MBLY Stock Recent News

Mobileye reported slightly better Q1'25 revenues, but the company still hasn't topped revenues from 2 years ago. The company had some promising news on robotaxi services, but the material revenue benefit still won't occur until 2027. The stock trades at an EV/S multiple of 6x, not cheap enough for a 3rd wheel in AVs.

Mobileye, a leader in ADAS and autonomous driving, partners with major automakers and holds a significant market share, positioning it for massive growth. Despite a 50% stock drop this year, recent earnings show rapid business expansion and potential for substantial recovery, possibly doubling within a year. Mobileye's growth prospects include $2 billion in sales next year, 20-30%+ sales growth, and the potential for a significant short squeeze due to improving fundamentals.

Mobileye Global Inc. (NASDAQ:MBLY ) Q1 2025 - Earnings Conference Call April 24, 2025 8:00 AM ET Company Participants Dan Galves - Chief Communications Officer Prof. Amnon Shashua - President, Chief Executive Officer Moran Shemesh - Chief Financial Officer Nimrod Nehushtan - EVP of Business Development, Strategy Conference Call Participants Joe Spak - UBS Joshua Buchalter - TD Cowen Shreyas Patel - Wolfe Research Adam Jonas - Morgan Stanley Antoine Chkaiban - New Street Research Mark Delaney - Goldman Sachs Aaron Rakers - Wells Fargo Gary Mobley - Loop Capital Edison Yu - Deutsche Bank Tom Narayan - RBC Operator Greetings, and welcome to the Mobileye First Quarter 2025 Earnings Call.

Mobileye Global (MBLY) came out with quarterly earnings of $0.08 per share, in line with the Zacks Consensus Estimate. This compares to loss of $0.07 per share a year ago.

Mobileye Global beat Wall Street expectations for first-quarter revenue on Thursday, benefiting from an increase in orders for its driver-assistance technology.

Needham analyst Quinn Bolton initiated coverage on Valens Semiconductor VLN with a Buy rating and a price target of $4 Friday. The stock gained after the report.

Investors with an interest in Automotive - Original Equipment stocks have likely encountered both Strattec Security (STRT) and Mobileye Global (MBLY). But which of these two companies is the best option for those looking for undervalued stocks?

JERUSALEM--(BUSINESS WIRE)--Mobileye Global Inc. (Nasdaq: MBLY) (“Mobileye”) today announced that it will release its financial results for the first quarter 2025 on Thursday, April 24th, 2025, before market open. Mobileye will host a conference call at 8:00 a.m. ET (3:00 p.m. IT) to review its results and provide a general business update. The call will be hosted by Professor Amnon Shashua, CEO, Moran Shemesh Rojansky, CFO, Nimrod Nehushtan, EVP – Business Development and Strategy, and Dan Gal.

Bill Baruch, Founder & President Blue Line Capital, joins CNBC's “Halftime Report” to detail his plethora of sales today.

Mobileye's collaboration with Volkswagen eases doubts about Surround ADAS, but its financial impact will be fairly modest. Upside remains more dependent on SuperVision and Chauffer adoption, and there have been no updates on this front. While tariffs are likely to be a headwind, Mobileye's 2025 guidance is conservative, meaning revenue growth should still be expected, absent large changes in China.