Parkev Tatevosian, CFA 对 $JOBY 的判断变化

2026-09-14看涨
《Better Buy: Archer Aviation Stock vs. Joby Aviation Stock》
相较于 Archer Aviation,Joby Aviation 因其规模、现金状况以及基于 DCF 的上行空间而更受青睐。

我最近上调了 Joby Aviation 和 Archer Aviation 股票的评级,并告知风险承受能力非常高的投资者,对这两家 EVTOL 公司而言,如今的风险回报比已经值得。

I recently upgraded the rankings on Joby Aviation and Archer Aviation stocks, informing investors with a very high risk tolerance that the risk versus reward is now worthwhile for these EVTOL companies.

但现在我不断被问到,在当前市场价格下,这两家 EVTOL 公司中哪一家是更好的投资。因此,从规模来看,Joby Aviation 拥有早期优势,其过去 12 个月营收为 1.16 亿美元,而 Archer Aviation 仅为 690 万美元。

But now I'm getting the question, which one of these two EVTOL companies is the better investment at current market prices? So when we're looking at scale, Joby Aviation has the early advantage with $116 million in trailing 12-month revenue compared to just 6.9 million for Archer Aviation.

2026-09-13看涨
《Massive Update for Joby Aviation Stock Investors》
对于高风险投资者而言,JOBY 值得买入;尽管业务取得进展并完成使收入翻倍的收购,其估值仍处于历史低位(前瞻市销率 29 倍)。

8月11日,Joby Aviation 收购了 Resident Sciences,这笔收购可能使该公司的营收大约翻倍。

On August 11th, Joby Aviation made an acquisition of Resident Sciences that could roughly double the company's revenue.

我有机会评估了这笔收购、它可能对公司现金流造成的影响,并在考虑这笔收购以及公司整体所取得进展的情况下评估了这项业务,以判断这对风险承受能力极高的投资者来说是否是一个买入机会。

I've had a chance to evaluate that acquisition, the impact it could have on the company's cash flow, and evaluate the business, considering this acquisition and the progress the company has made overall to determine if this is a buying opportunity for investors with a very high risk tolerance.