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MBLY

Mobileye Global Inc.

MBLY

NASDAQ·Consumer Cyclical·Auto - Parts·Mkt cap $7.0B

$8.58

-0.29%

P/E

-1.72

Mkt Cap

$7.0B

52-Wk Range

$6.47–$15.81

52-Week Range

$6.47 - $15.81

P/E

-1.72

Fwd P/E

17.42

Beta

1.20

Div Yield

0.00%

Avg Vol

6.5M

Shares Out

814.4M

Mkt Cap

$7.0B

Price action

Price chart

Down 37.5% over the trailing year

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

1 risk

  • Average volatility.

Growth

Turning profitable

Global automotive autonomy trend

Value

Deep value opportunity - significant discount to Autonomous Vehicles & ADAS peers

Momentum

Weak

-17.0% over 3m

Quality

Strong

Mixed fundamentals

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: Oct 22, 2026

Q3 26 RECAP

JUL 23, 2026

Reported EPS of $0.19 vs $0.06 consensus (+235.8% surprise). Revenue of $508.0M vs $480.5M expected (+5.7%). Beat on both top and bottom lines.

EPS beat +235.8%
Rev beat +5.7%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+235.8%

Revenue trend · last 8Q

-23%

+83%

+15%

+4%

-9%

+27%

+0%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$486.0M

$490.0M

$438.0M

$506.0M

$504.0M

$446.0M

$558.0M

$508.0M

Margins · last 8Q

Gross

46.3%

Operating

-5.9%

Profit

-4.1%

Wall Street consensus

9 analysts · 33% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

33%

Hold

6

67%

Sell

0%

Median Price Target

Latest: UBS · Jul 24, 2026

vs Industry

How MBLY stacks vs Auto - Parts

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

Industry comparison data unavailable for this stock.