Insider Trading April 3, 2026

Joby CPO Sells $76k in Shares After RSU Exercise as Testing Advances

Chief Product Officer Eric Allison offloads 9,350 shares while Joby progresses FAA-conforming flight testing and early operations pilots

By Ajmal Hussain JOBY
Joby CPO Sells $76k in Shares After RSU Exercise as Testing Advances
JOBY

Joby Aviation Chief Product Officer Eric Allison sold 9,350 shares of common stock on April 2, 2026, raising roughly $76,202 in proceeds. The sale followed the conversion of restricted stock units into common shares on April 1, 2026. Joby continues to advance its testing program, including Bay Area demonstration flights and flight tests of its FAA-conforming aircraft N547JX, while analysts maintain mixed ratings.

Key Points

  • Joby CPO Eric Allison sold 9,350 shares on April 2, 2026, for approximately $76,202 at prices between $8.15 and $8.44.
  • Allison exercised RSUs on April 1, 2026, acquiring 4,750, 8,305 and 5,045 shares at $0, leaving him with 724,226 shares owned directly.
  • Joby is advancing flight testing - demonstration flights in the San Francisco Bay Area and tests of FAA-conforming aircraft N547JX - while participating in a White House-backed integration pilot program.

Insider transaction details

Joby Aviation NASDAQ:JOBY Chief Product Officer Eric Allison sold 9,350 shares of the company's common stock on April 2, 2026, generating approximately $76,202. The shares were disposed of at prices ranging from $8.15 to $8.44 per share.

Background on the shares sold

The sale followed an internal conversion of restricted stock units into common stock. On April 1, 2026, Allison exercised options to acquire three blocks of Joby common stock - 4,750 shares, 8,305 shares and 5,045 shares - at an exercise price of $0.

Holdings after the transactions

After completing the exercise and the subsequent sale, Allison directly holds 724,226 shares of Joby Aviation common stock.

Market context and valuation note

Joby shares currently trade at $8.50, reflecting a market capitalization of $8.32 billion. The stock has lost 53% of its value over the past six months. According to InvestingPro analysis cited in company reporting, Joby appears slightly overvalued relative to its Fair Value assessment, and 12 additional ProTips are available to subscribers for deeper insight.

Operational milestones

On the operational front, Joby reports successful demonstration flights across the San Francisco Bay Area, marking the launch of its 2026 Electric Skies Tour. The company also began flight testing its first FAA-conforming aircraft, registered N547JX, at its Marina, California facility. That aircraft is described as the first of a fleet designated for Type Inspection Authorization testing, a necessary step on the path toward commercial passenger service certification.

Analyst coverage and program participation

Market research notes reflect differing views on Joby's near-term outlook. Canaccord Genuity has reiterated a Hold rating with a $15.50 price target, citing the progress in Joby's testing program. H.C. Wainwright has maintained a Buy rating with an $18.00 price target following the regulatory milestone announcement. Separately, Joby was selected as a partner in the White House-backed Electric Vertical Takeoff and Landing Integration Pilot Program, enabling early air taxi operations in several states, including Arizona and Texas, prior to FAA type certification.

What this means on the record

The disclosed transactions document a routine post-exercise sale by an executive who retained a majority stake following the conversion, while the company continues to advance aircraft testing and regulatory steps needed for commercial service. The filings and company statements provide a snapshot of insider activity, market valuation commentary and operational progress without introducing new claims beyond the recorded events.


Summary of disclosed transactions and program updates are based on company filings and analyst notes included in the public reporting referenced above.

Risks

  • Regulatory and certification uncertainty - Type Inspection Authorization testing and FAA type certification remain steps that must be completed before commercial passenger service.
  • Valuation and market risk - InvestingPro analysis indicates the stock appears slightly overvalued versus Fair Value, and the share price has declined 53% over the past six months, highlighting volatility.
  • Operational execution risk - While aircraft testing is progressing, continued successful testing and regulatory milestones are required to convert demonstrations and pilots into commercial operations.

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