal Airport to accelerate flight testing ahead of final FAA Type Certification. Participants emphasize that production expansion, Dubai commercialization efforts, and the Toyota partnership continue without interruption.
Long-Term Outlook: Conversations reflect that core fundamentals, including a strong cash position and certification progress, remain intact despite the volatility. Some observers flag recent insider share sales as a point of caution amid the otherwise steady operational narrative.
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 90 times in the past 6 months. Of those trades, 2 have been purchases and 88 have been sales.
Here’s a breakdown of recent trading of $JOBY stock by insiders over the last 6 months:
- JOEBEN BEVIRT (CEO and Chief Architect) has made 0 purchases and 17 sales selling 2,021,275 shares for an estimated $20,248,767.
- PAUL CAHILL SCIARRA sold 416,666 shares for an estimated $5,008,325
- BONNY W SIMI (President of Operations) has made 0 purchases and 9 sales selling 131,208 shares for an estimated $1,727,310.
- KATE DEHOFF (See Remarks) has made 0 purchases and 13 sales selling 116,372 shares for an estimated $1,319,060.
- ERIC ALLISON (Chief Product Officer) has made 0 purchases and 9 sales selling 110,954 shares for an estimated $1,270,303.
- RODRIGO BRUMANA (Chief Financial Officer) has made 0 purchases and 6 sales selling 83,086 shares for an estimated $931,950.
- DIDIER PAPADOPOULOS (President of Aircraft OEM) has made 0 purchases and 19 sales selling 74,481 shares for an estimated $839,606.
- GREGORY BOWLES (Chief Policy Officer) has made 0 purchases and 14 sales selling 51,411 shares for an estimated $546,276.
- MICHAEL N. JR. THOMPSON has made 2 purchases buying 1,100 shares for an estimated $14,564 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Joby Aviation Revenue
Joby Aviation had revenues of $24.2M in Q1 2026.
You can track JOBY financials on Quiver Quantitative's JOBY stock page.
You can access data on JOBY stock through the Quiver Quantitative API.
Joby Aviation Hedge Fund Activity
We have seen 315 institutional investors add shares of Joby Aviation stock to their portfolio, and 219 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- D. E. SHAW & CO., INC. added 8,557,106 shares (+241.1%) to their portfolio in Q4 2025, for an estimated $112,953,799
- BLACKROCK, INC. added 6,809,994 shares (+17.1%) to their portfolio in Q1 2026, for an estimated $56,250,550
- CITIGROUP INC added 3,724,233 shares (+1888.4%) to their portfolio in Q1 2026, for an estimated $30,762,164
- DELTA AIR LINES, INC. added 3,546,481 shares (+32.1%) to their portfolio in Q1 2026, for an estimated $29,293,933
- SQUAREPOINT OPS LLC added 3,154,490 shares (+603.1%) to their portfolio in Q1 2026, for an estimated $26,056,087
- GHISALLO CAPITAL MANAGEMENT LLC added 2,829,666 shares (+943.2%) to their portfolio in Q1 2026, for an estimated $23,373,041
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,715,293 shares (-80.2%) from their portfolio in Q1 2026, for an estimated $22,428,320
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Joby Aviation Price Targets
Multiple analysts have issued price targets for $JOBY recently. We have seen 5 analysts offer price targets for $JOBY in the last 6 months, with a median target of $13.0.
Here are some recent targets:
- Austin Moeller from Canaccord Genuity set a target price of $11.5 on 05/07/2026
- Chris Pierce from Needham set a target price of $18.0 on 05/06/2026
- Kristine Liwag from Morgan Stanley set a target price of $13.0 on 05/06/2026
- Amit Dayal from HC Wainwright & Co. set a target price of $18.0 on 02/26/2026
- Bill Peterson from JP Morgan set a target price of $7.0 on 02/26/2026
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.
