Mobileye Reports 27% Revenue Growth in Q1 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
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Should l Buy INTC?
Source: Newsfilter
- Significant Revenue Growth: Mobileye reported Q1 revenue of $558 million, a 27% year-over-year increase primarily driven by a 28% rise in EyeQ SoC demand, indicating strong market interest that is expected to enhance overall performance in 2026.
- Adjusted EPS Recovery: The adjusted diluted EPS for the first quarter was $0.12, reflecting a 51% increase from the previous year, demonstrating the company's success in cost control and operational efficiency, despite a GAAP loss per share of $4.68.
- Acquisition Impact on Finances: Following the acquisition of Mentee Robotics, Mobileye's cash balance decreased by $591 million; however, the company announced a share repurchase authorization of up to $250 million to offset dilution from stock-based compensation and the acquisition, showcasing its commitment to shareholders.
- Technological Advancements and Market Expansion: In Q1, Mobileye secured a design win with Mahindra, strengthening its position in the Indian market, while the EyeQ6-based SuperVision system began operating in pre-production vehicles in the U.S., marking significant progress in technology maturity and market expansion potential.
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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: 66.260
Low
20.00
Averages
39.30
High
52.00
Current: 66.260
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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- Increased Competitive Pressure: Despite validation from partnerships with Nvidia, analysts point out that Intel's foundry division faces approximately $10 billion in annual losses, with ongoing competitive pressures from TSMC and Samsung.
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- Upgraded Annual Outlook: The company raised its 2026 revenue forecast to between $1.935 billion and $2.015 billion, up from a previous estimate of $1.9 billion to $1.98 billion, reflecting optimism about future market conditions, with analysts initially expecting $1.95 billion.
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- Significant Revenue Growth: Mobileye reported Q1 revenue of $558 million, a 27% year-over-year increase primarily driven by a 28% rise in EyeQ SoC demand, indicating strong market interest that is expected to enhance overall performance in 2026.
- Adjusted EPS Recovery: The adjusted diluted EPS for the first quarter was $0.12, reflecting a 51% increase from the previous year, demonstrating the company's success in cost control and operational efficiency, despite a GAAP loss per share of $4.68.
- Acquisition Impact on Finances: Following the acquisition of Mentee Robotics, Mobileye's cash balance decreased by $591 million; however, the company announced a share repurchase authorization of up to $250 million to offset dilution from stock-based compensation and the acquisition, showcasing its commitment to shareholders.
- Technological Advancements and Market Expansion: In Q1, Mobileye secured a design win with Mahindra, strengthening its position in the Indian market, while the EyeQ6-based SuperVision system began operating in pre-production vehicles in the U.S., marking significant progress in technology maturity and market expansion potential.
See More
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- Commitment to Long-Term Shareholder Value: CEO Amnon Shashua emphasized that the buyback program underscores the company's confidence in its future growth potential, while prioritizing R&D and capital expenditures to drive innovation and expand its product roadmap.
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- Earnings Forecast Improvement: Intel is set to announce its Q1 earnings on April 23, with analysts projecting revenue of $14.2 billion, which is 9% above Wall Street estimates, reflecting strong confidence in server CPU demand.
- Rating Upgrades: HSBC and BNP Paribas have both upgraded Intel ahead of its earnings report, with HSBC highlighting sustained demand for server CPUs as a major catalyst, while BNP notes that AI-driven demand will further benefit the company.
- Increased Competitive Pressure: Despite validation from partnerships with Nvidia, analysts point out that Intel's foundry division faces approximately $10 billion in annual losses, with ongoing competitive pressures from TSMC and Samsung.
- Poor Profitability Outlook: The consensus EPS estimate is $0.01, a 92.3% year-over-year decline, and revenue is expected to be $12.43 billion, down 2.1% year-over-year, indicating challenges in profitability and revenue growth for the company.
See More
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- Upgraded Annual Outlook: The company raised its 2026 revenue forecast to between $1.935 billion and $2.015 billion, up from a previous estimate of $1.9 billion to $1.98 billion, reflecting optimism about future market conditions, with analysts initially expecting $1.95 billion.
- Share Buyback Program: Mobileye's board authorized a share repurchase program of up to $250 million, aimed at enhancing shareholder value and boosting market confidence, which is expected to have a positive impact on the stock price.
- Significant Technological Advancements: The company achieved key milestones in its robotaxi technology and EyeQ6H-based Supervision L2++ and Chauffer L3 programs, securing an important design win with Mahindra, demonstrating ongoing innovation in the autonomous driving sector.
See More
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- Significant Revenue Growth: Mobileye reported Q1 revenue of $558 million, a 27% year-over-year increase primarily driven by a 28% rise in EyeQ SoC demand, indicating strong market interest that is expected to enhance overall performance in 2026.
- Adjusted EPS Recovery: The adjusted diluted EPS for the first quarter was $0.12, reflecting a 51% increase from the previous year, demonstrating the company's success in cost control and operational efficiency, despite a GAAP loss per share of $4.68.
- Acquisition Impact on Finances: Following the acquisition of Mentee Robotics, Mobileye's cash balance decreased by $591 million; however, the company announced a share repurchase authorization of up to $250 million to offset dilution from stock-based compensation and the acquisition, showcasing its commitment to shareholders.
- Technological Advancements and Market Expansion: In Q1, Mobileye secured a design win with Mahindra, strengthening its position in the Indian market, while the EyeQ6-based SuperVision system began operating in pre-production vehicles in the U.S., marking significant progress in technology maturity and market expansion potential.
See More
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- Buyback Program Initiated: Mobileye's Board of Directors has authorized a stock buyback program of up to $250 million, aimed at boosting market confidence and offsetting dilution from share-based compensation and the Mentee Robotics acquisition, reflecting the company's confidence in its products and market position.
- Financial Flexibility Ensured: The buyback program is expected to be funded from existing cash flows, ensuring that the company maintains financial flexibility to continue investing in its core automotive business and Physical AI platform while adapting to market changes.
- Commitment to Long-Term Shareholder Value: CEO Amnon Shashua emphasized that the buyback program underscores the company's confidence in its future growth potential, while prioritizing R&D and capital expenditures to drive innovation and expand its product roadmap.
- Market Operation Flexibility: Mobileye plans to adjust the timing and volume of repurchases based on market conditions and other factors, ensuring that it adopts appropriate buyback strategies to optimize shareholder returns without violating legal requirements.
See More
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- Oil Prices Elevated: Rising geopolitical tensions in the Middle East, particularly with the Iranian Navy seizing two container ships in the Strait of Hormuz, have kept crude oil prices high, impacting global market stability.
- Tesla Financial Concerns: Tesla's stock fell nearly 4% in pre-market trading as investors expressed worries over the company's projected capital expenditures exceeding $25 billion for AI and robotics infrastructure, potentially affecting future cash flow.
- QuantumScape Strong Earnings: QuantumScape surged nearly 20% in pre-market trading following a strong earnings beat and positive demand outlook, indicating a promising growth trajectory for the battery company.
- Market Data Watch: Investors are closely watching the upcoming initial jobless claims and S&P global manufacturing and services PMI data, along with earnings reports from Intel, American Express, and Lockheed Martin, which are expected to influence market sentiment.
See More
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- Strategic Partnership: Musk announced that Tesla and SpaceX will adopt Intel's '14A' manufacturing process, which is expected to boost Intel's chip manufacturing revival efforts, leading to a roughly 3% increase in its stock price in after-hours trading.
- Surging Market Demand: Musk highlighted that AI infrastructure developers are demanding record volumes of high-bandwidth memory, emphasizing that without the Terafab project, the chip supply will not meet the industry's rapid growth, underscoring the project's critical importance.
- Technology Maturity Assurance: Although the '14A' process is not yet fully complete, Musk stated that it will be 'fairly mature' by the time Terafab starts operations, indicating Tesla's confidence in Intel's technology and its pivotal role in future chip production.
- Intel Earnings Anticipation: Intel is set to report its earnings on Thursday, and Musk's partnership announcement may provide a positive market outlook for its performance, further solidifying its position in the highly competitive semiconductor market.
See More
