2款eVTOL股票或为早期投资者带来改变人生的回报

Rick Orford, The Motley Fool

October 9, 2026 5 min read

The electric vertical takeoff and landing (eVTOL) industry is looking less like science fiction and more like the future of transportation. Today, Joby Aviation (NYSE: JOBY) and Archer Aviation (NYSE: ACHR) are among the companies leading the charge.

Both are advancing toward commercial air taxi operations while expanding into defense and autonomous aviation. If eVTOLs become mainstream, these early leaders could have significant room to grow, delivering massive upside for investors who get in early.

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Joby Aviation is creating a real transportation network

Joby's certification lead makes it the logical place to start. Joby is looking less like a speculative aircraft start-up and more like a company building an entirely new transportation system. That's because the biggest selling point for early investors is that Joby is making progress on several fronts at once: aircraft certification, manufacturing, and infrastructure.

In its latest update, the company said it made its biggest progress yet in the final stage of FAA Type Certification, with aircraft already flying and additional vehicles moving through production.

That progress matters because Joby's opportunity extends far beyond simply selling aircraft. Ultimately, the company wants to run an aerial ride-sharing network, allowing passengers to book all-electric flights that can bypass congested roads.

Plus, its partnership with Virgin Atlantic is particularly interesting because it gives the company a path to integrate air taxi trips directly into an established airline's customer journey in the U.K., while its partnership with Toyota Motor is designed to bring automotive-style manufacturing to aircraft production.

The company has also partnered with Atoms to develop multimodal transportation hubs across U.S. launch markets and has been preparing for operations through the White House-backed eVTOL Integration Pilot Program (eIPP). At the same time, its work in Dubai provides the company with an important international launch opportunity and a chance to demonstrate that electric taxis can serve as an actual transportation service.

Archer Aviation is building more than an air taxi company

Although Joby has one of the most advanced commercial programs, another company is pursuing ambitious plans across air taxis, defense, and aviation software.