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Upturn AI SWOT - About
Mobileye Global Inc. Class A Common Stock (MBLY)
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Upturn Advisory Summary
04/01/2025: MBLY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -59.92% | Avg. Invested days 22 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.26B USD | Price to earnings Ratio - | 1Y Target Price 20.13 |
Price to earnings Ratio - | 1Y Target Price 20.13 | ||
Volume (30-day avg) 3735865 | Beta 0.27 | 52 Weeks Range 10.48 - 34.00 | Updated Date 04/1/2025 |
52 Weeks Range 10.48 - 34.00 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -3.82 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -186.82% | Operating Margin (TTM) -16.61% |
Management Effectiveness
Return on Assets (TTM) -2.33% | Return on Equity (TTM) -22.88% |
Valuation
Trailing PE - | Forward PE 52.08 | Enterprise Value 10262861268 | Price to Sales(TTM) 7.41 |
Enterprise Value 10262861268 | Price to Sales(TTM) 7.41 | ||
Enterprise Value to Revenue 6.2 | Enterprise Value to EBITDA 45.38 | Shares Outstanding 100226000 | Shares Floating 97342239 |
Shares Outstanding 100226000 | Shares Floating 97342239 | ||
Percent Insiders 3.65 | Percent Institutions 113.37 |
Analyst Ratings
Rating 3.85 | Target Price 20.23 | Buy 4 | Strong Buy 11 |
Buy 4 | Strong Buy 11 | ||
Hold 9 | Sell 3 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Mobileye Global Inc. Class A Common Stock
Company Overview
History and Background
Mobileye Global Inc. was founded in 1999 in Israel and is a leading developer of advanced driver-assistance systems (ADAS) and autonomous driving technologies and was a Intel company before being spun out.
Core Business Areas
- ADAS: Provides advanced driver-assistance systems, including features like automatic emergency braking, lane keeping assist, and adaptive cruise control. These systems are integrated into vehicles by automakers.
- Autonomous Driving: Develops autonomous driving platforms for robotaxis, delivery vehicles, and consumer vehicles. This includes hardware, software, and mapping solutions.
Leadership and Structure
Amnon Shashua is the CEO. The company has a structured organizational approach to manage its various segments, from ADAS development to autonomous vehicle platforms.
Top Products and Market Share
Key Offerings
- EyeQ Chips: The EyeQ series of chips are specialized processors for computer vision and machine learning, crucial for ADAS and autonomous driving. They hold a significant market share in the ADAS chip market. Market share is estimated around 70-80% within automotive manufacturing. Competitors are NVIDIA, Qualcomm, and Texas Instruments.
- Remapping (Road Experience Management): REM is Mobileye's high-definition mapping technology that crowdsources data from vehicles equipped with Mobileye technology to create and maintain accurate maps. The competitors are TomTom and HERE.
Market Dynamics
Industry Overview
The automotive industry is undergoing a transformation with the increasing adoption of ADAS and the development of autonomous vehicles. Growth is fueled by safety regulations, consumer demand for convenience, and advancements in AI.
Positioning
Mobileye is a leader in the ADAS and autonomous driving space, holding a strong position with its EyeQ chips and mapping technology. It has established partnerships with major automakers.
Total Addressable Market (TAM)
The TAM for ADAS and autonomous driving is expected to reach hundreds of billions of dollars in the coming years. Mobileye is well-positioned to capture a significant portion of this market.
Upturn SWOT Analysis
Strengths
- Strong market position in ADAS
- Proprietary EyeQ chip technology
- Extensive partnerships with automakers
- Advanced mapping technology (REM)
- Large dataset for training AI models
Weaknesses
- High R&D costs
- Reliance on automaker partnerships
- Competition from larger tech companies
- Ethical concerns around autonomous driving
Opportunities
- Expanding into new vehicle segments (e.g., commercial vehicles)
- Developing Level 4/5 autonomous driving systems
- Providing data and services to other industries
- Partnering with ride-hailing companies
Threats
- Technological disruption from competitors
- Regulatory hurdles for autonomous vehicles
- Economic downturn affecting auto sales
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- NVDA
- QCOM
- TXN
Competitive Landscape
Mobileye has advantages in established automaker relationships and specialized chips. Disadvantages lie in competition from larger companies with diverse product portfolios.
Major Acquisitions
Anagog
- Year: 2019
- Acquisition Price (USD millions): 90
- Strategic Rationale: Acquired Anagog to enhance its mobility and location-based services.
Growth Trajectory and Initiatives
Historical Growth: Analysis of historical growth is unavailable without access to historical financial data.
Future Projections: Projections for future growth vary based on analyst estimates and are not included in this response due to lack of reliable specific estimates.
Recent Initiatives: Recent initiatives include expanding its autonomous driving testing programs, developing new EyeQ chips, and partnering with additional automakers.
Summary
Mobileye is a strong player in the ADAS and autonomous driving market, driven by its EyeQ chips and mapping technology. Its reliance on partnerships and high R&D costs are considerations. The company needs to watch out for emerging competition and regulatory hurdles in the autonomous vehicle space. Success will depend on continued innovation and market penetration.
Similar Companies
- NVDA
- QCOM
- INTC
- TSLA
- ON
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
- News articles
Disclaimers:
This analysis is based on available information and is subject to change. Financial data and market share estimates are approximate.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Mobileye Global Inc. Class A Common Stock
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2022-10-26 | Co-Founder, CEO, President & Director Prof. Amnon Shashua | ||
Sector Consumer Cyclical | Industry Auto Parts | Full time employees 3900 | Website https://www.mobileye.com |
Full time employees 3900 | Website https://www.mobileye.com | ||
Mobileye Global Inc. develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies and solutions worldwide. The company operates through Mobileye and Other segments. It offers a portfolio of end-to-end ADAS and autonomous driving solutions comprising Base ADAS, a front camera that delivers a combination of intelligent safety features to avoid unsafe driving situations; Cloud-Enhanced ADAS, which leverages crowdsourced data to offer accurate localization, as well as a safer, smoother, and natural driving experience; and Surround ADAS that offer eyes-on/hands-off functionality for highway ODDs with features, such as automatic lane change, front and rear collision avoidance, traffic jam assist, and a Highway Pilot function, as well as includes DXP support that enables customers to customize the driving experience. It also provides SuperVision, a eyes-on/hands-off driver assist system for autonomous vehicles; Mobileye Chauffeur, an eyes-off/hands-off solution for consumer vehicles; and Mobileye Drive, a fleet-focused end-to-end self-driving system that enables automakers, public transportation companies, and transportation network operators to offer a no-driver solution for robotaxis, ride-pooling, public transport, and goods delivery. In addition, the company offers EyeQ SoC that provide drivers with basic safety features covered by front-facing sensing, such as collision warning, lane departure warnings, pedestrian and cyclist collision warning, headway monitoring and warning, speed limit indicator, blind spot detection, and others; True Redundancy, which is an AI system architecture; and Road Experience Management solutions. It provides its products and services to original equipment manufacturers through automotive suppliers, as well as fleet owners and operators. The company was founded in 1999 and is headquartered in Jerusalem, Israel. Mobileye Global Inc. operates as a subsidiary of Intel Corporation.
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