Mobileye Is Flashing Reversal Signs And Little-Known EV Stock With 30% Upside
Disruptors News: from drone makers to EV plays — your next generation stocks guide before the bell
Mobileye ($MBLY) pops 6% after earnings
The ADAS leader raised full-year revenue guidance to $1.77–1.89B, up from $1.69–1.81B.
Operating losses narrowed by 11%, while adjusted operating income jumped 14% — a solid sign the company is tightening execution while growing top-line.
Technically, the stock crossed above all major moving averages (50,200) on strong volume, signaling potential bullish reversal, at $16.94
Mobileye still trades far below its IPO highs — and today’s results might be the catalyst bulls have been waiting for.
Pony.ai: A Comeback in the Making?
Pony.ai (NASDAQ: PONY) rose 5.2% after the company began testing its 7th-generation robotaxi in Beijing’s High-Level Autonomous Driving Demonstration Zone. The new fleet spans 225 km² and marks the latest phase in Pony’s expansion across Beijing, Guangzhou, and Shenzhen — a key step toward deploying 1,000 autonomous vehicles by the end of 2025.
While the company continues to push forward on the tech front, the stock has been flat for the year after taking a heavy beating earlier — with no clear reason. Now it’s showing signs of life, slowly climbing back on improved sentiment around real-world deployment.
Wall Street remains optimistic:
Goldman Sachs: $26 target
BofA Securities: $21
Presidents Capital: $21.40
Deutsche Bank: $20
Average upside from current price ($15.34): ~40–70%
With testing underway in multiple cities and analysts holding firm on bullish targets, PONY might be worth a second look — especially as investor attention shifts back to real-world AV deployment and not just headlines.
AgEagle (UAVS) Secures Blue UAS Status — Defense Momentum Sends Stock Soaring, But YTD Still Red
AgEagle Aerial Systems, the maker of eBee drones, has just received Blue UAS Cleared status from the Department of Defense for its eBee VISION platform — just one week after its eBee TAC drone achieved the same designation. This certification gives AgEagle the green light for direct procurement by U.S. federal agencies, opening the door to expedited sales and deployment in high-stakes defense scenarios.
CEO Bill Irby called the achievement "pivotal," allowing faster delivery of essential drone capabilities to military and security operators. The certification follows recent federal efforts to rapidly approve NDAA-compliant Group 1 and 2 drones and positions AgEagle alongside a short list of cleared vendors trusted by the DoD.
The Market Reacts:
UAVS shares have more than doubled in a week but are still down 13% YTD — a sign of how deeply the stock had been punished prior to the news. The rebound reflects investor optimism that DoD validation can bring meaningful revenue traction and secure government contracts after a long period of underperformance and dilution.
While still a small-cap name with volatility risk, AgEagle’s inclusion on the Blue UAS list could mark a turning point — especially with Washington actively seeking U.S.-made drone alternatives in the wake of geopolitical tensions and regulatory pushback on Chinese vendors.
If you are looking for potential 10 bagger its your chance
ServiceNow's Q2 earnings weren’t just strong — they were the kind of results you want from a high-quality tech compounder.
Revenue rose 24% YoY to $2.6B, operating margin expanded, and AI wasn’t just marketing fluff. GenAI is already deployed in workflows across 500+ enterprise customers. The company raised full-year subscription revenue guidance and maintained strong free cash flow outlook — proof that this isn’t another ‘AI pivot,’ it’s embedded.
The market noticed. Shares surged over 7% post-earnings, and today analysts followed with a wave of target hikes:
Citi raised to $1,234
BofA and Mizuho: $1,200
Wells Fargo: $1,225
Jefferies & Oppenheimer: $1,150
With shares at ~$1,028, that’s 12–20% implied upside — and no meme-fueled hype needed. This is enterprise AI with real ARR behind it.
In a market chasing whatever’s shiny, ServiceNow might be the most boringly excellent way to play the AI wave.
Lear Reports Tomorrow — One of the Cheapest High-Quality EV Stocks You Can Buy
Lear Corporation ($LEA), a legacy name in auto parts, isn’t just an old-school manufacturer. It’s a mission-critical player in the electric vehicle supply chain — and one of the most undervalued ones out there.
With earnings due tomorrow, Bank of America sees 25% upside, holding firm on a $135 target vs. today’s price of ~$108. That wouldn’t be surprising — Lear’s fundamentals are strong, and the valuation is hard to ignore.
So what does Lear actually do?
Lear designs and manufactures automotive seating systems and electrical distribution systems. But over the past few years, it’s made a strong pivot into high-voltage EV platforms, smart junction boxes, battery connection systems, and vehicle software via its E-Systems division.
Its products are not just "nice to have" — they’re essential for powering, charging, and connecting EVs on the road.
Who are its customers?
Lear supplies virtually every major global automaker, including:
General Motors (GM)
Ford
BMW
Stellantis
Tesla
And Hyundai/Kia, especially in next-gen EVs
That means it’s leveraged not to just one brand or trend, but to the global electrification race — across multiple geographies and price points.
Why is it so cheap?
Despite all this, Lear trades at just 13× forward earnings, while peers with similar exposure are far more expensive:
Aptiv ($APTV): ~29× forward P/E
Allegro MicroSystems ($ALGM): ~36×
Tesla ($TSLA): ~75×
Lear isn't flashy. It doesn't make headlines with robotaxis or humanoid bots. But it makes the systems that automakers need to electrify their fleets at scale — reliably and at margin.
If earnings beat or guidance comes in strong, the rerating could be fast. Because sooner or later, fundamentals matter.
This publication is for educational and informational purposes only and does not constitute financial, investment, or trading advice. Readers are solely responsible for their own investment decisions. The author may hold positions in the securities mentioned.