Mobileye Global (NASDAQ:MBLY) Bolsa

MOBILEYE GLOBAL INC-A

Mobileye Global

Mobileye Global Inc engages in the development and deployment of ADAS and autonomous driving technologies and solutions. It is building a portfolio of end-to-end ADAS and autonomous driving solutions to provide the capabilities needed for the future of autonomous driving, leveraging a comprehensive suite of purpose-built software and hardware technologies. The company's reportable operating segment are Mobileye and Others. Its solutions comprise Driver Assist, Cloud-Enhanced Driver Assist, Mobileye SuperVision Lite, Mobileye SuperVision, Mobileye Chauffeur, Mobileye Drive, Self-Driving System & Vehicles. It derives maximum revenue from Mobileye Segment.

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Intel transformará Intel Capital en un fondo independiente en 2025, buscando mayor autonomía y flexibilidad.

Intel (INTC) anuncia la separación de Intel Capital en un fondo independiente

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Intel considera vender su participación en Mobileye ante la presión

Mobileye Global Inc. - Class A Common Stock

Mobileye Global Inc

Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) <a target="_blank" href="https://www.benzinga.com/topic/intel" rel="noreferrer noopener">explored selling its</a> network and edge businesses to focus on its core competencies, namely PC and data center chips.
Intel CEO Lip-Bu Tan voiced his plans to expand and build on its core competencies during Intel&#8217;s 40th-year celebration in Computex, Taipei, Reuters reported on Tuesday. He highlighted the firm&#8217;s share of ~68% of the PC chip market and 55% of that for data centers.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/05/45496055/intels-next-gen-ai-tech-steals-the-show-at-computex-2025" rel="noreferrer noopener">Intel&#8217;s Next-Gen AI Tech Steals The Show At Computex 2025</a>
Intel weighed the timing and mode of divestment of its NEX group, which makes chips for telecom equipment, Reuters reported, citing unnamed sources familiar with the matter.
Intel also explored selling its networking business due to the dominance of rivals like Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Reuters reported, citing unnamed sources familiar with the matter.
Intel stock has plunged over 33% in the last 12 months as it grappled with losses in its share in the data center and PC areas, which once served as its moat. It failed to tap the AI shift, akin to rivals like Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).
Intel <a target="_blank" href="https://www.benzinga.com/media/25/05/45456613/intel-cfo-says-new-chip-output-for-clients-will-be-minimal-eyes-foundry-breakeven-by-2027" rel="noreferrer noopener">fired its chief</a> Pat Gelsinger&nbsp;in 2024 after his turnaround plan to take on Taiwan Semiconductor failed to impress the board. Intel&nbsp;struggled as rivals&nbsp;Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) captured market share in data centers, AI, and GPUs.
Recently Intel CFO David Zinsner said&nbsp;Intel foundry is on track to break even in 2027 and would require external customers to generate low to mid-single digit billions in revenue to accomplish that.
In April, Intel&nbsp;sold a majority stake&nbsp;in its Altera unit to SilverLake for $4.46 billion.
Before the SilverLake sale, the company had been preparing to&nbsp;spin out&nbsp;Altera through a public offering under former CEO Pat Gelsinger, akin to Mobileye Global Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>), in 2022.
Price Actions:&nbsp;INTC stock is down 0.30% at $21.32 at last check Tuesday.
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Photo Courtesy Ascannio via Shutterstock

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Intel Eyes Exit From Networking And Edge Business To Refocus On PC, Data Center Dominance: Report

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Shares of auto and auto parts stocks are trading higher after the US and China agreed to a temporary reduction in most tariffs on each other's goods. This could alleviate supply chain uncertainty in the sector.

These eleven large-cap stocks were the best performers in the last week. Are they in your portfolio?
<ol>
<li>Mobileye Global Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) shares jumped 27.23% after the company reported better-than-expected first-quarter sales results and issued second-quarter <a href="https://www.benzinga.com//node/44978234" target="_blank" rel="noreferrer noopener">sales guidance above estimates</a>. Analysts revised the<a href="https://www.benzinga.com/quote/mbly/analyst-ratings" target="_blank" rel="noreferrer noopener"> price forecast on the stock</a>.</li>
<li>Reddit, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>) shares rose 22.82%.</li>
<li>ServiceNow, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) stock rocketed 22.42% after the company reported better-than-expected financial results and <a href="https://www.benzinga.com//node/44986106" target="_blank" rel="noreferrer noopener">analysts boosted the price forecast</a>.</li>
<li>Microchip Technology Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>) shares were up 21.60%, probably amid overall market strength due to March&#8217;s strong durable goods orders economic data and President Trump&#8217;s announcement that he met with China.</li>
<li>Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) stock gained 20.26% last week amid recent defense partnerships.</li>
<li>Robinhood Markets, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) shares increased 20.08% as broader financial sector stocks gained amid overall market strength.</li>
<li>Coinbase Global, Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) stock was up 19.77% after the company expanded its partnership with PayPal Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PYPL#NASDAQ">PYPL</a>). The partnership aims to increase the <a href="https://www.benzinga.com//node/44991653" target="_blank" rel="noreferrer noopener">adoption and utility</a> of PayPal&#8217;s U.S. dollar-backed stablecoin (CRYPTO: PYUSD).</li>
<li>Vertiv Holdings, LLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>) stock upped 18.77% after the company reported better-than-expected financial results and raised <a href="https://www.benzinga.com//node/44953772" target="_blank" rel="noreferrer noopener">its full-year sales guidance</a>.</li>
<li>Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) stock gained 18.06% last week. The company reported <a href="https://www.benzinga.com//node/44937440" target="_blank" rel="noreferrer noopener">underwhelming Q1 results</a>, but the hype about a low-cost EV and Robotaxi had a positive impact.</li>
<li>Entegris, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENTG#NASDAQ">ENTG</a>) stock gained 17.46% last week as shares of semiconductor companies gained amid overall market strength.</li>
<li>SoFi Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOFI#NASDAQ">SOFI</a>) shares rose 16.94%.</li>
</ol>
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Tesla, Palantir And Coinbase Are Among Top 11 Large-Cap Gainers Last Week (Apr 21-Apr 25): Are The Others In Your Portfolio?

Needham analyst Quinn Bolton reiterated the Buy rating on Mobileye Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>),<a target="_blank" href="https://www.benzinga.com/quote/MBLY/analyst-ratings" rel="noreferrer noopener"> lowering the price forecast from $20 to $18.</a>
On Thursday, the company reported first-quarter revenue growth of 83% year-on-year to $438 million,<a href="https://www.benzinga.com/news/earnings/25/04/44978234/intel-autonomous-driving-firm-mobileye-reaffirms-2025-outlook-after-record-q1-growth-in-system-shipments-and-design-wins" target="_blank" rel="noreferrer noopener"> beating the analyst consensus estimate of $435.2 million</a>. Adjusted EPS of 8 cents was in line with the <a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noreferrer noopener">analyst consensus estimates</a>. 
The analyst highlighted several positives from the quarter, including strong design win momentum, such as Mobileye's first Surround ADAS win and a significant ADAS contract with a Korean automaker. The analyst also noted continued progress in robotaxi partnerships with Uber and Lyft, which could become meaningful by 2027.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/25/04/44988070/autonomous-ride-hailing-just-got-real-vw-and-uber-reveal-first-us-city" rel="noreferrer noopener">Autonomous Ride-Hailing Just Got Real: VW And Uber Reveal First US City</a>
Bolton writes that the Lyft collaboration is progressing, with Marubeni set to operate the fleet, and initial rollouts are expected in Dallas by 2026.
For Uber, Mobileye's Drive technology will be part of its joint robotaxi initiative with Volkswagen.
Both partnerships will follow a business model involving a one-time upfront system fee, followed by recurring licensing fees based on mileage. This offers solid average selling prices and favorable margins, the analyst writes.
Although 2025 estimates remain mostly intact, slight adjustments were made to gross margin and operating expenses. In contrast, 2026 forecasts were reduced due to anticipated delays in SuperVision and CAV unit volumes, which are influenced by uncertainty around tariffs, Bolton writes.
The analyst also pointed out that Porsche remains the only driver of incremental SV volume in the near term.
Bolton projects FY25 earnings per share of 27 cents. The analyst lowered FY26 EPS estimate to 35 cents from 40 cents.
Price Action: MBLY shares are trading higher by 1.66% to $14.74 at last check Friday.
Read Next:
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<li><a href="http://benzinga.com/25/04/45014143/guidance-grounded-airline-stocks-shaky-as-carriers-bail-on-forecasts-etfs-enter-turbulence-zone" target="_blank" rel="noreferrer noopener">Airline Stocks Hit Headwinds As Carriers Cut Guidance, ETFs Enter Turbulence</a></li>
</ul>

Analyst Ratings

Trading Ideas

General

Mobileye's Robotaxi Push Gains Speed With Uber And Lyft, But Analyst Cuts 2026 Forecast On Tariff-Led SuperVision Delays

Baird analyst Luke Junk maintains Mobileye Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) with a Outperform and raises the price target from $17 to $18.

Price Target

Baird Maintains Outperform on Mobileye Global, Raises Price Target to $18

Needham analyst Quinn Bolton maintains Mobileye Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) with a Buy and lowers the price target from $20 to $18.

Needham Maintains Buy on Mobileye Global, Lowers Price Target to $18

Volkswagen Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/VWAGY#OTC">VWAGY</a>) of America&#8217;s autonomous mobility subsidiary Volkswagen ADMT and Uber Technologies, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) on Thursday announced a collaboration to deploy a fleet of thousands of all-electric, fully autonomous ID. Buzz AD vehicles within multiple U.S. markets, starting in Los Angeles <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/b44976550/volkswagen-and-uber-launch-long-term-strategic-partnership-to-deploy-autonomous-id-buzz-vehicles-o" rel="noreferrer noopener">over the next decade</a>.
Volkswagen and Uber announced a strategic partnership to deploy autonomous vehicles on the Uber platform.
Testing will likely begin later this year, with the first commercial launch in Los Angeles by 2026.
Also Read: <a href="https://www.benzinga.com/25/04/44634129/lyft-downgraded-as-analyst-warns-of-autonomous-vehicle-risk-from-waymo-tesla-competition" target="_blank" rel="noreferrer noopener">Lyft Stock Downgraded On Autonomous Vehicle Risk From Waymo, Tesla Competition</a>
During the initial testing and launch phases, ID. Buzz AD vehicles will have human operators onboard to help refine the technology and ensure safety.
MOIA, a Volkswagen AG autonomous mobility brand, will provide an integrated solution for autonomous driving, including the ID. Buzz AD and software-based system for the deployment on the Uber platform.
Now, let us look at some recent autonomous driving deals.
In March, Mobileye Global Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) <a target="_blank" href="https://www.benzinga.com/analyst-ratings/price-target/25/03/44498506/mobileye-lands-vw-deal-for-advanced-driving-tech-paving-way-to-higher-margins-market-share-analyst" rel="noreferrer noopener">bagged its first</a> Surround ADAS win with Volkswagen, marking a key step in monetizing advanced driver-assist tech.
In April, Uber and WeRide Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WRD#NASDAQ">WRD</a>) partnered with Dubai&#8217;s RTA to launch autonomous vehicles, advancing Dubai&#8217;s <a href="https://www.benzinga.com/tech/25/04/44605125/uber-teams-up-with-weride-to-bring-self-driving-cars-to-dubai" target="_blank" rel="noreferrer noopener">self-driving transport goals.</a>
Tesla Inc&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) <a href="https://x.com/Tesla_AI/status/1915080322862944336">tweeted</a> Wednesday that it has started testing its autonomous ride-hail service with employees in Austin and the Bay Area ahead of the company's planned robotaxi launch this summer.
Bank of America analyst John Murphy expects Tesla&#8217;s robotaxi segment to account for 50% of the EV company&#8217;s valuation and be worth $420 billion in the U.S. and over <a href="https://www.benzinga.com/25/01/42859391/uber-and-lyft-adapt-robotaxi-strategy-to-compete-in-tesla-and-waymos-market" target="_blank" rel="noreferrer noopener">$800 billion globally</a>.
Tesla chief Elon Musk expects the EV giant&#8217;s robotaxi fleet to function like a combination of Airbnb, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABNB#NASDAQ">ABNB</a>) and Uber.
Price Actions: At the last check on Thursday, UBER stock is up 4.3% to $76.97.
Read Next:
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<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/03/44519930/tesla-turmoil-analyst-pins-hope-new-era-robotics-fsd" target="_blank" rel="noreferrer noopener">Tesla In Turmoil: Analyst Pins Hope On &#8216;New Era&#8217; Robotics, Self-Driving</a></li>
</ul>
Photo: JHVEPhoto / Shutterstock

ABNB

VWAGY

Autonomous Ride-Hailing Just Got Real: VW And Uber Reveal First US City

Mobileye Global shares are trading higher after the company reported better-than-expected Q1 sales results and issued Q2 sales guidance above estimates.

Mobileye Global Inc&nbsp;(NASDAQ:&nbsp;MBLY)&nbsp;stock gained Thursday after it reported its <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/b44974988/mobileye-releases-first-quarter-2025-results-and-reaffirms-full-year-outlook" rel="noreferrer noopener">fiscal first-quarter</a> 2025 results.
The company reported a quarterly revenue growth of 83% year-on-year to $438 million, beating the analyst consensus estimate of $435.2 million. 
Adjusted EPS of 8 cents was in line with the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">analyst consensus estimates</a>.&nbsp;
Also Read: <a href="https://www.benzinga.com/25/04/44769198/valens-gets-buy-rating-on-pro-av-dominance-auto-chip-wins-with-mercedes-and-mobileye" target="_blank" rel="noreferrer noopener">Semiconductor Firm Valens &#8216;Dominates&#8217; Pro-AV, Scores Wins With Mercedes And Mobileye: Analyst</a>
EyeQ and SuperVision revenue was $415 million versus $219 million a year ago.&nbsp;
The Average System Price was $49.00, down from $61.00 in the prior year. The number of systems shipped rose to 8.5 million from 3.6 million a year ago.
Gross margin climbed by 2,467 bps to 47%
Adjusted gross margin improved by 680 bps to 69% due to changes in the volume mix between EyeQ SoC and SuperVision. 
The adjusted operating margin was 13%, up from (27)% a year ago. 
Mobileye held $1.51 billion in cash and equivalents as of March 29, and generated a quarterly operating cash flow of $109 million.
Mobileye CEO Amnon Shashua said the first quarter was one of the largest quarters on record regarding projected future volumes.
Among the company&#8217;s milestones: 
<ul>
<li>An ADAS design win with a customer it had not had since 2016</li>
<li>The first Surround ADAS design win with Volkswagen (OTC:<a class="ticker" href="https://www.benzinga.com/stock/VWAGY#OTC">VWAGY</a>), and </li>
<li>Acceleration for its Mobileye Drive robotaxi solution.</li>
</ul>
Outlook: Mobileye <a target="_blank" href="https://www.benzinga.com/news/earnings/25/01/43337413/intel-owned-autonomous-driving-company-mobileye-beats-q4-estimates-revenue-drops-23" rel="noreferrer noopener">reiterated fiscal 2025</a> revenue of $1.69 billion-$1.81 billion versus the&nbsp;$1.76 billion&nbsp;analyst consensus estimate and adjusted operating income to $175 million-$260 million.
The company expects second-quarter revenue of $469.73 million compared to <a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">analyst estimates of</a> $432.42 million.
Price Action:&nbsp;Mobileye stock is up 4.55% at $13.80 premarket at the last check Thursday.
Read Next:
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<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/03/44498506/mobileye-lands-vw-deal-for-advanced-driving-tech-paving-way-to-higher-margins-market-share-analyst" target="_blank" rel="noreferrer noopener">Mobileye Lands VW Deal For Advanced Driving Tech, Paving Way To Higher Margins, Market Share: Analyst</a></li>
</ul>
Image: Shutterstock

Guidance

Intel Autonomous Driving Firm Mobileye Reaffirms 2025 Outlook After Record Q1 Growth

We expect Q2 2025 revenue to increase approximately 7% year over year compared to Q2 2024.

Mobileye Global Expects Q2 Revenue Of ~$469.73M Vs $432.42M Est

Mobileye Global Affirms FY2025 Sales Guidance of $1.69B-$1.81B vs $1.76B Est

Earnings Beats

Mobileye Global Q1 Adj. EPS $0.08, Inline, Sales $438M Beat $435.20M Estimate

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Earnings Scheduled For April 24, 2025

JP Morgan analyst Samik Chatterjee maintains Mobileye Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) with a Underweight and lowers the price target from $11 to $10.

JP Morgan Maintains Underweight on Mobileye Global, Lowers Price Target to $10

Mobileye Global shares are trading lower after Barclays downgraded the stock from Overweight to Equal-Weight and cut its price target from $22 to $14. Additionally, Baird cut its price target from $25 to $17.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Barclays analyst Dan Levy downgraded the rating for General Motors Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) from Overweight to Equal-Weight and lowered the price target from $70 to $40. General Motors shares closed at $45.14 on Monday. <a href="https://www.benzinga.com/quote/GM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Baird analyst Michael Ha downgraded HCA Healthcare, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HCA#NYSE">HCA</a>) from Outperform to Neutral and cut the price target from $396 to $336. HCA Healthcare shares closed at $340.62 on Monday. <a href="https://www.benzinga.com/quote/HCA/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies analyst Amy Li downgraded the rating for Ironwood Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IRWD#NASDAQ">IRWD</a>) from Buy to Hold and cut the price target from $8 to $0.7. Ironwood Pharmaceuticals shares closed at $0.6479 on Monday. <a href="https://www.benzinga.com/quote/IRWD/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jones Trading analyst Catherine Novack downgraded the rating for Rallybio Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RLYB#NASDAQ">RLYB</a>) from Buy to Hold. Rallybio shares closed at $0.2702 on Monday. <a href="https://www.benzinga.com/quote/RLYB/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Barclays analyst Dan Levy downgraded Mobileye Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) from Overweight to Equal-Weight and cut the price target from $22 to $14. Mobileye Global shares closed at $12.94 on Monday.  <a href="https://www.benzinga.com/quote/MBLY/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying GM stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="587" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15082139/image-112-1024x587.png" alt="" class="wp-image-872090" style="width:609px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15082139/image-112-1024x587.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15082139/image-112-300x172.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15082139/image-112-768x440.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/15082139/image-112.png 1085w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Photo via Shutterstock

Downgrades

Pre-Market Outlook

IRWD

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This General Motors Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Tuesday

Baird analyst Luke Junk maintains Mobileye Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) with a Outperform and lowers the price target from $25 to $17.

Baird Maintains Outperform on Mobileye Global, Lowers Price Target to $17

Barclays analyst Dan Levy downgrades Mobileye Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) from Overweight to Equal-Weight and lowers the price target from $22 to $14.

Barclays Downgrades Mobileye Global to Equal-Weight, Lowers Price Target to $14

Needham analyst Quinn Bolton initiated coverage on Valens Semiconductor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLN#NYSE">VLN</a>) with a Buy rating and a <a target="_blank" href="https://www.benzinga.com/quote/VLN/analyst-ratings" rel="noreferrer noopener">price target of&nbsp;$4 Friday</a>. The stock gained after the report.
The company designs connectivity semiconductor solutions for the Pro AV (Audio-Video), Automotive, Industrial, and Medical end markets.
Valens developed the interconnect technology underlying the HDBaseT and MIPI A-PHY standards. It also claims to offer the longest-reach USB 3.2 solutions in the market.
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&#8220;In Pro-AV, Valens dominates the high-end of the market with its HDBaseT solutions and is expanding into the mainstream segment with USB 3.2 (VS6320),&#8221; the analyst wrote.
Three new MIPI A-PHY design wins in Automotive should ramp up in 2026. In the long term, AI robotics and machine vision will drive adoption in the industrial and medical segments.
Valens products will address a TAM of over $5 billion by 2028, up from ~$2.6 billion today.
Valens is the connectivity market leader in the pro-AV sector. The company established its leadership position via the invention of HDBaseT in 2009 and then co-founded the HDBaseT Alliance. Bolton noted that Valens will continue gaining a share in the high-end segment. 
The company&#8217;s entrance into the mainstream segment will further drive share gains, he added.
Bolton noted Pro-AV as an attractive market, underpinned by growing demand for high-quality, low-latency connectivity as businesses upgrade their AV infrastructure.
Like HDBaseT, the MIPI A-PHY standard is based on Valens&#8217; technology. In September 2024, Valens announced its first three MIPI A-PHY (VA7000) design wins with leading European Automotive OEMs in vehicle models with Start of Production (SoP) in 2026. These wins are in partnership with Mobileye Global Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>).
Valens noted that the automotive TAM will grow at an 18% CAGR from 2024 to 2029 and is well positioned as MIPI A-PHY becomes an emerging industry standard.
The MIPI A-PHY wins to add to an existing VA6000 infotainment and telematics win in Mercedes-Benz S/C/E-Class vehicles.
Valens noted several emerging opportunities within the Industrial and Medical end markets.
In the Industrial, an inflection point is occurring driven by AI and machine vision applications. In Medical, Bolton noted opportunities in traditional healthcare along with emerging use cases such as robotics and disposable endoscopes.
Bolton projected first-quarter revenue of $16.5 million and adjusted EPS of $(0.03).
Price Action: VLN stock is up 6.50% at $2.13 at last check Friday.
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