Mobileye's Robotics Progress Offers Credible Growth Opportunity; CEO Transition Brings Uncertainty, RBC Says

MT Newswires Live07-25

Mobileye Global's (MBLY) progress on humanoid robotics and robotaxi unit economics represent credible growth opportunities, but a CEO transition introduces uncertainty, RBC Capital Markets said in a Thursday research report.

The company posted a solid Q2, but the beat was partly driven by an R&D tax benefit, according to the note.

Mobileye's robotaxi could have favorable unit economics, the analysts said, noting the company estimates $125,000 in revenue per vehicle annually against costs of under $100,000.

RBC reiterated its sector perform rating on the stock and lowered its price target to $7 per share from $10.

Price: 8.22, Change: +0.75, Percent Change: +9.97

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