Joby Aviation Q3 Earnings Call Highlights

Impact · against what's priced in

JOBY is a positive catalyst due to a significant revenue guidance raise and the inorganic addition of Resonant Sciences' $100M+ revenue stream. While the timeline for FAA certification in H1 2027 provides clarity, the primary value drivers are the expanded cash runway and defense-sector growth.

JOBY+0.60

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In context

Joby raised its full-year revenue guidance to $135M-$140M and is acquiring Resonant Sciences, adding over $100M in trailing 12-month revenue. Combined with a $2.2B cash position, the company has significantly strengthened its financial profile while pinning FAA certification milestones to H1 2027.

Read from the article alone

• m and a▲29%
• revenue growth▲13%
• guidance▲5%
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