Are these two high-growth artificial intelligence (AI) stocks the next Nvidia?For much of the last two years, no trend has captivated the attention of investors quite like artificial intelligence (AI).The potential for AI-backed software and systems to learn over time without human intervention gives this technology the ability to improve productivity and alter consumer/enterprise consumption habits in most sectors and industries. It's why the researchers at PwC expect the global addressable market for AI t ...

mikkelwilliam Mobileye Global Inc. (NASDAQ:MBLY) shares have reached new lows recently after publishing its 2Q24 earnings results. In this article, I look into the recent earnings published by Mobileye, the changing dynamics in China, and share what, I think, could help re-rate the stock to the upside. Data by YCharts I have written extensively about Mobileye on Seeking Alpha, which can be found here. I continue to be constructive on Mobileye as a contrarian play given how depressed both sentiment and v ...

浦银国际研究 全球科技行业 首次覆盖 2024 年 9 月 9 日 Mobileye Global Inc.（MBLY.US）首次覆盖： 买入 首次覆盖 智能化已经拉开了新能源汽车发展下半场的序幕，作为智能化的核心应用场景，全球智能驾驶解决 方案市场将随着主机厂的技术进步和用户心智培育而迎来高速增长。智驾芯片和软件算法作为智 能驾驶核心构成，正在逐渐成为产业链中的价值高地。作为辅助驾驶时代 ADAS 芯片领域的龙头厂 商，Mobileye 的全球份额可观，也具有目前最完整的自动驾驶定义和产品布局，从基础行车到消费 级自动驾驶再到 L4 级出行服务的业务均布有对应产品，预计公司业务将随行业的快速成长实现自 然扩张。我们首次覆盖 Mobileye（MBLY.US），给予"买入"评级。 黄佳琦（科技分析师） sia_huang@spdbi.com (852) 2809 0355 沈岱（首席科技分析师） tony_shen@spdbi.com (852) 2808 6435 欢迎关注 浦银国际研究 本研究报告由浦银国际证券有限公司分析师编制，请仔细阅读本报告最后部分的分析师披露、商业关系披露及免责声明。 浦银国际研究 ...

gremlin Mobileye (NASDAQ:MBLY) reported its Q2 2024 results on August 1, beating expectations on EPS and revenue. Despite this seemingly better-than-expected performance, the stock nosedived almost 25% and is now down more than 60% this year. While there were some significant improvements in certain aspects compared to Q1, there are still too many uncertainties that might lead to the company's underperformance in the mid-term, especially in Mobileye's biggest market, China. Therefore, the stock remains ...

Ethan Miller Investment Thesis Mobileye (NASDAQ:MBLY) remains the definite leader in advanced driver-assistance systems. As this market is moving towards more advanced systems (ultimately fully autonomous), the average price of its systems will continue to increase over time, leading to revenue growth far larger than any macro issues related to the overall (roughly flat) automotive industry. Background In previous coverage in February, Mobileye was called a top pick after its stock decline. Since then, ...

The next few quarters will clearly be rough for Mobileye. But after that?Shares of Mobileye Global (MBLY -1.97%) had a rough week. The Israeli maker of machine vision and other advanced driver-assist systems for vehicles cut its full-year guidance sharply on Thursday -- and the stock promptly fell by over 20%.That was a huge hit for an important name, raising an obvious question: Is this a buying opportunity?To answer that, let's dig into why Mobileye cut its guidance -- and why the market reacted so strong ...

Mobileye Global Inc. (MBLY) reported second-quarter 2024 adjusted earnings per share of 9 cents, which beat the Zacks Consensus Estimate of 8 cents. However, earnings came in lower than 17 cents per share recorded in the year-ago quarter.Total revenues amounted to $439 million, beating the Zacks Consensus Estimate of $427 million. However, the metric was down 3% year over year. This was primarily due to a 10% reduction in EyeQ SoC-related revenues. The decrease stemmed from Tier 1 customers using up their e ...

财务数据和关键指标变化 - 2024年第二季度收入为4.39亿美元,较第一季度增长84%,但同比下降3% [8][9] - 调整后的营业利润率从第一季度的-27%大幅回升至18% [9] - 2024年全年收入和调整后营业利润预期下调 [46][47] 各条业务线数据和关键指标变化 - EyeQ芯片出货量在第二季度环比大幅增长,已基本恢复正常库存水平 [8][41] - SuperVision系统出货量在第二季度为31,000台,符合预期 [42] - SuperVision系统毛利率略超40%,得益于采用新一代主控芯片成本下降 [42] 各个市场数据和关键指标变化 - 中国市场短期内面临挑战,导致ADAS和SuperVision系统出货量下调 [10][13] - 中国本土品牌市场份额下降影响了公司主要客户,从而影响了公司的出货量 [11][12] - 中国市场的不确定性和客户预测下调,也导致SuperVision系统出货量下调 [13] 公司战略和发展方向及行业竞争 - 公司正在加强与中国本土品牌的合作,如与Zeekr的合作,以提升在中国市场的地位 [14][92][95] - 公司正在开发针对新兴市场的低成本ADAS系统,以扩大在这些市场的份额 [58] - 公司正在推进SuperVision和Chauffeur自动驾驶系统,并有望在2024年底前获得主要设计wins [23][24][38] - 公司正在开发EyeQ6芯片和Brain6软件平台,以提升产品性能和成本效率 [27-34] 管理层对经营环境和未来前景的评论 - 公司认为中国市场的波动是短期的,长期来看公司在中国市场的地位将得到加强 [14][57] - 公司看好未来几年ADAS和自动驾驶系统需求的增长,特别是中低端市场和中级车型的需求 [18-21][63-65] - 公司认为EyeQ6和Brain6平台将为公司带来重大技术突破,有助于公司在各细分市场保持领先地位 [27-34][35-37] 其他重要信息 - 公司正在大幅增加对计算能力的投入,但不需要像竞争对手那样投入数十亿美元 [116-119] - 公司的技术水平已经达到可以解决自动驾驶问题,不需要依赖极高的计算能力 [119-125] 问答环节重要的提问和回答 问题1 **Ananda Baruah 提问** 询问公司在中国市场面临的本土竞争情况 [53] **Nimrod Nehushtan 回答** 中国市场监管环境与全球市场存在差异,导致成本和性能的权衡失衡,但公司正在采取措施应对 [54-59] 问题2 **George Gianarikas 提问** 询问公司新推出的中级ADAS系统的时间表和收入贡献 [62] **Nimrod Nehushtan 回答** 该系统预计2026年底至2027年初开始量产和贡献收入,具有较高的价格和毛利率 [63-67] 问题3 **Adam Jonas 提问** 询问公司在AI和机器学习方面的投资需求是否发生变化 [115] **Amnon Shashua 回答** 公司的投资主要集中在嵌入式软硬件,不需要像竞争对手那样大规模投资高性能计算 [119-125]

Mobileye (NASDAQ:MBLY) is one of the top-trending tickers on social media and business news websites, and MBLY stock is down about 20% today. The selloff was triggered by the firm’s announcement of a reduction in its 2024 revenue guidance.On a positive note, Mobileye noted that its revenue had soared 84% last quarter compared with the first quarter.Mobileye’s Guidance ReductionsMobileye cut its 2024 sales guidance to $1.6 billion to $1.8 billion from $1.83 billion to $1.96 billion.China’s automakers have re ...

Earnings weren't bad, but the guidance isn't good.Shares of Mobileye Global (MBLY -18.76%) were trading sharply lower on Thursday, after the company cut its full-year revenue guidance on concerns about demand in China.As of 10:30 a.m. ET, Mobileye's shares were down about 20.3% from Wednesday's closing price. Earnings beat estimates but the outlook isn't rosyAt first glance, Mobileye's second-quarter earnings were decent. The company reported adjusted earnings per share of $0.09 on revenue of $439 million. ...