Joby Aviation Will Report Earnings on February 25: Options Traders Brace for an 11.96% Move in JOBY Stock

FomoAnxiety · 2026-02-25T00:31:10+00:00

Joby Aviation is set to report Q4 2025 results, with analysts expecting a narrower loss and revenue growth. Traders anticipate an 11.96% stock movement post-announcement, higher than previous quarters. Key areas of focus include FAA approval timelines, commercial launch plans, production capacity, and cash funding for operations. The stock holds a Moderate Sell rating with a potential upside.

FomoAnxiety

2026-02-25 00:31:10

Abstract generation in progress

Joby Aviation (JOBY), an air-taxi company, is scheduled to announce its results for the fourth quarter of 2025 after the market close on Wednesday, February 25, and the options market is expecting a volatile reaction. Based on options pricing, traders are expecting an 11.96% move in either direction in JOBY stock following its Q4 2025 earnings. This implied move is higher than the stock’s average post-earnings move (in absolute terms) of 4.4% over the past four quarters.

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Analysts’ Expectations for Joby’s Q4 Results

Wall Street expects Joby to report a narrower loss of about $0.22 per share in Q4 2025, compared with a $0.34 loss a year earlier. Revenue is projected at roughly $16.18 million, up from about $28,000 in the year-ago quarter.

In Q3, the company generated $23 million in revenue, largely from government and defense work rather than commercial air-taxi service.

What to Watch in JOBY’s Earnings

First, investors will look for an update on FAA approval. Joby has entered the final stages of the FAA approval process and has started testing its aircraft, an important step before commercial service begins. Markets will want to know if the timeline is still on track and when passenger service could realistically begin.

Next is the commercial launch plan. The company still aims to start air-taxi service in Dubai in 2026. Investors will listen for details on start dates, early routes, and how quickly flights could expand after launch.

Production is another key topic. Joby is working with Toyota ™ to prepare its factory and train staff to build aircraft at higher volumes. The call should clarify how many aircraft the company can produce once approval is granted.

Next, attention will turn to cash and funding. Earlier this year, Joby raised new funding through an expanded share and debt offering to support certification and manufacturing. Investors will want to know how long this cash can fund operations before the company begins to earn steady revenue.

Is Joby Aviation Stock a Good Buy?

On TipRanks, JOBY stock has received a Moderate Sell consensus rating, with two Holds and one Sell assigned in the last three months. The average JOBY stock price target is $15.50, suggesting a potential upside of 57.04% from the current level.

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