Can Joby Aviation Stock Recover If Markets Fall?

JOBY: Joby Aviation logo
JOBY
Joby Aviation

Joby Aviation (JOBY) stock is down 16.7% in a day. The recent slide reflects concerns over Joby’s upsized capital raise and potential dilution, but sharp drops like this often raise a tougher question: is the weakness temporary, or a sign of deeper cracks in the story?

Before judging its downturn reslience, let’s look at where Joby Aviation stands today.

  • Size: Joby Aviation is a $9.4 Bil company with $23 Mil in revenue currently trading at $11.14.
  • Fundamentals: Last 12 month revenue growth of 1934.5% and operating margin of -2926.6%.
  • Liquidity: Has Debt to Equity ratio of 0.0 and Cash to Assets ratio of 0.72
  • Valuation: Joby Aviation stock is currently trading at P/E multiple of -8.9 and P/EBIT multiple of -14.2
  • Has returned (median) -15.8% within a year following sharp dips since 2010. See JOBY Dip Buy Analysis.

These metrics point to a Strong operational performance, alongside Very High valuation – making the stock Relatively Expensive. For details, see Buy or Sell JOBY Stock

That brings us to the key consideration for investors worried about this fall: how resilient is JOBY stock if markets turn south? This is where our downturn resilience framework comes in. Suppose JOBY stock falls another 20-30% to $8 – can investors comfortably hold on? Turns out, the stock saw an impact slightly better than the S&P 500 index during various economic downturns, based on (a) how much the stock fell and, (b) how quickly it recovered. Below, we dive deeper into each such downturn.

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2022 Inflation Shock

  • JOBY stock fell 79.7% from a high of $15.70 on 16 February 2021 to $3.18 on 27 December 2022 vs. a peak-to-trough decline of 25.4% for the S&P 500.
  • However, the stock fully recovered to its pre-Crisis peak by 16 July 2025
  • Since then, the stock increased to a high of $20.39 on 4 August 2025 , and currently trades at $11.14

  JOBY S&P 500
% Change from Pre-Recession Peak -79.7% -25.4%
Time to Full Recovery 932 days 464 days

 
2020 Covid Pandemic

  • JOBY stock fell 4.1% from a high of $11.84 on 28 December 2020 to $11.36 on 30 December 2020 vs. a peak-to-trough decline of 33.9% for the S&P 500.
  • However, the stock fully recovered to its pre-Crisis peak by 12 January 2021

  JOBY S&P 500
% Change from Pre-Recession Peak -4.1% -33.9%
Time to Full Recovery 13 days 148 days

 
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