JOBY Joby Aviation, Inc.

NEUTRAL Impact: 4/10 Insider Cluster (2 insiders)
Horizon days Filed May 26, 2026 Processed 23d 10h ago
Insider cluster: 2 insiders, $3.4M total
Latest settled — T+5d
JOBY ▲ +3.40% at T+5d
NEUTRAL call ✓ call won +3.40% · α vs SPY +2.19% · entry $11.48 → $11.87
Next anchor: T+20d in 5d
Last close $9.39 (close Jun 17) · -18.21% from $11.48 entry
Entry anchored
May 26, 03:59 PM ET
via Databento tick
T+1d
+7.14%
call +7.14% · α +6.60%
$12.30
settled 23d ago
T+5d
+3.40%
call +3.40% · α +2.19%
$11.87
settled 17d ago
T+20d
call — · α —
in 5d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Two Joby Aviation insiders sold a combined $3.38M in stock over a one-week window ending May 22, 2026. The CEO sold $3.34M (322K shares at ~$10.38) — the overwhelming majority of the cluster — while the Chief Policy Officer sold an additional $37K. The total sell value is ~0.03% of JOBY's $10.7B market cap, which falls well below the 0.1% threshold for materiality. The CEO sale is notable for its size and seniority, but the dollar amount is trivial relative to this mega-cap company.

Key Financial Metrics

Direction
selling
Total Value
$3.4M
Insiders
2

Actionable Insight

The absolute dollar value is noise for a $10.7B company. Per the score calibration, cluster sells are NOT amplified above the proportionality band — and this cluster is trivial by proportionality. The $3.38M sale is too small to be a signal of material adverse information. Watch upcoming earnings (2.02) or any government contract news as the actual catalyst; this insider activity alone does not merit adjusting a position.

Key Facts

  • CEO JoeBen Bevirt sold 322,000 shares for ~$3.34M on May 15, 2026 at $10.38.
  • Chief Policy Officer Gregory Bowles sold 3,486 shares for ~$37,440 on May 22, 2026.
  • Bowles also exercised derivatives (non-cash) for 22,312 shares at $0 on May 21, 2026.
  • Total net sale value is ~$3.38M, or ~0.03% of JOBY's $10.7B market cap.
  • The 30-day trailing insider activity shows 4 total sells for $4.2M — this cluster is the bulk of that.

Financial Impact

Total proceeds of ~$3.38M represent ~0.03% of market cap; the CEO's $3.34M disposal is ~0.031% of his likely economic exposure — consistent with routine pre-10b5-1 diversification.

insider ownership dilution (trivial)

Risk Factors

  • CEO selling could be read as lacking conviction by some traders, but dollar amount is immaterial.
  • No risk of follow-on cluster given the trivial size and single-senior-insider nature.

Market Snapshot

Exchange
NYSE
Sector
Aircraft
Analyst Consensus
19% bullish (16 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-JOBY-1779831391802
8 reports for JOBY
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for JOBY — sortable, filterable
Type Now
Jun 8, 2026
10d ago
Insider Cluster
NEUTRAL ★ 4/10
$9.27 $9.67▲ +4.32%▲ +1.90%$9.39 (+1.29%)
May 28, 2026
21d ago
144
NEUTRAL ★ 4/10
awaiting T+5
May 26, 2026
23d ago
Insider Cluster
NEUTRAL ★ 4/10
$11.48 $11.87▲ +3.40%▲ +2.19%$9.39 (−18.21%)
Apr 8, 2026
10w ago
Insider Cluster
BEARISH ★ 6/10
$8.63 $9.13▼ −5.79%▼ −2.28%$9.39 (−8.81%)
Apr 8, 2026
10w ago
Insider Cluster
NEUTRAL ★ 2/10
$8.63 $9.13▲ +5.79%▲ +2.28%$9.39 (+8.81%)
Apr 2, 2026
11w ago
Insider Cluster
NEUTRAL ★ 3/10
$8.50 $8.34▼ −1.88%▼ −5.50%$9.39 (+10.47%)
Apr 2, 2026
11w ago
Insider Cluster
BEARISH ★ 6/10
$8.50 $8.34▲ +1.88%▲ +5.50%$9.39 (−10.47%)
Mar 11, 2026
14w ago
8-K
NEUTRAL ★ 5/10
$9.74 $9.69▼ −0.51%▲ +0.47%$9.39 (−3.59%)
Showing 8 of 8

US Market Status

Market Closed — Juneteenth — Opens Mon (77h 16m)

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