Added to YB: 2025-08-05
Pitch date: 2025-08-01
MBLY [neutral]
Mobileye Global Inc.
-26.42%
current return
Author Info
The Reservist is building a long-duration high growth portfolio of companies, looking to outperform the QQQ for the next 7 years. In depth stock analysis and portfolio management thoughts. Sign up for the newsletter.
Company Info
Mobileye Global Inc. develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies and solutions worldwide.
Market Cap
$11.3B
Pitch Price
$14.12
Price Target
N/A
Dividend
N/A
EV/EBITDA
-41.10
P/E
-3.83
EV/Sales
5.01
Sector
Automobile Components
Category
growth
Mobileye's Q2: Another wait and see quarter
MBLY (earnings update): Strong ADAS legacy business, but future growth uncertain. SuperVision/Chauffeur seeing 'robust activity' but OEMs 'take time' with decisions due to 'lack of competitive pressure.' Promising L4 Drive program with VW could scale to 100k+ vehicles by decade end. Still in 'show-me mode' for maintaining market share vs competitors.
Read full article (5 min)