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Why More Pain May Be In Store For Mobileye NV (MBLY)

Poorly received earnings have landed Mobileye NV (MBLY) on the short-sale restricted list

Feb 24, 2016 at 10:30 AM
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Driving technology firm Mobileye NV (NYSE:MBLY) has plunged nearly 10% this morning at $25.90, as traders react negatively to the company's earnings report. As such, the stock is on the short-sale restricted list, and MBLY options are changing hands at twice the expected intraday rate.

As we mentioned yesterday, option traders are likely welcoming MBLY's sell-off with open arms. At the International Securities Exchange (ISE), Chicago Board Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX), the stock has amassed a 50-day put/call volume ratio of 1.39 -- in the 69th percentile of its annual range. In other words, traders have bought to open MBLY puts over calls at an accelerated clip in recent months.

Short sellers are sure to be happy, too. A lofty 22.5% of MBLY's float is sold short, and at its average daily trading levels, it would take nearly seven days to cover these positions.

Looking elsewhere on Wall Street, the brokerage crowd remains a beacon of optimism. In fact, 75% of analysts rate MBLY a "buy" or better, with not a single "sell" rating to be found. This, despite the stock's long-term struggles -- down 60% from its record high of $64.48 in August. From a contrarian perspective, Mobileye NV (NYSE:MBLY) could fall victim to future downgrades, potentially exacerbating selling pressure.

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