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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
3.87% more ownership
Funds ownership: 99.35% [Q4 2024] → 103.21% (+3.87%) [Q1 2025]
9% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 82
3% more call options, than puts
Call options by funds: $174M | Put options by funds: $168M
2% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 51
1% less funds holding
Funds holding: 255 [Q4 2024] → 252 (-3) [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]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Goldman Sachs Mark Delaney | 12%upside $17 | Neutral Downgraded | 9 Jun 2025 |
Baird Luke Junk | 18%upside $18 | Outperform Maintained | 25 Apr 2025 |
Mizuho Vijay Rakesh | 2%downside $15 | Neutral Maintained | 25 Apr 2025 |
Needham Quinn Bolton | 18%upside $18 | Buy Maintained | 24 Apr 2025 |
JP Morgan Samik Chatterjee | 34%downside $10 | Underweight Maintained | 17 Apr 2025 |
Financial journalist opinion
Based on 6 articles about MBLY published over the past 30 days









