Mobileye Global Inc. logo

Mobileye Global Inc.

MBLY

NASDAQConsumer CyclicalAuto - Parts

Previous close

$9.03

+$0.15 · +1.69%

Aug 21, 4:00 PM ET

Pre-market

$9.03

$0.00 · 0.00%

Aug 24, 8:44 AM ET

MBLY company overview

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GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

49

Fair Value

Momentum

46

Neutral

Sentiment

55

Mixed

Risk resilience

38

High Risk

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Company profile

Company website

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.

Industry
Auto - Parts
Sector
Consumer Cyclical
Headquarters
IL
CEO
Amnon Shashua
Listed since
Oct 26, 2022
Employees
4,200

Market position

Day range

Current $9.03

52-week range

Current $9.03

Open
$9.095
Previous close
$8.88
Volume
3.16M
0.48× average
Average volume
6.64M
Average daily volume
Market cap
7.36B USD
Beta
1.2
Market reference 1
50-day average
$8.832
+2.24% above average
200-day average
$9.4472
-4.42% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

P/E (TTM)
-1.81×
P/B (TTM)
0.9×
P/S (TTM)
3.65×
Dividend yield
0.00%

Profitability & efficiency

Gross margin
47.37%
Operating margin
-19.20%
Net margin
-201.49%

Financial health

Debt / equity

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends75%-23%-121%-220%Gross margin, FY2021: 47.26%Gross margin, FY2022: 49.33%Gross margin, FY2023: 50.36%Gross margin, FY2024: 44.80%Gross margin, FY2025: 47.73%Operating margin, FY2021: -4.11%Operating margin, FY2022: -1.98%Operating margin, FY2023: -1.59%Operating margin, FY2024: -194.98%Operating margin, FY2025: -23.23%Net margin, FY2021: -5.41%Net margin, FY2022: -4.39%Net margin, FY2023: -1.30%Net margin, FY2024: -186.82%Net margin, FY2025: -20.70%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 47.26%. Gross margin FY2022 49.33%. Gross margin FY2023 50.36%. Gross margin FY2024 44.80%. Gross margin FY2025 47.73%. Operating margin FY2021 -4.11%. Operating margin FY2022 -1.98%. Operating margin FY2023 -1.59%. Operating margin FY2024 -194.98%. Operating margin FY2025 -23.23%. Net margin FY2021 -5.41%. Net margin FY2022 -4.39%. Net margin FY2023 -1.30%. Net margin FY2024 -186.82%. Net margin FY2025 -20.70%.

Income trends

Revenue

1.89B USD+14.51%

Operating income

−440M USD+86.36%

Net income

−392M USD+87.31%
Income trends across reported periods2.61B USD487.8M USD−1.63B USD−3.76B USDRevenue, FY2021: 1.39B USDRevenue, FY2022: 1.87B USDRevenue, FY2023: 2.08B USDRevenue, FY2024: 1.65B USDRevenue, FY2025: 1.89B USDOperating income, FY2021: −57M USDOperating income, FY2022: −37M USDOperating income, FY2023: −33M USDOperating income, FY2024: −3.23B USDOperating income, FY2025: −440M USDNet income, FY2021: −75M USDNet income, FY2022: −82M USDNet income, FY2023: −27M USDNet income, FY2024: −3.09B USDNet income, FY2025: −392M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 1.39B USD. Revenue FY2022 1.87B USD. Revenue FY2023 2.08B USD. Revenue FY2024 1.65B USD. Revenue FY2025 1.89B USD. Operating income FY2021 −57M USD. Operating income FY2022 −37M USD. Operating income FY2023 −33M USD. Operating income FY2024 −3.23B USD. Operating income FY2025 −440M USD. Net income FY2021 −75M USD. Net income FY2022 −82M USD. Net income FY2023 −27M USD. Net income FY2024 −3.09B USD. Net income FY2025 −392M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue1.89B USD1.65B USD2.08B USD1.87B USD1.39B USD
Cost of goods sold990M USD913M USD1.03B USD947M USD731M USD
Gross profit904M USD741M USD1.05B USD922M USD655M USD
Research and development1.15B USD1.08B USD889M USD789M USD544M USD
Selling, general, and administrative193M USD188M USD191M USD170M USD168M USD
Operating expenses1.34B USD3.97B USD1.08B USD959M USD712M USD
Interest income18M USD3M USD
Interest expense24M USD
Depreciation and amortization517M USD506M USD513M USD567M USD526M USD
Operating income−440M USD−3.23B USD−33M USD−37M USD−57M USD
Net income−392M USD−3.09B USD−27M USD−82M USD−75M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
82%
9 beats, 1 miss, 1 met estimate
Average EPS surprise
+30.53%
11 comparable reports
Latest EPS result
0.19
Estimate 0.06 · Beat by 235.75%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates0.230.170.110.05Q1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26MetQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Jan 30, 2025: actual 0.13, estimate 0.107, surprise +21.04%, Beat. Q2 2025, reported Apr 24, 2025: actual 0.08, estimate 0.076, surprise +5.65%, Beat. Q3 2025, reported Jul 24, 2025: actual 0.13, estimate 0.11, surprise +18.18%, Beat. Q4 2025, reported Oct 23, 2025: actual 0.09, estimate 0.086, surprise +4.94%, Beat. Q1 2026, reported Jan 22, 2026: actual 0.06, estimate 0.06, surprise 0.00%, Met estimate. Q2 2026, reported Apr 23, 2026: actual 0.12, estimate 0.084, surprise +42.57%, Beat. Q3 2026, reported Jul 23, 2026: actual 0.19, estimate 0.057, surprise +235.75%, Beat. Q4 2026, reported Oct 22, 2026: actual —, estimate 0.1, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates580.32M523.54M466.76M409.98MQ1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Jan 30, 2025: actual 490M USD, estimate 478.75M USD, surprise +2.35%, Beat. Q2 2025, reported Apr 24, 2025: actual 438M USD, estimate 434.85M USD, surprise +0.72%, Beat. Q3 2025, reported Jul 24, 2025: actual 506M USD, estimate 479.93M USD, surprise +5.43%, Beat. Q4 2025, reported Oct 23, 2025: actual 504M USD, estimate 480.92M USD, surprise +4.80%, Beat. Q1 2026, reported Jan 22, 2026: actual 446M USD, estimate 432.3M USD, surprise +3.17%, Beat. Q2 2026, reported Apr 23, 2026: actual 558M USD, estimate 519.88M USD, surprise +7.33%, Beat. Q3 2026, reported Jul 23, 2026: actual 508M USD, estimate 480.52M USD, surprise +5.72%, Beat. Q4 2026, reported Oct 22, 2026: actual —, estimate 474.18M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Rating distribution

26 ratings
Strong buy00%
Buy1662%
Hold1038%
Sell00%
Strong sell00%

Recent analyst actions

12 institutions

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