Mobileye Global Inc. (MBLY)

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…

Mobileye Global (MBLY; $15.57; E/W) shares rose 25% last week after it reported Q3 results and provided guidance on Thursday morning (10/31) that offered support for the idea that management has found a stable base…

Last week, Mobileye Global’s (MBLY; $12.33; E/W) CEO Amnon Shashua and CTO Shai Shalev-Shwartz presented to the company’s employees on how its artificial intelligence (AI) strategy ties into its autonomous driving system roadmap, which we…

This morning, Mobileye Global (MBLY; $11.50; E/W) announced, following a “regular review” of the company’s long-term technology roadmap, that it is no longer internally developing next-generation frequency modulated continuous wave (FMCW) LiDAR sensors for use…

We reduce our rating on the shares of Mobileye Global (MBLY; $15.98) from Outperform to Equal-Weight after we badly underestimated near-term risks tied to the Chinese auto market, especially as it relates to multi-national OEMs,…