reports
Mobileye Global Inc: 1 director
A director at Mobileye Global Inc bought 27,819 shares at 35.947USD and the significance rating of the trade was 85/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years c...
- Richard Hilgert
Mobileye Reports Solid First Quarter Growth; Fair Value Unchanged at $...
Narrow-moat rated Mobileye, supplier of vision system technology for the global automotive industry, reported first-quarter earnings per share before special items and stock compensation expense (EPS) of $0.25 per share, 70% higher than the same quarter last year and a penny ahead of the market consensus EPS. Consolidated revenue jumped 66% to $124.7 million versus the year-ago first quarter. In our opinion, given the magnitude of Mobileye’s booked new business, by 2019, annual revenue will li...
- Richard Hilgert
In a Surprise Move, Mobileye to be Acquired by Intel, Fair Value Estim...
In a surprising announcement, narrow-moat rated Mobileye, designer and developer of system-on-chip advanced driver assist and autonomous driving technology, has entered into an agreement whereby the company would be acquired by Intel Corp. for $63.54 per share of Mobileye stock. This represents a 16% premium to our $55 fair value estimate. The acquisition price places a 34% premium on the pre-announcement Mobileye stock price, valuing the equity at $15.3 billion, and resulting in a $14.7 billion...
- Richard Hilgert
Mobileye's 2016 Results Impress and So Does 2017 Guidance; Maintaining...
Narrow-moat-rated Mobileye, a designer and developer of system-on-chip advanced driver assist and autonomous driving technology, reported better-than-expected earnings per share before special items of $0.73 for 2016, $0.01 higher than our EPS estimate and $0.02 better than the consensus EPS estimate. The primary driver was higher-than-anticipated aftermarket sales that supported full-year revenue growth of 49% to $358 million versus our $351 million forecast and the consensus estimate of $350 m...
Ford Equity US Rating and Forecast Report
Ford Equity Research covers more than 4,000 stocks using a proprietary quantitative model that evaluates a company’s earnings strength, its relative valuation and recent price movement. Ford’s five recommendation ratings include strong buy, buy, hold, sell, strong sell. For all stocks in our coverage universe, ratings are generated each week and reflect the fundamental and price data as of the last trading day of the week.
- Richard Hilgert
Mobileye Third-Quarter Results Continue Healthy Growth Trends; $55 Fai...
Narrow-moat rated Mobileye, supplier of vision system-on-chip technology that enables advanced driver assist (ADA) features and vehicle autonomy (VA), reported earnings per share before special items and share-based compensation expense of $0.20, representing a 33% jump compared with $0.15 reported in the same period last year and $0.02 ahead of the consensus estimate. Healthy revenue growth remained on its steep upward trajectory from automakers' adoption of the technology and solid aftermarket...
- Richard Hilgert
Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agre...
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive uncertainty on what Trump will do on a variety of policies, and we will not be changing our auto fair value estimates on indiscriminate selling until we have more clarity on policy. Still, despite a Republican House and Senate, many Republican members did not support Trump and may oppose his anti-free trade agenda. We think abolishing NAFTA or the Trans-Pacifi...
- Richard Hilgert
Mobileye Coverage Initiated; $55 Fair Value Estimate, 4-Stars, Narrow ...
We think that the market has not fully appreciated Mobileye’s high growth potential, expanding but already wide margin, and impressive returns on invested capital. The company designs and develops camera-based vision systems used by nearly all of the major global automotive manufacturers. We think robust demand for vehicle features that include active safety and advanced driver assist systems, driven by regulators, supports a 10-year average annualized revenue growth rate slightly in excess of...
Company Snapshot - Mobileye Nv
A director at Mobileye Nv sold 70,000 shares at 48.681USD and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearl...
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