Mobileye $MBLY ( ▼ 0.22% ) is the dominant player in the global ADAS market, supplying vision-based chips and software to over 30 automakers with a 50%+ market share. After a challenging 2024, the company is rebounding in 2025 with double-digit revenue growth, expanding margins, and strong cash flow. Backed by a $17 billion revenue pipeline, no debt, and major upcoming product launches like EyeQ Ultra and SuperVision, Mobileye is well-positioned to benefit from rising automation and safety mandates. Trading at a discount to its growth potential, the stock offers ~30% upside toward a $20 target, though risks include macro volatility and intensifying competition.

Read our one-page equity snapshot below.