Joby Stock Resumes Uptrend as New Alliance Reignites Optimism

After a turbulent few months, Joby Aviation shares gained renewed traction this week, climbing nearly 9% following the announcement of a...

Autonomous Ambitions Take Flight as Joby Rebounds with NVIDIA’s Backing

Quick overview

  • Joby Aviation shares rose nearly 9% following a partnership with NVIDIA to enhance its autonomous flight technology.
  • The collaboration will integrate NVIDIA's systems with Joby's Superpilot™ technology, improving decision-making in aviation.
  • Despite a recent stock rebound, investor skepticism remains due to concerns over profitability and revenue uncertainty.
  • Joby is progressing through the FAA certification process, but commercialization is still years away, leaving its valuation speculative.

After a turbulent few months, Joby Aviation shares gained renewed traction this week, climbing nearly 9% following the announcement of a landmark partnership with NVIDIA that could accelerate its ambitions in autonomous flight technology.

NVIDIA Partnership Sparks Renewed Momentum

Joby was chosen as NVIDIA’s exclusive aviation launch partner for the new IGX Thor platform, built on the powerful Blackwell architecture. The collaboration will integrate NVIDIA’s compute systems with Joby’s Superpilot™ autonomous flight technology, enhancing real-time decision-making in both military and civilian aircraft.

Flight Research Lead Gregor Veble Mikić described the initiative as one that complements human control — improving speed, precision, and endurance in complex flight environments rather than replacing pilots outright.

Stock Recovers After Steep Pullback

Joby’s stock had come under pressure in recent months, falling from its October high near $20.89 to around $13 amid concerns over valuation and revenue uncertainty. The recent rebound from its 20-day moving average hints at renewed investor confidence, with the broader uptrend still intact despite volatility.

The 20 SMA continues to act as a key technical support, suggesting that Joby’s long-term momentum remains alive — even after bouts of profit-taking.

Airshow Applause Meets Market Skepticism

The company’s high-profile airshow demonstrations in California and Japan drew attention for their quiet, all-electric aircraft performance, reinforcing Joby’s image as a leader in eVTOL innovation. Yet, markets remain cautious — public showcases may impress crowds, but investors are waiting for revenue proof before re-rating the stock.

Despite a 239% gain over the past year, the share price continues to swing between excitement over technology breakthroughs and doubts about near-term profitability.

A Long Road Ahead

Founded in 2009, Joby remains a pioneer in electric air mobility, progressing gradually through the FAA’s five-stage certification process, now reportedly past the halfway mark. While exclusive operating rights in Dubai and a partnership with Blade Urban Air Mobility highlight its expanding footprint, commercialization still lies years away.

Until regulatory approval and large-scale operations begin, Joby’s valuation will stay speculative — buoyed by innovation but restrained by execution risk.

Conclusion: Joby’s rebound offers a fresh glimmer of optimism, but investors remain divided. The NVIDIA partnership gives the company technological credibility and potential long-term advantage, yet profitability and scalability challenges loom large. Whether this is the start of a lasting recovery or another temporary lift will depend on execution in the next phase of development. 

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Skerdian Meta
Lead Analyst
Skerdian Meta Lead Analyst. Skerdian is a professional Forex trader and a market analyst. He has been actively engaged in market analysis for the past 11 years. Before becoming our head analyst, Skerdian served as a trader and market analyst in Saxo Bank's local branch, Aksioner. Skerdian specialized in experimenting with developing models and hands-on trading. Skerdian has a masters degree in finance and investment.

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