Ticker brief
MBLY MOBILEYE GLOBAL INC-A
Consumer, Cyclical · Auto Parts&Equipment
last close
$8.58
1 day
-0.3%
14 days
-3.8%
mkt cap
$8.1B
signals 14d
13
authors 14d
9
crowd 14d
-0.1σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 69% mid · 70 pctile own 1y | IV/HV 1.01× (as of 2026-07-31) |
| Skew — 25Δ RR 30d | +0.026 60 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +0.41 elevated | 5-session Δ -0.20 (as of 2026-07-16) |
| OI alarm | quiet | last alarm 2026-01-21 (z=2.1) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-16 → 2026-08-26 · now +0.38 (−1 bearish … +1 bullish)
Who spoke9
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @InvestmentGuru_ | C | +0.12 | 2 | +0.35 |
| @wallstengine | B | -1.90 | 2 | +0.30 |
| @SandmanMarkets | C | -2.91 | 2 | +0.33 |
| @AdamoMancino | C | +0.40 | 2 | +0.38 |
| @DeItaone | B | -0.84 | 1 | +0.40 |
| @EmmanuelInvest | C | -1.11 | 1 | +0.40 |
| @Newsquawk | B | · | 1 | +0.40 |
| @gabz_investing | C | +0.61 | 1 | +0.70 |
| @crux_capital_ | A | -1.81 | 1 | +0.75 |
Recent signals13of 13 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-26 | @AdamoMancino | +0.00 | Emphasizes balance-sheet quality for MBLY and INVZ but gives no explicit comparative stance. | +0.5% | tweet ↗ |
| 2026-08-26 | @AdamoMancino | +0.75 | Predicts Mobileye will rapidly rally to $25 once momentum begins. | +0.5% | tweet ↗ |
| 2026-08-22 | @wallstengine | +0.20 | TD Cowen frames leading and emerging public-company beneficiaries in U.S. autonomous rideshare. | -5.0% | tweet ↗ |
| 2026-08-19 | @crux_capital_ | +0.75 | Discloses owning MBLY in the low $8s while avoiding CCXI and explains the long-term thesis. | -5.7% | tweet ↗ |
| 2026-08-19 | @gabz_investing | +0.70 | Speculative buy or call near support; alternatively sell a $9 cash-secured put. — Provides an explicit bullish stock/options setup with support, breakout level and expiry. | -5.7% | tweet ↗ |
| 2026-08-19 | @InvestmentGuru_ | +0.45 | Frames Unitree's IPO as a positive valuation and sentiment read-through for US physical-AI names. | -5.7% | tweet ↗ |
| 2026-08-17 | @Newsquawk | +0.40 | Premarket roundup reports asset sale, withdrawn bid, AI financing, tax probe and analyst upgrade | -7.0% | tweet ↗ |
| 2026-08-17 | @EmmanuelInvest | +0.40 | Berenberg and Northland upgrade MBLY and ALAB to bullish ratings. | -7.0% | tweet ↗ |
| 2026-08-17 | @DeItaone | +0.40 | Multi-name analyst-action list led by six explicit upgrades; ticker cap applied | -7.0% | tweet ↗ |
| 2026-08-17 | @SandmanMarkets | +0.66 | Enter MBLY at the open, add at $8.08 and stop below $7.10. — Provides explicit staged long entries and a stop based on a bullish technical setup. | -7.0% | tweet ↗ |
| 2026-08-17 | @SandmanMarkets | +0.00 | Lists six names on today's watchlist and points to a setup thread without stating direction here. | -7.0% | tweet ↗ |
| 2026-08-17 | @wallstengine | +0.40 | Berenberg upgraded Mobileye to Buy from Hold and raised its target to $11. | -7.0% | tweet ↗ |
| 2026-08-16 | @InvestmentGuru_ | +0.25 | Names a three-stock physical-AI basket without further analysis. | -3.8% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.