"In a nascent industry projected to hit $29 billion by 2030 - and between $1 trillion and $5 trillion a decade later - direction trumps dollars. Joby's update could highlight its edge in FAA testing, potentially lifting shares if it reaffirms 2026 launches in the UAE and U.S. Archer, with deeper pockets and manufacturing scale, might impress on production ramps, but delays in certification could weigh it down."
"Both Joby and Archer are mapping aggressive paths to commercial operations, blending domestic trials with international footholds. Joby eyes an early 2026 debut in Dubai through a partnership with the UAE government, aiming for air taxi services in high-density urban corridors. Stateside, it's advancing vertiport infrastructure in New York and California, tied to deals with Delta Air Lines ( ) for potential integration into regional travel."
Investors focus on Joby Aviation and Archer Aviation Q3 reports for signals on operational momentum, certification timelines, and funding runway because both remain pre-revenue and capital-intensive. Analysts prioritize direction over traditional metrics, seeking evidence of FAA progress, production ramps, and commercial launch plans. The eVTOL market is projected to reach $29 billion by 2030 and potentially $1–5 trillion later, so execution clarity matters most. Joby highlights FAA testing, Dubai and U.S. 2026 launch targets, and vertiport partnerships, while Archer emphasizes manufacturing scale, deeper cash reserves, a Georgia facility, and Abu Dhabi collaboration.
Read at 24/7 Wall St.
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