JOBY · Joby Aviation Inc.
AI read · Neutral
The AI's read
Joby beat Q2 revenue hard, reporting $38.64m vs $30.38m and up from $15k a year ago. They also nudged 2026 revenue guidance to $115–125m. The market shrugged, with JOBY down about 1.8% in extended trading and an EPS miss of $0.25 vs $0.23 expected. That opposite price move suggests buyers want more than one quarter of topline growth. Bottom line: we lean neutral. Revenue surprise is real but the EPS miss, tiny guidance lift, and need for execution/certification proof keeps conviction below bullish levels.