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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 4 (+2) [Q4]
65% more capital invested
Capital invested by funds: $1.2B [Q3] → $1.97B (+$776M) [Q4]
25% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 55
11.8% more ownership
Funds ownership: 87.56% [Q3] → 99.37% (+11.8%) [Q4]
12% more call options, than puts
Call options by funds: $338M | Put options by funds: $302M
5% more funds holding
Funds holding: 243 [Q3] → 254 (+11) [Q4]
15% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 88
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Baird Luke Junk 53% 1-year accuracy 8 / 15 met price target | 23%upside $18 | Outperform Maintained | 25 Apr 2025 |
Mizuho Vijay Rakesh 22% 1-year accuracy 15 / 68 met price target | 3%upside $15 | Neutral Maintained | 25 Apr 2025 |
Needham Quinn Bolton 21% 1-year accuracy 31 / 146 met price target | 23%upside $18 | Buy Maintained | 24 Apr 2025 |
JP Morgan Samik Chatterjee 51% 1-year accuracy 38 / 75 met price target | 31%downside $10 | Underweight Maintained | 17 Apr 2025 |
Barclays Dan Levy 26% 1-year accuracy 10 / 39 met price target | 4%downside $14 | Equal-Weight Downgraded | 15 Apr 2025 |
Financial journalist opinion
Based on 13 articles about MBLY published over the past 30 days
