Analysts maintain a cautious outlook on Mobileye Global as improving industry fundamentals and product catalysts drive some price target increases, but offsetting concerns over global vehicle production, competitive pressures, and valuation have led the consensus price target to edge down marginally from $19.82 to $19.67.
Analyst Commentary
- Bullish analysts cite improving visibility and industry fundamentals in vehicle technology and mobility, anticipating auto suppliers like Mobileye may beat expectations in Q2 and Q3.
- Anticipation of a strong product showcase at the International Automobile Exhibition, particularly with the first external demonstration of Mobileye's EyeQ6 High-based SuperVision system, is seen as a potential catalyst to impress customers and investors.
- Price target increases from several analysts reflect a more optimistic view due to firmer industry conditions and moderate but upward revisions to auto sales forecasts.
- Goldman Sachs notes that more measured US auto tariffs and slightly higher unit sales forecasts, despite expected second-half moderation, justify a modestly increased price target.
- Bearish analysts point to multiple headwinds: uncertainty in global light vehicle production, increased competition in autonomous vehicle technology, and valuation concerns based on current market multiples, leading to lowered price targets and neutral ratings.
What's in the News
- Mobileye raised its full-year 2025 revenue guidance by 4% at the midpoint and narrowed its expected operating loss, citing higher-than-expected EyeQ and SuperVision shipments and improved supply-demand visibility.
- Completed a follow-on equity offering, raising $825 million through sale of 50 million Class A shares at $16.50 each with a discount of $0.45375 per share.
- Filed another follow-on equity offering for 45 million Class A shares.
- A 91-day lock-up period began for certain Class A and Class B shares, restricting their sale or transfer until 8-OCT-2025.
Valuation Changes
Summary of Valuation Changes for Mobileye Global
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $19.82 to $19.67.
- The Net Profit Margin for Mobileye Global has significantly risen from 3.76% to 4.51%.
- The Future P/E for Mobileye Global has significantly fallen from 192.54x to 160.43x.
Disclaimer
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