Mobileye Global Inc. Reports 9% Revenue Decline to $446 Million in Q4
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 23 2026
0mins
Source: Benzinga
- Revenue Performance: Mobileye reported fourth-quarter revenue of $446 million, a 9% year-on-year decline, although it surpassed the analyst consensus estimate of $432 million, demonstrating resilience amid demand-supply imbalances.
- Inventory Pressure: EyeQ volumes fell by 11% due to demand-supply imbalances, leading to tighter inventory levels at Tier 1 customers, which is expected to persist through 2025 and could impact future production plans.
- Future Outlook: Mobileye anticipates fiscal 2026 revenue between $1.90 billion and $1.98 billion, exceeding the analyst consensus estimate of $1.881 billion, indicating confidence in future market demand.
- Analyst Rating Adjustments: Following the earnings announcement, several analysts adjusted their price targets for Mobileye, with Needham lowering its target from $18 to $16 and Canaccord Genuity from $30 to $24, reflecting cautious sentiment regarding the company's outlook.
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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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