“eVTOL Shares Soar as Potential 2026 Take-off Allures Investors”

Phew! What an extra­or­di­nary last three months for eVTOL com­pa­ny stocks. What an exhil­a­rat­ing ride for investors.

Take Joby Avi­a­tion. After Pres­i­dent Trump’s glob­al tar­iff threats dur­ing March and April, the U.S based com­pa­ny saw its share price plum­met dur­ing the gen­er­al stock mar­ket sell-off to a low of USD5.33 per share. Any­one brave enough to see the fall as mere­ly tem­po­rary and jumped in at these lows… now just three months lat­er, own a stock worth USD17.78 (July 18th) or a 233% increase on their invest­ment. So that USD10,000 ini­tial­ly invest­ed is now worth USD33,300. This dra­mat­ic rise has turned com­pa­ny Founder and CEO, JoeBen Bevirt, into a bil­lion­aire based on the num­ber of shares he owns.

Not only Joby, but oth­er eVTOL com­pa­ny stocks like Archer, Ver­ti­cal Aero­space, EHang and oth­ers have ben­e­fit­ed from a grow­ing pos­i­tive sen­ti­ment towards the indus­try. Even drone com­pa­nies have been assist­ed by this wave of enthu­si­asm. Take Dra­gan­fly. Since ear­ly May, its share price has risen from a low of USD2.61 to USD7.49 (July 18th).

Joby Avi­a­tion share graph

Final­ly, five years after those SPAC flota­tions, fol­lowed by the usu­al stock mar­ket ups and downs, fly­ing taxi investors can breathe a sigh of relief that not only is the indus­try being tak­en seri­ous­ly, but the pub­lic seem keen to get involved with the impend­ing green avi­a­tion rev­o­lu­tion.

And what a ride it has been. For exam­ple, share­hold­ers have expe­ri­enced the trau­ma of see­ing their EHang stock val­ue drop like a stone from a dizzy height of USD124 begin­ning in ear­ly Feb­ru­ary 2021 to lows of around USD4 in Octo­ber 2022; and worse still, Lil­i­um hold­ers had to endure the com­pa­ny being declared bank­rupt in Feb­ru­ary, mak­ing their shares worth­less. The stock mar­ket is not for the faint-heart­ed at the best of times.

So what has been the cat­a­lyst for this recent fer­vour? 

Ini­tial­ly, it was Pres­i­dent Trump who signed three Exec­u­tive Orders last month “aimed at accel­er­at­ing the devel­op­ment of advanced avi­a­tion tech­nolo­gies.” This includes eVTOLs and drones, where fed­er­al agen­cies have been direct­ed to remove reg­u­la­to­ry bar­ri­ers as well as expand drone-relat­ed oper­a­tions. Per­haps, ready to be com­mer­cial­ly flown by the time of the FIFA World Cup in 2026 (to be shared by the U.S, Cana­da and Mex­i­co), as well as the Los Ange­les-based Olympics in 2028?

Please Watch Video

While the World Cup may come too soon, it is cer­tain by 2028 fly­ing taxis will be trans­port­ing peo­ple to the Olympic events. Already, Archer Avi­a­tion has been giv­en the nod for its Mid­night Air­craft to offer a pri­ma­ry ser­vice, but it is like­ly oth­er U.S eVTOL com­pa­nies like Joby and BETA Tech­nolo­gies may share this com­mer­cial ven­ture.

What is dri­ving Pres­i­dent Trump is the desire to not only com­pete with Chi­na in this poten­tial­ly mas­sive new mar­ket, but beat them too. In the short term, that seems unlike­ly.

So, for investors it is time to hold on to your hats and see how the rest of the year fairs. On the eco­nom­ic front, the Trump admin­is­tra­tion claim tar­iffs have already yield­ed a burst of tax rev­enue which importers must pay when they bring tar­get­ed goods into the U.S. Amer­i­ca record­ed around USD27 bil­lion in tar­iff-relat­ed tax rev­enue last month, alone, bring­ing total pay­ments so far this year to more than USD100 bil­lion, Trea­sury Depart­ment data shows.

Mark Zan­di, Chief Econ­o­mist at Moody’s Ana­lyt­ics, said, “Tar­iff rev­enue could exceed USD300 bil­lion by the end of 2025, which would amount to near­ly 1 per­cent of U.S gross domes­tic prod­uct.” That rev­enue could help ease gov­ern­ment deficits, some sug­gest.

Mean­while, the U.S econ­o­my has defied ana­lysts’ fears of a large, tar­iff-induced price spike, while the infla­tion rate clocked in below the 3 per­cent record­ed in Jan­u­ary, the month Pres­i­dent Trump took office. This has offered a feel good fac­tor for the Amer­i­can econ­o­my with the hope of greater things to come, even though the coun­try still labours under a USD37 tril­lion debt.

The present pos­i­tive eco­nom­ic news may or may not prompt the Stock Mar­ket bulls to go all in, expect­ing high­er ris­es in the U.S indices over the com­ing months. If so, the eVTOL sec­tor is an obvi­ous choice, where finan­cial fun­da­men­tals have already flown out of the win­dow and been replaced with sen­ti­ment and momen­tum, where tech­ni­cal ana­lysts now rule the roost and charts and share graphs become king. 

This is why some expect eVTOL stock val­ues to con­tin­ue ris­ing, buoyed by ongo­ing news. For exam­ple, last Wednes­day Joby released a press release that it is expand­ing man­u­fac­tur­ing capac­i­ty at its Cal­i­for­nia facil­i­ty, while acquir­ing a 140-acre site at Day­ton Inter­na­tion­al Air­port, Ohio. This facil­i­ty, set to span 2 mil­lion sq. ft, will even­tu­al­ly be capa­ble of pro­duc­ing up to 500 eVTOLs annu­al­ly. This infor­ma­tion thrust the share price high­er by 17 per­cent.

Joby Avi­a­tion expands Man­u­fac­tur­ing Capac­i­ty in Cal­i­for­nia and Ramps up Ren­o­vat­ed Facil­i­ty in Ohio

At present, stockinvest.us sug­gest Joby shares may still have a way to climb. It writes on July 18th, “The stock holds buy sig­nals from both short and long-term Mov­ing Aver­ages giv­ing a pos­i­tive fore­cast for the stock. It has bro­ken the ris­ing trend up, which indi­cates an even stronger rate of ris­ing. We con­clude that the cur­rent lev­el may hold a buy­ing oppor­tu­ni­ty as there is a fair chance for Joby Avi­a­tion stock to per­form well in the short-term peri­od.” 

The arti­cle ends, “We have upgrad­ed our analy­sis con­clu­sion for this stock since the last eval­u­a­tion from a Hold/Accumulate to a Strong Buy can­di­date.”

https://stockinvest.us/stock/JOBY

Of course, do your own research, lis­ten to your gut and take what the so-called experts say with a pinch of salt. Expect share move­ments to be volatile and errat­ic. But “IF” the Joby stock does con­tin­ue to rise over the com­ing weeks, the oth­er eVTOL shares may well ride on its coat­tails. On the oth­er hand, if a long-term investor then all this noise and froth is mean­ing­less to you. 

Below is a list of relat­ed com­pa­nies on the Stock Mar­ket along with their tick­er sym­bol.

Surf Air Mobil­i­ty (SRFM); Joby Avi­a­tion (Joby); Eve Air Mobil­i­ty (EVEX); Archer Avi­a­tion (ACHR); EHang (EH); Ver­ti­cal Aero­space (EVTL); Blade Air (BLDE); XTI Aero­space (XTIA); Vola­tus (VLTTF).

Mean­while, expect oth­er emerg­ing eVTOL com­pa­nies to float on the Stock Mar­ket. Per­haps, one of the more excit­ing prospects is XPeng Aero­ht who has stat­ed it may car­ry out an IPO at the end of this year. It is not cer­tain whether the com­pa­ny will choose the Hong Kong or U.S Stock Exchange.

Of all the Chi­nese ones, this has to be the most appeal­ing as it dwarfs EHang in stature. Sup­port­ed by XPeng, one of the largest glob­al auto­mo­bile man­u­fac­tur­ers, its extra­or­di­nary Land Air­craft Car­ri­er Mod­u­lar Fly­ing Car is straight out of an Asi­mov nov­el. Then there is the Voy­ager X2, sim­i­lar-look­ing to an EHang 216‑S. And what about TCab Tech who last week announced a stun­ning deal with Autocraft worth over USD1 bil­lion. Will they be car­ry­ing out an IPO in the near future? Not for­get­ting Aut­oFlight, Aerofu­gia, Ver­taxi, Volant Aerotech and Wan­feng who through a sub­sidiary, Dia­mond Air­craft Indus­tries, bought Volo­copter back in March.

XPeng Land Air­craft Car­ri­er Mod­u­lar Fly­ing Car and Voy­ager X2 (Cred­it: XPeng Aero­ht)

While it is pos­si­ble to buy shares on the Chi­nese Exchanges this can be both com­plex and haz­ardous. It is best to focus on the U.S mar­ket where a num­ber of Chi­nese com­pa­nies list. EHang is a good exam­ple. The com­pa­ny can be found on NASDAQ. If a UK investor, var­i­ous bro­kers have access to Amer­i­can exchanges includ­ing IG Index and Har­g­reaves Lans­down.

Amer­i­can poet and essay­ist, Walt Whit­man, whim­si­cal­ly said, “The future is no more uncer­tain than the present.” And with two major wars rag­ing; reg­u­lar vio­lence and demon­stra­tions on the streets of Amer­i­ca and Europe; ris­ing glob­al debt; and increas­ing cli­mate ‘acts of god’; the glob­al stock mar­kets con­tin­ue to show sur­pris­ing resilience.

We have been promised that 2026 is the start of com­mer­cial green avi­a­tion flights, where the Mid­dle East will forge the way along­side Chi­na. Unfor­tu­nate­ly, the infra­struc­ture required lags well behind the actu­al air­craft man­u­fac­tur­ing. And while exist­ing heli­ports can be used as ini­tial loca­tions, it may take some years for lead­ing U.S pio­neers like Joby and Archer to make mon­ey, where an annu­al prof­it remains a dis­tant dream.

At present, this seems unim­por­tant for stock­hold­ers. As prices con­tin­ue to rise that urge to jump onboard increas­es, where com­mon sense becomes blurred with not want­i­ng to be left behind. No-one knows what may hap­pen this week, let alone next month, but the eVTOL indus­try has turned a sig­nif­i­cant cor­ner with its devel­op­ment progress and ris­ing share prices are a sign that investors wish to be a part of this rev­o­lu­tion.

(Top image: Joby Avi­a­tion)

For the lat­est news, insights and con­tent regard­ing the glob­al Advanced Air Mobil­i­ty mar­ket, please join the fol­low­ing eVTOL Insights chan­nels: What­sApp, Face­book, Insta­gram, Spo­ti­fy, Apple Pod­casts, YouTube, X and LinkedIn.