Can Joby Aviation Stock Make You a Millionaire?
Investment
The Motley Fool

Can Joby Aviation Stock Make You a Millionaire?

July 28, 2025
12:05 AM
5 min read
AI Enhanced
investmentmoneywealthstocksfinancialindustrialtechnologymarket cycles

Key Takeaways

The air taxi company has ambitious plans and is spending aggressively before generating any revenue.

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Quick insights and key information

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5 min read

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investment

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Published

July 28, 2025

12:05 AM

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The Motley Fool

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Key Topics
investmentmoneywealthstocksfinancialindustrialtechnologymarket cycles

What's particularly noteworthy is Thematic has returned in a big way in 2025, with electric vertical takeoff and landing (eVTOL) stocks a hot idea at the moment

Joby Aviation (JOBY 3. 40%) -- a leader in the space with major manufacturing partnerships -- has seen its stock rise over 100% this year (something worth watching)

It recently surpassed an all-time high of $17, in this volatile climate

At the same time, Investors are betting that electric air taxi networks can disrupt transportation in major cities, given current economic conditions

But does that make Joby Aviation a millionaire maker if you buy at all-time highs today (noteworthy indeed), given current economic conditions

If you run the numbers, the answer is abundantly

Air taxis in every global city Electric air taxis are piloted vehicles with rotors similar to helicopters, but much quieter

Conversely, Using electric batteries, these innovations make the nology much more workable in highly populated neighborhoods, which is why developers Joby Aviation are heavily in the systems, in today's market environment

Joby's aircraft that is currently going through Federal Aviation Administration (FAA) certifications will have four passengers and can fly upward of 200 miles per hour, in this volatile climate

What the re reveals is company is working with partners Delta Air Lines and Uber nologies to build point-to-point networks for these air taxis in major cities, given current economic conditions

This leads to the conclusion that pitch for customers is turning an hour-long drive in traffic into a 10 minute scenic ride above the city to places such as the airport

Furthermore, On the other hand, No traffic routes are operational yet, but there are plans to build these point-to-point networks in cities such as Los Angeles, New York, and Dubai

Saving customers time should lead to healthy ticket prices for these air taxi rides (remarkable data), given current economic conditions

It's un the ceiling on what a customer would pay, but it is ly that each trip will cost hundreds of dollars per person, especially if the company caters to wealthier consumers

This potential disruption of transportation systems is what has investors excited Joby stock

It now has a market cap apaching $15 billion even though the company generates zero dollars in revenue today, given the current landscape

Image source: Getty Images, in today's financial world

Additionally, A long duction timeline Joby management hopes to soon get its vehicles apved by the FAA, and then it will begin ramping up duction and helping build taxi networks in its partner cities

Meanwhile, It has a major investment from Toyota Motor, which is viding around $1 billion in funding along with its manufacturing expertise to help scale duction

Even if Joby gets its vehicle apved soon, its manufacturing capacity is still small

Even after its on expanding its California facility, the company states that it will only have the ability to duce 24 electric air taxis a year

At this rate, it may only have a few hundred taxis in operation 10 years from now, considering recent developments

To get there, Joby Aviation has spent a ton of money -- over $135 million on re and development just last quarter (something worth watching)

Nevertheless, Free cash flow was close to negative $500 million over the last 12 months, in today's market environment

Building transportation vehicles is difficult, expensive, and time-consuming, especially with new nologies such as electric air taxis

Joby's cash burn is ly to continue for years, which will require even more fundraising from its capital partners

This demonstrates that company currently has around $1 billion in cash if you include its fundraising commitments from Toyota

JOBY Free Cash Flow data by YCharts Is Joby Aviation a millionaire maker, in this volatile climate

If multiple electric air taxi routes are operational in every major city worldwide, there will be demand for thousands of electric air taxis to be duced every year

With around 100 metropolitan areas with over 5 million people in the world -- most of which have terrible traffic blems -- you could see cities utilize dozens of electric air taxis to help alleviate traffic

Wealthy customers would ly pay up for the service

This presents a large addressable market for Joby Aviation

However, it is tough to see how this correlates to a rising stock price compared to its current valuation of $15 billion, given the current landscape

Building air taxis is going to be a low-margin, meaning even if revenue grows to over $1 billion or several billions of dollars a few years from now, Joby Aviation will still trade at a high price-to-earnings ratio (P/E)

What the data shows is is also a scenario where the pre-revenue company succeeds on its risky strategy

A lot can go wrong when you are burning $500 million a year and generate no sales

Nevertheless, Joby Aviation is ly not a millionaire-maker stock, even if it succeeds in building the electric air taxi industry from scratch.