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The Zacks Analyst Blog Joby Aviation, Uber and Archer Aviation

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For Immediate Releases

Chicago, IL – December 26, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Joby Aviation (JOBY - Free Report) , Uber Technologies (UBER - Free Report) , Archer Aviation (ACHR - Free Report) .

Here are highlights from Friday’s Analyst Blog:

Can Joby's 25-Vertiport Deal Accelerate Air Taxi Adoption?

Joby Aviation, a developer of electric air taxis for commercial passenger service, has teamed up with Metropolis Technologies, a leader in applied AI for the real world, to develop 25 vertiports across the United States for JOBY’s electric vertical take-off and landing (eVTOL) aircraft. The partnership will involve Metropolis’ AI-based recognition technology and its extensive footprint across aviation and baggage services.

The deal follows Metropolis’ $1.5 billion acquisition of SP+ and a $1.6 billion Series D funding round. The companies will locate the vertiports across Metropolis’ portfolio in early electric air taxi markets, assessing new and existing facilities for integration. The association between JOBY and Metropolis aims to make use of the latter’s network of 4,200 parking locations, as well as its baggage and aviation services at over 350 sites.

Joby intends to incorporate AI-based recognition technology by Metropolis, including broader computer vision and biometrics. Metropolis will introduce its Bags VIP service, through its Bags subsidiary, to Joby’s Blade Urban Air Mobility operation, which aims to offer five-minute flights between Manhattan and Newark or JFK airports. The companies expect the baggage handling service to ease passenger concerns regarding luggage requirements.

JOBY is preparing to begin commercial operations in the near future. As part of its commercialization strategy for air taxi services, Joby recently completed its acquisition of Blade Air Mobility’s urban air mobility passenger business — a major milestone on the path to launching commercial operations.

Following the acquisition, Joby Aviation and Uber Technologies announced plans to bring Blade’s air mobility services to the latter’s app by 2026. Joby Aviation and Uber have collaborated on advancing the future of urban air mobility since 2019. In 2021, Joby Aviation acquired Uber’s Elevate division, which was instrumental in shaping the urban air mobility industry and creating key tools for market selection, demand forecasting and multi-modal operations.

Taking a Look at Another eVTOL Player

Joby’s main rival in the eVTOL space is Archer Aviation. In December, Archer Aviation shared its plan to build an air taxi network in the Miami metropolitan area. This initiative is meant to help people avoid road traffic and offer a safe and efficient new way to travel across the fast-growing region.

Moreover, Archer Aviation recently entered into a partnership with Karem Aircraft. Through this collaboration, Archer Aviation will gain access to Karem’s advanced rotor and tiltrotor technologies for the next-generation autonomous, hybrid-propulsion VTOL aircraft, supporting its goal of developing a dual-use aircraft that can meet the needs of both commercial users and military operators.

Joby’s Price, Valuation & Earnings Estimates

Shares of Joby have gained in double digits over the past six months, outperforming the Zacks Aerospace-Defense industry.

From a valuation perspective, Joby is trading at a premium compared with its industry. Joby carries a Value Score of F.

The Zacks Consensus Estimate for JOBY’s fourth-quarter 2025, first-quarter 2026, full-year 2025 and 2026 losses have widened over the past 60 days.

JOBY’s Zacks Rank

JOBY currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Previewreports. If you want an email notification each time Sheraz publishes a new article, please click here>>>

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance  for information about the performance numbers displayed in this press release.


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Uber Technologies, Inc. (UBER) - free report >>

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