Morgan Stanley sees upside for Joby Aviation from Uber and Blade Mobility app integration Mar. 02, 2026

From SeekingAlpha, which Reddit does not allow linking to. You can search for the article if you wish.

Morgan Stanley sees upside for Joby Aviation from the company's new partnership with Uber Technologies with the new Uber Air service, which allows users to book Joby eVTOL flights directly from the Uber ( app.

"....integration into one of the world's most widely used transportation apps gives Joby a significant competitive advantage.....,".

"......Joby acquired Blade's passenger business last year and is bringing its commercial helicopter service to the Uber app, paving the way for eVTOL integration,".

In addition, I saw this today, which may be interesting as I bet they mention Uber Air.

Uber Technologies, Inc. (NYSE: UBER) today announced that Balaji Krishnamurthy, CFO, will participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference on Monday, March 2nd. Mr. Krishnamurthy is scheduled to appear at 2:35pm PT (5:35pm ET).

An audio webcast of the event will be available on the investor relations section of the Uber website at http://investor.uber.com.