MBLY Mobileye Global Inc. Loading... : Bullish and Bearish Analyst Opinions
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22:57
Jul 29
Jul 29
Author identifies MBLY as a direct humanoid theme play via its acquisition of Mentee Robotics.
Author identifies MBLY as a direct humanoid theme play via its acquisition of Mentee Robotics, with core business providing relative stability as a floor; author is researching further but has not committed to a position.
MED
21:59
Jul 27
Jul 27
Mobileye CEO exit resolved, upside.
Mobileye's CEO resignation shock is behind it, and Piper Sandler sees the robotaxi/humanoid development decision as encouraging. The stock has been heavily sold off and now looks undervalued with a target raise.
LOW
12:36
Jul 27
Jul 27
Pre-market movers include Nvidia discussing a financing backstop for OpenAI's data center.
Pre-market movers include Nvidia discussing a financing backstop for OpenAI's data center, Baker Hughes beating estimates, Rocket Lab winning a Space Force contract, and Fortress Biotech being acquired by Argenx for $77 per share.
13:05
Jul 23
Jul 23
Amnon Shashua is stepping down as CEO of Mobileye.
Amnon Shashua is stepping down as CEO of Mobileye, the driver-assistance systems supplier he took public before and after a more than 15 billion dollar sale to Intel.
11:19
Jun 25
Jun 25
Author lists Physical AI tickers and suggests bookmarking a linked thread.
Author lists Physical AI tickers and suggests bookmarking a linked thread, but states no personal directional view or catalyst.
LOW
23:32
Jun 24
Jun 24
Watch ADAS/autonomy/robotics silicon vendors as AI memory content uplift creates sustained.
Watch ADAS/autonomy/robotics silicon vendors as AI memory content uplift creates sustained demand, though automakers face cost pressure.
MED
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.
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.
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.
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.
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.
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.
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.
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.
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.
Watch MBLY; stable automotive demand but no major catalyst; pace of production ramp remains measured.
HIGH
17:00
Jan 22
Jan 22
Intel reduced its stake in Mobileye to raise cash, signaling ongoing deconsolidation of non-core assets.
HIGH
About MBLY Analyst Coverage
Buzzberg tracks MBLY (Mobileye Global Inc.) across 10 sources. 2 bullish vs 0 bearish calls from 10 analysts. Sentiment: predominantly bullish (11%). 19 total trade ideas tracked. Latest voices: crux_capital_, Park Myung-seok, Newsquawk.