Mobileye Global Inc. (MBLY)
NASDAQ (NGS) NASDAQ (NGS) Primary 
Overlooked Stock: MBLY
Mobileye (MBLY) hit its all-time low in September and faces more difficulties after getting a downgrade from BNP Paribas. George Tsilis says its link to Intel (INTC), along with increased competition from Tesla (TSLA) and Waymo, will stir up more headwinds.
Self-Driving Mobileye Falls. More Bad News Is Coming.
A BNP Paribas Exane analyst downgraded the stock to Sell from Hold and lowered his price target to $12 from $14.
Mobileye: Underappreciated Data Acquisition Capabilities
Mobileye's near-term opportunity is dominated by ADAS, which is benefitting from regulatory tailwinds. Longer term, more advanced self-driving capabilities should begin to driven growth, with potential for significantly higher ASPs. Despite near-term challenges in China, Mobileye remains optimistic about the prospects of its more advanced solutions moving into 2026/2027.
VLEEY vs. MBLY: Which Stock Is the Better Value Option?
Investors interested in stocks from the Automotive - Original Equipment sector have probably already heard of Valeo S.A. (VLEEY) and Mobileye Global (MBLY).
Nvidia Is Yesterday's News: These 2 Artificial Intelligence (AI) Stocks Are Poised to Skyrocket Up to 1,050%, According to Select Wall Street Pundits
By one estimation, artificial intelligence (AI) can add $15.7 trillion to the global economy by 2030. Though Nvidia has been the clearest beneficiary of the AI revolution, a couple of factors point to its best days being in the rearview mirror.
Mobileye: Investing In The Long-Term Opportunity
Mobileye Global Inc. investors were surprised by a downward revised guidance for the full year 2024. Post the sell-off in Mobileye since then, investors have effectively written off the China business, as most of the headwinds resulting in the guidance cut were due to China. Mobileye reiterated that the company is on track to deliver major design wins by the end of 2024, with a strong pipeline of more to come in 2025.
Mobileye to shutter lidar development unit; will impact 100 jobs
Self-driving tech firm Mobileye said on Monday it will stop the development of a type of sensor technology that helps detect objects and their distance as the Israeli company streamlines operations amid an uncertain demand environment.
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: 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.
Is Mobileye a 10x Stock?
Guidance was disappointing, but the opportunity for Mobileye seems to be getting bigger.
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 (MBLY) Q2 Earnings Top, 2024 Sales & Profit View Cut
Mobileye (MBLY) trims its sales and profit guidance due to reduced expectations for EyeQ and SuperVision shipments for the remainder of 2024.
