Mobileye (MBLY)

• Market cap: $11.2B
• 1 day: 1.32%
• 5 days: -7.26%
• 1 month: -1.57%
• 3 months: -10.63%
• 6 months: -7.82%
• Year to date: -31.12%
• 1 year: 20.75%
• 5 years: -52.4%
• 10 years: -52.4%
• Sector: Consumer Discretionary
• Industry: Auto Parts

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)

38% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 48

36% more call options, than puts

Call options by funds: $240M | Put options by funds: $177M

26% more capital invested

Capital invested by funds: $1.49B [Q1] → $1.88B (+$386M) [Q2]

6% more funds holding

Funds holding: 249 [Q1] → 265 (+16) [Q2]

4% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 77

0.65% more ownership

Funds ownership: 103.21% [Q1] → 103.86% (+0.65%) [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

• Low target: $12
• Avg. target: $18.7
• High target: $30

10 analyst ratings

• positive: 4 40%
• neutral: 5 50%
• negative: 1 10%

B of A Securities John Murphy	$16	Neutral Maintained	10 Sep 2025
Baird Luke Junk	$19	Outperform Maintained	3 Sep 2025
RBC Capital Tom Narayan	$17	Sector Perform Maintained	29 Jul 2025
Canaccord Genuity George Gianarikas	$30	Buy Maintained	25 Jul 2025
Mizuho Vijay Rakesh	$17	Neutral Maintained	25 Jul 2025