1. Joby Core News: Earnings Call Set for Feb 25
While there were no breaking press releases from Joby Aviation in the last 24 hours, the market is turning its attention to the upcoming Q4 and Full Year 2025 Financial Results, scheduled for release on Wednesday, February 25, 2026. This event is expected to be a significant catalyst for the stock, as investors await updates on the company’s certification timeline and commercialization strategy following the recent $500 million capital raise.
In related analysis, The Motley Fool published a piece titled “Is Joby Aviation Stock Yesterday’s News?” approximately 12 hours ago. The article argues that despite the recent stock volatility, Joby is making steady progress toward regulatory approval, highlighting the hundreds of test flights conducted in 2025 and the upcoming deployment of pilot training simulators. This aligns with the broader market view that while the stock price is under pressure, the fundamental execution remains on track.
2. FAA Certification Tracker
Current Stage: Stage 4 (Testing & Analysis)
Joby Aviation continues to advance through the fourth stage of the FAA type certification process. No official status change was reported today, but the company remains focused on “For-Credit” flight testing. As noted in recent analysis, the preparation for pilot training using simulators is a key operational step that runs parallel to the aircraft certification. Successfully certifying the training devices will be critical for scaling pilot operations ahead of the planned commercial launch.
We expect the Q4 earnings call on Feb 25 to provide a more granular update on the percentage of completion for Stage 4 and the outlook for entering Stage 5 (Fabrication & Conformity).
3. Market Quantitative Data — Joby
Price Action (Feb 13, 2026):
- Price: $9.88
- Change: -2.18% (-$0.22)
- After Hours: +$0.06 (Volume: Light)
- Market Cap: $9.74B
Joby’s stock closed at $9.88, down 2.18% amidst a broader tech pullback. The stock is currently trading near its 52-week lows and remains below its 200-day moving average, reflecting the market’s cautious stance following the recent dilution event. The slight after-hours uptick suggests some bargain hunting, but the overall sentiment remains “wait-and-see” until the earnings report provides clarity on cash burn and future funding needs.
4. Institutional Activity
No significant changes in institutional holdings were detected in the last 24 hours. Major holders like ARK Invest and others have maintained their positions, suggesting a long-term conviction despite short-term volatility. We continue to monitor 13F filings for any shifts in sentiment from major asset managers as the quarter progresses.
5. Competitor Watch
The broader eVTOL sector saw little specific news today, moving largely in sync with the macro market.
| Company | Status | Update |
|---|---|---|
| Archer Aviation (ACHR) | Testing | No significant news. Continuing UAE and Midnight flight test campaigns. |
| Lilium (LILM) | Funding | No significant news. Market continues to monitor funding efforts. |
6. Community Sentiment & Analyst Take
Sentiment: Bearish / Fear
Community sentiment on platforms like Reddit and Stocktwits remains predominantly bearish. Investors are expressing frustration with the stock price performance despite technical progress (“Market doesn’t care about progress”). The recent $500M share offering continues to weigh on sentiment, with many retail investors feeling the pain of dilution.
Analyst Take:
Today’s price action reinforces the “show me” state of the market. Without a fresh catalyst, Joby is drifting with macro currents. The upcoming earnings call is the next major pivot point. Until then, we advise caution. The technical damage from the recent drop below $10 needs time to repair. Watch for a reclaim of the $10 level as a first sign of stabilization.
(First post of the series – stay tuned for daily updates)
Disclaimer: This is not financial advice. Always do your own research before making investment decisions.
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