MobileyeMBLY
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
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]
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
14 analyst ratings
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 |
Financial journalist opinion
Based on 6 articles about MBLY published over the past 30 days