These Stocks Could Win as Wall Street Looks Beyond AI Software

As Wall Street rotates away from crowded, overvalued AI software trades, institutional investors are positioning in undervalued sectors with tangible assets and government contracts. The article highlights opportunities in advanced aviation, commercial space, and energy sectors, where companies have strong backlogs, de-risked manufacturing partnerships, and technical mean-reversion setups.

07/06/2026, 11:29 AM • Investing

Vertical Aerospace Just Secured a Critical Supplier Agreement for Its Valo Fleet: Time to Buy?

Vertical Aerospace signed a long-term supplier agreement with Astronics for power distribution systems for its Valo eVTOL, reducing execution risk. However, the company remains unprofitable with significant cash burn and won't generate earnings until 2032. Substantial shareholder dilution is expected as the company raises capital, with share count projected to rise from 157 million to 373 million by 2032.

07/04/2026, 3:05 PM • The Motley Fool

Time to Sound the Alarm on Archer Aviation?

Archer Aviation's stock has plummeted 71% from its $17.14 peak to under $5, falling short of production targets with only two test aircraft completed versus promised 10 in 2024. While the company faces disadvantages against competitor Joby Aviation in FAA certification and aircraft performance, it maintains a $6 billion backlog and support from investor Stellantis. Analysts project significant revenue growth from 2026-2028, and at 7x 2028 sales, Archer appears reasonably valued compared to Joby's 19x multiple, suggesting investors should wait for FAA certification rather than panic sell.

06/30/2026, 5:20 PM • The Motley Fool

3 EV Stocks To Buy This Month

The article recommends three EV stocks as buying opportunities: Rivian, expected to boost deliveries with its cheaper R2 SUV; BYD, which surpassed Tesla as the world's largest EV maker with strong growth prospects; and Joby Aviation, developing electric aircraft with major backing from Toyota, Delta, and Uber, pending FAA certification.

06/29/2026, 1:02 PM • The Motley Fool

The Lime IPO Offers Excitement, but This Stock Will Be the Better Long-Term Moneymaker

While Lime (Neutron Holdings) is preparing for its IPO with growing revenue, the article argues that Uber Technologies offers better long-term investment potential. Uber has a strategic stake in Lime and is diversifying into high-growth markets including robotaxis, autonomous trucking, and air taxis, despite recent earnings challenges.

06/25/2026, 8:05 AM • The Motley Fool

Joby Aviation: Could This $9 Stock Help Make You a Millionaire?

Joby Aviation is developing electric vertical takeoff and landing (eVTOL) aircraft and is close to FAA certification. While the company has significant growth potential in urban air mobility, it faces substantial cash burn ($660M annually) and carries a high $9.2B market valuation for a pre-revenue company, making it a high-risk investment unlikely to deliver life-changing returns at current prices.

06/20/2026, 2:30 PM • The Motley Fool

Joby Aviation Scores a Win in Its Legal Battle Against Rival Archer Aviation. Will It Help the Slumping Stock?

In a California court ruling, Joby Aviation won a legal victory against rival Archer Aviation when a judge dismissed all of Archer's fraud and tariff evasion counterclaims while allowing Joby's core claim regarding misappropriation of confidential information about a real estate partnership to proceed. However, analysts note that FAA commercial approval remains the more critical factor for both companies' stock performance than litigation outcomes.

06/18/2026, 3:05 PM • The Motley Fool

AST SpaceMobile vs. Joby Aviation: Which Technology Stock Is a Better Buy in 2026?

AST SpaceMobile and Joby Aviation represent high-growth investments in emerging transportation and communication technologies. AST SpaceMobile provides satellite-to-phone broadband connectivity with partnerships across 50+ mobile operators, while Joby Aviation develops electric vertical takeoff aircraft for urban air mobility. Both companies face significant losses and regulatory hurdles, but AST SpaceMobile is recommended as the better near-term investment due to its clearer path to commercialization and existing operator partnerships.

06/17/2026, 4:18 PM • The Motley Fool

The Crowd Is Dumping This Industrial Stock. Here's Why I'd Be Buying the Dip.

Joby Aviation, a leading eVTOL aircraft developer, has seen its stock decline 33% this year despite significant progress toward FAA certification. The company recently demonstrated a successful piloted flight between JFK Airport and Manhattan, marking a major milestone. While the company faces challenges including lack of commercial certification and unproven business model, analysts believe the long-term eVTOL market opportunity could exceed $1 trillion, making the current dip potentially attractive for growth investors.

06/17/2026, 9:19 AM • The Motley Fool

Stock Market Today, June 15: Joby Aviation Jumps on Positive Consumer Sentiment on eVOTLs

Joby Aviation surged 5.79% on June 15, 2026, following a Jefferies consumer survey showing strong interest in electric vertical takeoff and landing (eVOTL) aircraft. The survey revealed that 79% of respondents expressed interest in trying flying taxis, with consumers willing to pay approximately $91 for a 15-minute flight. Competitor eVTOL stocks Archer Aviation and Eve also gained on elevated sector interest.

06/15/2026, 5:13 PM • The Motley Fool

Prediction: Joby Aviation Will Soar Over the Next 5 Years -- 1 Key Driver Behind the Rally

Joby Aviation, an eVTOL aircraft manufacturer, has underperformed since its 2021 SPAC debut despite technical advantages over competitors. The key catalyst for future growth is FAA approval for commercial flights expected in late 2026, which could drive revenue from $53M (2025) to $458M (2028). With backing from Toyota, Delta, and Uber, and a massive addressable market, the stock could more than triple over five years if it meets analyst expectations.

06/12/2026, 2:02 PM • The Motley Fool

Is Archer Aviation Stock Your Ticket to Becoming a Millionaire?

Archer Aviation stock has plummeted near all-time lows as enthusiasm wanes over delayed FAA Type Certification and lack of piloted flight demonstrations. While the company has completed three of four FAA certification phases and participates in the White House's eVTOL program, it remains years away from commercial operations. A $25,000 investment would need a 40-fold gain to reach $1 million, requiring Archer to become a dominant global eVTOL player—a highly unlikely scenario.

06/12/2026, 9:30 AM • The Motley Fool

Joby Aviation Stock Sinks on Latest News. Will the eVTOL Ever Recover Its Lost Value?

Joby Aviation's stock fell 20% last week following a stronger-than-expected jobs report, which raised concerns about potential Federal Reserve interest rate hikes. Despite positive company-specific news including NYC eVTOL demonstration flights, the macroeconomic outlook for high-growth companies dimmed. The stock is down over 50% from its all-time high, though FAA approval could trigger a significant recovery.

06/12/2026, 4:36 AM • The Motley Fool

Why Joby Aviation Soared 29.5% Last Month But Is Plummeting in June

Joby Aviation stock surged 29.5% in May following better-than-expected Q1 earnings and confirmation of commercial flight plans, but has fallen 19.8% in June as investors shift to risk-off positioning due to stronger-than-expected job growth data raising Fed rate hike concerns. The company's highly growth-dependent valuation makes it vulnerable to interest rate increases.

06/08/2026, 6:30 AM • The Motley Fool

Is Joby Aviation Stock a Buy Now?

Joby Aviation is developing electric vertical takeoff and landing (eVTOL) aircraft as flying taxis to reduce urban traffic congestion. The company's battery-powered aircraft are significantly quieter than traditional helicopters (55 dB vs 90 dB) and produce zero emissions. However, Joby faces significant hurdles including obtaining FAA type certification and proving safety and reliability before commercial operations can begin. The stock remains highly speculative with no meaningful revenue, but analysts project the urban air mobility market could reach $9 trillion by 2050.

06/07/2026, 12:30 PM • The Motley Fool