Mobileye (MBLY) is an advanced driver-assistance system (ADAS) and autonomous driving (AV) company. It has its own hardware, like the EyeQ system-on-chip (SoC). It has been quite a rollercoaster for the market. Mobileye first went public in 2014 and became the largest Israeli IPO in U.S. history before being acquired by Intel (INTC) in 2017 for $15.3 billion. It then got spun off in 2022. Intel took a significant stake as MBLY stock peaked above $45 but then traded sideways throughout 2023 before taking a ...

OSLO, Norway--(BUSINESS WIRE)--In a significant step for autonomous driving in Europe, Ruter, the public transport agency of Oslo, Norway, and Holo, a company specialized in the operation of autonomous vehicles, have announced they are partnering with MOIA to deploy the ID. Buzz AD, to be equipped with the Mobileye Driveâ"¢ self-driving system, planned for as early as spring 2026. This step follows extensive testing by Ruter and Holo of autonomous development vehicles with Mobileye Driveâ"¢ over th. ...

Question-and-Answer SessionJoseph SpakUBS Investment Bank, Research Division So a lot to talk about here. I think the Mobileye story is almost a sort of continual sort of evolution, right? You have the base ADAS products, which is sort of the core competency of the business. That was evolving more into SuperVision, which started to launch and then sort of for reasons we don't sort of need to go in here today sort of took a little bit of a backseat. And then you sort of have the surround ADAS sort of come in ...

Summary of Mobileye Global Conference Call (December 03, 2025) Company Overview - **Company**: Mobileye Global (NasdaqGS:MBLY) - **Industry**: Autonomous Driving Technology and Advanced Driver Assistance Systems (ADAS) Key Points Business Focus and Product Development - Mobileye is evolving its core competencies in ADAS, with a focus on next-generation systems for mass-market vehicles that enhance safety and meet stringent future test criteria [3][5][6] - The company is prioritizing the execution of existing design wins, particularly with Volkswagen Group, rather than seeking new design wins at this time [7][8] - There is significant market pull for cost-effective surround ADAS solutions, which are expected to be implemented broadly across various vehicle models [4][6][10] Robotaxi Business - The robotaxi segment is generating enthusiasm from investors and demand from ride-hailing companies like Uber and Lyft, as well as public transit operators [6][15] - Mobileye is exploring the potential of operating its own small fleet of vehicles to demonstrate technology capabilities and drive partnerships [16][27] - The company aims to remove safety drivers from its vehicles by mid-2026 in specific environments, with plans for scaled commercialization by the end of 2026 [22][23] Competitive Landscape - Mobileye acknowledges Waymo as a leader in the robotaxi space, but believes it has scaling advantages and is well-positioned to compete [25][32] - The company is cautious about relying on a few partners for scaling and is considering alternative partnerships to mitigate risks [27][63] Financial Outlook and Market Position - Mobileye expects to ship below demand in Q4 2025, leading to a tight inventory situation at the start of 2026 [38] - The company anticipates growth in market share, particularly in emerging markets like India, with significant vehicle launches planned for 2027 [40][42] - The SuperVision product line is stabilizing, with quarterly unit sales increasing from 12,000 to approximately 15,000-16,000 [43] Technology and Supply Chain Considerations - Mobileye is not directly responsible for sourcing memory components used in its systems, as this is managed by Tier 1 suppliers [56][57] - The company is monitoring potential memory shortages but does not foresee production impacts in the near term [60][61] Strategic Partnerships and Collaborations - Mobileye is not seeing significant interest from customers in committing to large-scale programs with competitors or startups, focusing instead on scaling its own products [63][64] Additional Insights - The company is leveraging lessons learned from competitors like Waymo to navigate regulatory environments and consumer expectations [31][32] - Mobileye's technology is positioned to provide cost savings for OEMs while generating revenue for itself, creating a mutually beneficial dynamic [11][14] This summary encapsulates the key discussions and insights from the Mobileye Global conference call, highlighting the company's strategic focus, competitive positioning, and market outlook.

Group 1 - Mobileye's third-quarter results were soft, attributed to a challenging macroeconomic backdrop, despite the core business remaining resilient [1] - The lack of advanced design wins is weighing on Mobileye's performance [1] - Narweena, an asset manager, focuses on identifying market dislocations and believes excess risk-adjusted returns can be achieved through businesses with secular growth opportunities [1] Group 2 - Narweena's research process emphasizes company and industry fundamentals to uncover unique insights [1] - The firm has a high risk appetite and a long-term investment horizon, targeting deeply undervalued stocks, particularly in smaller cap markets [1] - An aging population with low growth and stagnating productivity is expected to create new investment opportunities, contrasting with past trends [1] Group 3 - Many industries may face stagnation or secular decline, which could paradoxically enhance business performance due to reduced competition [1] - Other businesses may encounter rising costs and diseconomies of scale [1] - The economy is increasingly dominated by asset-light businesses, leading to a declining need for infrastructure investments over time [1] Group 4 - A large pool of capital is pursuing a limited set of investment opportunities, resulting in rising asset prices and compressed risk premia [1]

Core Insights - Mobileye Global Inc. (NASDAQ:MBLY) has been recognized as one of the 10 Stocks Under $20 to Buy according to analysts, with UBS reiterating a Neutral rating and a price target of $17 [1][2] - The company has secured a new Surround ADAS award from a leading Western automaker, indicating progress in its long-term strategy [1][2] - The new program is not expected to generate revenue before 2028, suggesting a long wait for financial returns [2] Group 1 - UBS believes that the new award may lead to additional Surround ADAS contracts from non-Chinese manufacturers [2] - The 2026 revenue estimates for Mobileye are now considered more realistic compared to earlier forecasts [2] - The stock could see an increase if Mobileye announces the identity of the automaker involved in the new award [3] Group 2 - Mobileye specializes in developing advanced driver-assistance systems (ADAS) and autonomous driving technologies [3]

Core Insights - Tigress Financial sets a price target of $25 for Mobileye, indicating a potential rise of approximately 91.7% from the current stock price of $13.04 [3] - Mobileye is expanding its operations in India through a partnership with VVDN Technologies Pvt. Ltd. to localize next-generation ADAS technologies [4][5] - Despite a slight decrease in stock price to $13.11, Mobileye's strategic initiatives and market position suggest strong growth prospects [3][4] Company Overview - Mobileye Global Inc. is a key player in advanced driver assistance systems (ADAS) and autonomous driving technologies, known for enhancing vehicle safety and driving experience [2] - Competitors in the market include Tesla and Waymo, which are also developing autonomous driving technologies [2] Market Performance - Over the past year, Mobileye's stock has experienced a high of $22.51 and a low of $11.58, indicating volatility [5] - The company's market capitalization is approximately $10.67 billion, with a trading volume of 1,078,498 shares on NASDAQ [5]

Core Insights - Mobileye has signed a Memorandum of Understanding (MoU) with VVDN Technologies to localize and offer its ADAS technologies to Indian automakers [1] Company Collaboration - The collaboration aims to combine Mobileye's global product and system expertise with VVDN's local engineering capabilities [1]

Core Insights - Mobileye has signed a Memorandum of Understanding (MoU) with VVDN Technologies to localize advanced driver assistance systems (ADAS) technologies for Indian automakers, aiming to enhance the "Made-in-India" initiative [1][3][5] - The collaboration will combine Mobileye's global expertise in product and systems with VVDN's local engineering and manufacturing capabilities, facilitating faster market entry and customization for Indian automotive manufacturers [3][5][6] Company Overview - Mobileye is a leader in autonomous driving and driver-assistance technologies, having shipped over 200 million system-on-chips (SoC) globally, which power advanced ADAS systems [3][4][7] - VVDN Technologies, established in 2007, specializes in software services, product engineering, and manufacturing, with a strong presence in India and globally, including advanced R&D centers and manufacturing facilities [9] Strategic Importance - The partnership is aligned with India's automotive market's shift towards enhanced safety and technology, driven by regulatory changes and increasing consumer demand [3][4] - Mobileye's focus on India as a strategic priority aims to build a robust local ecosystem, enhancing safety and driving intelligence on Indian roads while supporting both local and global automotive programs [5][6]

Core Insights - Mr. Mavroudis is a professional portfolio manager with a focus on risk management and in-depth financial market analysis [1] - He has successfully navigated major crises, including the COVID-19 pandemic and the PSI [1] - Mr. Mavroudis is the CEO of FAST FINANCE Investment Services, a registered Greek company [1] Professional Background - Holds an MSc in Financial and Banking Management, an LLM in Law, and a BSc in Economics, graduating as valedictorian [1] - Certified portfolio manager and analyst for financial instruments, with additional certifications in derivatives and securities market-making [1] - Licensed Class A accountant-tax consultant and member of the Economic Chamber of Greece [1] Contributions and Engagement - Writes daily articles for reputable financial media and appears as a guest commentator on television and online programs [1] - Published three books on investments and teaches in educational seminars [1] - Engages with the investment community through Seeking Alpha to foster mutual growth and knowledge sharing [1]