Joby Aviation Positioned For Air Taxi Leadership, Thanks To FAA Backing And Uber Partnership: Analyst
Joby Aviation Positioned For Air Taxi Leadership, Thanks To FAA Backing And Uber Partnership: Analyst
Pierce says that he is optimistic about FAA air taxi regulation and see JOBY gaining market share compared to existing transportation options.Needham analyst Chris Pierce initiated coverage on Joby Aviation, Inc. (NYSE:JOBY) at a Buy rating with a price target of $8.
Needham分析师Chris Pierce以买入评级发起了对Joby Aviation, Inc.（纽交所:JOBY）的覆盖，目标价为8美元。
The analyst says the company is well-positioned to capture early air taxi market share, supported by its partnership with Uber following the 2020 acquisition of Uber Elevate.
分析师表示，该公司有望抓住早期空中出租车市场份额，得益于其与优步的合作关系，该合作关系始于2020年收购优步以来。
JOBY's focus on software, particularly the ElevateOS platform, is encouraging as it lays the foundation for their future air taxi network, adds the analyst.
JOBY对软件的关注，尤其是ElevateOS平台，令人鼓舞，因为这为他们未来的空中出租车网络奠定了基础，分析师补充道。
Pierce says that he is optimistic about FAA air taxi regulation and see JOBY gaining market share compared to existing transportation options.
Pierce表示，他对FAA空中出租车监管持乐观态度，并看到JOBY在比现有运输选择更获得市场份额。
In particular, the FAA's Innovate 2028 plan underscores the long-term importance of the air taxi industry in the U.S., setting a foundation for domestic competitiveness.
特别是FAA的“Innovate 2028”计划强调了空中出租车行业在美国的长期重要性，为国内竞争力奠定了基础。
JOBY's expectation to operate passenger flights in the UAE by late 2025 subtly pressures the FAA to align with their timeline, reducing the likelihood of significant delays in the U.S. regulatory approval process, which is currently anticipated for 2026, adds the analyst.
JOBY预计到2025年底在阿联酋运营乘客航班，这在某种程度上迫使FAA与他们的时间表保持一致，减少了美国监管审批流程中出现重大延误的可能性，而此时该流程预计将在2026年进行，分析师补充说。
Also Read: Air Mobility Stocks Prepare For Takeoff: Will Joby, Archer, Blade Soar Above Certification, Cash Challenges?
也可阅读: 空中移动股票准备起飞: Joby, Archer, Blade会在认证、现金挑战中腾飞吗?
The analyst writes that he sees a $3 billion early-stage global air taxi revenue opportunity, driven by conservative eVTOL penetration of airport and metro transit trips, based on passenger data from the world's busiest airports and NYC metro area train ridership.
分析师指出，他看到了一个30亿美元的早期全球空中出租车营收机会，由机场和地铁旅行的保守电动垂直起降飞机渗透率推动，基于世界上最繁忙的机场和纽约市地铁区域的乘客数据。
The model assumes just 25 basis points of industry penetration in 2029, with supply constraints easing and rider interest growing at accelerated rates due to the time savings offered by air taxis at comparable per-mile price points to current rideshare options, adds the analyst.
该模型假设2029年行业渗透率仅为25个基点，随着供应限制放宽和由于空中出租车提供的省时优势使乘客兴趣以加速率增长，价格相当于当前顺风车选项，分析师补充道。
Pierce writes that JOBY's clean-sheet manufacturing and vertically integrated engineering approach are expected to drive lower aircraft COGS, enabling quicker payback periods and solidifying its leadership position in the air taxi industry.
皮尔斯写道，JOBY的白板制造和垂直一体化工程方法预计将推动飞机成本下降，实现更快的回报周期，巩固其在航空出租车行业的领导地位。
The analyst anticipates multiple winners in the sector, with strategic crossovers and competition as go-to-market strategies evolve and end markets develop.
分析师预计在该领域会有多个赢家，随着营销策略逐渐演变和最终市场的发展，战略交叉和竞争将成为主导。
Investors can gain exposure to the stock via WisdomTree Trust WisdomTree Battery Value Chain and Innovation Fund (BATS:WBAT) and ARK Space Exploration & Innovation ETF (BATS:ARKX).
投资者可以通过威信基金威信电池价值链和创新基金 (BATS:WBAT) 以及ARk太空探索与创新 etf (BATS:ARKX) 股票获取该股票的敞口。
Price Action: JOBY shares are up 7.22% at $6.015 at the last check Tuesday.
价格走势： JOBY股票在上周二最后查看时上涨了7.22%，报6.015美元。
Image via Joby Aviation
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