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Tuesday, September 09, 2014 8:25:59 PM
Sep 9 2014, 08:00 ET | | By: Stephen Alpher, SA News Editor
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* Morgan Stanley's Ravi Shanker boosts his price target on Mobileye (NYSE:MBLY) to $65 from $46, with a bull case price target of $120 (last week he said the bull case was $100).
* Mobileye's superior technology and early start in the vision space mean that it has a 5-10 year lead over rivals today, says Shanker.
* Mobileye will be a major beneficiary from any potential "arms race" among OEMs to outfit vehicles with ADAS and/or self-driving capabilities, says William Blair, which sees the stock doubling in price.
TRUTH
I've never claimed to have all the answers but feel i'm beginning to corner the market in questions worthy of solutions.
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