Mobileye Global Inc. (MBLY)

Mobileye Global (MBLY; $15.42; E/W) posted modest upside to its positive Q2 pre-announcement from a few weeks ago and, not surprisingly, raised 2025E guidance for recent sales trends, which we think was largely anticipated in…

Mobileye Global (MBLY; $16.10; E/W) reported Q2 adjusted EPS of $0.13, slightly ahead of our $0.12 and the Street’s $0.11. Our forecasts were recently raised for the company’s positive pre-announcement. Sales were $506mm (+15% YoY…

Last night, Mobileye Global (MBLY; $18.64; E/W) announced it was launching a secondary public offering of 45mm shares of its Class B common stock currently owned by Intel (INTC; $23.59; NR). Recall, INTC previously owned…

On Tuesday (6/17), Volkswagen’s (VOW3.DE; €89.32; NR) commercial vehicles and autonomous mobility subsidiaries unveiled the production iteration of its fully electric ID, which is important for Mobileye Global (MBLY; $15.29; E/W) since the Buzz autonomous…

This morning, Mobileye Global (MBLY; $16.95; E/W) announced its first imaging radar program win with an undisclosed “global” auto OEM, which is expected to be integrated into an “eyes off, hands off” autonomous driving system…

Mobileye Global (MBLY; $14.50; E/W) reported some Q1 upside while reiterating its full 2025E guidance, which management thinks already bakes in a reasonable amount of risk to revenue from newly imposed U.S tariffs on vehicle…

Mobileye Global (MBLY; $13.20; E/W) reported Q1 adjusted EPS of $0.08, which was slightly ahead of our $0.07 and in line with the Street’s $0.08 on sales of $438mm (+83% YoY) vs. our consensus matching…

We are reducing our profit forecasts on Mobileye Global (MBLY; $11.90; E/W) ahead of the company’s Q1 results and outlook, which are scheduled for Thursday (4/24 before market). More to the point, we are concerned…

This morning, Mobileye Global (MBLY; $16.33; E/W) disclosed its first new win of 2025 when Volkswagen (VOW.DE; €102.15; NR) announced it is partnering with MBLY and Valeo (FR.FR; €10.19; NR) to enhance its advanced driver…

We are lowering our 2025E sales and operating profits for Mobileye Global (MBLY; $16.31; E/W) from $1,900mm and $316mm (16.6% of sales) to $1,750mm (+6% YoY) and $217mm (12.4% of sales) as we also cut…

Mobileye Global (MBLY; $16.01; E/W) reported Q4 adjusted EPS of $0.13, which was ahead of our $0.10 and the Street’s $0.11 on sales of $490mm (-23% YoY and +1% QoQ) vs. our $486mm and the…

This week during our visit to the Consumer Electronics Show (CES) in Las Vegas, we attended a press conference held by Mobileye Global’s (MBLY; $16.95; E/W) CEO Amnon Shashua, toured the company’s booth, listened in…

On Tuesday (12/10), we attended Mobileye Global’s (MBLY; $16.98; E/W) Innovation Day in Munich, Germany, where we heard detailed presentations from CEO Amnon Shashua, CFO Moran Shemesh Rojansky, CTO Shai Shalev-Shwartz and EVP, Strategy &…

We are reducing 2025E sales, operating profit, and EPS for Mobileye (MBLY; $17.54; E/W) ahead of the company’s upcoming Capital Markets Day in Munich, Germany on December 9-10th to better consider uncertainty around future shipments…

This morning, Mobileye Global (MBLY; $15.83; E/W) and Lyft (LYFT; $14.23; O/P) announced a partnership aimed at deploying MBLY’s autonomous driving system (e.g., Drive) as part of autonomous vehicles (AVs) to be engaged on LYFT’s…