Barclays Starts Space and Defense Coverage, Favors SpaceX and Rocket Lab
Barclays opened aerospace and defense coverage, rating SpaceX and Rocket Lab Overweight and favoring defense tech over large primes.
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Tesla’s Thruster-Powered Roadster Report Sends eVTOL Stocks Lower
Tesla plans to unveil a redesigned next-generation Roadster as early as August, featuring a limited-edition model with SpaceX cold-gas thrusters for extreme acceleration and brief hovering.
Joby Aviation to Acquire Resonant Sciences for $500 Million in Major Defense Expansion
JOBY shares drop after new at-the-market (ATM) deal allows the company to sell up to $750 million in stock following the acquisition.
JOBY Stock Surges on Revenue Beat, FAA Progress & Higher 2026 Outlook
JOBY climbed after Q2 results showed $38.6M revenue, raised guidance, FAA progress, and plans for first eIPP flights in Texas.
Joby Aviation and Toyota Launch Joint Venture to Scale eVTOL Air Taxi Production
The partnership aims to accelerate manufacturing, improve efficiency, and bring commercial eVTOL flights to market.
AIRO Q4 Results: Revenue Up But Misses Wall Street Targets – Eyes 15-25% Growth in 2026
AIRO reported Q4 2025 revenue of $48.3M (up YoY) but missed Wall Street forecasts. 2026 guidance calls for 15-25% growth backed by $150M drone backlog.