Mobileye rated a buy for its tech edge, strong cash flow, and growth potential in autonomous vehicles by 2028.

Mobileye (MBLY) is rated a buy due to its superior technology in mobility-focused sensors, positive free cash flow, and reasonable valuation compared to competitors like Ouster (OUST). The company’s 25 years of experience position it well for long-term demand as autonomous vehicle (AV) and AI adoption increase. Significant growth is expected from 2028 onward when Mobileye’s Chauffeur and Drive systems are deployed in robotaxis, potentially boosting its valuation. In contrast, Ouster is seen as overvalued with no positive margins expected before 2028 and limited upside without major software adoption.