MS pushed the names this morning, talking of $100, IPO @ $25 on the 31st of July 2014 +95% since IPO- lock up till 27/01/2015....
see MS comment : While some investors wonder if MBLY's growth opportunity might be fully priced in, we see a path to nearly $100, if MBLY can just maintain its current market and earnings position.
Powerful growth story makes MBLY our top pick in NA autos. As the only pure-play on two of the fastest growing trends in the auto industry – autonomous cars and software – we forecast MBLY could achieve 50%+ revenue CAGR, 60%+ margins, ~100% FCF conversion...and these may even be conservative estimates.
{MBLY US Equity GPC D <GO>}