MobileyeMBLY
Market Cap: 17.1B
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 Q1 SEC filings by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2023] → 4 (+2) [Q1 2024]
59% more call options, than puts
Call options by funds: $216M | Put options by funds: $136M
40% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 62
14% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 83
5% more funds holding
Funds holding: 248 [Q4 2023] → 260 (+12) [Q1 2024]
2.82% less ownership
Funds ownership: 115.03% [Q4 2023] → 112.21% (-2.82%) [Q1 2024]
27% less capital invested
Capital invested by funds: $4.71B [Q4 2023] → $3.42B (-$1.3B) [Q1 2024]
Research analyst outlook
13 Wall Street Analysts provided 1 year price forecasts over the past 6 months
13 analyst ratings
Barclays Dan Levy | 89%upside $40 | Overweight Maintained | 16 Jul 2024 |
HSBC Edoardo Spina | 60%upside $34 | Buy Initiated | 15 Jul 2024 |
Goldman Sachs Mark Delaney | 51%upside $32 | Buy Maintained | 10 Jul 2024 |
UBS Joseph Spak | 56%upside $33 | Buy Maintained | 10 Jul 2024 |
Citigroup Itay Michaeli | 150%upside $53 | Buy Maintained | 29 Apr 2024 |
Financial journalist opinion
Based on 14 articles about MBLY published over the past 30 days