UBS analyst Joseph Spak downgrades $Mobileye Global (MBLY.US)$ to a hold rating, and adjusts the target price from $48 to $14.
According to TipRanks data, the analyst has a success rate of 49.5% and a total average return of -7.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Mobileye Global (MBLY.US)$'s main analysts recently are as follows:
The company is recognized for its long-term value as a collaborator for non-Chinese automobile manufacturers. Yet, the prospects of growth appear to be postponed, with 2025 anticipated as a transition period. It is suggested that significant downward revisions to the current consensus forecasts may be necessary. Despite investor awareness of these issues, it is predicted that the stock may experience a period of stagnation until the adjustments are fully realized. Additionally, the ownership by a major technology corporation is considered to introduce an extra element of unpredictability.
The year 2024 is identified as a significant turning point for Mobileye, with the expectation of a 'major reset.' Subsequently, a 'clearing-the-decks' event was observed which resulted in the average sales and EBIT forecasts for FY25-FY27 being 13% and 17% lower, respectively, than the consensus.
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瑞士银行分析师Joseph Spak下调$Mobileye Global (MBLY.US)$至持有评级，并将目标价从48美元下调至14美元。
根据TipRanks数据显示，该分析师近一年总胜率为49.5%，总平均回报率为-7.0%。
此外，综合报道，$Mobileye Global (MBLY.US)$近期主要分析师观点如下：
作为非中国汽车制造商的合作伙伴，该公司因其长期价值而受到认可。然而，增长前景似乎被推迟了，预计2025年是过渡期。有人认为，可能需要对当前的共识预测进行大幅下调。尽管投资者意识到了这些问题，但预计在调整完全实现之前，该股可能会经历一段停滞期。此外，一家大型科技公司的所有权被认为带来了额外的不可预测性。
2024年被确定为Mobileye的重大转折点，预计将进行 “重大重启”。随后，观察到了 “清理套牌” 事件，导致 FY25-FY27 的平均销售额和息税前利润预测分别比市场预期低13％和17％。
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