Mobileye rises as Wall Street starts coverage on chipmaker, overwhelmingly positive

seekingalpha2022-11-21

Mobileye (NASDAQ:MBLY) shares rose on Monday as the quiet period ended and Wall Street research firm started coverage, with analysts overwhelmingly positive on the Intel (INTC) spin-off. Raymond James...

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荷马先生
2022-11-21
荷马先生
忽悠人啊，那为什么上市前看空压低发行价

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Raymond James...</p>\n\n<a href=\"https://seekingalpha.com/news/3909997-mobileye-rises-as-wall-street-starts-coverage-on-chipmaker-overwhelmingly-positive\">网页链接</a>\n\n</div>\n","source":"seekingalpha","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Mobileye rises as Wall Street starts coverage on chipmaker, overwhelmingly positive</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMobileye rises as Wall Street starts coverage on chipmaker, overwhelmingly positive\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-21 21:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3909997-mobileye-rises-as-wall-street-starts-coverage-on-chipmaker-overwhelmingly-positive><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mobileye (NASDAQ:MBLY) shares rose on Monday as the quiet period ended and Wall Street research firm started coverage, with analysts overwhelmingly positive on the Intel (INTC) spin-off. Raymond James...</p>\n\n<a href=\"https://seekingalpha.com/news/3909997-mobileye-rises-as-wall-street-starts-coverage-on-chipmaker-overwhelmingly-positive\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://seekingalpha.com/news/3909997-mobileye-rises-as-wall-street-starts-coverage-on-chipmaker-overwhelmingly-positive","article_id":"2285281610","we_media_id":null,"thumbnails":["https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1198298583/image_1198298583.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2285281610","pubTimestamp":1669036274,"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"Mobileye (NASDAQ:MBLY) shares rose on Monday as the quiet period ended and Wall Street research firm","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4529":"IDC概念","BK4527":"明星科技股","BK4157":"电子设备和仪器","MBLY":"Mobileye Global Inc.","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4512":"苹果概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4141":"半导体产品","BK4575":"芯片概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4515":"5G概念","INTC":"英特尔","BK4554":"元宇宙及AR概念","BK4535":"淡马锡持仓"},"translate_title":"Mobileye上涨，华尔街开始报道芯片制造商，压倒性的积极","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MBLY":1,"INTC":1},"content_text":"Mobileye (NASDAQ:MBLY) shares rose on Monday as the quiet period ended and Wall Street research firm started coverage, with analysts overwhelmingly positive on the Intel (INTC) spin-off. Raymond James analyst Brian Gesuale initiated coverage on Mobileye (MBLY) with a strong buy and $50 price target, noting that it is the \"pioneer and undisputed market leader\" for advanced driver assistance systems, or ADAS, in the automotive industry. \"A combination of fast-paced ADAS adoption, deeper penetration of a $40B [total addressable market], and rebound in auto production as supply chain constraints dissipate provide the foundation for ~40% sales [compound annual growth rate] from 2022-26,\" Gesuale wrote in a note to clients.  Gesuale added that in addition to Mobileye (MBLY) being a growth stock, it has \"proprietary solutions and high barriers\" to entry create an attractive model that supports gross margins in the ~70% range, 30-40% EBITDA margin range, and annual [free cash flow] generation at ~$400M.\" Mobileye (MBLY) shares rose more than 3% to $29.32 in premarket trading. Needham analyst Rajvindra Gill started coverage on Mobileye (MBLY) with a buy rating and $40 price target, noting that the company created a \"first-mover advantage\" in computer vision system-on-a-chips for ADAS more than 10 years ago and is still moving up the technology stack.  \"Over the next five years, we expect MBLY to benefit from what we believe is the inevitable transition to semi-autonomous and eventually fully-autonomous vehicles, with design wins already secured with several leading [car makers],\" Gill wrote in a note to clients.  Gill added that the transition could increase the average selling price and content per vehicle. RBC Capital Markets analyst Joseph Spak started coverage with an outperform rating and $41 price target, noting the company's growth is being driven by higher content L2+ SuperVision. This should drive ~32% revenue [compound annual growth rate] through 2026 and 37% EBITDA [compound annual growth rate] to ~$2.2B,\" Spak wrote. Mizuho analyst Vijay Rakesh started covering Mobileye (MBLY) with a buy rating and $35 price target, noting that it has roughly 70% market share of the camera-based ADAS market and it is now targeting consumer AD and commercial markets.  \"The company has built deep relationships with most major auto OEMs, and has a strong product portfolio,\" Rakesh wrote in a note to clients, adding that the company could go after a potential $480B total addressable market. Last week, investment firm Baird started covering Mobileye (MBLY) with an outperform rating and a $36 price target, noting it gives investors an \"excellent base for growth\" as automated driving features continue to expand.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":667576800,"gmtCreate":1669039486200,"gmtModify":1669039833858,"author":{"id":"3570605047103152","authorId":"3570605047103152","name":"荷马先生","avatar":"https://static.tigerbbs.com/1d69283377af06639e7c3544aa273e68","vip":1,"crmLevel":1,"crmLevelSwitch":1},"htmlText":"忽悠人啊，那为什么上市前看空压低发行价","listText":"忽悠人啊，那为什么上市前看空压低发行价","text":"忽悠人啊，那为什么上市前看空压低发行价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667576800","repostId":2285281610,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2285281610"}