Mobileye Global Inc. (MBLY)

We bump up our 2024/2025E EPS for Mobileye Global (MBLY; $31.25; O/P) from $0.37/$0.75 to $0.40/$0.80 after somewhat better than expected Q1 results within the context of the company reiterating its full 2024E sales and…

Mobileye Global (MBLY; $31.12; O/P) reported Q1 adjusted EPS losses of ($0.07), which was in line with our ($0.07) and compared to the Street’s ($0.06) on sales of $239mm that beat our $225mm and the…

We expect Mobileye Global’s (MBLY; $30.23; O/P) Q1 results and outlook, scheduled for Thursday (4/25 before market), to clear another hurdle required for a further recovery in the stock as we mapped out in our…

This morning, the Volkswagen Group (VOW.DE; €136.90; NR) announced it will integrate Mobileye Global’s (MBLY; $29.97; O/P) advanced driver assistance systems (ADAS) and autonomous driving systems (ADS) across its luxury global brands (Audi, Bentley, Lamborghini,…

Earlier today, Mobileye Global (MBLY; $29.11; O/P) announced the wind down of its aftermarket solutions business following a “thorough review” of the operations’ future growth prospects and investment requirements. The decision was reached as MBLY…

We raise our rating on the shares of Mobileye Global (MBLY; $28.13) from Equal-Weight to Outperform. Our recent meeting with management at the Consumer Electronics Show (CES) along with yesterday’s Q4 call supported the idea…

Last week, we had the opportunity to dig deeper into the Mobileye Global (MBLY; $30.07; E/W) investment story, at the Consumer Electronics Show (CES), which is obviously under more scrutiny after management cut deep into…

The shares of Mobileye Global (MBLY; $29.97; E/W) plunged 25% yesterday after the company revealed a highly disappointing sales outlook for the upcoming year, which basically reflected a realization of excess inventories of its EyeQ…

We think a potential IPO from ZEEKR Intelligent Technology Holding can prove an incremental positive for the shares of Mobileye Global (MBLY; $40.35; E/W) in coming months, based on our review of the company’s recent…

We adjust 2023/2024E EPS for Mobileye Global (MBLY; $35.20; E/W) from $0.73/$0.98 to $0.78/$0.87 after it produced somewhat better Q3 sales than forecasts, albeit with a significant operating profit beat. Q3 EPS was $0.22 vs….

Mobileye Global (MBLY; $33.96; E/W) reported Q3 adjusted EPS of $0.22, which beat our consensus matching $0.17 on sales of $530mm (+18% YoY and +17% QoQ) that were somewhat ahead of our $520mm and the…

This morning, Mobileye Global (MBLY; $37.23; E/W) announced that a set of autonomous driving features based on the company’s SuperVision platform have now been added to 110,000 ZEEKR 001 electric vehicles (EVs) in Hangzhou and…

This morning, Polestar (PSNY; $3.63; O/P) announced it plans to integrate Mobileye Global’s (MBLY; $35.71; E/W) Chauffeur consumer autonomous driving platform into its Polestar 4 SUV. Recall, MBLY believes Chauffeur enables “eyes-off/hands-free” driving in a…

We adjust 2023/2024E EPS for Mobileye Global (MBLY; $38.01; E/W) from $0.63/$0.90 to $0.73/$0.98 after better Q2 EPS and the company raised 2023E operating profit targets, which was all related to reduced opex in the…

Mobileye Global (MBLY; $40.44; E/W) reported Q2 adjusted EPS of $0.17, which was ahead of our consensus matching $0.12 on sales of $454mm (-1% YoY and flat QoQ) that was basically in line with our…