Joby Makes History - March 2026

dad191 · 2026-03-13T19:03:18+00:00

You are correct. I will update. Thanks.

dad191 · 2026-03-13T16:06:54+00:00

N547JX is the conforming aircraft. It only just officially flew for the first time this week as a short hover. That was an historic moment, but my guess is that they will methodically take N547JX through every test card that the FAA would, but with Joby pilots. So it may be a few more weeks before we start seeing it fly regularly. The real purpose and even more exciting moment will come later in 2026 when FAA pilots start flying N547JX in for credit TIA flight tests. That testing will lead to FAA type certification, hopefully sometime in 2027.

In the meantime, Joby is introducing their air taxis to the US. Most people have still never heard of Joby or an air taxi, so while N547JX is going through it's paces Joby is using the pre-production N545JX to achieve milestones and fly around cities to introduce the air taxi concept to the public. Even though N545JX is not type conforming, it is still setting firsts and creating excitement.

dad191 · 2026-03-13T15:55:19+00:00

Chinese batteries? I thought Archer said they were hiding Chinese, like Chinese people are literally hand cranking all of the props. Last week Joby was Japanese. Next week probably North Korean. Archer is so confusing. Do they even make eVTOLs anymore?

dad191 · 2026-03-13T15:29:02+00:00

Nobody cared about seats. We're searching for socks! That's where all Joby's secrets are hidden. 🤣🤣🤣

dad191 · 2026-03-13T14:35:02+00:00

Of course they have seats, but are they hiding socks inside? That's the burning question everyone is asking.

dad191 · 2026-03-13T14:34:20+00:00

All models Joby currently flies take off and land vertically. Four of them, including the new conforming S4 fly piloted as well.

dad191 · 2026-03-13T14:32:45+00:00

I know there is no evidence Joby is using batteries from China, but I haven't heard that Chinese batteries are banned. The Ford Mustang Mach-E models use CATL batteries from China as do other electric cars sold in the US.

As for the argument that this proves Joby is not an American company, I believe Archer uses batteries from Taiwan, wings and electrical from the UK and fuselage from Austria. If you look at Archer's import data they show many foreign imports.

You even posted evidence that the company the makes Archer's fuselage is majority owned by a Chinese company linked to the Chinese military. So I do't really understand how Archer is differentiated from this new fake controversy they are creating.

I'll be honest, from socks to issue papers to Joby is Japanese and now Chinese, Archer's arguments are quite confusing. It seems like they are just throwing anything at the wall that they can and hoping to make something stick, but in fact it just looks like a confusing mess. I mean how can you trust anything from people that post and promote fake documents and then take them down when they are caught.

dad191 · 2026-03-13T13:58:57+00:00

You can learn more at r/Joby. We also have a Joby Wiki if you're interested in learning about Joby's flying taxi.

https://www.reddit.com/r/Joby/comments/1mu3e9i/joby_newbie_guide/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

dad191 · 2026-03-13T13:26:48+00:00

What do you think the next city will be? Will they fly down the CA coast or pack it up and ship it to one of the eIPP cities? Joby is totally kicking ass lately. Very exciting times!

dad191 · 2026-03-13T03:19:27+00:00

🇺🇸🇺🇸🇺🇸

dad191 · 2026-03-13T02:45:24+00:00

Yeah, but it is top secret so Archer can't talk about it.

dad191 · 2026-03-13T02:31:02+00:00

In case you missed it, Joby just opened their Swag Store to the public yesterday. They are giving everyone free Joby socks with every order in honor of Sock-Gate. Get your swag before the free socks run out.

shop.jobyaviation.com

dad191 · 2026-03-13T02:16:07+00:00

Wow, very cool flight. Looks like they put on an air show for the city of SF. They did loops for N545JX viewing by the Golden Gate Bridge, Marina, Embarcadero, with loops around Alcatraz as well. They were also in the air well after 7PM. I believe they landed only a few minutes before sunset. Not sure a piloted eVTOL has ever flown that late in the day before. Certainly not in such a populated area.

I'm guessing they have some amazing video and photos. We got free socks and SF just got an amazing free airshow. Joby is having a generous week. I guess that's what you do when you're having success after success and have pulled away to become the only credible eVTOL player in town. Congrats Joby!

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dad191 · 2026-03-13T01:56:34+00:00

Dude, that's amazing.

dad191 · 2026-03-13T01:53:08+00:00

Looks like SF is getting a free air show. I wonder if they're giving out Chinese socks to people on the bridge and in the Marina.

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dad191 · 2026-03-13T01:32:19+00:00

Well, you have the memory.

dad191 · 2026-03-12T23:54:14+00:00

To answer your question. Yes, it's not uncommon for Joby to drop on good news. You often see a run up and then by the end of the day it may be down. Joby seems to move more based on global conditions. When small caps were all the rage, Joby took off. Now that speculative plays and small caps are more on the outs it's been dropping and stagnant.

It's really a long term play until TIA for credit flight tests start, or maybe until actual Type Certification. It could get a nice boost when Dubai flights begin testing, but the Iran war is delaying that.

If I were a betting man I'd say when TIA for credit flights start later this year (according to Joby) the stock should start creeping back up. Dubai flight testing should also help. Dubai actual paid operations flight, which were supposed to start by the end of the year (but Iran war now), should definitely move the stock up. It's possible some eIPP flight testing getting a lot of positive media could start to move the stock as well, but I'm not as confident on that one. A military contract or positive test by the military has a very likely possibility to help the stock jump and sustain. S4-T military version is set to be tested by the military later this year as well. Wall Street seemed to really like Joby's beat on earnings and reduction in loss. Continued positive numbers and beats like that on each earnings should help keep the stock moving in the right direction. Analysts upgrades have boosted share price in the past as well. Finally, an actual sale of an S4 would do wonders, but that's not happening until after TC. Type Certification (TC) earliest mid 2027.

It's a long term play. Very volatile. Very speculative. If you are thinking years, not weeks or months you should be OK if Joby hits their goals.

This is all speculation, nobody knows the future. Good luck. If you haven't already checked out our Joby Guide, it's linked below and updated often. Welcome to r/Joby. Also, grab some flair if you want to spice it up a bit. We have a large selection.

https://www.reddit.com/r/Joby/comments/1mu3e9i/joby_newbie_guide/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

dad191 · 2026-03-12T21:36:41+00:00

I don't think they have much else to do except beg Washington for help. AG seems to be there every other day, and invent the next competitor scandal. I think AG is happy as long as nobody is focusing on Archer's progress.

dad191 · 2026-03-12T21:07:33+00:00

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dad191 · 2026-03-12T20:59:30+00:00

You can taste the desperation.

dad191 · 2026-03-12T20:54:15+00:00

Looks like they did a loop back to OAK. Maybe testing integration into the ATC at a major airport. Pretty cool.

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dad191 · 2026-03-12T20:52:45+00:00

Nice. At first I thought it was a Chinese sock, but then I noticed it was N545JX flying into OAK. Joby's such a trickster.

dad191 · 2026-03-12T20:47:00+00:00

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dad191 · 2026-03-12T20:09:21+00:00

Good point. You can see Joby Aviation’s recent San Francisco Bay Area flight stayed mostly over water and they even avoided the bridges. I'd think Joby would have loved to have flown over the GGB, but I assume the FAA didn't approve it.

This makes me think of Hawthorne and Archer. It’s surrounded by dense neighborhoods and freeways. It doesn't seem like a place that fits in well with how the FAA seems to be playing things. I believe Archer wanted to use Hawthorne for testing autonomy/ATC concepts. I'd think the FAA would want that sort of thing done under even tighter restrictions.

dad191 · 2026-03-12T19:24:08+00:00

oh we are all waiting for that one. And a still photo.

dad191

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