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.
尼德姆分析師克里斯·皮爾斯開始對Joby Aviation, Inc.（紐約證券交易所代碼：JOBY）進行報道，評級爲買入，目標股價爲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.
這位分析師表示，在2020年收購Uber Elevate之後與優步合作的支持下，該公司完全有能力佔據早期的空中出租車市場份額。
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.
分析師補充說，JOBY對軟件，尤其是ElevateOS平台的關注令人鼓舞，因爲它爲他們未來的空中出租車網絡奠定了基礎。
Pierce says that he is optimistic about FAA air taxi regulation and see JOBY gaining market share compared to existing transportation options.
皮爾斯說，他對美國聯邦航空局的空中出租車監管持樂觀態度，並認爲與現有的交通方式相比，JOBY的市場份額將增加。
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.
特別是，美國聯邦航空局的創新2028計劃強調了空中出租車行業在美國的長期重要性，爲國內競爭力奠定了基礎。
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.
分析師補充說，JOBY預計到2025年底在阿聯酋運營客運航班，這微妙地給聯邦航空局施加了壓力，要求其遵守時間表，從而減少了目前預計在2026年推出的美國監管批准程序出現重大延誤的可能性。
Also Read: Air Mobility Stocks Prepare For Takeoff: Will Joby, Archer, Blade Soar Above Certification, Cash Challenges?
另請閱讀：空中交通股票爲起飛做準備：Joby、Archer、Blade會飆升至認證以上，現金挑戰嗎？
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.
該分析師寫道，根據來自全球最繁忙機場和紐約都會區列車乘客量的乘客數據，他認爲全球早期空中出租車收入機會爲30億美元，這要歸因於保守的eVTOL對機場和地鐵運輸的滲透率。
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.
分析師補充說，該模型假設2029年行業滲透率僅爲25個點子，供應限制有所緩解，乘客的興趣加速增長，這是由於空中出租車以與當前拼車選項相當的每英里價格點可以節省時間。
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.
皮爾斯寫道，預計JOBY的乾淨製造和垂直整合的工程方法將降低飛機的COGS，縮短投資回收期，鞏固其在空中出租車行業的領導地位。
The analyst anticipates multiple winners in the sector, with strategic crossovers and competition as go-to-market strategies evolve and end markets develop.
該分析師預計，隨着市場進入戰略的演變和終端市場的發展，該行業將出現戰略交叉和競爭。
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).
投資者可以通過WisdomTree信託WisdomTree電池價值鏈和創新基金（BATS: WBAT）和方舟太空探索與創新ETF（BATS: ARKX）獲得股票敞口。
Price Action: JOBY shares are up 7.22% at $6.015 at the last check Tuesday.
價格走勢：在週二的最後一次檢查中，JOBY股價上漲7.22％，至6.015美元。
Image via Joby Aviation
圖片來自 Joby Aviation
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