Brokers Offer Predictions for Joby Aviation Q1 Earnings

Joby Aviation, Inc. (NYSE:JOBY) – Stock analysts at HC Wainwright issued their Q1 2026 earnings estimates for shares of Joby Aviation in a report issued on Thursday, February 26th. HC Wainwright analyst A. Dayal anticipates that the company will post earnings per share of ($0.20) for the quarter. HC Wainwright currently has a “Buy” rating and a $18.00 price target on the stock. The consensus estimate for Joby Aviation’s current full-year earnings is ($0.69) per share. HC Wainwright also issued estimates for Joby Aviation’s Q2 2026 earnings at ($0.20) EPS and Q3 2026 earnings at ($0.20) EPS.

Other equities research analysts have also issued reports about the company. Canaccord Genuity Group restated a “hold” rating and set a $15.50 price target on shares of Joby Aviation in a research report on Tuesday, February 3rd. The Goldman Sachs Group initiated coverage on Joby Aviation in a research note on Monday, December 1st. They issued a “sell” rating and a $10.00 price objective on the stock. Oppenheimer set a $18.00 target price on Joby Aviation in a research note on Thursday. Needham & Company LLC cut their price target on Joby Aviation to $18.00 and set a “buy” rating for the company in a report on Thursday. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Joby Aviation in a report on Thursday, January 22nd. Two equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Reduce” and an average target price of $13.81.

Joby Aviation Trading Up 4.2%

NYSE JOBY opened at $10.23 on Friday. Joby Aviation has a 1-year low of $4.96 and a 1-year high of $20.95. The company has a 50 day moving average of $12.68 and a 200-day moving average of $14.40. The firm has a market cap of $9.33 billion, a price-to-earnings ratio of -8.97 and a beta of 2.57.

Joby Aviation (NYSE:JOBY) last released its quarterly earnings results on Wednesday, February 25th. The company reported ($0.14) EPS for the quarter, beating analysts’ consensus estimates of ($0.20) by $0.06. The firm had revenue of $30.84 million during the quarter, compared to analyst estimates of $16.88 million. Joby Aviation’s quarterly revenue was up 5506.5% on a year-over-year basis. During the same quarter last year, the firm earned ($0.34) earnings per share.

Institutional Trading of Joby Aviation

A number of institutional investors have recently bought and sold shares of the business. CWM LLC raised its position in shares of Joby Aviation by 8.1% during the 2nd quarter. CWM LLC now owns 9,156 shares of the company’s stock valued at $97,000 after acquiring an additional 689 shares during the last quarter. GPS Wealth Strategies Group LLC grew its stake in shares of Joby Aviation by 22.5% during the third quarter. GPS Wealth Strategies Group LLC now owns 3,794 shares of the company’s stock worth $61,000 after purchasing an additional 697 shares during the period. Asset Planning Inc increased its holdings in Joby Aviation by 70.0% in the third quarter. Asset Planning Inc now owns 1,700 shares of the company’s stock valued at $27,000 after purchasing an additional 700 shares during the last quarter. GoalVest Advisory LLC increased its holdings in Joby Aviation by 2.1% in the fourth quarter. GoalVest Advisory LLC now owns 33,500 shares of the company’s stock valued at $442,000 after purchasing an additional 700 shares during the last quarter. Finally, Thrivent Financial for Lutherans lifted its stake in Joby Aviation by 4.6% in the third quarter. Thrivent Financial for Lutherans now owns 16,705 shares of the company’s stock valued at $270,000 after buying an additional 736 shares during the period. Institutional investors and hedge funds own 52.85% of the company’s stock.

Insider Activity

In other Joby Aviation news, insider Eric Allison sold 9,815 shares of the company’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $9.88, for a total transaction of $96,972.20. Following the transaction, the insider directly owned 713,268 shares in the company, valued at approximately $7,047,087.84. This represents a 1.36% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Gregory Bowles sold 11,530 shares of the firm’s stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $9.62, for a total transaction of $110,918.60. Following the completion of the transaction, the insider directly owned 170,360 shares in the company, valued at $1,638,863.20. This trade represents a 6.34% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 1,470,074 shares of company stock worth $16,083,913. Corporate insiders own 28.50% of the company’s stock.

More Joby Aviation News

Here are the key news stories impacting Joby Aviation this week:

• Positive Sentiment: Q4 beat: Joby reported ($0.14) EPS vs. consensus ($0.20) and revenue of $30.84M (well above estimates), showing sharply reduced losses and accelerating top‑line traction — a key near‑term catalyst for bullish positioning. Earnings Release
• Positive Sentiment: Certification/commercial timing: Joby reiterated progress toward FAA certification and is targeting first passenger flights in 2026 — news that supports the revenue pathway investors are valuing. Joby targets first passenger flights in 2026
• Positive Sentiment: Commercial traction: Joby launched Uber air‑taxi bookings, boosting the commercialization narrative and investor interest in near‑term demand for its service. Uber booking launch
• Positive Sentiment: Funding/liquidity: Coverage notes Joby strengthened its balance sheet (including recent fundraising activity reported alongside results), easing short‑term cash‑runway concerns that had been a major downside risk. Earnings highlights & funding
• Positive Sentiment: Institutional/insider flows: Reports show notable investor interest (including a reported position by Dmitry Balyasny), which can support rallies when operational news is positive. Legendary investor Dmitry Balyasny loads up
• Neutral Sentiment: Options activity: Unusual volume in call options (≈40,845 calls) shows short‑term speculative or hedged bullish interest but is ambiguous for direction. (No article link provided)
• Negative Sentiment: Analyst downgrade/price‑target cut: JPMorgan lowered its price target to $7 and assigned an “underweight” rating, adding fresh downside pressure and giving traders a reason to sell into rallies. JPMorgan underweight note
• Negative Sentiment: Insider selling: Recent small but repeated insider sales by an executive may weigh on sentiment despite being modest in size. SEC Form 4 — Gregory Bowles
• Negative Sentiment: Valuation/technical risk: Multiple analysts highlight rich valuation versus execution risk; JOBY sits below its 50‑ and 200‑day moving averages, increasing downside vulnerability if the company fails to deliver clear certification/production milestones. Analyst/sector coverage

About Joby Aviation

Joby Aviation Inc is an aerospace company focused on developing electric vertical takeoff and landing (eVTOL) aircraft for urban air mobility. The company’s core mission is to provide zero-emission aerial ridesharing services, combining the speed of helicopters with the cost efficiency and environmental benefits of electric propulsion. Joby’s eVTOL design emphasizes low noise profiles and high reliability, positioning the company to address congestion challenges in major metropolitan areas.

The company’s flagship aircraft is designed to carry a pilot and up to four passengers, offering point-to-point travel at speeds competitive with ground transportation.