Mobileye Authorizes $250 Million Share Repurchase Program
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 23 2026
0mins
Source: NASDAQ.COM
- Repurchase Program Initiated: Mobileye's board has authorized a share repurchase program of up to $250 million for Class A common stock, aimed at partially offsetting dilution from share-based compensation and the Mentee Robotics acquisition, while enhancing financial flexibility for investments in its core automotive business and physical AI platform.
- Clear Funding Source: The program will be financed through existing cash on hand and future cash flows, ensuring that the company maintains financial stability while executing the buyback, thereby reinforcing its market position.
- Stock Price Surge: On the New York Stock Exchange, Mobileye shares gained 13.04% in pre-market trading, reaching $43.99, indicating a positive market reaction to the repurchase plan and reflecting investor confidence in the company's future prospects.
- Improved Market Performance: Following a 0.38% increase in regular trading on Wednesday, the implementation of this repurchase program is expected to further enhance the company's stock performance, increasing investor recognition of its long-term value.
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Analyst Views on MBLY
Wall Street analysts forecast MBLY stock price to rise
18 Analyst Rating
9 Buy
9 Hold
0 Sell
Moderate Buy
Current: 10.410
Low
12.00
Averages
17.59
High
30.00
Current: 10.410
Low
12.00
Averages
17.59
High
30.00
About MBLY
Mobileye Global Inc. is engaged in the development and deployment of advanced driver-assistance systems (ADAS) and autonomous driving technologies and solutions. The Company's portfolio of solutions is built upon a comprehensive suite of purpose-built software and hardware technologies designed to provide the capabilities needed to make the future of ADAS and autonomous driving a reality. These technologies can be harnessed to deliver mission-critical capabilities at the edge and in the cloud, advancing the safety of road users, and revolutionizing the driving experience and the movement of people and goods globally. The Company offers an advanced set of solutions, including Mobileye Surround ADAS, Mobileye SuperVision, Mobileye Chauffeur, and Mobileye Drive. These solutions are propelled by its EyeQ6 SoC and subsequent EyeQ generations, its next-generation software solutions, and its software-defined imaging radars.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Future Revenue Expectations: The company anticipates revenue between $1.94 billion and $2.02 billion for 2026, slightly above analysts' estimate of $1.97 billion, yet it projects an operating loss of approximately $4.28 billion to $4.33 billion, indicating pressure on profitability.
- Intensifying Market Competition: Jefferies' “Underperform” rating and $8 price target suggest a potential 20% downside for the stock, reflecting challenges to Mobileye's market position amid increasing competition from major tech and automotive players.
- Retail Investor Sentiment: Despite a 4% decline in Mobileye's stock year-to-date, retail sentiment on Stocktwits remains bullish, with a 100% increase in message volume over 24 hours, indicating market optimism regarding future technological advancements.
See More
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- Growth Potential Analysis: The company's increasing penetration in the global automotive market is expected to drive sustained revenue and margin growth, further solidifying its industry leadership.
- Intel Partnership: Mobileye's close collaboration with Intel provides robust support for its technological innovations, enhancing its R&D capabilities and market influence in the autonomous driving sector.
- Future Outlook: As smart driving technology becomes more widespread, Mobileye's business model and technological advantages will position it favorably in future market competition, driving long-term sustainable growth for the company.
See More
