Key Takeaways Mobileye Global (MBLY) shares lost more than a quarter of their value this week as investors were left unimpressed by the autonomous driving company's presentation at the CES consumer electronics trade show. Bloomberg Intelligence analyst Jake Silverman pointed out that CEO Amnon Shashua's address at the highly anticipated event in Las Vegas didn't provide any updates on commercial wins, likely disappointing investors after the company unveiled promising driving assistance technology at its ca ...

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This hidden gem stock could power the autonomous driving future.Autonomous driving is improving rapidly and one company could supply chips and software for tens of millions of vehicles around the world. That company is Mobileye (MBLY -10.51%) and Travis Hoium gives an overview of the company's potential in the video below.*Stock prices used were end-of-day prices of Jan. 7, 2025. The video was published on Jan. 8, 2025. ...

Investors interested in Automotive - Original Equipment stocks are likely familiar with Continental AG (CTTAY) and Mobileye Global (MBLY) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, ...

Investors interested in stocks from the Automotive - Original Equipment sector have probably already heard of Continental AG (CTTAY) and Mobileye Global (MBLY) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphas ...

While Mobileye Global Inc. (NASDAQ: MBLY ) likely has a bright future in the auto tech sector, the company faces some tough headwinds over the next year, or so. The stock has run too much off the recent $10Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential multibaggers while managing portfolio risk via diversification. Features include various model portfolios, stock picks with identifiable catalysts, daily updates, real-time ale ...

Mobileye's (NASDAQ: MBLY ) share price has rebounded somewhat in recent weeks on the back of Q3 results that demonstrated further sequential growth. While Mobileye is still navigating a challenging period, wrought by delayed adoption of more advanced solutions andRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved b ...

文章核心观点 - 文章比较了Continental AG (CTTAY) 和 Mobileye Global (MBLY) 两家汽车原始设备制造商的股票，认为CTTAY目前是更好的价值投资选择 [1][7] 估值指标 - CTTAY的远期市盈率（P/E ratio）为9.85，而MBLY的远期市盈率为76.13 [5] - CTTAY的PEG比率为0.42，而MBLY的PEG比率为11.13 [5] - CTTAY的市净率（P/B ratio）为0.87，而MBLY的市净率为1.12 [6] 价值评分 - CTTAY在价值评分中获得A级，而MBLY获得F级 [6] 投资策略 - 文章提到，结合Zacks Rank和Style Scores系统中的价值评分可以发现最佳回报的股票 [2] - Zacks Rank偏向于具有强劲盈利预测修正趋势的股票，而Style Scores则突出具有特定特征的公司 [2] Zacks Rank - CTTAY目前的Zacks Rank为2（买入），而MBLY的Zacks Rank为3（持有） [3] - 投资者应感到放心，因为CTTAY的盈利前景可能比MBLY最近有更强的改善 [3]

文章核心观点 - 公司是全球领先的高级驾驶辅助系统(ADAS)开发商,其EyeQ系统芯片主要采用基于人工智能的视觉传感技术 [1] - 公司的技术具有成本优势,占据了约70%的汽车/轮胎/卡车行业市场份额 [1] - 公司的"真正冗余"技术使用两个冗余子系统,包括雷达和激光雷达传感器,提供故障安全保护 [2] - 公司客户的库存积压正在逐步消化,中国电动车市场的复苏有助于加快这一过程 [3][4] - 公司已与前10大客户签订了延续到2030年代初的ADAS附加设计合同,占其总销量的80%以上 [5][6] 公司现状 - 公司第三季度营收同比下降8.3%至4.86亿美元,但环比增长11% [7] - 公司正在终止昂贵的内部激光雷达开发,转而采用第三方技术,以降低营业费用 [9] - 公司第三季度经营现金流为1.25亿美元,同比大幅改善 [9] 未来发展 - 公司正在努力巩固和扩大与核心客户的长期ADAS地位 [10] - 公司将在中国推出基于EyeQ5的SuperVision系统,作为其全球客户高级产品增长的试点和立足点 [10] - 公司正在开发和推出基于EyeQ6的新产品,包括在软件中集成尖端人工智能技术 [10]

公司财报表现 - Mobileye Global Inc. (MBLY) 第三季度调整后每股收益为10美分，超出Zacks共识预期的9美分，但低于去年同期的22美分[1] - 总营收为4.86亿美元，超出Zacks共识预期的4.82亿美元，但同比下降8%，主要由于EyeQ销量减少9%，这源于对中国OEM的出货量减少和全球汽车产量下降[2] 财务指标 - 第三季度毛利率同比下降3个百分点，主要由于无形资产摊销成本、较低的收入基础和每单位EyeQ相关成本增加[3] - 调整后毛利率同比下降1个百分点，主要由于每单位EyeQ相关成本增加[3] - 调整后营业利润率同比下降18个百分点，主要由于较低收入基础上的运营费用增加[3] - 截至2024年9月28日，公司现金及现金等价物为12.9亿美元，相比2023年12月30日的121万美元有所增加[4] - 2024年前九个月的经营现金流为1.96亿美元，资本支出为6800万美元[4] 全年指引 - Mobileye更新了2024年全年销售和利润指引，预计营收范围为16.2-16.6亿美元，相比之前的16.0-16.8亿美元有所调整[5] - 预计全年营业亏损为32.37-32.64亿美元，较之前指引的5.31-5.80亿美元扩大[5] - 调整后营业利润预计为1.63-1.90亿美元，较之前指引的1.52-2.01亿美元有所下降[5] 行业对比 - Mobileye目前持有Zacks排名3（持有）[6] - 汽车行业中，丰田汽车公司（TM）、中国玉柴国际有限公司（CYD）和比亚迪股份有限公司（BYDDY）均持有Zacks排名1（强力买入）[6] - TM的2024年销售额预计同比增长3.67%，EPS预计在过去60天内提高了56美分[7] - CYD的2024年销售额和EPS预计分别同比增长19.37%和43.43%，EPS预计在过去60天内提高了35美分[7] - BYDDY的2024年销售额和EPS预计分别同比增长20.91%和23.63%，EPS预计在过去7天内提高了12美分[8]