Market PositioningJOBY is best positioned to win early air taxi market share, leveraging their partnership with UBER after acquiring Uber Elevate.
Production CapacityManagement indicated that they have doubled Joby’s production capacity in Marina, California and are still tracking towards a build rate of one eVTOL aircraft per month by EOY.
Regulatory MilestonesRegulatory milestone completions would be positive catalysts for Joby's stock as these milestones directly address the commercialization de-risking that investors are looking for.