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Mobileye offers growing ADAS monetization, Supervision pipeline, say Tigress

Tigress Financial keeps a Buy rating and $25 price target on Mobileye (MBLY), noting the stock investment story is supported by growing monetization of its higher-value Surround ADAS and SuperVision pipeline, a clear roadmap to eyes-off Chauffeur/Drive robotaxis, and long-duration upside from Mentee Robotics-driven Physical AI and humanoid robotics. These create a compelling long-term investment opportunity in Mobileye, the analyst tells investors in a research note.

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