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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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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瑞士銀行分析師Joseph Spak下調$Mobileye Global (MBLY.US)$至持有評級，並將目標價從48美元下調至14美元。
根據TipRanks數據顯示，該分析師近一年總勝率為49.5%，總平均回報率為-7.0%。
此外，綜合報道，$Mobileye Global (MBLY.US)$近期主要分析師觀點如下：
作爲非中國汽車製造商的合作伙伴，該公司因其長期價值而受到認可。然而，增長前景似乎被推遲了，預計2025年是過渡期。有人認爲，可能需要對當前的共識預測進行大幅下調。儘管投資者意識到了這些問題，但預計在調整完全實現之前，該股可能會經歷一段停滯期。此外，一家大型科技公司的所有權被認爲帶來了額外的不可預測性。
2024年被確定爲Mobileye的重大轉折點，預計將進行 「重大重啓」。隨後，觀察到了 「清理套牌」 事件，導致 FY25-FY27 的平均銷售額和息稅前利潤預測分別比市場預期低13％和17％。
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