S&P 500 Futures Drop in Premarket Trading; Carvana, Confluent Lead
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 31 2024
0mins
Should l Buy MBLY?
Source: Barron's
Market Performance: Carvana Co. and Confluent Inc. saw significant pre-market gains of 19.7% and 13.7%, respectively, while Estee Lauder and Aurora Innovation experienced declines of 17.4% and 14.6%. Overall, S&P 500 futures were down 0.70%.
Commodities and Global Markets: Brent crude oil futures rose by 0.57%, gold futures fell by 0.37%, and Bitcoin increased by 0.70%. Asian markets showed mixed results, with Japan's NIKKEI 225 down 0.50% and China's Shanghai Composite up 0.42%.
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Analyst Views on MBLY
Wall Street analysts forecast MBLY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MBLY is 17.59 USD with a low forecast of 12.00 USD and a high forecast of 30.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
9 Buy
9 Hold
0 Sell
Moderate Buy
Current: 8.400
Low
12.00
Averages
17.59
High
30.00
Current: 8.400
Low
12.00
Averages
17.59
High
30.00
About MBLY
Mobileye Global Inc is an Israel-based company that is primarily actives in field of development and deployment of advanced driver-assistance systems (ADAS) and self-driving system (AV). Company's portfolio Mobileye’s of solutions is built upon a purpose-built software and hardware technologies designed to provide the capabilities to make advanced driver-assistance systems and autonomous driving a reality. These technologies are dedicated to deliver capabilities of advancing the safety of road users, and improving the driving experience and the movement of people and goods globally. The Company's offerings include Driver Assist, Cloud-Enhanced Driver Assist, Mobileye SuperVision Lite, Mobileye Chauffeur, and Mobileye Drive. Mobileye Global Inc operates globally.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Technological Leadership: Since its founding in 1999, Mobileye has enabled the deployment of over 230 million vehicles equipped with EyeQ technology, leveraging its expertise in AI, computer vision, and integrated software and hardware to solidify its market leadership in ADAS and AV systems.
- Impact of Independent Listing: Following its independent listing from Intel in 2022, Mobileye continues to attract investor interest, and is expected to drive the large-scale adoption of autonomous driving solutions through its innovative technologies and market strategies.
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Robots on the Rise: The development of robots is advancing rapidly, suggesting a potential future where they play a significant role in society.
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- Remote Operator Demand: Goldman Sachs estimates that one remote operator is needed for every three robotaxis currently, highlighting the reliance on human intervention for complex situations, which hampers commercialization efforts.
- Technological Innovation Outlook: Mobileye's proposed 'fast-think, slow-think' architecture aims to enable one operator to manage 10 robotaxis by 2030 and 35 by 2040, significantly reducing operational costs and enhancing scalability.
- Safety Decision Optimization: Mobileye's system perceives the environment 10 times per second to ensure rapid responses in emergencies while leveraging cloud-based AI for complex decision-making, improving the mean time between interventions and reducing reliance on remote operators.
- Market Potential Enhancement: Mobileye's partnership with Volkswagen aims to deploy 100,000 robotaxis by 2033, with an expected automotive revenue pipeline of $24.5 billion over the next eight years, reflecting a 42% increase over the past three years and laying the groundwork for the economic viability of robotaxis.
See More
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- Analyst Price Target Cuts: Raymond James lowered Mobileye's price target from $19 to $16 while maintaining an 'Outperform' rating, indicating that despite FY26 guidance suggesting a transition year, there is potential for upside in late 2026.
- Poor Financial Performance: Mobileye reported Q4 revenue of $446 million, exceeding analyst expectations of $431.85 million by about 3%, but posted a net loss of $127 million, significantly higher than the $71 million loss in the same period last year, highlighting financial pressures.
- Market Reaction: Following a series of price target cuts from analysts, Mobileye's shares fell nearly 7% on Friday, reflecting market concerns about the company's future performance, particularly after FY26 earnings guidance came in lower than expected.
- Investor Sentiment Shift: Despite the stock price decline, retail sentiment around MBLY shares on Stocktwits shifted from 'neutral' to 'bullish', indicating some investors' confidence in the company's future potential, even as the stock has dropped over 41% in the past year.
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