MBLY

bullish · high conviction track record →

Mobileye Gains Buy Rating, Eyes 2027 ADAS Ramp

Watch: Watch for official production launches with the EyeQ6L system starting in 2027 to validate adoption scale and Mobileye’s revenue ramp.

Full analysis

Michael Filatov at Berenberg initiated coverage on Mobileye with a Buy rating and $9.30 target. Mobileye announced that a leading U.S. automaker will integrate its Driver Monitoring System using the EyeQ6L chip starting 2027. This integration could cover millions of vehicles across multiple models, supporting expansion in scalable, cost-efficient L2 to L2+ ADAS segments. Insider buying totals over $10M, mainly by CEO and Intel's Gelsinger, despite a $1B Intel insider sale.

The Buy rating and large-scale integration deal signal Mobileye's solid positioning to accelerate revenue growth in the high-volume ADAS market with cost-effective tech and strong insider conviction.

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Evidence

11h ago Goldman Sachs main MBLY: Neutral → Neutral

1d ago UBS main MBLY: Neutral → Neutral

1d ago Insider sell by INTEL CORP (MBLY): $1,022,662,551

1d ago Insider buy by GELSINGER PATRICK P (MBLY): $100,848

1d ago Insider buy by GELSINGER PATRICK P (MBLY): $99,045

1d ago Insider buy by SHASHUA AMNON (MBLY): $10,434,093

1d ago Insider buy by GELSINGER PATRICK P (MBLY): $100,438

1d ago Falling Oil Prices Could Be Bullish For Mobileye Global (MBLY) Stock yahoo-finance

2 older signals

41d ago Mobileye (MBLY) Partners With Elektrobit to Enhance its Drive Platform

46d ago Mobileye (MBLY) Partners With Elektrobit to Enhance its Drive Platform

10 signals · latest 11h ago

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