COMPANY
Mobileye
MBLY:US
Primary coverage by Pierre Ferragu
Research
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Auto cycle; EV pull-forward; Tesla; Lam; Intel, and others, Tech Weekly Wrap-up.October 27, 2025 — Pierre Ferragu
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Mobileye 3Q25: new surround ADAS win encouraging, but overall momentum remains slow. Buy, $20 TP.October 24, 2025 — Pierre Ferragu and Antoine Chkaiban
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Robotaxis: Why isn’t Waymo ramping faster?October 16, 2025 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 2Q25September 12, 2025 — Pierre Ferragu
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Bible 2Q25 - Autos: Semi recovery underway; tangible risks of pull-forwards slowing momentum in 2HSeptember 2, 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
