Parkev Tatevosian, CFA 对 $JOBY 的判断变化

2026-09-13看涨
《Massive Update for Joby Aviation Stock Investors》
对于高风险投资者而言,JOBY 值得买入;尽管业务取得进展并完成使收入翻倍的收购,其估值仍处于历史低位(前瞻市销率 29 倍)。

8月11日,Joby Aviation 收购了 Resident Sciences,这笔收购可能使该公司的营收大约翻倍。

On August 11th, Joby Aviation made an acquisition of Resident Sciences that could roughly double the company's revenue.

我有机会评估了这笔收购、它可能对公司现金流造成的影响,并在考虑这笔收购以及公司整体所取得进展的情况下评估了这项业务,以判断这对风险承受能力极高的投资者来说是否是一个买入机会。

I've had a chance to evaluate that acquisition, the impact it could have on the company's cash flow, and evaluate the business, considering this acquisition and the progress the company has made overall to determine if this is a buying opportunity for investors with a very high risk tolerance.