Joby Aviation Stock Plunges. This Is Why. -- Barrons.com

Dow Jones01-29

Al Root

Joby Aviation stock plunged ahead of the open Thursday after the company announced a capital raise.

Shares of the electric takeoff and landing, or eVTOL, aircraft maker were down 9.1% at $12.15 in premarket trading, while S&P 500 futures were up 0.2% and Dow Jones Industrial Average futures were flat. Joby stock dropped 0.7% in regular trading Wednesday to $13.37.

The move came after Joby disclosed plans to raise $1 billion in convertible bonds and stock.

The reaction is understandable. More stock means existing shareholders own a little less of the company. Still, investors know Joby, which aims to sell electric air taxis, needs capital. Wall Street sees the company spending about half a billion dollars a year over the next few years as it builds its business.

The company doesn't generate significant sales yet as it works to certify its aircraft for commercial service. Joby plans to achieve certification milestones in the Middle East in the first half of 2026 and in the U.S. in the second half of 2026.

When certified, operators can use eVTOL to ferry passengers short distances in what are hoped to be quiet, safe, and easy-to-operate aircraft.

Wall Street has high hopes for the technology. Analysts project annual sales of $1.2 billion by 2029.

The shares trade for about 10 times estimated 2029 sales, a rich valuation multiple, which is one reason why only 18% of analysts covering the stock rate shares Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%. The average analyst price target for Joby stock is about $13.

Coming into Thursday trading, Joby's stock was up about 60% over the past 12 months.

Write to Al Root at allen.root@dowjones.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

 

(END) Dow Jones Newswires

January 29, 2026 04:03 ET (09:03 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment