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Benzinga
5 days

Joby Vs. Archer: Two Air Taxi Rivals Race Toward 2026 — But Who Really Has Lift-Off?

1. Joby Aviation aims for FAA certification testing by early 2026. 2. Joby leverages Toyota's manufacturing capacity to scale production to 24 aircraft/year. 3. Acquisition of Blade's Passenger business enhances Joby's market access and booking integration. 4. Joby's partnership with L3Harris may catalyze future developments in defense aircraft. 5. Competition with Archer Aviation intensifies, both target market share in eVTOL sector.

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FAQ

Why Bullish?

Joby's strategic partnerships and production scalability signal positive growth potential, akin to Tesla's trajectory in its early days.

How important is it?

The article discusses Joby's competitive positioning and business strategies, both crucial for investors.

Why Long Term?

The push for FAA certification and market share capture will yield results over several quarters, as seen with Rivian and Lucid during their commercialization phases.

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