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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摩根大通分析師Samik Chatterjee下調$Mobileye Global (MBLY.US)$至賣出評級，並將目標價從24美元下調至10美元。
根據TipRanks數據顯示，該分析師近一年總勝率為62.1%，總平均回報率為12.3%。
此外，綜合報道，$Mobileye Global (MBLY.US)$近期主要分析師觀點如下：
預計到本世紀末，對SuperVision進展的期望有所降溫，導致未來營業收入和收益預測顯著減少。短期展望受到極氪內部替代SuperVision的預期影響，以及受新歐盟和北美關稅影響，電動車成交量預測降低的影響。預計這些因素將導致SuperVision 成交量在2025年保持停滯或下降，並可能對投資者對Mobileye未來高增長前景的看法產生負面影響。
Mobileye因其作爲非中國汽車製造商的合作伙伴而受到認可，但其預期增長可能需要更長時間才能實現，預計2025年將是過渡期。人們認爲有必要對目前的共識預測進行大幅下調。儘管投資者意識到這種情況，但股票在這些調整完全實現之前可能仍將停滯不前。此外，英特爾的持有權引入了不可預測性。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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