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Hot Research: Buy Flying Cars. Joby Aviation Picks Up First Buy Rating. -- Barrons.com
Hot Research: Buy Flying Cars. Joby Aviation Picks Up First Buy Rating. -- Barrons.com
(The companies mentioned in Hot Research are subjects of research reports issued recently by investment firms. Their opinions do not represent those of Barrons.com or Dow Jones & Company, Inc. Some of the reports' issuers have provided, or hope to provide, investment-banking or other services to the companies being analyzed. Share prices at the time the report was issued and the date of the report are in parentheses.)
By Al Root
There is a future in flying cars -- of a sort.
Morgan Stanley is bullish on eVTOL. That's electric vertical takeoff and landing aircraft. These are smaller, helicopter-like vehicles that many new startups want to use in ride-hailing applications. It's a little like an Uber ride in the sky.
Thursday, Kristine Liwag launched coverage of eVTOL maker Joby Aviation (ticker: JOBY) with a Buy rating. The "sky's the limit," wrote Liwag. She sees upside as high as $60 a share. But there are risks to any new disruptive technology, so on balance, she takes a more conservative approach. Her official target price is $16 a share.
Joby stock is up about 11% in early trading, at about $10.69 a share. The S&P 500 and Dow Jones Industrial Average are up about 0.8% and 1.2%, respectively.
It's Joby's first rating, according to Bloomberg. That's one reason for the big reaction. It's the first, and only, call on the stock. And it's bullish. Joby just completed its merger with a SPAC, making it a publicly traded company in August. It typically takes Wall Street a few weeks to ramp up coverage.
A stock the size of Joby -- its market cap is more than $7 billion based on its fully diluted share count -- will typically have eight to 10 analysts covering it.
A lack of coverage, plus a disruptive technology usually means stock market volatility. Joby stock was about $10 before the SPAC merger closed. It shot up to about $13 right after that before sliding all the way back to less than $10 before the new rating.
eVTOL -- as an industry or an investment -- is a little like commercial space flight. Helicopters have been around for ever, like rockets. But falling costs are enabling new applications. (Reusable rockets have led to SpaceX being valued at $74 billion in private markets.)
Liwag sees sales growing from zero today to about $390 million in 2026 and $3.4 billion by 2030. Between now and 2026, Joby has to receive FAA approvals for its new aircraft. That should come around 2022. By 2026, the company expects to operate its planes 12 hours of day, seven hours of which will generate sales, with the average length of flight being 24 miles.
The average flight should cost people about $50 and cost Joby about $20 to operate. All of those assumptions are just best guesses at this point. The eVTOL is new.
Joby isn't the only player though. Blade Air Mobility (BLDE), Archer Aviation (ACHR) and Lilium (LILM) are three other stocks in the eVTOL business. Blade stock is up 0.1% in Thursday trading. Lilium stock is down almost 2%. Archer shares have gained about 1.5%. Blade has three analysts covering its stock. All three rate the shares a Buy. Archer has one analyst covering its stock. Benchmark analyst Josh Sullivan rates shares Buy and has a $15 price target. Lilium has one analyst covering its stock, too. Piper Sandler analyst Alex Potter rates shares Buy. His price target is $17.
Overall, Wall Street sees gains ahead for eVTOL.
(The companies mentioned in Hot Research are subjects of research reports issued recently by investment firms. Their opinions do not represent those of Barrons.com or Dow Jones & Company, Inc. Some of the reports' issuers have provided, or hope to provide, investment-banking or other services to the companies being analyzed. Share prices at the time the report was issued and the date of the report are in parentheses.)
(热点研究中提到的公司是投资公司最近发布的研究报告的对象。他们的观点并不代表Barrons.com或道琼斯公司(Dow Jones&Company,Inc)的观点。报告的一些发行人已经或希望向被分析的公司提供投资银行或其他服务。(括号内为报告发布时的股价和报告日期。)
By Al Root
按Al Root
There is a future in flying cars -- of a sort.
会飞的汽车在某种程度上是有前途的。
Morgan Stanley is bullish on eVTOL. That's electric vertical takeoff and landing aircraft. These are smaller, helicopter-like vehicles that many new startups want to use in ride-hailing applications. It's a little like an Uber ride in the sky.
摩根士丹利看好eVTOL。那是电动垂直起降飞机。这些是较小的直升机状车辆,许多新的初创公司希望在叫车应用中使用它们。这有点像空中的优步。
Thursday, Kristine Liwag launched coverage of eVTOL maker Joby Aviation (ticker: JOBY) with a Buy rating. The "sky's the limit," wrote Liwag. She sees upside as high as $60 a share. But there are risks to any new disruptive technology, so on balance, she takes a more conservative approach. Her official target price is $16 a share.
周四,克里斯汀·利瓦格(Kristine Liwag)对eVTOL制造商Joby Aviation(股票代码:Joby)进行了报道,评级为买入。利瓦格写道,“天空是极限。”她认为上涨幅度高达每股60美元。但任何新的颠覆性技术都有风险,所以总的来说,她采取了更保守的方式。她的官方目标价是每股16美元。
Joby stock is up about 11% in early trading, at about $10.69 a share. The S&P 500 and Dow Jones Industrial Average are up about 0.8% and 1.2%, respectively.
Joby股价早盘上涨约11%,约报每股10.69美元。标普500指数和道琼工业指数分别上涨约0.8%和1.2%。
It's Joby's first rating, according to Bloomberg. That's one reason for the big reaction. It's the first, and only, call on the stock. And it's bullish. Joby just completed its merger with a SPAC, making it a publicly traded company in August. It typically takes Wall Street a few weeks to ramp up coverage.
据彭博社报道,这是乔比的第一次评级。这是引起巨大反响的原因之一。这是第一次,也是唯一一次对股票的看涨。而且它是看涨的。Joby刚刚完成了与SPAC的合并,使其在8月份成为一家上市公司。华尔街通常需要几周时间才能扩大覆盖面。
A stock the size of Joby -- its market cap is more than $7 billion based on its fully diluted share count -- will typically have eight to 10 analysts covering it.
Joby这样规模的股票--根据完全稀释后的股票计算,其市值超过70亿美元--通常会有8到10名分析师负责跟踪。
A lack of coverage, plus a disruptive technology usually means stock market volatility. Joby stock was about $10 before the SPAC merger closed. It shot up to about $13 right after that before sliding all the way back to less than $10 before the new rating.
缺乏报道,加上颠覆性的技术,通常意味着股市的波动。在SPAC合并完成之前,Joby的股价约为10美元。在那之后,它立即飙升至约13美元,然后一路下滑至新评级之前的不到10美元。
eVTOL -- as an industry or an investment -- is a little like commercial space flight. Helicopters have been around for ever, like rockets. But falling costs are enabling new applications. (Reusable rockets have led to SpaceX being valued at $74 billion in private markets.)
EVTOL--作为一项产业或一项投资--有点像商业太空飞行。直升机一直存在,就像火箭一样。但不断下降的成本正在使新的应用成为可能。(可重复使用的火箭使SpaceX在非公开市场的估值达到740亿美元。)
Liwag sees sales growing from zero today to about $390 million in 2026 and $3.4 billion by 2030. Between now and 2026, Joby has to receive FAA approvals for its new aircraft. That should come around 2022. By 2026, the company expects to operate its planes 12 hours of day, seven hours of which will generate sales, with the average length of flight being 24 miles.
Liwag预计销售额将从今天的零增长到2026年的约3.9亿美元,到2030年增长到34亿美元。从现在到2026年,Joby的新飞机必须获得联邦航空局的批准。这应该会在2022年左右到来。到2026年,该公司预计其飞机每天运营12小时,其中7小时将产生销售额,平均飞行时长为24英里。
The average flight should cost people about $50 and cost Joby about $20 to operate. All of those assumptions are just best guesses at this point. The eVTOL is new.
一架飞机的平均运营费约为50美元,Joby的运营费约为20美元。在这一点上,所有这些假设都只是最好的猜测。EVTOL是全新的。
Joby isn't the only player though. Blade Air Mobility (BLDE), Archer Aviation (ACHR) and Lilium (LILM) are three other stocks in the eVTOL business. Blade stock is up 0.1% in Thursday trading. Lilium stock is down almost 2%. Archer shares have gained about 1.5%. Blade has three analysts covering its stock. All three rate the shares a Buy. Archer has one analyst covering its stock. Benchmark analyst Josh Sullivan rates shares Buy and has a $15 price target. Lilium has one analyst covering its stock, too. Piper Sandler analyst Alex Potter rates shares Buy. His price target is $17.
不过,乔比并不是唯一的球员。Blade Air Mobility(BLDE)、Archer Aviation(ACHR)和Lilium(LILM)是eVTOL业务中的另外三只股票。刀片股在周四交易中上涨0.1%。百合股价下跌近2%。Archer的股价上涨了约1.5%。刀片有三名分析师负责其股票。这三家公司都将这些股票的评级定为买入。Archer有一位分析师追踪其股票。基准分析师乔什·沙利文(Josh Sullivan)对股票购买进行了评级,并设定了15美元的目标价。Lilium也有一位分析师负责其股票。Piper Sandler分析师亚历克斯·波特(Alex Potter)对股票买入进行评级。他的目标价是17美元。
Overall, Wall Street sees gains ahead for eVTOL.
总体而言,华尔街认为eVTOL未来会有所增长。
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在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国,moomoo上的投资产品和服务由Moomoo Financial Inc.提供,一家受美国证券交易委员会(SEC)监管的持牌主体。 Moomoo Financial Inc.是金融业监管局(FINRA)和证券投资者保护公司(SIPC)的成员。
在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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