Here’s What Lifted Joby Aviation (JOBY) in Q3

In its third-quarter 2025 capitalist letter, Polen U.S. Small Cap Growth Strategy highlighted stocks specified arsenic Joby Aviation, Inc. (NYSE:JOBY). Joby Aviation, Inc. (NYSE:JOBY) is simply a vertically integrated aerial mobility company. The one-month instrumentality of Joby Aviation, Inc. (NYSE:JOBY) was -15.25%, and its shares gained 92.81% of their worth implicit the past 52 weeks. On November 19, 2025, Joby Aviation, Inc. (NYSE:JOBY) banal closed astatine $13.67 per share, with a marketplace capitalization of $12.464 billion.

Polen U.S. Small Cap Growth Strategy stated the pursuing regarding Joby Aviation, Inc. (NYSE:JOBY) successful its 3rd 4th 2025 capitalist letter:

"The apical contributors to the Portfolio’s comparative show successful the 4th were Bloom Energy, Joby Aviation, Inc. (NYSE:JOBY), and Powell Industries. Joby Aviation is the starring institution successful the emerging electrical vertical takeoff and landing (“eVTOL”) segment—a caller people of craft that usage electrical motors and batteries to fly. eVTOLs assistance to lick the increasing issues astir municipality postulation congestion, dilatory crushed transportation, and the biology interaction of accepted aviation by providing faster, quieter, and cleaner aerial transit that doesn't necessitate agelong runways. The outgo to manufacture and run these eVTOLs is comparatively inexpensive arsenic compared to helicopters, for instance, and astatine standard this should go a viable alternate to requesting an Uber to the airport. During the period, the banal benefitted from excitement astir investigating longer-range flights, arsenic good arsenic from the announcement of the acquisition of Blade Air Mobility’s rider business."

Joby Aviation, Inc. (NYSE:JOBY) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 31 hedge money portfolios held Joby Aviation, Inc. (NYSE:JOBY) astatine the extremity of the 2nd quarter, up from 23 successful the erstwhile quarter. While we admit the imaginable of Joby Aviation, Inc. (NYSE:JOBY) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.