Joby Aviation: Future Is Here Already

Joby Aviation is advancing toward FAA certification, underpinned by a binding multi-year commercial deal with Virgin Atlantic in the UK. JOBY expects initial passenger flights in 2H'26, with demonstration flights and eIPP operations de-risking the certification process. Revenue estimates reach $2.25 billion by 2030, with a $110 million 2026 base and significant upside from air taxi operations and aircraft sales. Despite a $7B market cap and substantial cash burn, JOBY’s $2.5B cash balance and depressed share price offer a compelling entry ahead of operational ramp.

The irony of the major space race over the last year is that modern aviation companies like Joby Aviation, Inc. ( JOBY ) have fallen back to multi-year lows. The irony is that the eVTOL