MBLY Mobileye Global Inc. Loading... : Bullish and Bearish Analyst Opinions
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22:01
Jun 16
Jun 16
Mobileye robotaxi launch positive catalyst
Mobileye announced a US-wide robotaxi launch by 2027, marking significant progress in autonomous driving. The market views this as a positive catalyst, reinforcing the physical AI narrative.
MED
12:24
Jun 16
Jun 16
Pre-market movers report shows mixed Mag-7 performance with Amazon and Apple up while Tesla and Microsoft down, alongside notable individual stock moves on corporate news.
07:15
May 29
May 29
Article names Mobileye EyeQ as the automotive AI computer alongside NVIDIA Drive, and notes that autonomous driving requires real-time on-device inference with safety certification — Mobileye is a dom
Article names Mobileye EyeQ as the automotive AI computer alongside NVIDIA Drive, and notes that autonomous driving requires real-time on-device inference with safety certification — Mobileye is a dominant player in this regulated layer.
Risk: Long design-win cycles (24-36 months) and potential market share loss to NVIDIA or Chinese ADAS suppliers.
21:45
May 21
May 21
Long MBly (cautious) on validation demand for autonomous driving platforms, but low magnitude suggests limited near-term upside.
HIGH
10:24
May 21
May 21
Watch Mobileye, Qualcomm, and Aptiv as AV/edge-AI plays; direction unclear but listed as affected by physical AI trend.
HIGH
19:48
May 20
May 20
Seeking Alpha presents a debate on Mobileye's 2026 outlook with a Buy rating from its Quant system despite a negative net income margin from a one-time goodwill write-down.
HIGH
16:37
May 19
May 19
Jefferies initiated coverage on Mobileye with an Underperform rating and $8 price target, citing compressed multiples and automakers' shift toward proprietary IP that could limit premium margin conversion.
HIGH
23:00
May 12
May 12
The tweet shares a crowdsourced list of humanoid robotics exposure tickers and mentions names that appeared most frequently, but it only states an intention to start due diligence without expressing a forward-looking directional view on any specific security.
HIGH
16:11
Apr 29
Apr 29
Long Mobileye and Ambarella on ADAS and autonomous driving semiconductor content growth from SDV architectures.
HIGH
23:08
Apr 27
Apr 27
Long MBLY as autonomous driving AI silicon provider benefits from increased compute and sensor fusion demands.
HIGH
22:40
Apr 27
Apr 27
Watch MBLY; stable automotive demand but no major catalyst; pace of production ramp remains measured.
HIGH
About MBLY Analyst Coverage
Buzzberg tracks MBLY (Mobileye Global Inc.) across 6 sources. 1 bullish vs 0 bearish calls from 6 analysts. Sentiment: predominantly bullish (9%). 11 total trade ideas tracked. Past 7 days: 1 bullish, 1 watch. Latest voices: Park Myung-seok, Newsquawk, Damnang.