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MBLY Overview

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0.000(0.000%)
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0.000(0.000%)Aft-market
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ET
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Intellectia

Loading chart...

High
9.529
Open
9.210
VWAP
9.29
Vol
6.80M
Mkt Cap
7.78B
Low
9.115
Amount
63.18M
EV/EBITDA(TTM)
71.06
Total Shares
842.18M
EV
6.40B
EV/OCF(TTM)
11.26
P/S(TTM)
3.71
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.
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Events Timeline

(ET)
2026-04-23
16:20:00
Tesla Agrees to Acquire AI Hardware Company for $2 Billion
select
2026-04-23
12:10:00
Major U.S. Indices Slightly Lower as Tesla Acquires AI Company
select
2026-04-23
07:20:00
Company Raises 2026 Revenue Outlook by 2%
select

News

Fool
3.5
04-28Fool
Mobileye Leverages Chip Supplier Model for Growth
  • Market Share Expansion: Mobileye's horizontal chip supplier model successfully powers advanced driver-assistance features across a large share of the global vehicle fleet, significantly enhancing its competitiveness in the smart driving market.
  • 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.
Yahoo Finance
8.5
04-26Yahoo Finance
Investment Outlook for Mobileye Global Inc.
  • Market Leadership: Mobileye Global Inc. is set to emerge as a leader in automotive data and analytics following its mid-2026 spin-off from S&P Global, providing high-margin subscription services that enhance its competitive edge in the automotive market.
  • Revenue Structure Advantage: With 81% of its revenue derived from subscription models and an adjusted operating margin of 35.4%, the company is positioned for financial stability and predictable cash flow, with operational leverage expected to rise above 40% as revenue grows.
  • Growth Drivers: The expansion of the used vehicle market, increased SaaS penetration in dealerships, and the shift towards electric and software-defined vehicles provide structural support for Mobileye's growth, further solidifying its market position.
  • Strategic Significance of Spin-off: The spin-off will grant Mobileye operational autonomy and independent valuation, allowing it to focus on expansion and market share enhancement, although it may face execution risks and cost pressures in the short term.
stocktwits
9.5
04-24stocktwits
Mobileye Raises 2026 Revenue Guidance Amid Strong Growth Prospects
  • Revenue Growth Outlook: Mobileye raised its 2026 revenue guidance to $1.935 billion to $2.015 billion, up from the previous forecast of $1.9 billion to $1.98 billion, indicating strong growth potential in the ADAS and autonomous driving sectors.
  • Price Target Increase: Goldman Sachs raised Mobileye's stock price target from $8 to $9 while maintaining a 'Neutral' rating, reflecting optimism about the company's core technologies and next-generation products, which are expected to drive future revenue growth.
  • Share Buyback Initiative: Mobileye announced a stock repurchase program worth up to $250 million aimed at countering share dilution from employee equity compensation and the Mentee Robotics acquisition, thereby enhancing investor confidence.
  • Strong Q1 Performance: Mobileye recorded $558 million in revenue for Q1, a 27% year-on-year increase that surpassed analyst expectations, driven by a surge in EyeQ chip shipments and improved customer demand, with adjusted earnings per share at $0.12.
Yahoo Finance
9.5
04-23Yahoo Finance
Mobileye Reports 27% Revenue Growth in Q1 2026
  • Significant Revenue Growth: Mobileye reported revenue of $558 million in Q1 2026, a 27% year-over-year increase primarily driven by a 28% rise in EyeQ SoC demand, indicating strong market demand and expected positive impact on overall 2026 performance.
  • Adjusted EPS Recovery: The adjusted diluted EPS for the first quarter was $0.12, reflecting a 51% increase compared to the previous year, demonstrating effective cost management on a higher revenue base, which enhances investor confidence.
  • Acquisition Impact on Financials: The non-cash goodwill impairment loss of $3.788 billion from the acquisition of Mentee Robotics significantly widened GAAP operating loss to $3.896 billion, highlighting the substantial impact of acquisitions on financial health and potential risks to future profitability.
  • Strong Cash Flow: Operating cash flow for the first quarter was $75 million, maintaining positive cash flow despite acquisition-related expenditures and other costs, indicating robust cash management capabilities while expanding business operations.
seekingalpha
9.5
04-23seekingalpha
Mobileye Reports Strong Q1 2026 Earnings, Raises Outlook
  • Significant Revenue Growth: Mobileye achieved $558 million in revenue for Q1 2026, marking a 27% year-over-year increase, indicating sustained strong market demand that is expected to further drive future financial performance.
  • Increased Adjusted Operating Income: The adjusted operating income reached $95 million with an operating margin of 17%, demonstrating effective management in cost control and profitability, which enhances investor confidence.
  • Optimistic Outlook: The company raised its 2026 revenue outlook to $1.975 billion and adjusted operating income expectations from $195 million to $210 million, reflecting management's optimistic view on market demand.
  • Stock Buyback Program Initiated: Mobileye announced a $250 million stock buyback program aimed at enhancing shareholder value through share repurchases while addressing external market uncertainties, showcasing the company's strong cash generation capabilities.
CNBC
9.5
04-23CNBC
Texas Instruments Forecasts Significant Earnings Increase
  • Texas Instruments Earnings Outlook: Texas Instruments forecasts current-quarter earnings per share between $1.77 and $2.05, exceeding the consensus of $1.57, with revenue expected between $5 billion and $5.4 billion, significantly above the $4.86 billion anticipated by analysts, indicating strong performance and growth potential in the semiconductor market.
  • American Airlines Performance: American Airlines shares rose over 4% after reporting first-quarter results that exceeded expectations, although the company cut its full-year earnings outlook due to rising fuel costs, reflecting the challenges and strategic responses in the high-cost airline industry.
  • United Rentals Sales Forecast Increase: United Rentals shares jumped more than 23% after raising its full-year sales forecast to a range of $16.9 billion to $17.4 billion, demonstrating strong demand in the equipment rental market and a positive outlook heading into its busiest season.
  • Molina Healthcare 2026 Forecast Confirmation: Molina Healthcare shares rose 10.3% after reaffirming its 2026 forecast, reporting first-quarter earnings of $2.35 per share on revenue of $10.8 billion, both surpassing analyst expectations, showcasing robust growth and profitability in the healthcare sector.
Wall Street analysts forecast MBLY stock price to rise
18 Analyst Rating
Wall Street analysts forecast MBLY stock price to rise
9 Buy
9 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
12.00
Averages
17.59
High
30.00
Current: 0.000
sliders
Low
12.00
Averages
17.59
High
30.00
Morgan Stanley
Equal Weight
downgrade
$12 -> $10
AI Analysis
2026-04-27
Reason
Morgan Stanley
Price Target
$12 -> $10
AI Analysis
2026-04-27
downgrade
Equal Weight
Reason
Morgan Stanley lowered the firm's price target on Mobileye to $10 from $12 and keeps an Equal Weight rating on the shares. Mobileye raised 2026 guidance after a "strong" Q1, while maintaining a "conservative outlook," the analyst tells investors. Continued strength in China exports could support upside to the guidance, the analyst added.
Raymond James
Outperform
to
NULL
downgrade
$16 -> $14
2026-04-24
Reason
Raymond James
Price Target
$16 -> $14
2026-04-24
downgrade
Outperform
to
NULL
Reason
Raymond James lowered the firm's price target on Mobileye to $14 from $16 and keeps an Outperform rating on the shares. The company's Q1 beat and raised fiscal 2026 outlook support the view that 2026 numbers have an upside bias despite being a transition year, the analyst tells investors in a research note. Raymond James cites the uncertain macro backdrop for the target cut.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for MBLY
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Valuation Metrics

The current forward P/E ratio for Mobileye Global Inc (MBLY.O) is 32.05, compared to its 5-year average forward P/E of 54.57. For a more detailed relative valuation and DCF analysis to assess Mobileye Global Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
54.57
Current PE
32.05
Overvalued PE
77.90
Undervalued PE
31.24

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
47.61
Current EV/EBITDA
71.57
Overvalued EV/EBITDA
76.22
Undervalued EV/EBITDA
19.00

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
9.71
Current PS
3.33
Overvalued PS
14.11
Undervalued PS
5.32

Financials

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Whales Holding MBLY

H
Harel Insurance Investments & Financial Services Ltd
Holding
MBLY
+15.33%
3M Return
M
Migdal Mutual Funds Ltd.
Holding
MBLY
+13.69%
3M Return
E
Engineers Gate Manager LP
Holding
MBLY
-2.84%
3M Return
I
Intel Corporation
Holding
MBLY
-4.05%
3M Return

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Frequently Asked Questions

What is Mobileye Global Inc (MBLY) stock price today?

The current price of MBLY is 9.24 USD — it has increased 0.54

What is Mobileye Global Inc (MBLY)'s business?

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.

What is the price predicton of MBLY Stock?

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 is17.59 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.

What is Mobileye Global Inc (MBLY)'s revenue for the last quarter?

Mobileye Global Inc revenue for the last quarter amounts to 558.00M USD, increased 27.40

What is Mobileye Global Inc (MBLY)'s earnings per share (EPS) for the last quarter?

Mobileye Global Inc. EPS for the last quarter amounts to -4.67 USD, increased 3492.31

How many employees does Mobileye Global Inc (MBLY). have?

Mobileye Global Inc (MBLY) has 4200 emplpoyees as of May 12 2026.

What is Mobileye Global Inc (MBLY) market cap?

Today MBLY has the market capitalization of 7.78B USD.