Should I Buy Joby Aviation (JOBY)? Finance YouTuber Analysis

The analyst is bullish on Joby Aviation, believing it has the potential to revolutionize air travel and become a $100 billion company. He cites the company's strong balance sheet with $2.6 billion in cash, which can fund operations for several years despite a high burn rate. Recent developments like participation in a White House air taxi program, successful testing in New York, and progress towards FAA certification indicate the company is moving closer to commercial operations, which he expects to begin as early as this year.

“Very exciting future for Joby Aviation and their operations moving in the right direction is why I'm even more bullish on the company.” — ▶ 10:00

The YouTuber is bullish on Joby Aviation, believing it has 10x potential despite being a pre-revenue company. He highlights its differentiated aircraft design, progress with FAA testing, scaling manufacturing plans, and a business model focused on high-margin operations, supported by strategic partnerships and recent capital raises. He acknowledges the high risk due to its early stage but sees significant disruptive potential.

“I think this is still a company that can 10x from here.” — ▶ 00:00:30

The analyst is bullish on Joby Aviation, citing recent news of their aircraft flying in Dubai as a significant step towards commercial service, potentially by early 2026. He believes Joby's focused strategy on building and operating air taxis, coupled with a rising stock price that facilitates easier capital raising, positions them well for future growth. The company's ability to secure funding at higher valuations reduces dilution risk as they move towards commercial operations and profitability.

“I'm actually more bullish on Joby as the stock price rises and as they have operating performance like we see today.” — ▶ 10:00

The YouTuber is starting to build a position in Joby Aviation, viewing it as a speculative long-term play in the electric vertical takeoff and landing (eVTOL) market. He believes the company has the right partnerships and design to open up a multi-billion dollar market, potentially larger than the current helicopter and private jet markets, by offering a quiet, efficient, and safe ride-sharing service.

“Joby Aviation is one of the leaders. So, while this is a more speculative investment, it is one that I'm starting to build a position because I think the future could be extremely bright 10 to 20 years from now.” — ▶ 8:00

The YouTuber sees Joby Aviation as a speculative investment with asymmetric potential due to its innovative aircraft design, strong balance sheet with significant cash runway, and progress towards commercial operations and certification. He highlights the company's vertical integration, potential defense partnerships, and optionality in business models (military, airlines, ride-sharing) as key drivers for future growth, despite current losses and high stock-based compensation.

“I like what I see definitely a stock that I could see adding in 2025” — ▶ 10:00