Berenberg starts Mobileye with Buy rating, $9.30 target amid stock lows and strong tech pipeline.

Berenberg analyst Michael Filatov initiated coverage of Mobileye Global Inc. with a Buy rating and a $9.30 price target, highlighting the company's leadership in camera-based advanced driver assistance systems (ADAS). Despite Mobileye shares falling over 34% this year, the firm sees a strong long-term opportunity due to Mobileye's dominant market position, a $24.5 billion future revenue pipeline, and recent customer wins. The company reported 15% revenue growth in 2025 and expects continued growth in 2026, though investors should consider risks like ongoing losses and geopolitical exposure. Overall, Berenberg views Mobileye as a compelling buy for long-term investors willing to tolerate volatility.