LIVE

MBLY

Mobileye Global Inc.

MBLY

NASDAQ·Consumer Cyclical·Auto - Parts·Mkt cap $7.9B

$9.36

-3.17%

View full research view

Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

View research view

52-Week Range

$6.47 - $20.18

P/E

-1.86

Fwd P/E

26.25

Beta

1.15

Div Yield

0.00%

Avg Vol

6.4M

Shares Out

814.4M

Mkt Cap

$7.9B

Price action

Price chart

Down 48.9% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Advanced computer vision technology
  • Comprehensive autonomous driving solution portfolio
  • Strong intellectual property and patents
  • Strategic partnership with Intel

Bear Case

2 risks

  • Average volatility.
  • Significant premium - growth priced in

Growth

Turning profitable

Global automotive autonomy trend

Value

Significant premium - growth priced in

Momentum

Hot

+29.8% over 3m

Quality

Strong

Solid business

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Jul 23, 2026

Q2 26 RECAP

APR 23, 2026

Reported EPS of $0.12 vs $0.08 consensus (+50.0% surprise). Revenue of $558.0M vs $519.9M expected (+7.3%). Beat on both top and bottom lines.

EPS beat +50.0%
Rev beat +7.3%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+50.0%

Next: Jul 23, 2026

Revenue trend · last 8Q

-23%

+83%

+15%

+4%

-9%

+27%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$439.0M

$486.0M

$490.0M

$438.0M

$506.0M

$504.0M

$446.0M

$558.0M

Margins · last 8Q

Gross

49.3%

Operating

-19.4%

Profit

-684.2%

Wall Street consensus

16 analysts · 38% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

6

38%

Hold

10

63%

Sell

0%

Median Price Target

$9.00

-3.9% vs $9.36

Low $8.00
Median $9.00
High $17.00

Latest: Berenberg · $10.80 · May 21, 2026

8 analysts covering

vs Industry

How MBLY stacks vs Auto - Parts

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.