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Price · 1Y
$7.61
Thesis
Mobileye is a pure-play bet on camera-led driver assistance and autonomy. The EyeQ chip family combined with its computer-vision software is shipped across a broad swath of global automakers, giving it the largest production footprint in ADAS outside of the in-house Tesla stack.
The roadmap moves up the autonomy ladder through SuperVision, Chauffeur, and Drive, with REM crowdsourced mapping as a quiet data advantage. Intel still owns the majority of the equity post-2022 IPO, which adds overhang, and the timeline for L4 revenue inflection remains the dominant variable.
Catalysts
- SuperVision program ramps at additional OEMs
- Chauffeur eyes-off launches converting from pilots to production
- Intel ownership reduction or strategic resolution
- EyeQ6 / EyeQ7 share gains in next ADAS sourcing cycles
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.
- Sep 10LeadershipSEC
8-K item 5.02 filing on officer or director changes at Mobileye.
- Sep 10LeadershipSEC
8-K filing (item 5.02) disclosing changes in officers or directors.
- Aug 12LeadershipSEC
8-K item 5.02 filing on officer or director changes.
- Jul 23Financial resultsSEC
Mobileye Global Inc. filed Form 8-K (items 2.02, 9.01) disclosing financial results.
- Jul 23LeadershipSEC
8-K filed with items 5.02, 7.01, 9.01 disclosing changes in directors or officers.