Mobileye Global Inc. Reports 9% Revenue Decline to $446 Million in Q4 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
0mins
Should l Buy INTC?
Source: Benzinga
- Revenue Decline: Mobileye reported Q4 2025 revenue of $446 million, a 9% year-over-year decrease, although it surpassed the analyst consensus estimate of $432.3 million, indicating signs of market demand weakness.
- Shipment Reduction: Shipments of EyeQ systems fell to 8.3 million from 9.3 million a year ago, an 11% decline, leading to tighter inventory levels at Tier 1 customers and impacting the company's supply chain stability.
- Margin Pressure: Adjusted gross margin decreased to 67%, down 176 basis points from the previous year, reflecting increased pricing pressures, while adjusted operating margin dropped from 21% to 9%, indicating a significant decline in profitability.
- Future Outlook: Mobileye expects fiscal 2026 revenue between $1.90 billion and $1.98 billion, despite facing intensified competition and uncertain market demand, with the CEO emphasizing the company's focus on leading in the field of Physical AI.
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Analyst Views on INTC
Wall Street analysts forecast INTC stock price to fall
29 Analyst Rating
5 Buy
19 Hold
5 Sell
Hold
Current: 46.480
Low
20.00
Averages
39.30
High
52.00
Current: 46.480
Low
20.00
Averages
39.30
High
52.00
About INTC
Intel Corporation is a global designer and manufacturer of semiconductor products. The Company operates through three segments: Intel Products, Intel Foundry, and All Other. Its Intel Products segment includes Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX). The CCG is bringing together the operating system, system architecture, hardware, and software application integration to enable PC experiences. DCAI delivers workload-optimized solutions to cloud service providers and enterprises, along with silicon devices for communications service providers, network and edge, and HPC customers. NEX helps networks and edge compute systems from fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Intel Foundry segment comprises technology development, manufacturing and foundry services. All Other segments include Altera, Mobileye, Other.
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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