MobileyeMBLY
MBLY
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
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 7 analysts
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
6% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 51
2% less funds holding
Funds holding: 255 [Q4 2024] → 250 (-5) [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
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$10
38%
downside
Avg. target
$17.71
10%
upside
High target
$24
49%
upside
7 analyst ratings
3 positive
43%
3 neutral
43%
1 negative
14%
Baird Luke Junk | 43%upside $23 | Outperform Maintained | 11 Jul 2025 |
Wells Fargo Aaron Rakers | 49%upside $24 | Overweight Maintained | 9 Jul 2025 |
Mizuho Vijay Rakesh | 12%upside $18 | Neutral Maintained | 8 Jul 2025 |
Goldman Sachs Mark Delaney | 6%upside $17 | Neutral Downgraded | 9 Jun 2025 |
Needham Quinn Bolton | 12%upside $18 | Buy Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 9 articles about MBLY published over the past 30 days
Neutral
Business Wire
2 days ago
Mobileye Announces Pricing of Secondary Offering of Shares of Class A Common Stock, Concurrent Repurchase and Conversion
JERUSALEM--(BUSINESS WIRE)--Mobileye Global Inc. (Nasdaq: MBLY) (“Mobileye”) today announced the pricing of a previously announced underwritten secondary public offering of 50 million shares of Mobileye's Class A common stock by Intel Overseas Funding Corporation, a wholly owned subsidiary of Intel Corporation (the “Selling Stockholder”), at a price of $16.50 per share. The Selling Stockholder has also granted the underwriters a 30-day option to purchase up to an additional 7.5 million shares o.
Neutral
Business Wire
3 days ago
Mobileye Announces Secondary Offering of Shares of Class A Common Stock, Concurrent Repurchase and Conversion
JERUSALEM--(BUSINESS WIRE)--Mobileye Global Inc. (Nasdaq: MBLY) (“Mobileye”) today announced the commencement of an underwritten secondary public offering of 45 million shares of Mobileye's Class A common stock by Intel Overseas Funding Corporation, a wholly owned subsidiary of Intel Corporation (the “Selling Stockholder”). The Selling Stockholder intends to grant the underwriters a 30-day option to purchase up to an additional 6.75 million shares of Mobileye's Class A common stock. In addition.
Neutral
Business Wire
3 days ago
Mobileye Announces Timing of its Second Quarter 2025 Results
JERUSALEM--(BUSINESS WIRE)--Mobileye Global Inc. (Nasdaq: MBLY) (“Mobileye”) today announced that it will release its financial results for the second quarter 2025 on Thursday July 24th, 2025, before market open. Mobileye will host a conference call at 8:00 a.m. ET (3:00 p.m. IT) to review its results and provide a general business update. The call will be hosted by Professor Amnon Shashua, CEO, Moran Shemesh Rojansky, CFO, Nimrod Nehushtan, EVP – Business Development and Strategy, and Dan Galv.
Neutral
Zacks Investment Research
1 week ago
STRT vs. MBLY: Which Stock Is the Better Value Option?
Investors looking for stocks in the Automotive - Original Equipment sector might want to consider either Strattec Security (STRT) or Mobileye Global (MBLY). But which of these two stocks is more attractive to value investors?
Positive
MarketBeat
1 week ago
Aeva & Mobileye: LiDAR Stocks Powering the Autonomous Revolution
Autonomous vehicles (AVs) are no longer strictly the realm of fiction and fantasy. Tesla Inc. NASDAQ: TSLA launched its long-awaited Robotaxi in Austin earlier this month, joining Google's Waymo in offering driverless rides to paying passengers.
Positive
Seeking Alpha
1 week ago
Mobileye: Autonomy Efforts Continue To Progress
Mobileye's stock has rebounded in recent days on the back of renewed robotaxi optimism. The recent imaging radar win and growing interest in Chauffeur are also positive signals. Tariffs remain a risk to auto demand, which could lead to disappointing results in the near-term.
Positive
Zacks Investment Research
2 weeks ago
Strength Seen in Mobileye (MBLY): Can Its 11.6% Jump Turn into More Strength?
Mobileye (MBLY) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Positive
The Motley Fool
2 weeks ago
Why Mobileye Stock Skyrocketed Today
Mobileye (MBLY 11.55%) stock closed out Monday's trading with double-digit gains thanks to a pair of geopolitical and macroeconomic catalysts. The company's share price climbed 11.6% in a daily session that saw the S&P 500 and the Nasdaq Composite each gain 0.9%.
Neutral
Business Wire
4 weeks ago
MOBILEYE GLOBAL INVESTOR ALERT: Scott+Scott Attorneys at Law LLP Investigates Mobileye Global Inc.'s Directors and Officers for Breach of Fiduciary Duties – MBLY
NEW YORK--(BUSINESS WIRE)--Scott+Scott Attorneys at Law LLP (“Scott+Scott”), an international securities and consumer rights litigation firm, is investigating whether Intel Corporation (“Intel”), as well as the leadership of Mobileye Global Inc. (“Mobileye”) (NASDAQ: MBLY), breached their fiduciary duties to Mobileye and its shareholders. CLICK HERE TO LEARN MORE Scott+Scott is investigating whether Intel, as controlling stockholder of Mobileye, as well as members of the Mobileye board of direc.
Positive
Zacks Investment Research
1 month ago
STRT vs. MBLY: Which Stock Is the Better Value Option?
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?
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