Mobileye: Strong in ADAS, Challenged in FSD
Feb 18, 2025
Mobileye (MBLY) makes the EyeQ system-on-a-chip, embedded in both gas and electric vehicles to enable Level 1 and Level 2 driver-assist features like adaptive cruise control, lane assistance, blind spot monitoring, and emergency braking. These are known as "advanced driver assistance technologies", or ADAS. An estimated 80-90% of revenue comes from selling these chips to major automakers. The company is also entering the full self-driving (FSD) software and data services market, but this remains a small revenue stream, and major EV makers like Tesla and BYD have their own in-house solutions. With no real recurring revenue and Level 3+ technologies moving toward vertical integration, Mobileye is a pass for me.
Follow @GreenDotStocks
Information contained on this website represents only the opinions of the author and should not be used as the sole basis for investing decisions. By using this site, you agree to all statements in the Site Policy.
Watch List
| WDAY | -11.85% |
| SNOW | 44.96% |
| ENLT | -16.62% |
| WEAV | -18.38% |
| SE | 45.19% |
| SPSC | 19.07% |
| RDDT | -2.17% |
| APPF | 5.97% |
| CMG | 40.64% |
| INTU | 37.96% |
| PSTG | 20.52% |
| VEEV | 18.88% |
| NTNX | 47.70% |
| CRWD | 108.03% |
vs. Fair Value Estimates
Buy List
| TBBB | -26.42% |
| SEMR | -35.80% |
| TSM | -31.19% |
| ZETA | -34.55% |
| GOOG | -47.66% |
| NYAX | -28.51% |
| HRMY | -53.82% |
| GLBE | -29.82% |
| YOU | -37.71% |
| ABNB | -28.81% |
| ADBE | -36.60% |
vs. Fair Value Estimates
Hold List
| PINS | -21.77% |
| ASML | -16.57% |
| VTEX | -0.96% |
| MSFT | -18.30% |
| ODD | 5.53% |
| ASR | -17.04% |
| FLYW | -13.49% |
| CELH | 16.45% |
| TOST | 41.63% |
| CPNG | 3.58% |
| HIMS | 38.81% |
| PAYC | -1.94% |
| MNDY | 21.77% |
| ZS | 55.89% |
| V | -2.61% |
| ADSK | 7.01% |
| NOW | 21.30% |
| MELI | -24.98% |
| FTNT | 2.14% |
| TEAM | -10.85% |
vs. Fair Value Estimates