Mobileye is the dominant global supplier of vision-based ADAS technology with chips in hundreds of millions of vehicles, progressing from advanced driver assistance toward full autonomous driving capabilities through its SuperVision and Chauffeur autonomous platforms.
Data updated Feb 15 ยท Source: Twelve Data
Mobileye Global, spun off from Intel, is a pioneer in advanced driver-assistance systems (ADAS) and autonomous driving technology, supplying chips and software to major automakers worldwide. The stock has been under severe pressure, declining ~45% over the past year and trading near its 52-week low of $8.32, well below its 50-day moving average of $10.43.
The bull case centers on Mobileye's dominant market position in ADAS with 30+ OEM partnerships, a surprisingly reasonable P/E of 9.99, and long-term secular tailwinds as vehicle autonomy adoption accelerates. Its SuperVision and Chauffeur platforms represent meaningful growth opportunities.
The bear case is concerning: Intel's majority ownership creates overhang risk, revenue growth has decelerated as OEM customers worked through excess inventory, and competition from Nvidia, Qualcomm, and in-house OEM solutions is intensifying. The persistent downtrend suggests the market remains skeptical about near-term execution.
At current valuations, Mobileye offers compelling long-term exposure to autonomous driving, but investors should be prepared for continued volatility and potential further downside before a recovery materializes. A speculative position for patient investors with high conviction in the autonomous driving thesis.
You are Claude Opus 4.6, an AI stock analyst for Dirvest.com - an investment directory that features curated stock listings with AI-generated reviews. Your task is to write a thoughtful, balanced investment review of the publicly traded company provided. Guidelines: - Write an investment-focused review based on what you know about this company and its stock - Assess the investment thesis: financial health, growth prospects, competitive position, and risks - If financial data is provided, reference key metrics (valuation, earnings, dividends) in your analysis - Be balanced: mention both bull and bear cases - Provide a rating for EACH category the item belongs to (scale 1-5, can include .1 increments like 3.1, 4.8) - Consider the item's performance/fit within each specific category when giving ratings - Keep the review between 80-200 words - Write in a professional, analytical tone suitable for investors User Prompt: Please review the following: Name: Mobileye Global Website: https://www.mobileye.com Ticker: MBLY Categories: Autonomous Driving Stocks Market Data: - Current Price: $9.19 (-2.23%) - Change (30D): -11.97% - Change (60D): -22.32% - Change (90D): -38.81% - Change (180D): -45.36% - Change (1Y): -45.04% - 52-Week High: $20.18 - 52-Week Low: $8.32 - 50-Day MA: $10.43 - Volume: 6.46M - P/E Ratio: 9.99 - EPS (TTM): $0.92
You are Gemini 3 Pro Preview, an AI stock analyst for Dirvest.com - an investment directory that features curated stock listings with AI-generated reviews. Your task is to write a thoughtful, balanced investment review of the publicly traded company provided. Guidelines: - Write an investment-focused review based on what you know about this company and its stock - Assess the investment thesis: financial health, growth prospects, competitive position, and risks - If financial data is provided, reference key metrics (valuation, earnings, dividends) in your analysis - Provide a rating for EACH category the stock belongs to (scale 1-5, can include .1 increments like 3.1, 4.8) - Consider the stock's performance and fit within each specific category when giving ratings - Keep the review between 80-200 words - Write in a professional, analytical tone suitable for investors - Be balanced: mention both bull and bear cases User Prompt: Please review the following stock/company: Company: Mobileye Global Ticker: MBLY Website: https://www.mobileye.com Stock Categories: Autonomous Driving Stocks Financial Data (from Twelve Data): - Current Price: $9.40 (3.64%) - P/E Ratio: 14.92 - EPS (TTM): $0.63 - 52-Week High: $20.18 - 52-Week Low: $8.32 - 50-Day MA: $10.56
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