Mobileye Global Inc (MBLY)

Currency in USD
8.01
-0.42(-4.98%)
Closed·
8.10+0.08(+1.00%)
·
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Fair Value
Day's Range
7.998.38
52 wk Range
6.4715.81
Key Statistics
Prev. Close
8.43
Open
8.31
Day's Range
7.99-8.38
52 wk Range
6.47-15.81
Volume
6.47M
Average Volume (3m)
6.96M
1-Year Change
-42.5806%
Book Value / Share
9.75
Fair Value
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Fair Value Upside
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MBLY Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
12.36
Upside
+54.32%
Members' Sentiments
Bearish
Bullish
ProTips
Net income is expected to grow this year

Mobileye Global Inc News & Analysis

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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Sell
Technical Indicators
Strong Sell
Moving Averages
Strong Sell

Analyst Ratings

14 Buy
13 Hold
1 Sell
Ratings:
28 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 12.36
(+54.32% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Deutsche Bank
Buy13.00+62.30%14.00MaintainJul 27, 2026
Piper Sandler
Buy12.00+49.81%10.00UpgradeJul 27, 2026
UBS
Hold9.00+12.36%10.00MaintainJul 24, 2026
JPMorgan
Hold9.00+12.36%10.00MaintainJul 24, 2026
TD Cowen
Buy9.00+12.36%11.50MaintainJul 24, 2026

Mobileye Global Inc SWOT Analysis


Analyst Divisions
Rating changes span from upgrades to downgrades, with price targets ranging from $16 to $17, reflecting divergent views on operational headwinds versus long-term autonomous driving potential
Financial Outlook
Strong Q3 2025 results contrast with tempered 2026 expectations. EPS estimates range from $0.26-$0.36 for FY1 and $0.25-$0.35 for FY2, with average price target at $16.33
Strategic Wins
Major OEM partnerships secured, including likely General Motors deal for Surround ADAS. Volkswagen programs progress on track, positioning Mobileye as key alternative to Tesla for legacy automakers
Autonomy Timeline
Driver-out autonomous vehicles planned for first half of 2026, representing potential inflection point. Mentee deal opens new vertical, though value realization remains longer-term catalyst
Read full SWOT analysis

Mobileye Global Inc Earnings Call Summary for Q2/2026

  • Mobileye Q2 2026 EPS of $0.19 beat estimates by 217%, revenue of $508M topped forecasts; shares fell 5.4% premarket on cautious Q3 outlook.
  • Adjusted operating income rose 46% YoY to $155M; margin expanded 10pts to 31%, aided by new Israeli R&D incentive law effective retroactively.
  • Company raised FY2026 revenue guidance to ~$1.995B (4-7% growth) and operating income to $395M; Q3 revenue expected to decline 5-6% YoY.
  • CEO Shashua announced strategic shift to fully vertically integrated robotaxi model; plans U.S. launch in 2027 and CEO succession underway.
  • EyeQ shipments hit 10M units, up 3% YoY and outpacing customer production by 8pts; SuperVision deliveries reached 40K in H1, above demand.
Last Updated: 2026/07/23, 15:14
Read Full Transcript

Earnings

Latest Release
Jul 23, 2026
EPS / Forecast
0,19 / 0,06
Revenue / Forecast
508M / 482,2M
EPS Revisions
Last 90 days

MBLY Income Statement

Compare MBLY to Peers and Sector

Metrics to compare
MBLY
Peers
Sector
Relationship
P/E Ratio
−1.7x7.7x10.4x
PEG Ratio
0.050.080.02
Price/Book
0.8x1.4x1.4x
Price / LTM Sales
3.4x0.8x0.9x
Upside (Analyst Target)
37.2%33.1%27.3%
Fair Value Upside
Unlock35.5%12.9%Unlock

Mobileye Global Inc. develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies and solutions in the United States, Europe, China, and internationally. It operates through two segments, Mobileye and Moovit. It offers end-to-end ADAS and autonomous driving solutions, including Base ADAS, a front camera that delivers a combination of intelligent safety features to avoid unsafe driving situations; Cloud-Enhanced ADAS, which leverages crowdsourced data to offer accurate localization; safer, smoother, and natural driving experience; and Mobileye Surround ADAS that offer eyes-on/hands-off functionality for highway ODDs with features, such as automatic lane change, front and rear collision avoidance, traffic jam assist, and a Highway Pilot function, as well as includes DXP support that enables customers to customize the driving experience. It also provides Mobileye SuperVision, a eyes-on/hands-off driver assist system for autonomous vehicles; Mobileye Chauffeur, an eyes-off/hands-off solution for consumer vehicles; and Mobileye Drive, a fleet-focused end-to-end self-driving system that enables automakers, public transportation companies, and transportation network operators to offer a no-driver solution for robotaxis, ride-pooling, public transport, and goods delivery. In addition, it offers EyeQ SoC that provide drivers with basic safety features covered by front-facing sensing, such as collision warning, lane departure warnings, pedestrian and cyclist collision warning, headway monitoring and warning, speed limit indicator, blind spot detection, and others; True Redundancy, which is an AI system architecture; and Road Experience Management solutions. It provides its products and services to original equipment manufacturers through automotive suppliers, as well as fleet owners and operators. The company was founded in 1999 and is headquartered in Jerusalem, Israel. Mobileye Global Inc. is a subsidiary of Intel Corporation.

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
48,31M5,74%386,96M
Other Institutional Investors
745,32M88,50%5,97B
Public Companies & Retail Investors
48,56M5,77%388,95M
Total
842,19M100,00%6,75B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Intel Corporation76,92%647 768 0155 188 622
Manulife Asset Management1,22%10 305 43182 547

FAQ

What Is the Mobileye Global (MBLY) Stock Price Today?

The Mobileye Global stock price today is 8,01 USD.

What Stock Exchange Does Mobileye Global Trade On?

Mobileye Global is listed and trades on the Nasdaq Stock Exchange.

What Is the Stock Symbol for Mobileye Global?

The stock symbol for Mobileye Global is "MBLY."

What Is the Mobileye Global Market Cap?

As of today, Mobileye Global market cap is 6,81B USD.

What Is Mobileye Global's Earnings Per Share (TTM)?

The Mobileye Global EPS (TTM) is -4,98.

When Is the Next Mobileye Global Earnings Date?

Mobileye Global will release its next earnings report on Oct 22, 2026.

From a Technical Analysis Perspective, Is MBLY a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Sell.

How Many Times Has Mobileye Global Stock Split?

Mobileye Global has split 0 times.

How Many Employees Does Mobileye Global Have?

Mobileye Global has 4200 employees.

What is the current trading status of Mobileye Global (MBLY)?

As of Jul 30, 2026, Mobileye Global (MBLY) is trading at a price of 8,01 USD, with a previous close of 8,43 USD. The stock has fluctuated within a day range of 7,99 USD to 8,38 USD, while its 52-week range spans from 6,47 USD to 15,81 USD.

What Is Mobileye Global (MBLY) Price Target According to Analysts?

The average 12-month price target for Mobileye Global is 12,36 USD, with a high estimate of 27 USD and a low estimate of 6.95 USD. 14 analysts recommend buying the stock, while 1 suggest selling, leading to an overall rating of Buy. The stock has an +54,32% Upside potential.

What Is the MBLY Premarket Price?

MBLY's last pre-market stock price is 8,32 USD. The pre-market share volume is 30 320,00, and the stock has decreased by -0,11, or -1,30%.

What Is the MBLY After Hours Price?

MBLY's last after hours stock price is 8,10 USD, the stock has decreased by 0,08, or 1,00%.
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