Mobileye Global Inc. (MBLY)
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…