MBLY

Mobileye Global Inc

OPPORTUNISTIC BUY Analysis generated 2026-10-04 Market data as of 2026-11-12 Market data 3 days old USD 5.64 Consumer Cyclical - Auto - PartsIN BUY ZONE

ACTIONABLEMethodology gates passed

Position levels

Currenttoday

USD 5.64

Buy <=wait / entry

USD 6.60

Trim >=take some off

USD 8.20

Thesis breakLoss of a named OEM chip programme with Stellantis or the major US automaker, or...

Scenario-weighted conviction

	Probability	Score	Contribution
Bull case	26%	100 / 100	26.0
Base case	49%	62 / 100	30.4
Bear case	25%	10 / 100	2.5
Weighted conviction			59 / 100 - OPPORTUNISTIC BUY

Top risks

Mobileye to supply Cloud-Enhanced ADAS with REM technology for select Stellantis vehicles from 2027
Major DMS production program secured with leading U.S. automaker
Automated driving tech selected for 17 new models across multiple global brands starting 2026

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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.