Reverse Stock-Split Watch: Archer Aviation at $4 and Joby Aviation at $5. Here's Which One Gets There First -- and What History Says Happens After.

Archer Aviation and Joby Aviation face significant financial challenges as their stock prices have declined sharply in 2026 (down 48.5% and 59.6% respectively). While neither company currently faces immediate reverse stock split requirements, both continue heavy spending on aircraft development and may need additional capital. Historical data shows stocks underperform after reverse splits, with the more pressing concern being how much capital these companies need before generating meaningful revenue from their electric air-taxi services.

11/09/2026, 4:30 PM • The Motley Fool

Why Joby's Recent Earnings Beat Really Doesn't Matter

Joby Aviation reported a $55 million revenue beat in Q3 2026, primarily from its acquired Blade passenger business, and raised full-year guidance. However, the company's operating loss widened to $278.1 million, and analysts argue the earnings results are largely irrelevant since the stock's real value depends on FAA approval for its eVTOL aircraft and the broader air taxi market outlook, not near-term financial performance.

11/09/2026, 12:43 PM • The Motley Fool

Where Will Joby Aviation Stock Be in 5 Years?

Joby Aviation is projected to achieve profitability in 2031, a year later than competitors Archer Aviation and Beta Technologies. Unlike its OEM peers, Joby pursues a transportation-as-service (TaaS) model requiring it to own and operate eVTOLs, which will burn cash initially but aim for long-term recurring revenue. The company's success hinges on developing autonomous eVTOL technology to reduce costs and improve commercial viability. Recent $37 million in U.S. Air Force funding for autonomous flight development is viewed as a positive indicator for Joby's long-term prospects.

11/09/2026, 7:30 AM • The Motley Fool

The Best Industrial Stock to Buy With $1,000 Right Now

Joby Aviation is recommended as the best industrial stock to buy with $1,000, as it develops electric vertical takeoff and landing (eVTOL) aircraft for urban air taxi services. The company is nearing FAA certification and commercial operations, with backing from Toyota and demonstration flights completed. However, investors should be aware of regulatory risks, high valuation multiples (40x trailing revenue), and the company's path to profitability remains uncertain.

11/02/2026, 3:00 PM • The Motley Fool

Joby Aviation's Dubai Launch Is the 1 Catalyst That Could Reverse a 73% Drop. Here's the Timeline -- and the Risk.

Joby Aviation's stock has fallen 73% from its 52-week high, but the company's planned commercial air taxi service launch in Dubai before year-end 2026 could be a major turning point. With an exclusive six-year operating agreement with Dubai's Roads and Transport Authority and plans for four vertiports, Joby aims to demonstrate its business model works. However, success depends on regulatory approvals, operational readiness, and infrastructure completion, with delays potentially pressuring shares further.

10/30/2026, 2:45 PM • The Motley Fool

Joby Is Buying a Defense Company. Archer Plans to Buy 3 From Boeing. Here's Which Pivot Makes More Sense.

Joby Aviation is acquiring defense specialist Resonant Sciences for $500 million while Archer Aviation is acquiring three Boeing subsidiaries (Wisk Aero, SkyGrid, and Insitu) for a 16.5% stake. Both companies are pivoting toward defense as their commercial eVTOL aircraft businesses remain unproven. Archer appears further behind in FAA certification and commercial viability, making its defense diversification more critical, though neither company has demonstrated strong organic revenue growth in their core eVTOL businesses.

10/30/2026, 5:45 AM • The Motley Fool

Is Archer Aviation Stock a Buy Before Its Q3 Earnings Report?

Archer Aviation is scheduled to report Q3 earnings on Nov. 9. While the planned acquisition of Boeing subsidiaries (Wisk Aero, Insitu, and SkyGrid) could significantly boost revenue by over $200 million annually, it will also cause shareholder dilution. The company is expected to report substantial losses ($170-200 million adjusted EBITDA loss), and with an uncertain FAA certification timeline, the author recommends waiting for more material progress before investing.

10/29/2026, 1:00 PM • The Motley Fool

The Pentagon Is Now the eVTOL Industry's Biggest Customer. Here's How Much Revenue That's Actually Worth to Archer and Joby.

Joby Aviation and Archer Aviation are turning to Pentagon defense contracts as a critical revenue bridge while awaiting FAA certification and commercial eVTOL service launches. Joby has a $163 million Air Force contract and acquired Resonant Sciences for $500 million for defense operations, while Archer has a $142 million Air Force contract. Defense revenue provides early, reliable cash flow as both companies face years of cash outflows before commercial viability, though commercial adoption faces headwinds including congested airspace concerns.

10/28/2026, 5:50 AM • The Motley Fool

Joby Aviation Stock Just Hit a 52-Week Low. History Says This Happens Next

Joby Aviation stock has fallen below $5, near its 52-week low of $4.40, as Wall Street loses enthusiasm for the eVTOL industry despite the company's achievements like autonomous flight completion and acquisition plans. However, history shows Joby has recovered from similar downturns after major announcements. The stock's future depends on reaching key milestones like FAA type certification or starting passenger service, which could drive it back into double digits.

10/26/2026, 5:30 PM • The Motley Fool

Wall Street Thinks Archer Aviation Is a Buy. Here's Why I Don't.

Despite analyst price targets suggesting upside potential, Archer Aviation faces significant headwinds including FAA certification delays for its Midnight eVTOL aircraft, ongoing patent litigation with Vertical Aerospace, substantial cash burn ($284.2M loss in Q2), and intense competition from well-funded rivals like Joby Aviation and international competitors. The company remains pre-revenue on its core business while experiencing significant share dilution.

10/25/2026, 8:30 PM • The Motley Fool

Wall Street Thinks the eVTOL Sector Is Ready for Takeoff. Here's Why I Don't.

Despite investor enthusiasm, the eVTOL industry faces significant headwinds including expensive aviation-grade batteries (10x costlier than EV batteries), lengthy FAA certification delays (potentially until mid-2027), unresolved regulatory and infrastructure questions, and uncertain market demand. The author argues that even if technical challenges are solved, the business model remains financially risky with unclear profitability pathways, and warns against investing in pure-play eVTOL stocks.

10/23/2026, 1:00 PM • The Motley Fool

Is 2027 the Turnaround Year for These 4 EV and Air Taxi Stocks?

Four EV and air taxi stocks—Rivian, Lucid, Archer Aviation, and Joby Aviation—have suffered significant declines in 2026. The article examines whether 2027 could be a turnaround year for each company. Rivian's success hinges on the launch of its affordable Standard R2 SUV, Lucid must achieve profitability with a lower-cost model, while Archer and Joby await critical FAA type certification for their eVTOL aircraft designs.

10/23/2026, 5:30 AM • The Motley Fool

Prediction: Here's What a $1,000 Investment in Archer Aviation Will Be Worth by 2030

Archer Aviation, an eVTOL aircraft developer, has seen its stock fall from $9.90 to under $4 per share since its 2021 SPAC merger. Despite trailing competitor Joby Aviation in FAA certification and facing legal disputes, analysts project significant revenue growth through 2028. If the company achieves its milestones and maintains 20% revenue growth through 2030, its market cap could rise nearly fivefold to $14.6 billion, making it a potential multibagger—though it risks falling further if it misses near-term goals.

10/22/2026, 11:30 AM • The Motley Fool

Global Urban Air Mobility Market Projected to Reach $16.27 Billion by 2035, Driven by Smart City Initiatives and Rising eVTOL Adoption

The global Urban Air Mobility (UAM) market is projected to grow from $2.16 billion in 2026 to $16.27 billion by 2035 at a CAGR of 20.9%, driven by eVTOL aircraft adoption, smart city initiatives, and advancements in electric propulsion. North America leads with 26.8% market share, while key players including Joby Aero, Archer Aviation, EHang, and Eve Holding are racing for commercialization and regulatory certification.

10/22/2026, 10:00 AM • GlobeNewswire

Archer vs Joby: What's the Better eVTOL Stock to Buy Right Now?

Both Archer Aviation and Joby Aviation are unprofitable eVTOL companies burning through significant cash while awaiting FAA certification. Joby has a higher market valuation ($4.7B vs $3.1B) and more cash reserves, but also generates some revenue from its Blade Air Mobility acquisition. The author recommends Archer as the better buy due to its lower valuation, despite both stocks being highly risky investments with considerable downside potential.

10/20/2026, 4:50 PM • The Motley Fool