MobileyeMBLY
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. The company's reportable operating segment are Mobileye and Others. Its solutions comprise Driver Assist, Cloud-Enhanced Driver Assist, Mobileye SuperVision Lite, Mobileye SuperVision, Mobileye Chauffeur, Mobileye Drive, Self-Driving System & Vehicles. It derives maximum revenue from Mobileye Segment.
Employees: 3,900
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 4 (+2) [Q4]
65% more capital invested
Capital invested by funds: $1.2B [Q3] → $1.97B (+$777M) [Q4]
27% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 55
11.89% more ownership
Funds ownership: 87.45% [Q3] → 99.34% (+11.89%) [Q4]
5% more funds holding
Funds holding: 243 [Q3] → 254 (+11) [Q4]
6% more call options, than puts
Call options by funds: $321M | Put options by funds: $302M
14% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 87
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Goldman Sachs Mark Delaney 35% 1-year accuracy 9 / 26 met price target | 34%upside $20 | Buy Maintained | 24 Feb 2025 |
B of A Securities John Murphy 48% 1-year accuracy 19 / 40 met price target | 27%upside $19 | Neutral Upgraded | 10 Feb 2025 |
Mizuho Vijay Rakesh 20% 1-year accuracy 13 / 66 met price target | 7%upside $16 | Neutral Maintained | 31 Jan 2025 |
Needham Quinn Bolton 26% 1-year accuracy 37 / 145 met price target | 34%upside $20 | Buy Reiterated | 31 Jan 2025 |
Barclays Dan Levy 15% 1-year accuracy 6 / 41 met price target | 47%upside $22 | Overweight Maintained | 22 Jan 2025 |
Financial journalist opinion









