Mobileye Global Inc. (MBLY)
March 15, 2023
We refined our “bottoms up” work around our Mobileye Global (MBLY; $40.93; E/W) forecasts after reviewing the company’s recent 10-K filing. Although, there is no change to our 2023/2024E sales, gross margin, and EPS forecasts,…
January 27, 2023
Mobileye Global (MBLY; $35.97; E/W) produced better than expected Q4 results and offered up 2023E sales and operating profit guidance that encompassed consensus forecasts, albeit with a more back-end loaded slope to the year. Specifically,…
January 26, 2023
Mobileye Global (MBLY; $33.95; E/W) reported adjusted Q4 EPS of $0.27, which was comfortably ahead of our $0.16 and the Street’s $0.17 on sales of $565mm (+59% YoY and +26% QoQ), which beat our $531mm…
January 6, 2023
Yesterday, Mobileye’s (MBLY; $29.84; E/W) Founder and CEO, Amnon Shashua, hosted a press conference at the Consumer Electronics Show (CES) in Las Vegas that suggested an increasingly bullish long-term outlook for the business on the…
January 3, 2023
We establish an Equal-Weight on the shares of Mobileye Global (MBLY; $35.06), a well-scaled provider of purpose-built software and hardware for Advanced Driver Assistance Systems (ADAS). MBLY “checks a lot of boxes” for a successful…
December 7, 2022
This morning, Mobileye Global (MBLY; $32.34; NR) further confirmed that Q3 sales were in line with its pre-IPO outlook as part of releasing a full set of quarterly results that also included adjusted operating profits…
October 28, 2022
Last night, Intel (INTC; $28.58; NR) provided, as part of its Q3 print, some disclosures around Mobileye Global’s (MBLY; $27.28; NR) top line and profits for the most recent quarter. Specifically, MBLY produced Q3 sales…
October 24, 2022
We reviewed Mobileye’s S-1 filings, assembled a financial model from the document’s disclosures, and taken a “first stab” at developing forecasts for the next couple of years ahead of a proposed IPO under the ticker…