Mobileye Global Inc. (MBLY)

This morning, Mobileye Global (MBLY; $9.64; E/W) announced that its SuperVision and Surround ADAS technology platforms were selected by India-based OEM Mahindra & Mahindra, for at least six upcoming vehicle models, with production expected to…

The shares of Mobileye Global (MBLY; $10.51; E/W) are a bit of an investment conundrum to us after its Q4 was basically in line with our and Street estimates, especially since 2026E guidance was disappointing,…

Last week was clearly an eventful week for Mobileye Global (MBLY; $11.55; E/W) at the Consumer Electronics Show (CES) as the company announced plans to cover the entirety of an emerging Physical AI landscape with…

Yesterday (1/6), in what we assume was a surprising move to the Street, Mobileye Global (MBLY; $12.18; E/W) announced a definitive agreement to acquire Mentee Robotics, which is a humanoid robotics technology provider. Broadly speaking,…

We bump up our 2025/2026E operating profits for Mobileye Global (MBLY; $14.09; E/W) from $260mm/$305mm to $280mm/$318mm after the company produced some healthy Q3 sales and profit upside on the back of better vehicle production…

Mobileye Global (MBLY; $14.31; E/W) reported Q3 adjusted EPS of $0.09, which was slightly ahead of our $0.08 and in line with the Street’s $0.09 on better than expected sales of $504mm (+4% YoY and…

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…