J.P. Morgan analyst Samik Chatterjee downgrades $Mobileye Global (MBLY.US)$ to a sell rating, and adjusts the target price from $24 to $10.
According to TipRanks data, the analyst has a success rate of 62.1% and a total average return of 12.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Mobileye Global (MBLY.US)$'s main analysts recently are as follows:
Expectations for the advancement of SuperVision have been tempered through the end of the decade, resulting in significantly reduced forecasts for future revenue and earnings. The near-term outlook is impacted by the anticipated substitution of SuperVision with an in-house alternative at Zeekr, as well as a decrease in the projected volume of electric vehicles, influenced by new tariffs from the European Union and North America. These factors are expected to lead to stagnant or declining SuperVision volumes by 2025 and may negatively affect investor sentiment regarding Mobileye's prospects for high growth.
Mobileye is recognized for its long-term value as a collaborator for non-Chinese automobile manufacturers. However, its anticipated growth may take longer to materialize, with 2025 projected as a transitional period. It is believed that substantial downward revisions to the current consensus forecasts are necessary. Despite investor awareness of the situation, the stock might remain stagnant until these adjustments are fully realized. Additionally, the ownership by Intel introduces an element of unpredictability.
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摩根大通分析师Samik Chatterjee下调$Mobileye Global (MBLY.US)$至卖出评级，并将目标价从24美元下调至10美元。
根据TipRanks数据显示，该分析师近一年总胜率为62.1%，总平均回报率为12.3%。
此外，综合报道，$Mobileye Global (MBLY.US)$近期主要分析师观点如下：
到本世纪末，人们对Survisory发展的预期有所减弱，导致对未来收入和收益的预测大幅下降。短期前景受到极客汽车内部替代方案预期取代Surperiation的影响，以及受欧盟和北美新关税的影响，预计的电动汽车销量将减少。预计到2025年，这些因素将导致监管量停滞或下降，并可能对投资者对Mobileye高增长前景的情绪产生负面影响。
作为非中国汽车制造商的合作伙伴，Mobileye因其长期价值而受到认可。但是，其预期的增长可能需要更长的时间才能实现，预计2025年为过渡期。据信，有必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种情况，但在这些调整完全实现之前，该股可能会保持停滞。此外，英特尔的所有权带来了不可预测的因素。
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