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Price · 1Y
$8.05
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.