Added to YB: 2026-06-23
Pitch date: 2026-06-19
MBLY [neutral]
Mobileye Global Inc.
Author Info
Asymmetric Investing analyzes stocks that have an asymmetric return potential of 10x (or more) over the next decade. Sign up for the newsletter.
Company Info
Mobileye Global Inc. develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies and solutions in the United States, Europe, China, and internationally.
Market Cap
$7.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
-1.85
EV/Sales
3.27
Sector
Automobile Components
Category
growth
Mobileye’s Gambit
MBLY (overview): Pivots to vertically integrate—building own robotaxi fleet/ride-hailing app (100 vehicles 2027, 17K in 5yrs) vs just supplying Drive tech to slow-moving OEMs. Could add $1.7B rev (~2x biz) at $100K/vehicle. $7.1B cap, $1.3B cash. Risky mid-stream model shift; Waymo/Uber/many chasing autonomy. Right move but no guaranteed win.
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