Mobileye
MBLY
Market cap $13B

16.05 USD

+0.33

2.10%

At close May 20, 4:00 PM EDT

After hours

15.77

-0.28

1.74%

1 day

2.10%

5 days

-5.53%

1 month

36.36%

3 months

-9.68%

6 months

-5.14%

Year to date

-19.83%

1 year

-42.06%

5 years

-44.60%

10 years

-44.60%

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

Consumer Discretionary Auto Parts

0

Funds holding %

of 7,202 funds

0

Analysts bullish %

of 8 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

3.84% more ownership

Funds ownership: 99.37% [Q4 2024] → 103.2% (+3.84%) [Q1 2025]

4% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 84

3% more call options, than puts

Call options by funds: $174M | Put options by funds: $168M

4% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 51

2% less funds holding

Funds holding: 255 [Q4 2024] → 251 (-4) [Q1 2025]

24% less capital invested

Capital invested by funds: $1.97B [Q4 2024] → $1.49B (-$482M) [Q1 2025]

50% less funds holding in top 10

Funds holding in top 10: 4 [Q4 2024] → 2 (-2) [Q1 2025]

See Fund Rankings

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$10

38%

downside

Avg. target

$15.38

4%

downside

High target

$18

12%

upside

8 analyst ratings

3 positive

38%

4 neutral

50%

1 negative

13%

Baird Luke Junk	12%upside $18	Outperform Maintained	25 Apr 2025
Mizuho Vijay Rakesh	7%downside $15	Neutral Maintained	25 Apr 2025
Needham Quinn Bolton	12%upside $18	Buy Maintained	24 Apr 2025
JP Morgan Samik Chatterjee	38%downside $10	Underweight Maintained	17 Apr 2025
Barclays Dan Levy	13%downside $14	Equal-Weight Downgraded	15 Apr 2025

See Analyst Rankings

Financial journalist opinion

Based on 13 articles about MBLY published over the past 30 days

Mobileye Announces Participation in Upcoming Second Quarter 2025 Investor Conferences

JERUSALEM--(BUSINESS WIRE)--Mobileye Global Inc. (Nasdaq: MBLY) (“Mobileye”) announced today that it is scheduled to participate in the following upcoming investor events in the second quarter of 2025. Mizuho Technology Conference, June 10, 2025 Deutsche Bank's Global Auto Industry Conference, June 11, 2025 Mobileye plans to webcast its “fireside chats” when possible, with exact time to be posted closer to the event. For more information on and to register for and access the webcasts, please vi.

Mobileye Announces Participation in Upcoming Second Quarter 2025 Investor Conferences

Zacks Investment Research

STRT or MBLY: Which Is the Better Value Stock Right Now?

Investors interested in stocks from the Automotive - Original Equipment sector have probably already heard of Strattec Security (STRT) and Mobileye Global (MBLY). But which of these two stocks presents investors with the better value opportunity right now?

STRT or MBLY: Which Is the Better Value Stock Right Now?

Mobileye: Focus Shifting To Robotaxis

Mobileye's ADAS business remains solid despite tariff uncertainties. Design wins for advanced products have been slow, but ongoing engagements and new prospects with top OEMs show promise for future growth. Revenue from advanced products and robotaxi partnerships are expected to lead to stronger growth from 2027 onwards.

Mobileye: Focus Shifting To Robotaxis

Zacks Investment Research

Here's Why You Should Retain Mobileye Stock in Your Portfolio Now

MBLY is set to gain from the rising demand for ADAS and autonomous driving features and strategic partnerships despite rising operating expenses.

Here's Why You Should Retain Mobileye Stock in Your Portfolio Now

The Motley Fool

This Is the Top Autonomous Driving Stock Today (Hint: Not Tesla)

Autonomous vehicles are rolling out across the country, but it's not Tesla (TSLA 2.92%) that's leading the way. Instead, companies like Mobileye (MBLY 2.06%) are powering the autonomous future.

This Is the Top Autonomous Driving Stock Today (Hint: Not Tesla)

Mobileye's Robotaxi Push Gains Speed With Uber And Lyft, But Analyst Cuts 2026 Forecast On Tariff-Led SuperVision Delays

Needham analyst Quinn Bolton reiterated the Buy rating on Mobileye Global Inc. MBLY, lowering the price forecast from $20 to $18.

Mobileye's Robotaxi Push Gains Speed With Uber And Lyft, But Analyst Cuts 2026 Forecast On Tariff-Led SuperVision Delays

Zacks Investment Research

Mobileye Q1 Earnings Match Expectations, Revenues Rise Y/Y

MBLY's first-quarter earnings match expectations, while revenues surpass the Zacks Consensus Estimate.

Mobileye Q1 Earnings Match Expectations, Revenues Rise Y/Y

Mobileye: No Reason For Excitement Yet

Mobileye reported slightly better Q1'25 revenues, but the company still hasn't topped revenues from 2 years ago. The company had some promising news on robotaxi services, but the material revenue benefit still won't occur until 2027. The stock trades at an EV/S multiple of 6x, not cheap enough for a 3rd wheel in AVs.

Mobileye: No Reason For Excitement Yet

Mobileye Is Now A Strong Buy

Mobileye, a leader in ADAS and autonomous driving, partners with major automakers and holds a significant market share, positioning it for massive growth. Despite a 50% stock drop this year, recent earnings show rapid business expansion and potential for substantial recovery, possibly doubling within a year. Mobileye's growth prospects include $2 billion in sales next year, 20-30%+ sales growth, and the potential for a significant short squeeze due to improving fundamentals.

Mobileye Is Now A Strong Buy

Mobileye Global Inc. (MBLY) Q1 2025 Earnings Call Transcript

Mobileye Global Inc. (NASDAQ:MBLY ) Q1 2025 - Earnings Conference Call April 24, 2025 8:00 AM ET Company Participants Dan Galves - Chief Communications Officer Prof. Amnon Shashua - President, Chief Executive Officer Moran Shemesh - Chief Financial Officer Nimrod Nehushtan - EVP of Business Development, Strategy Conference Call Participants Joe Spak - UBS Joshua Buchalter - TD Cowen Shreyas Patel - Wolfe Research Adam Jonas - Morgan Stanley Antoine Chkaiban - New Street Research Mark Delaney - Goldman Sachs Aaron Rakers - Wells Fargo Gary Mobley - Loop Capital Edison Yu - Deutsche Bank Tom Narayan - RBC Operator Greetings, and welcome to the Mobileye First Quarter 2025 Earnings Call.

Mobileye Global Inc. (MBLY) Q1 2025 Earnings Call Transcript

See News Rankings

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