Mobileye
MBLY

$11.55

8.4%

Market Cap: $9.37B

About: Mobileye Global Inc engages in the development and deployment of ADAS and autonomous driving technologies and solutions. It is building a portfolio of end-to-end ADAS and autonomous driving solutions to provide the capabilities needed for the future of autonomous driving, leveraging a comprehensive suite of purpose-built software and hardware technologies. Mobileye is the Company's only reportable operating segment. Its solutions comprise Driver Assist, Cloud-Enhanced Driver Assist, Mobileye SuperVision Lite, Mobileye SuperVision, Mobileye Chauffeur, Mobileye Drive, Self-Driving System & Vehicles. It also provides data services to Expedite Maintenance Operations with AI-Powered Road Survey Technology.

Employees: 3,700

Information Technology Prepackaged Software

0

Funds holding %

of 6,686 funds

0

Analysts bullish %

of 14 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

22% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 79

8.46% more ownership

Funds ownership: 113.03% [Q1] → 121.49% (+8.46%) [Q2]

5% less funds holding

Funds holding: 261 [Q1] → 248 (-13) [Q2]

6% less capital invested

Capital invested by funds: $3.44B [Q1] → $3.24B (-$205M) [Q2]

22% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 60

32% less call options, than puts

Call options by funds: $161M | Put options by funds: $238M

50% less funds holding in top 10

Funds holding in top 10: 4 [Q1] → 2 (-2) [Q2]

See Fund Rankings

Research analyst outlook

14 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$16

39%

upside

Avg. target

$27

136%

upside

High target

$40

246%

upside

14 analyst ratings

11 positive

79%

3 neutral

21%

0 negative

0%

Evercore ISI Group Chris McNally 17% 1-year accuracy 1 / 6 met price target	203%upside $35	Outperform Maintained	26 Aug 2024
UBS Joseph Spak 27% 1-year accuracy 4 / 15 met price target	73%upside $20	Buy Maintained	15 Aug 2024
RBC Capital Tom Narayan 50% 1-year accuracy 15 / 30 met price target	108%upside $24	Outperform Maintained	14 Aug 2024
Barclays Dan Levy 24% 1-year accuracy 8 / 34 met price target	134%upside $27	Overweight Maintained	5 Aug 2024
Goldman Sachs Mark Delaney 66% 1-year accuracy 19 / 29 met price target	108%upside $24	Buy Maintained	2 Aug 2024

See Analyst Rankings

Financial journalist opinion

Based on 6 articles about MBLY published over the past 30 days

MobilEye Stock Drops After Report That Intel Might Sell Some Of Its Stake

Shares of MobilEye Global (MBLY) slumped Friday after reports that Intel (INTC) is considering selling off some of its stake as part of the chipmaker's effort to improve its financial position.

MobilEye Stock Drops After Report That Intel Might Sell Some Of Its Stake

Zacks Investment Research

STRT vs. MBLY: Which Stock Is the Better Value Option?

Investors looking for stocks in the Automotive - Original Equipment sector might want to consider either Strattec Security (STRT) or Mobileye Global (MBLY). But which of these two stocks offers value investors a better bang for their buck right now?

STRT vs. MBLY: Which Stock Is the Better Value Option?

Mobileye Global: CEO Makes $10 Million Bet on Future Strength

Mobileye Global Inc. NASDAQ: MBLY is a leading developer of advanced driver assistance systems (ADAS) solutions. The company's chips are used in modern automobiles and electronic vehicles (EVs) worldwide.

Mobileye Global: CEO Makes $10 Million Bet on Future Strength

Mobileye Q2: Almost There, But Mid-Term Uncertainty Is Still Too High

Mobileye reported better-than-expected Q2 results but stock plummeted almost 25% and is down over 60% this year. Significant improvements in revenue, EPS, inventory, and margins in Q2, but uncertainties with China and next-gen ADAS pose mid-term risks. Despite positive financial execution and cash flow, Mobileye's valuation remains steep with lowered revenue estimates and ongoing uncertainties, suggesting a Hold rating.

Mobileye Q2: Almost There, But Mid-Term Uncertainty Is Still Too High

Mobileye Announces Participation in Upcoming Third Quarter 2024 Investor Conferences

JERUSALEM--(BUSINESS WIRE)--Mobileye Global Inc. (Nasdaq: MBLY) (“Mobileye”) announced today that it is scheduled to participate in the following upcoming investor events in the third quarter of 2024. Canaccord Genuity 44th Annual Growth Conference, August 13-15, 2024 Goldman Sachs Communacopia + Technology Conference, San Francisco, September 9-12, 2024 Evercore ISI ADAS, AV & AI Forum, September 24, 2024 Mobileye plans to webcast its “fireside chats” when possible. For the Canaccord Genui.

Mobileye Announces Participation in Upcoming Third Quarter 2024 Investor Conferences

MOBILEYE ALERT: Bragar Eagel & Squire, P.C. is Investigating Mobileye Global Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm

NEW YORK, Aug. 08, 2024 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against Mobileye Global Inc. (NASDAQ: MBLY) on behalf of long-term stockholders following a class action complaint that was filed against Mobileye on January 16, 2024 with a Class Period from January 26, 2023 to January 3, 2024. Our investigation concerns whether the board of directors of Mobileye have breached their fiduciary duties to the company.

MOBILEYE ALERT: Bragar Eagel & Squire, P.C. is Investigating Mobileye Global Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm

Mobileye: Strong Long-Term Upside, Exaggerated Sell-Off

Mobileye remains the leader in advanced driver-assistance systems, with long-term revenue growth expected to outpace macro issues in the automotive industry. Q2 results showed revenue down YoY but a significant QoQ increase, conforming the inventory digestion was mostly in Q1. Long-term growth drivers include expansion into new markets, adoption of newer SoCs, and deployment of advanced ADAS and AV products.

Mobileye: Strong Long-Term Upside, Exaggerated Sell-Off

The Motley Fool

Is Mobileye a 10x Stock?

Guidance was disappointing, but the opportunity for Mobileye seems to be getting bigger.

Is Mobileye a 10x Stock?

The Motley Fool

Don't Overlook These 3 Unloved Stocks With Massive Upside

Aptiv stands to benefit massively from hybrid and EV growth. QuantumScape's battery technology could solve numerous problems in the EV industry.

Don't Overlook These 3 Unloved Stocks With Massive Upside

The Motley Fool

Mobileye Stock Crashed After Earnings. Is It a Buy?

Mobileye cut its 2024 guidance last week on near-term concerns related to China. The guidance cut triggered a heavy sell-off that dropped the stock by over 20%.

Mobileye Stock Crashed After Earnings. Is It a Buy?

See News Rankings