Mobileye (MBLY) Reports In-Line Q3 EPS

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Morgan Stanley Counters Eight Objections on Mobileye (MBLY); Says No Other Co. Can Match Its Growth

November 24, 2014 10:21 AM EST

Mobileye N.V (NYSE: MBLY) shares are modestly higher Monday (+1%) after Morgan Stanley analyst Ravi Shanker attempted to clear up some of the common questions/pushbacks we get from investors on their bullish thesis.

1. ________ supplier said they are going to catch up to MBLY really fast. Not quite. The top concern for investors is that MBLY's dominant market position today (80-90% share of market) can be quickly eroded by new competitors. This concern is further stoked by suppliers in new and adjacent verticals claiming that they can... More

Wells Fargo Comments on Recent Mobileye (MBLY) Weakness

November 21, 2014 1:14 PM EST

Wells Fargo maintained an Outperform rating on Mobileye N.V (NYSE: MBLY) and raised its price target to $52-$56 (from $51-$53). Analyst Richard M. Kwas commented on yesterday's weakness, linking it to concerns about content. Kwas noted GM and Tesla systems will... More

Mobileye N.V (MBLY) Q3 Results 'Strong', 'William Blair Says

November 20, 2014 3:30 PM EST

William Blair analyst Jason Ader reiterated his Outperform rating on Mobileye N.V (NYSE: MBLY) following strong results with revenue topping the Street estimate by $4.4 million, while earnings were in line with expectations.

"Profitability was robust, as expected, with net income margin and free... More