Mobileye Global Inc.
MBLY · Price history
Price at last available close
$7.06
−$0.51 (-6.74%) 1M
2026-10-28
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Company & revenue
About Mobileye Global Inc.
Primary reporting period: 2025-12-27 · Research updated Oct 12, 2026. A research update is not a new financial filing.
Who they are
Mobileye Global Inc. is at the forefront of developing and deploying sophisticated advanced driver assistance systems (ADAS) and autonomous driving technologies worldwide. Its diverse array of offerings includes Driver Assist, a suite of ADAS and autonomous vehicle capabilities that prioritize safety by providing real-time detection of road users, geometry, semantics, and markings, leading to timely alerts and emergency interventions. Complementing this, Cloud-Enhanced Driver Assist furnishes drivers with immediate, cloud-informed interpretations of their surroundings.
How they make money
Mobileye generates revenue primarily by selling advanced driver assistance systems (ADAS) and autonomous driving technologies to automotive manufacturers and Tier 1 suppliers. The company operates through a business model that integrates proprietary hardware, such as its EyeQ system-on-chip, with sophisticated software algorithms to enable safety and autonomous features in consumer and commercial vehicles.
Products & services
Mobileye provides ADAS solutions including EyeQ chips, Mobileye SuperVision (eyes-on/hands-off driver assist), Mobileye Chauffeur (eyes-off/hands-off), and Mobileye Drive (fleet-focused autonomous system), alongside mobility-as-a-service software via its Moovit platform.
Brands & revenue mix
Core brand for ADAS and autonomous driving solutions.
Separate brand revenue is not available in this research.Source
Mobility-as-a-service platform brand.
Separate brand revenue is not available in this research.Source
Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.
Product / operating segments
Geographic revenue
Period ended 2025-12-27Source
Period ended 2025-12-27Source
Period ended 2025-12-27Source
Period ended 2025-12-27Source
Period ended 2025-12-27Source
Period ended 2025-12-27Source
Period ended 2025-12-27Source
Period ended 2025-12-27Source
Period ended 2025-12-27Source
Period ended 2025-12-27Source
Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.
Customer concentration
The company's accounts receivable are derived primarily from sales to Tier 1 suppliers to the automotive manufacturing industry, with revenue subject to fluctuations based on the production levels of major customers as of December 27, 2025.
Suppliers, materials & equipment
- Semiconductor foundries — The company relies on third-party semiconductor foundries for the manufacturing of its EyeQ system-on-chip products; specific supplier names are not disclosed.Source
Business relationships & partnerships
- VW Group — Commercial collaboration involving the significant expansion of Mobileye's advanced portfolio within VW Group brands.Source
Competitors
Strengths
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
36
Poor
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
49
Weak
Financial Strength
69
Business Quality / Moat
57
Management
40
Growth Quality
37
Risk / Durability
0
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
41
Avoid
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
51/100
Building Historical Record
Model Score 51/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.
Probability unavailable — the model has not produced a calibrated probability yet.
Click for full breakdown →
WSS View
The quick read
The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.
At today’s price, the WSS valuation framework currently reads as less attractive based on the available valuation and market data.
The model outlook is currently moderate.
- •Balance-sheet / debt profile scores strongly
- •Insider activity signal is favorable
- •Recent buyback activity is present
- •M&A headline · Oct 18, 2026
- •Valuation is a weaker part of the current profile
- •Revenue fundamentals are weak
Company-specific research
Questions worth answering for MBLY
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •Can MBLY maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
- •Is MBLY's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
- •How is MBLY likely to use its cash advantage: reinvestment, acquisitions, debt reduction, dividends or buybacks?
- •What specifically needs to improve for MBLY to reach sustainable profitability?
- •What future growth or profitability would be needed to justify MBLY's current valuation?
Essential Investment Snapshot
Wall Street Score
36
Opportunity Score
41
Market Cap
$6.00B
P/E Ratio
-1.4
EPS
$-4.99
52-Week High
$14.52
52-Week Low
$6.47
Beta
1.24
Analyst Target
$10.50
Shares Outstanding
813.0M
Total Revenue
$2.02B
Total Debt
$0
Dividend
No current dividend
Liquidation Value / Share
$10.10
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Weakening momentum
Normal movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Notices for MBLY
Detected from reported data — verify before acting.Historical repurchase activity
Reported cash flows or share-count measures indicate past repurchase activity. This does not verify an active buyback authorization or future purchases.
M&A headline · Oct 18, 2026
1,227,876 Shares of Mobileye Global Inc. $MBLY Acquired by Counterpoint Mutual Funds LLC — This is a provider-linked headline, not an independently confirmed event. Check the article and company filings for the subject, proposed/completed status, and subsequent updates.
Defense WorldCommunity Sentiment
0 active · 0 total callsNo personal call yet on MBLY.
Potential upside factors
- +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
- +Large future expected automotive revenue pipeline.
- +Strong cash flow generation from operating activities.
- +Positive free cash flow may provide capacity to invest in growth.
Potential downside factors
- −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Auto - Parts industry.
- −Dependence on automotive production levels of major customers.
- −Concentration of accounts receivable among Tier 1 suppliers.
These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.
Create a free account to make a call.
Scores
Click any score for full breakdownWas this stock page easy to understand?
One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
5 historical score records availablePrevious Score
36
Oct 22, 2026
Change
+0.1
points
Current Score
36
Oct 23, 2026
Category Changes
MBLY increased 0.1 points because overall fundamentals improved.
Projected Score
Projected Score
32
Projected Change
-4.2 points
Preliminary comparable-period financial changes suggest decline of approximately 4.2 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
Valuation unavailableCurrent Price
$7.06
Model Intrinsic Value
—
Difference
—
Margin of Safety
—
Intrinsic value is not currently available for this stock, so valuation can't be calculated.
Financial Charts
Revenue
Additional Metrics
Operating Cash Flow
Total Debt
Total Assets
Net Margin %
Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.
| Line Item | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.02B | $1.89B | $1.65B | $2.08B | ···· | ···· | ···· | ···· |
| Cost of Revenue | $1.06B | $990.0M | $913.0M | $1.03B | ···· | ···· | ···· | ···· |
| Gross Profit | $955.0M | $904.0M | $741.0M | $1.05B | ···· | ···· | ···· | ···· |
| Research & Development | $1.12B | $1.15B | $1.08B | $889.0M | ···· | ···· | ···· | ···· |
| SG&A Expenses | $218.0M | $193.0M | $188.0M | $191.0M | ···· | ···· | ···· | ···· |
| Operating Expenses | $1.34B | $1.34B | $3.97B | $1.08B | ···· | ···· | ···· | ···· |
| EBITDA | -$3.60B | $140.0M | -$2.66B | $529.0M | ···· | ···· | ···· | ···· |
| Operating Income | -$387.0M | -$440.0M | -$3.23B | -$33.0M | ···· | ···· | ···· | ···· |
| Interest Expense | $0.00 | $0.00 | $0.00 | $0.00 | ···· | ···· | ···· | ···· |
| Income Before Tax | -$4.12B | -$377.0M | -$3.16B | $16.0M | ···· | ···· | ···· | ···· |
| Income Tax Expense | -$54.0M | $15.0M | -$73.0M | $43.0M | ···· | ···· | ···· | ···· |
| Net Income | -$4.06B | -$392.0M | -$3.09B | -$27.0M | ···· | ···· | ···· | ···· |
| Basic EPS | $-4.99 | $-0.48 | $-3.82 | $-0.03 | ···· | ···· | ···· | ···· |
| Basic Shares | 818M | 813M | 809M | 805M | ···· | ···· | ···· | ···· |
| Diluted Shares | 818M | 813M | 809M | 805M | ···· | ···· | ···· | ···· |
Earnings Summary
Revenue
$508.0M
Estimate unavailable.
Revenue Beat/Miss
Not available (no estimate stored)
EPS
-$0.03
Estimate unavailable.
EPS Beat/Miss
Not available (no estimate stored)
Debt Change
Not available
Cash Change
-23.3%
Margin Change
+9.1 pp
Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.
Financial Changes Since Prior Period
What Improved
- Margins expanded
What Weakened
- Cash position declined
Potential Score Impact
Positive indicators included revenue growth, net income margin. Pressure indicators included EPS growth, cash levels. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.
Stored Earnings Analysis
Revenue increased 0.4%. EPS declined 63.6%. Cash declined 23.3%. Net income margin improved by 9.1 percentage points.
Earnings-Call Transcript
Earnings-call transcript analysis is not currently available.
These results may influence future scores when the next evaluation is completed.
Insider Activity
Guru / Smart Money
Guru Score
40
Smart Money
40
Number of Gurus
1
Total Guru Value
Avg Portfolio Weight
Largest Holder
Largest Holder %
New Positions
Increased Positions
Reduced Positions
Exited Positions
Net Guru Sentiment
Short Interest
Dividend History
Dividend data is not available yet. Missing data does not mean this company pays no dividend.
Conservative Projected Values
3 Years
$———.——
5 Years
$———.——
10 Years
$———.——
Conservative Projection Rate
——%
Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.
Conservative Projected Values
Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.
Start 7-Day Free TrialHistorical Outperformance Record
Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.
Start 7-Day Free TrialHistorical Trends
5 historical recordsHistorical Score Chart
3 of 5 records shownWall Street Score
Debt Score
Revenue Score
Asset Score
Capital Score
Management Score
Moat Score
Valuation Score
Buffett Score
Intrinsic Value
Value Reference
Margin of Safety %
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Rumor Mill · MBLY
Corporate developments & opportunities
No reviewed developments match this filter.
Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.
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