What top creators are saying about Joby Aviation, Inc.(JOBY)

Aviation company developing eVTOL aircraft.

41 AI-extracted insights from 12 sources — podcasts, YouTube channels, and X/Twitter accounts.

Creator sentiment — last 30 days

Based on 3 scored insights about Joby Aviation, Inc..

Mixed
avg +0.03
0 bullish3 neutral0 bearish
Investment Summary
Updated 1 day ago
Summary of insights about Joby Aviation, Inc. in the last 30 days

The Take

Recent coverage of Joby Aviation (JOBY) is mixed but mostly neutral: one source noted a small earnings beat, while two others mentioned its aircraft technology without offering an investment view. The central theme is potential aerospace innovation amid uncertainty over which air-mobility technologies will prevail.

Bull Case

  • Earnings beat: Revenue exceeded estimates and earnings per share beat expectations, though the reported figures were described as small. (per Amit Kukreja)
  • Aircraft systems and supply chains: New aircraft systems could drive demand for redesigned components and supply chains. (per The a16z Show)

Bear Case

  • Technology uncertainty: It remains unclear which air-transport technology will prevail, with no specific view offered on Joby’s prospects. (per Beat The Denominator)

Catalysts & Targets

  • November 4, 2026: Coverage noted revenue above estimates and an EPS beat.

AI-generated summary. Not investment advice. Learn more.

Top creators covering Joby Aviation, Inc. (JOBY)

The 6 sources with the most insights about Joby Aviation, Inc. on Kazuha.

Latest insights about Joby Aviation, Inc. (JOBY)

AI-generated insights from podcasts, YouTube videos, and X posts — ordered by most recent.

Wednesday, November 4, 2026

Slightly Bullish
Target: None mentioned

Revenue exceeded estimates and the company beat on EPS, but speakers noted that the reported figures were small and offered no further investment view.

Thursday, October 29, 2026

Neutral

Mentioned as a developer of new aircraft systems that could create demand for redesigned components and supply chains. No production, financial, or investment recommendation was discussed.

Friday, October 16, 2026

Neutral
Target: No price target mentioned

Mentioned as an example of a company pursuing eVTOL air mobility. The speaker raised uncertainty about which air-transport technology will prevail but offered no specific view on Joby's prospects.

Thursday, August 13, 2026

Very Bullish

Advanced to stage four of FAA certification for the S4 aircraft and preparing commercial launches in Dubai and US markets with target initial pricing of $3 per seat mile.

Very Bullish

Leading the eVTOL sector toward commercialization with imminently targeted certification and commercial service launches, aiming for a $3 per seat mile price.

Thursday, June 11, 2026

Very Bullish
Target: UberX price parity

Domestic leader in eVTOL already operating test flights in New York; moving toward commercial reality.

Wednesday, June 3, 2026

Bullish

A key name to watch in the 5-to-10-year investment horizon for human-carrying drones.

Thursday, April 30, 2026

Very Bullish

Successfully demonstrated electric air taxi flights, significantly reducing travel time from JFK to Manhattan.

Thursday, April 2, 2026

Bullish

Key partner for Uber's aerial rideshare ambitions; long-term growth tied to urban air mobility infrastructure and vertiports.

Very Bullish

Strategic partner for Uber's aerial mobility expansion; set to benefit from vertiport infrastructure and data-driven route optimization.

Tuesday, March 31, 2026

Very Bullish

Partner for multi-modal 'end-to-end' trip planning; launches expected in Middle East in 2024 and US in 2025.

Very Bullish
Target: N/A

Primary partner for Uber's aerial ride-sharing vision; expecting commercial integration to launch in Abu Dhabi this year.

Thursday, March 26, 2026

Very Bullish

Testing first FAA-conforming aircraft and partnered with Uber Elevate for aerial ride-sharing.

Very Bullish

Leading the eVTOL race and currently testing FAA-conforming aircraft.

Tuesday, March 24, 2026

Bullish

Work in high-power density electronics for aviation is contributing to advancements in military hybridization.

Wednesday, March 11, 2026

Very Bullish

Key player in the eVTOL sector with significant catalysts expected around the 2028 L.A. Olympics.

Monday, November 17, 2025

Neutral

Mentioned as a point of comparison to differentiate Tesla's potential 'flying car' concept, which is not considered a true eVTOL like those from Joby.

Bullish

Mentioned as a pure-play investment in the future of urban transportation within the speculative but progressing eVTOL sector.

Wednesday, October 29, 2025

Tuesday, October 28, 2025

Very Bullish

Stock jumped 9% after being announced as the launch partner for NVIDIA's new IGGX Thor platform, which is a significant positive catalyst for its autonomous flight systems.

Very Bearish

The speaker holds a bearish view, stating directly, 'I do think Joby is a scam too.'

Martin Shkreli
10/28/25 +331%
Martin ShkreliYouTube373 days ago

Monday, October 27, 2025

Very Bearish

The speaker expresses a strong negative opinion on the company's legitimacy, describing it as 'kind of a scam I think'.

Martin Shkreli
10/27/25 +324%
Martin ShkreliYouTube375 days ago

Thursday, October 23, 2025

Bearish

The speaker briefly mentioned an interest in shorting the stock, placing it on a watchlist for a potential future bearish trade.

Martin Shkreli
10/23/25 +406%
Martin ShkreliYouTube378 days ago

Thursday, October 2, 2025

Very Bearish

Highlighted as a cautionary tale of a past investment that performed poorly, with the speaker calling it a 'real rough one' and admitting to being 'very very wrong' about it.

Wednesday, September 17, 2025

Very Bullish

The partnership with Uber significantly de-risks its business plan by providing a clear path to market and a built-in source of demand, which is a major advantage over other eVTOL startups.

Friday, September 12, 2025

Neutral

Mentioned in passing as being 'up' for the day, with no specific investment analysis provided.

Friday, August 15, 2025

Very Bearish

Speaker is extremely bearish, calling the company 'straight junk' and a prime short candidate. Views a recent stock price reversal as a bearish technical signal.

Wednesday, August 13, 2025

Bearish

The President of Operations sold almost $3 million in stock after a 150% run-up. While this was exercising options, it could imply the executive believes the stock's rapid appreciation might be peaking.

Very Bearish

The speaker holds a 'small short position' but admitted to not following the company closely.

Martin Shkreli
8/13/25 +25%
Martin ShkreliYouTube449 days ago

Friday, August 8, 2025

Bearish

The speaker holds a small short position due to what he sees as a massive valuation completely detached from the potential market size and minimal revenue. He is unconvinced the business model offers a significant advantage over helicopters.

Monday, August 4, 2025

Very Bullish

Showing strong momentum from strategic moves, including a partnership with L3 Harris and the acquisition of Blade's passenger business to access key airport terminals.

Very Bearish

Extremely bearish view, calling it an 'epic short' and 'total garbage.' The short thesis is based on a major valuation disconnect, where the $16 billion company acquired its own target business model (from Blade) for only $200 million.

Friday, August 1, 2025

Very Bearish

Identified as a high-conviction short, with the speaker explicitly calling the company a 'scam'.

Martin Shkreli
8/1/25 +30%
Martin ShkreliYouTube461 days ago

Tuesday, July 29, 2025

Bearish

Listed as one of the speaker's biggest losing positions, which came from a short position he was holding.

Monday, July 28, 2025

Very Bearish

ARKK sold off its holding in the company.

Friday, July 25, 2025

Neutral

Serves as a key valuation benchmark for Vertical Aerospace. Its valuation is roughly 20 times higher, which is attributed to a 'Silicon Valley Halo' and a larger cash balance, creating a valuation gap that is central to the investment thesis for EVTL.

Monday, July 21, 2025

Neutral

Down 5% as part of a broader pullback in high-growth stocks, which was described as a 'healthy consolidation' and a 'breather' after a significant run-up.

Very Bearish

The speaker has a very strong bearish view, calling it an 'awesome short' and predicts the company 'is not going to exist in five years.'

Martin Shkreli
7/21/25 -22%
Martin ShkreliYouTube472 days ago

Thursday, July 17, 2025

Very Bullish

The stock is seeing strong, 'legit' momentum backed by fundamental progress, including a Toyota investment, increased manufacturing capacity, and a successful flight test.

Thursday, July 10, 2025

Very Bearish

Held as a short position in the speaker's personal trading account.

Martin Shkreli
7/10/2025 -10%
Martin ShkreliYouTube477 days ago

Tuesday, July 1, 2025

Very Bearish

The speaker is short the stock and referred to it as a 'juicy short' based on its price action.

Martin Shkreli
7/1/2025 - 0%
Martin ShkreliYouTube477 days ago

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Frequently asked

Are top creators bullish or bearish on Joby Aviation, Inc. (JOBY) right now?

Mixed. In the last 30 days, 0 insights were bullish, 0 bearish, and 3 neutral about Joby Aviation, Inc. (JOBY) across 12 financial sources indexed on Kazuha.

Which podcasters and creators cover Joby Aviation, Inc. (JOBY) the most?

The most active sources covering Joby Aviation, Inc. (JOBY) on Kazuha are @realmartinshkreli, @amitinvesting, @peterdiamandis, PHD Ventures, Andreessen Horowitz. Kazuha aggregates AI-extracted insights from podcasts, YouTube channels, and X/Twitter accounts.

How many insights about Joby Aviation, Inc. (JOBY) are on Kazuha?

Kazuha has indexed 41 AI-extracted insights about Joby Aviation, Inc. (JOBY) from 12 different sources. New insights are added whenever a covered creator publishes a new podcast episode, video, or post.

What other assets do creators discuss alongside Joby Aviation, Inc. (JOBY)?

Creators covering Joby Aviation, Inc. (JOBY) most frequently also discuss NVDA, GOOGL, TSLA, IONQ, PLTR. See the "Discussed alongside" section above for full asset pages.