Mobileye Global, Inc. Class A (MBLY)
NASDAQ:MBLY
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MBLY Stock Chart & Stats
$7.87
-$2.72(-13.91%)
At close: 4:00 PM EST
$7.87
-$2.72(-13.91%)
Day’s Range― - ―
52-Week Range$6.47 - $20.18
Previous CloseN/A
Volume9.89M
Average Volume (3M)5.80M
Market Cap
$7.87B
Enterprise Value$7.21B
Total Cash (Recent Filing)$1.34B
Total Debt (Recent Filing)$0.00
Price to Earnings (P/E)―
Beta1.73
Next Earnings
Jul 23, 2026EPS Estimate
0.06Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-5.04
Shares Outstanding244,418,120
10 Day Avg. Volume5,241,442
30 Day Avg. Volume5,804,156
Financial Highlights & Ratios
PEG Ratio0.25
Price to Book (P/B)0.71
Price to Sales (P/S)4.47
P/FCF Ratio16.20
Enterprise Value/Market Cap0.92
Enterprise Value/Revenue3.58
Enterprise Value/Gross Profit7.42
Enterprise Value/Ebitda-1.98
Forecast
1Y Price Target
$11.22Price Target Upside42.51% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering13
EPS Forecast (FY)0.27
Revenue Forecast (FY)$1.98B
Bulls Say, Bears Say
Bulls Say
Strong Balance Sheet & Cash GenerationSustained positive operating and free cash flow combined with virtually no debt provides durable financial flexibility. This funds R&D, program NRE, share buybacks, and working capital through vehicle-cycle volatility without forcing dilutive financing, supporting long-term execution.
High-margin Product Economics & Design WinsDesign wins for high-content Surround ADAS with industry OEMs imply meaningful incremental revenue per vehicle and superior margin conversion versus basic ADAS. High gross-margin content supports scalable profitability as programs ramp and broadens structural market position, especially into India.
SuperVision & Robotaxi Commercialization TractionDemonstrated production-capable SuperVision and early robotaxi pre-series production move Mobileye from prototype to validated commercial deployments. This lowers technical and customer-adoption risk, enabling higher ASP offerings and recurring software/map monetization as fleets and OEM programs scale.
Bears Say
Large GAAP Losses & Goodwill HitVery large accounting losses and a multi-billion goodwill impairment reflect past overhangs and reduce reported equity and return metrics. These non-cash and operating shortfalls complicate the path to sustained GAAP profitability and can constrain investor confidence and strategic optionality over the medium term.
ASP And Margin Headwinds From MixStructural shifts in OEM mix and specific dual-chip designs materially lower blended ASPs, eroding revenue-to-income conversion. Even with volume growth, sustained lower per-unit economics pressure gross and operating margins, making margin recovery harder without offsetting ASP or cost improvements.
Long Program Timelines & Low VisibilityAutomotive program lead times, regulatory approvals, and OEM confidentiality create durable timing uncertainty for revenue ramps. This reduces forecast reliability, makes capital allocation riskier, and can delay monetization of design wins, affecting multi-quarter planning and investor visibility.
Mobileye Global, Inc. Class A News
MBLY FAQ
What was Mobileye Global, Inc. Class A’s price range in the past 12 months?
Mobileye Global, Inc. Class A lowest stock price was $6.47 and its highest was $20.18 in the past 12 months.
What is Mobileye Global, Inc. Class A’s market cap?
Mobileye Global, Inc. Class A’s market cap is $7.87B.
When is Mobileye Global, Inc. Class A’s upcoming earnings report date?
Mobileye Global, Inc. Class A’s upcoming earnings report date is Jul 23, 2026 which is in 37 days.
How were Mobileye Global, Inc. Class A’s earnings last quarter?
Mobileye Global, Inc. Class A released its earnings results on Apr 23, 2026. The company reported $0.12 earnings per share for the quarter, beating the consensus estimate of $0.084 by $0.036.
Is Mobileye Global, Inc. Class A overvalued?
According to Wall Street analysts Mobileye Global, Inc. Class A’s price is currently Undervalued.
Does Mobileye Global, Inc. Class A pay dividends?
Mobileye Global, Inc. Class A does not currently pay dividends.
What is Mobileye Global, Inc. Class A’s EPS estimate?
Mobileye Global, Inc. Class A’s EPS estimate is 0.06.
How many shares outstanding does Mobileye Global, Inc. Class A have?
Mobileye Global, Inc. Class A has 244,418,120 shares outstanding.
What happened to Mobileye Global, Inc. Class A’s price movement after its last earnings report?
Mobileye Global, Inc. Class A reported an EPS of $0.12 in its last earnings report, beating expectations of $0.084. Following the earnings report the stock price went up 10.127%.
Which hedge fund is a major shareholder of Mobileye Global, Inc. Class A?
Currently, no hedge funds are holding shares in MBLY
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Mobileye Global, Inc. Class A Stock Smart Score
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
$11.22 (42.51% Upside)
$11.22 (42.51% Upside)
Blogger Sentiment
Bullish
MBLY Sentiment 70%
Sector Average 66%
Sector Average 66%
Hedge Fund Trend
Increased
By 517.0K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Negative
Last 7 Days ▼ 0.9%
Last 30 Days ▼ 2.5%
Last 30 Days ▼ 2.5%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-41.18%
12-Months-Change
Fundamentals
Return on Equity
-37.31%
Trailing 12-Months
Asset Growth
-30.11%
Trailing 12-Months
Company Description
Mobileye Global, Inc. Class A
Mobileye Global Inc. is at the forefront of developing and deploying sophisticated advanced driver assistance systems (ADAS) and autonomous driving technologies worldwide. Its diverse array of offerings includes Driver Assist, a suite of ADAS and autonomous vehicle capabilities that prioritize safety by providing real-time detection of road users, geometry, semantics, and markings, leading to timely alerts and emergency interventions. Complementing this, Cloud-Enhanced Driver Assist furnishes drivers with immediate, cloud-informed interpretations of their surroundings. The company also features its Mobileye SuperVision family of products, which spans from the concise SuperVision Lite, an effective driver assistance solution, to the more comprehensive SuperVision. The latter is an advanced assisted point-to-point navigation system, functional across various road types, and integrates cloud-based enhancements such as road experience management, alongside supporting seamless over-the-air updates. For higher levels of autonomy, Mobileye offers Mobileye Chauffeur, a next-generation solution, and Mobileye Drive, a robust Level 4 autonomous system that includes self-driving vehicle platforms and autonomous mobility-as-a-service options. Founded in 1999, Mobileye Global Inc. maintains its headquarters in Jerusalem, Israel, and operates as a subsidiary of Intel Overseas Funding Corporation.
MBLY Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call delivered materially positive operational and financial beats (Q1 revenue +27%, adjusted operating income +61%), raised full-year guidance, demonstrated strong execution on advanced programs (SuperVision, robotaxi pre-series production) and announced a share buyback—signals of robust core ADAS demand, product validation, and cash generation. Offsetting these positives are a very large non-cash goodwill impairment ($3.8B), ASP and margin pressure driven by China export mix and specific dual-chip programs, incremental ECU memory costs, and near-term guidance showing a Q2 revenue decline and conservative H2 assumptions. On balance the company showed strong execution, growth levers (Surround ADAS, India, robotaxi), and financial flexibility, while facing notable accounting and mix-related headwinds that management characterizes as manageable.View all MBLY earnings summariesMBLY Stock 12 Month Forecast
Average Price Target
$11.22
▲(42.51% Upside)
Technical Analysis
Ownership Overview
32.19% Insiders
9.38% Mutual Funds
34.16% Other Institutional Investors
18.92% Public Companies and Individual Investors