Key insights
- The eVTOL sector is gaining momentum with companies like Joby, EVEX, and HOVR nearing certification and production. Initial operations are starting in cities like NYC, SF, and Dubai. Institutional investment is increasing. McKinsey projects a substantial market expansion to $350B by 2030-35, suggesting significant growth potential for the sector and related equities.
eVTOL are approaching certification, production and routes. NYC, SF, Dubai started already seeing this vehicles flying.
First JOBY. EVEX, HOVR, BETA, ARCHER to follow.
Stock prices show institutions taking position. Check today's price chart in biggest players.
Joby: flying in several metropolis, Dubai vertiports being finalized
EVEX: huge backlog, Embraer engineering backup, ecosystem property being created,production lines already in place from Embraer
HOVR: hybrid aircraft 800k autonomy, weather resilient, possible partnership with Bombardier
Do your own DD. Mackinsey estimates a 2030-35 market $350B, from less than 0.5B today. No other area has this upside.