Mobileye Global (MBLY) came out with a quarterly loss of $0.07 per share versus the Zacks Consensus Estimate of a loss of $0.06. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -16.67%. A quarter ago, it was expected that this maker of driver-assistance systems and autonomous driving technologies would post earnings of $0.27 per share when it actually produced earnings of $0.28, delivering a ...

Exhibit 99.1 Mobileye Releases First Quarter 2024 Results and Provides Business Overview · Revenue decreased 48% year over year to $239 million in the first quarter due to the significant drawdown of inventory at our Tier 1 customers announced earlier this year. · Diluted EPS (GAAP) was $(0.27) and Adjusted Diluted EPS (Non-GAAP) was $(0.07) in the first quarter. · Inventory consumption and the expected quarterly cadence of EyeQSoC deliveries over the course of 2024 remains on-track with our prior guidance. ...

分组1 - Mobileye Global (MBLY)最近被升级为Zacks Rank 2（买入），这是因为其盈利预期上升的反映[1] - Zacks评级的唯一决定因素是公司盈利情况的变化[2] - Zacks评级系统对个人投资者非常有用，因为它可以帮助他们做出基于盈利预期变化的决策[3]

Move over, Nvidia! These fast-paced artificial intelligence (AI) stocks can more-than-double in value, based on the Street-high price targets of three analysts.For more than a year, no investment trend on Wall Street has captivated investors' attention quite like artificial intelligence (AI). Utilizing software and systems in place of humans, and giving these systems the ability to learn over time without human intervention in order to become more proficient at their tasks, gives AI a use case in almost eve ...

公司技术和市场前景 - Mobileye公司拥有令人印象深刻的技术，但管理层预计2024年收入将下滑[1] - Mobileye公司在高级驾驶辅助系统（ADAS）方面拥有数十年的经验，已将技术销售给全球50多家汽车制造商，包括大众汽车[2] - 科技咨询公司麦肯锡表示，到2035年，ADAS和自动驾驶市场的总价值可能超过3000亿美元，其中至少有1700亿美元来自自动驾驶[3] - Mobileye公司已建立了一个复杂的平台，实时分析驾驶条件，消耗极少的车辆电力，并且对汽车制造商具有成本效益[4] - Mobileye公司的产品组合设计为模块化，使汽车制造商能够根据消费者需求选择适当级别的ADAS和自动驾驶功能[6] - 随着公众对自动驾驶技术的兴趣增加，Mobileye公司将准备好提供日益全面的功能，包括传感器、摄像头、雷达、软件和实时地图能力[7] 公司财务状况和展望 - Mobileye公司在2023年实现了21亿美元的销售额，净亏损从2022年的8200万美元降至去年的2700万美元，第四季度净收入同比增长110%至6300万美元[8] - Mobileye公司在2023年底拥有强劲的资产负债表，总资产156亿美元，现金及等价物12亿美元，总负债仅为6.53亿美元，不包括债务[9] - 尽管Mobileye公司在2023年取得了良好的业绩，但预计其2024年的收入将下降，预期销售额的下限为18亿美元，这将是去年的两位数百分比下降[10] - Mobileye公司预计汽车制造商将在今年上半年消化其过剩的库存，从而使其能够在2024年下半年“恢复正常的收入”[11] 公司股票表现和风险 - Mobileye公司的股票价格已经有所回升，尽管仍远低于去年5月达到的47.41美元的52周高点，华尔街分析师普遍看好Mobileye股票[13] - 投资该公司存在很多风险，全自动驾驶汽车仍需多年时间，监管障碍可能会发生变化，Mobileye在该领域面临着大量竞争[14] - 尽管面临诸多挑战，Mobileye公司拥有许多优势，包括强大的技术、数十年的经验和来自世界各地的驾驶数据，这些因素使其成为长期增长股[16]

Mobileye合作与发展 - Mobileye在一次行业会议上宣布了一个重要客户的合作，并确认了第二季度收入将增长[5] - Mobileye与大众集团(Volkswagen)达成了扩大合作伙伴关系，提供自动驾驶解决方案[6][7] - Mobileye与大众集团合作的一个潜在风险是大众集团仍然计划将所有自动驾驶功能内部化，可能会影响Mobileye的长期业务[9] Mobileye市场前景 - Mobileye在3月份股价上涨了26.2%[2] - Mobileye作为汽车原始设备制造商(OEMs)的解决方案提供商，是一个值得关注的自动驾驶增长市场投资标的[10] - 未来汽车行业的自动驾驶技术发展方向尚不明确，投资者需要密切关注这个领域[13]

Mobileye与大众集团合作 - Mobileye与大众集团签订扩大协议，将在大众、奥迪、宾利、兰博基尼和保时捷品牌车辆中引入Mobileye功能[1] - 大众希望Mobileye实现“Level 4”自动驾驶，这意味着在特定情况下软件可以驾驶汽车，但仍需要驾驶员。全自动驾驶在“Level 5”实现[5] Mobileye股价 - Mobileye股价目前约为每股29.60美元，较3月19日收盘价上涨超过4%[1] Mobileye与英特尔关系 - Intel于2017年以153亿美元收购了Mobileye[2] - Mobileye在2022年进行了部分分拆的首次公开募股(IPO)，为英特尔和MBLY股票带来了8.61亿美元，首日交易上涨34%[3] - 英特尔仍然拥有大部分Mobileye股份，自动驾驶仍面临公众的怀疑[6] Mobileye市场预测 - Mobileye认为其可寻址市场从2022年的160亿美元增长到2030年的4800亿美元，但在2024年降低了预测并警告产品供应过剩，最近决定关闭售后市场部门并裁员130人[4]

Parkev Tatevosian与The Motley Fool关系 - Parkev Tatevosian, CFA在所提及的股票中没有任何持仓[1] - Parkev Tatevosian是The Motley Fool的关联方，可能会因推广其服务而获得补偿[2] - 如果选择通过他的链接订阅，他将赚取一些额外的支持他频道的钱[2] - 他的观点仍然是他自己的，不受The Motley Fool的影响[2]

Mobileye Global (MBLY) shares rallied 11.4% in the last trading session to close at $27.81. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 8.3% loss over the past four weeks.Shares of Mobileye popped yesterday following optimistic remarks from the company's executives at Morgan Stanley's Technology, Media, and Telecom conference. MBLY reiterated that the sales volumes of EyeQ is estimated at 3.4 million unit ...

It’s another green day in the stock market, with many tech stocks leading the way higher. Investors in Mobileye (NASDAQ:MBLY) have seen some of the most significant gains, with MBLY stock surging more than 11% this afternoon. This sees MBLY recovering some of the losses the company has seen since the beginning of the year.This move follows some bullish commentary from the company’s management team during a presentation at Morgan Stanley’s (NYSE:MS) Technology, Media and Telecom conference this morning. Mobi ...