Joby Aviation (JOBY) is a leading early mover in eVTOL aircraft, a market Fortune Business Insights expects to grow at a 36.8% CAGR from 2026 to 2034. Joby is closer than Archer Aviation to FAA certification, though its first commercial U.S. flights are not yet approved. If it becomes a vertically integrated air taxi operator, analysts expect revenue to rise from $53 million in 2025 to $432 million in 2028, and the article says a $5,000 investment could grow to $50,000 over the next decade. The main risk is financing: Joby has burned about $100-$200 million in cash per quarter, raised funds via two stock offerings and convertible debt, grown its share count 13% in 12 months, and seen total liabilities rise 156% to $985 million by the end of Q2. A recession could strain its cash flow and reduce spending from partners Toyota, Delta, and Uber, and with the stock valued at ten times 2028 sales, the article warns it could be cut in half.
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