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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
35% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 49
26% more capital invested
Capital invested by funds: $1.49B [Q1] → $1.88B (+$386M) [Q2]
20% more call options, than puts
Call options by funds: $170M | Put options by funds: $141M
5% more funds holding
Funds holding: 250 [Q1] → 263 (+13) [Q2]
5% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 76
0.61% more ownership
Funds ownership: 103.21% [Q1] → 103.82% (+0.61%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
RBC Capital Tom Narayan | 23%upside $17 | Sector Perform Maintained | 29 Jul 2025 |
Canaccord Genuity George Gianarikas | 117%upside $30 | Buy Maintained | 25 Jul 2025 |
Mizuho Vijay Rakesh | 23%upside $17 | Neutral Maintained | 25 Jul 2025 |
Baird Luke Junk | 59%upside $22 | Outperform Maintained | 25 Jul 2025 |
Needham Quinn Bolton | 30%upside $18 | Buy Reiterated | 25 Jul 2025 |
Financial journalist opinion
Based on 5 articles about MBLY published over the past 30 days
