MBLY - Mobileye

Discussion in 'Stock Message Boards NYSE, NASDAQ, AMEX' started by T0rm3nted, Apr 13, 2016.

  1. T0rm3nted

    T0rm3nted Moderator
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    Mobileye (MBLY) is a technology company that develops vision-based advanced driver assistance systems (ADAS) providing warnings for collision prevention and mitigation. Mobileye N.V. is headquartered in the Netherlands, with a R&D Center in Jerusalem, Israel, and sales and marketing offices in Jericho, New York; Shanghai, China; Tokyo, Japan and Düsseldorf, Germany.
     
  2. T0rm3nted

    T0rm3nted Moderator
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    Mobileye Bears Lose Bite as Carmakers Recruit for Driverless War
    In six months, short seller Andrew Left helped wipe $5 billion off the market capitalization of Mobileye NV, the maker of driverless car software. These days, his call to sell seems to be having less impact.

    Read full article here: http://bloom.bg/1T0foVA
     
  3. anotherdevilsadvocate

    anotherdevilsadvocate Well-Known Member

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    Might be overvalued, but it's been moving up in price. MACD is holding steady while price marches up. Big volume today, at a level where it sold off before last ER. Might be the bagholders finally breaking even on a bad buy?

    [​IMG]

    See if it bounces off the 20 SMA and can challenge the 200 SMA next.
     
  4. StockJock-e

    StockJock-e Brew Master
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    I see what you are looking it, lets see how it closes up today.
     
  5. 4revR - Taken

    4revR - Taken Member

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    Anybody playing this stock prior to May 5th earnings release?
     
  6. T0rm3nted

    T0rm3nted Moderator
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    Reported before open today (5/5/16)
    Earnings: EPS $0.15 Revenue $75.20M
    Estimates: EPS $0.14 Revenue $73.33M

    Down 2.38% in pre-market
     
  7. StockJock-e

    StockJock-e Brew Master
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    Big break out today!

    Mobileye (MBLY) Stock Surges on Intel, BMW Partnership

    NEW YORK (TheStreet) -- Mobileye (MBLY) stock is gaining 12.94% to $47.39 on heavy trading volume on Thursday morning following reports that the company will collaborate with chipmaker Intel (INTC) and automaker BMW to create self-driving car technology, sources told Bloomberg.

    Shares of Intel are up 1.33% to $32.35 this morning.

    Jerusalem-based Mobileye develops software and other components for advanced driver assistance systems and autonomous driving technologie
     
  8. leonx81

    leonx81 Well-Known Member

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    Mobileye (MBLY) Stock Drops on Tesla Split

    NEW YORK (TheStreet) -- Shares of Mobileye (MBLY) are down 8.58% to $45.09 in early morning trading today after the Jerusalem-based technology company announced it would no longer supply sensor chips to electric car maker Tesla Motors (TSLA).

    Mobileye said its relationship with Tesla "will not go beyond EyeQ3 chip as it seeks closer collaborations (like BMW/INTC) as opposed to just supply agreements in order to protect reputation/perception of autonomous driving," Barron's reports.

    Additionally, Mobileye reported better-than-expected second quarter earnings before today's closing bell.

    The company posted earnings of 17 cents per share, beating analyst estimates of 15 cents per share. Revenue rose 58% year-over-year to $83.5 million, exceeding analyst projections of $77.31 million.

    "In addition to winning new ADAS programs and new Tier-1 partnerships, we have begun an expansion of our value proposition by creating partnerships with automakers and others in order to bring fully autonomous driving to volume production with the next five years," said Mobileye CEO Ziv Aviram in a statement.

    .....

    Read more: https://www.thestreet.com/story/136...rops-on-tesla-split.html?puc=CNBC&cm_ven=CNBC
     
  9. leonx81

    leonx81 Well-Known Member

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    Picked up some calls earlier this morning. It appears that MBLY is making its way up.

    upload_2016-7-26_11-3-21.png
     
    #9 leonx81, Jul 26, 2016
    Last edited: Jul 26, 2016
  10. T0rm3nted

    T0rm3nted Moderator
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    Reported before open today (7/26/16)
    Earnings: EPS $0.17 Revenue $83.5M
    Estimates: EPS $0.15 Revenue $77.31M

    Down 8.05% today
     
  11. leonx81

    leonx81 Well-Known Member

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    upload_2016-7-27_12-49-43.png

    Dougherty & Co Upgrades Mobileye N.V (MBLY) to Buy; Analyst Highlights 'Overreaction' to Tesla News

    Dougherty & Co upgraded Mobileye N.V (NYSE: MBLY) from Neutral to Buy with a price target of $60. The change follows the release of Q2 results and news Mobileye will not supply Tesla beyond the EyeQ3 chip. In the view of analyst Charles Anderson, the biggest near-term fear has passed, and the stock's decline was an "overreaction."

    "We believe there are more near-term catalysts working in favor of the stock (especially given that the biggest near-term fear -losing Tesla -- is over). We believe MBLY will be a leader in the nascent ADAS market, as evidenced by its working with 20+ OEMs that collectively produce more than 50% of the vehicles sold worldwide annually, and for which MBLY is capturing only 5% of the annual TAM. ADAS will carry MBLY through 2019. Post-2019, we believe there will be enough autonomous market opportunity to welcome multiple players. Mobileye continues to add to its high-profile partners in autonomous, and we expect at least one, if not two, announcements by year-end," said Anderson.

    Commenting on Tesla, the analyst said, "We note that both Mobileye and Tesla staked claim to being the party that separated the relationship. Our sense from talking with industry sources is that the relationship between Mobileye and Tesla has been headed to this outcome for some time. We believe Tesla would like to push the envelope more with autonomous features and increasingly with their own algorithms. Our best guess at this point (based on our checks) is that Tesla will eventually migrate to a hardware solution from Bosch with processing done by Nvidia using internally-generated Tesla algorithms,"

    Anderson added, "We believe the stock’s reaction to the Tesla news was an overreaction because 1) Tesla comprises about only 1% of Mobileye’s revenue today 2) Mobileye said that of its $1.1BN 2019 revenue target, Tesla contributes ~2% (or ~$17MM on 350K cars). Tesla is arguably Mobileye’s most technologically advanced customer and has helped raise Mobileye’s profile. At the same time, given that Tesla is such a small customer in terms of revenue contribution, the way Mobileye’s stock is coupled with Tesla is not always justified. Bottom-line, we believe the industry can support multiple players, including captive OEM solutions."

    For an analyst ratings summary and ratings history on Mobileye N.V click here. For more ratings news on Mobileye N.V click here.

    Shares of Mobileye N.V closed at $45.33 yesterday.

    Read more: http://www.streetinsider.com/Analys...tion+to+Tesla+News/11867089.html?si_client=st
     
  12. StockJock-e

    StockJock-e Brew Master
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    Does this mean TSLA needs to make their own system or do they keep using the current technology?
     
  13. leonx81

    leonx81 Well-Known Member

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    Tesla poached a team of chip architects and execs from AMD to develop the next gen Autopilot in house.
     
  14. leonx81

    leonx81 Well-Known Member

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    A nice movement this morning maybe because of the partnership. Sold my calls this morning for a very nice gain.

    upload_2016-8-23_9-8-45.png
     
  15. LloydWCoutee

    LloydWCoutee Active Member

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    $MBLY gapped up near 52-week highs. 18% of its float is short.
    [​IMG]
     
  16. T0rm3nted

    T0rm3nted Moderator
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    Reported before open today (11/15/16)

    Earnings: EPS $0.19 Revenue $94.9M
    Estimates: EPS $0.18 Revenue $89.51M

    Down 0.30% today
     
  17. LloydWCoutee

    LloydWCoutee Active Member

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    relationships between actuators and MBLY sensors was a very nuanced yet undervalued point in discussion
     
  18. AnthonyJackson

    AnthonyJackson New Member

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    Shares of Mobileye NV (NYSE:MBLY) are sitting on support and are a strong buy. Upside is substantial at a possible 31% to $46.00. The key to this trade is truly understanding it. With Mobileye sitting on support, it remains a buy and hold as long as it does not break below the support level which is $34.50 on a daily closing basis. If it does that, exit the trade immediately. This keeps the risk at 3-5% while the reward is at 31%. Trade the charts and consistently profit.





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    StockJock-e, T0rm3nted and leonx81 like this.
  19. StockJock-e

    StockJock-e Brew Master
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    DAYUM I should have hopped on this one!
     
  20. StockJock-e

    StockJock-e Brew Master
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    You almost nailed that one perfectly!
     

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