COMPANY
Mobileye
MBLY:US
Primary coverage by Pierre Ferragu
Research
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2026 AI Capex, HBM Pricing, Auto Semi Recovery, and more.July 28, 2025 — Pierre Ferragu
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Mobileye 2Q25: no incremental visibility on commercial traction. We remain cautiously optimistic. Buy, $20 TP.July 25, 2025 — Pierre Ferragu and Antoine Chkaiban
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Much ado about nothing: Tariff and DeepSeek effects were short-livedJuly 17, 2025 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 1Q25June 18, 2025 — Pierre Ferragu
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Bible 1Q25 – Autos: recovery on track. Expect strong momentum through 2025June 5, 2025 — Pierre Ferragu
Events
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Jan
10TechnologyJanuary 10, 2024 — VirtualHosted by Pierre Ferragu, Ben Harwood, Antoine Chkaiban and Rolf BulkWatch Replay -
Jun
12TechnologyJune 12, 2023Hosted by Pierre FerraguWatch Replay -
Dec
6TechnologyDecember 6, 2022Hosted by Pierre FerraguWatch Replay -
Oct
24TechnologyOctober 24, 2022Hosted by Pierre FerraguWatch Replay
