JOBY 全部观点

JOBY 这一页 6 条观点条目,其中 0 条方向发生变化。

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The Acquirers Podcast发布 2026-09-20
《Are Flying Cars Finally Real? The Investment Case for Joby Aviation》
$JOBY看涨
Joby 是其所在领域的领导者,有望在 2-6 个月内获得 FAA 批准,这将是一个重大里程碑。

Joby 花了大约 15 年时间,致力于将一款飞行器推向市场。这款产品是电动直升机与普通飞机的混合体。它像直升机一样起飞,然后像飞机一样飞行。由于是电动的,它无法进行长距离飞行,但它很安静,这让它在城市环境中完全不同。

Joby has been working for about 15 years to bring a flying vehicle to market. The product is a hybrid between an electric helicopter and a regular airplane. It takes off like a helicopter, then flies like an airplane.

It doesn't travel long distances because it's electric, but it's quiet, which makes it completely different for urban environments.

他说在等
Joby 飞机获得 FAA 批准
获得批准
未来 2-6 个月监管决定
支持看涨逻辑;延迟则会削弱该逻辑
Parkev Tatevosian, CFA发布 2026-09-14
《Better Buy: Archer Aviation Stock vs. Joby Aviation Stock》
$JOBY看涨
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.

更早的记录
Parkev Tatevosian, CFA发布 2026-09-13
《Massive Update for Joby Aviation Stock Investors》
$JOBY看涨
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.

《My Top Stock For September 2026》
$JOBY看涨
JOBY 是一只高潜力的买入标的,在下跌 52% 后,凭借其在 eVTOL 市场的领先地位,预计未来十年将增长 10 倍以上。

但让我们更深入地探讨一下我这个月买入最大仓位的股票,即 Joby Aviation。如果你不熟悉 Joby Aviation,他们制造这种电动垂直起降飞机。因此,它就像直升机一样起飞。

事实上,这架飞机有六个旋翼。理论上,它会比驾驶直升机安全得多,因为如果其中一个发生故障,它仍然能够安全着陆,而且在水平移动时,它也能以类似于传统飞机的方式飞行。我喜欢这样想:它像直升机一样起飞,飞行起来更像私人飞机。

But let's delve deeper into the stock I bought the largest portion of this month, which is Joby Aviation. If you are not familiar with Joby Aviation, they manufacture this electric vertical takeoff and landing aircraft .

Therefore, it takes off just like a helicopter. In fact, the aircraft has six rotors. In theory, it would be much safer than flying a helicopter, because if one of them malfunctions, it will be able to land safely, and it is also capable of flying in a manner similar to conventional airplanes when moving horizontally.

The way I like to think about it is: it takes off like a helicopter, and flies a little more like a private jet.

他说在等
现金储备及资产负债表实力
维持充足现金(23亿美元)以支持2-3年的运营
未来几个季度季度财报
若实现则通过确保生存至盈利来支持论点;若烧钱速度意外加速则削弱该论点
首批EIP行程的完成及首批乘客的运送
成功执行商业运营里程碑
今年(9月起)公司公告/财报
若实现则通过证明运营可行性支持看涨论点;若延迟则削弱该论点
Rich Habits发布 2026-08-27
《Why Conviction Beats Chasing the Next Big Winner》
$JOBY看涨
JOBY是一个高信念的长期持有标的,尽管当前存在回撤,但预计未来几年将显著上涨(例如+300%)。

你想追逐那些高飞的、疯狂的AI股票,或者Joby Aviation之类的股票,或者其中一些股票,我喜欢Joby。

you want to chase these high-flying, you know, crazy AI stocks or the Joby Aviation's of the world or some of those stocks, which I love Joby,

更早的记录
Rich Habits发布 2026-07-31
《Situational Awareness' Collapse, Big Tech Earnings & The Fed》
$JOBY看涨
Joby正朝着商业发布推进,运营指标强劲(超过850次飞行,首次全包线过渡)。

Joby 发布了那份报告,这些数字讲述了一家实际上接近上市的公司故事,他们去年在五架飞机上完成了超过 850 次飞行,增长了 2.5%,并成为第一家完成从垂直起飞到巡航再到着陆的全包线常规有人驾驶过渡飞行的电动空中出租车公司。

Joby dropped that report and the numbers tell a story of a company that's actually getting close to launch and they completed over 850 flights across five aircrafts last year, 2 and a.5% increase and became the first electric air taxi company to fly that routine pilotinhabited transition flight through the full envelope from vertical takeoff to cruise down to landing.

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