Mobileye Global Inc. (MBLY) Reports 15% Revenue Growth in 2025 and Acquires Mentee Robotics
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
0mins
Source: seekingalpha
- Significant Revenue Growth: Mobileye reported a revenue of $1.9 billion for 2025, reflecting a 15% year-over-year increase that exceeded expectations, demonstrating resilience in the auto industry and strong demand for its products, thereby boosting market confidence.
- Substantial Operating Profit Increase: The adjusted operating profit surged by 45% to $220 million, with a margin of 15%, indicating significant progress in cost control and efficiency improvements, which enhances future profitability prospects.
- EyeQ Chip Sales Exceed Expectations: EyeQ chip sales reached 35.6 million units in 2025, surpassing the original forecast of 32 to 34 million units, with expectations for continued growth in 2026, further solidifying Mobileye's leadership in the autonomous driving market.
- Strategic Acquisition Expansion: Mobileye's acquisition of Mentee Robotics aims to expand its footprint in the humanoid robotics field, leveraging new technologies such as Artificial Community Intelligence (ACI) to drive future technological innovation and market competitiveness.
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Analyst Views on MBLY
Wall Street analysts forecast MBLY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MBLY is 17.59 USD with a low forecast of 12.00 USD and a high forecast of 30.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
9 Buy
9 Hold
0 Sell
Moderate Buy
Current: 9.270
Low
12.00
Averages
17.59
High
30.00
Current: 9.270
Low
12.00
Averages
17.59
High
30.00
About MBLY
Mobileye Global Inc is an Israel-based company that is primarily actives in field of development and deployment of advanced driver-assistance systems (ADAS) and self-driving system (AV). Company's portfolio Mobileye’s of solutions is built upon a purpose-built software and hardware technologies designed to provide the capabilities to make advanced driver-assistance systems and autonomous driving a reality. These technologies are dedicated to deliver capabilities of advancing the safety of road users, and improving the driving experience and the movement of people and goods globally. The Company's offerings include Driver Assist, Cloud-Enhanced Driver Assist, Mobileye SuperVision Lite, Mobileye Chauffeur, and Mobileye Drive. Mobileye Global Inc operates globally.
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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