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分析師Chris Pierce以買入評級發起了對Joby Aviation, Inc.（紐交所:JOBY）的覆蓋，目標價爲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.
分析師表示，該公司有望抓住早期空中出租車市場份額，得益於其與優步的合作關係，該合作關係始於2020年收購優步以來。
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對軟件的關注，尤其是ElevateOS平台，令人鼓舞，因爲這爲他們未來的空中出租車網絡奠定了基礎，分析師補充道。
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，他對FAA空中出租車監管持樂觀態度，並看到JOBY在比現有運輸選擇更獲得市場份額。
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FAA的「Innovate 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.
JOBY預計到2025年底在阿聯酋運營乘客航班，這在某種程度上迫使FAA與他們的時間表保持一致，減少了美國監管審批流程中出現重大延誤的可能性，而此時該流程預計將在2026年進行，分析師補充說。
Also Read: Air Mobility Stocks Prepare For Takeoff: Will Joby, Archer, Blade Soar Above Certification, Cash Challenges?
也可閱讀: 空中移動股票準備起飛: Joby, Archer, Blade會在認證、現金挑戰中騰飛嗎?
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.
分析師指出，他看到了一個30億美元的早期全球空中出租車營收機會，由機場和地鐵旅行的保守電動垂直起降飛機滲透率推動，基於世界上最繁忙的機場和紐約市地鐵區域的乘客數據。
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.
該模型假設2029年行業滲透率僅爲25個點子，隨着供應限制放寬和由於空中出租車提供的省時優勢使乘客興趣以加速率增長，價格相當於當前順風車選項，分析師補充道。
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.
皮爾斯寫道，JOBY的白板製造和垂直一體化工程方法預計將推動飛機成本下降，實現更快的回報週期，鞏固其在航空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.
分析師預計在該領域會有多個贏家，隨着營銷策略逐漸演變和最終市場的發展，戰略交叉和競爭將成爲主導。
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).
投資者可以通過威信基金威信電池價值鏈和創新基金 (BATS:WBAT) 以及ARk太空探索與創新 etf (BATS:ARKX) 股票獲取該股票的敞口。
Price Action: JOBY shares are up 7.22% at $6.015 at the last check Tuesday.
價格走勢： JOBY股票在上週二最後查看時上漲了7.22%，報6.015美元。
Image via Joby Aviation
通過Joby Aviation提供
- Toyota Doubles Down On Joby Aviation: $500M Investment Powers US Electric Air Taxi Certification, Production
- 豐田加大對Joby航空的投資：50000萬美元的投資支持美國電動空中出租車的認證和生產
譯文內容由第三人軟體翻譯。
