Mobileye Global Inc.
- Open
- 8.27
- Day high
- 9.71
- Day low
- 8.25
- Prev close
- 8.30
- Volume
- 12.5M
- Mkt cap
- $6.9B
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 0.8
- P/S
- 3.4
- Yield
- —
- Per share
- —
Mobileye Global Inc. (MBLY) is a Consumer Cyclical company listed on NASDAQ. The stock is down 57% over the past year. Drillr has 1 published research article covering MBLY.
Mobileye Global Inc. (MBLY) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 7 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
MBLY earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 23, 2026 | $0.08 | $0.12 | +50.0% | $558M | +7.3% |
| Jan 22, 2026 | $0.06 | $0.06 | +0.0% | $446M | -12.9% |
| Oct 23, 2025 | $0.09 | $0.09 | +4.9% | $504M | +4.8% |
| Jul 24, 2025 | $0.11 | $0.13 | +18.2% | $506M | +5.4% |
| Apr 24, 2025 | $0.08 | $0.08 | +5.7% | $438M | +0.7% |
| Jan 30, 2025 | $0.11 | $0.13 | +21.0% | $490M | +2.4% |
| Oct 31, 2024 | $0.10 | $0.10 | +4.4% | $486M | +4.2% |
| Aug 1, 2024 | $0.08 | $0.09 | +12.5% | $439M | +3.3% |
| Apr 25, 2024 | $-0.06 | $-0.07 | -12.9% | $239M | +3.5% |
| Jan 25, 2024 | $0.27 | $0.28 | +3.7% | $637M | -0.1% |
| Oct 26, 2023 | $0.17 | $0.22 | +29.4% | $530M | +0.3% |
| Jul 27, 2023 | $0.13 | $0.17 | +30.8% | $454M | +0.7% |
MBLY insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Feb 5, 2026 | Shashua Amnondirector, officer: CEO and President | Grant | 13,988,788 | — |
| Feb 5, 2026 | Shashua Amnondirector, officer: CEO and President | Grant | 1,554,310 | — |
| Feb 5, 2026 | Shalev-Shwartz Shaiofficer: Chief Technology Officer | Grant | 4,831,528 | — |
| Feb 5, 2026 | Shalev-Shwartz Shaiofficer: Chief Technology Officer | Grant | 536,835 | — |
| Dec 9, 2025 | Desheh Eyaldirector | Grant | 20,300 | — |
| Dec 9, 2025 | Yeary Frank Ddirector | Grant | 20,300 | — |
| Dec 9, 2025 | Chao Elaine L.director | Grant | 20,300 | — |
| Dec 9, 2025 | Yeboah-Amankwah Safroadudirector | Grant | 12,180 | — |
| Dec 9, 2025 | McCaskill Claire C.director | Grant | 20,300 | — |
| Jul 14, 2025 | INTEL CORP10 percent owner | Sell | 57,500,000 | $16.05 |
| Jul 14, 2025 | INTEL CORP10 percent owner | Sell | 6,231,985 | $16.05 |
| Jul 14, 2025 | Nehushtan Nimrodofficer: EVP Bus Dev & Str | Grant | 111,150 | — |
| Jul 14, 2025 | Shemesh Rojansky Moranofficer: Chief Financial Officer | Grant | 111,150 | — |
| Jul 14, 2025 | Shalev-Shwartz Shaiofficer: Chief Technology Officer | Grant | 592,803 | — |
| Jul 14, 2025 | Yeboah-Amankwah Safroadudirector | Grant | 11,856 | — |
Source: MBLY SEC Form 4 filings, latest Feb 5, 2026. For informational purposes only — not investment advice.
See the full MBLY insider & 13F page →Mobileye Global Inc. company profile
Overview
Mobileye Global Inc. (NASDAQ:MBLY) is an Israeli technology company founded in 1999 that specializes in advanced driver assistance systems (ADAS) and autonomous driving technologies. Originally established as a computer vision startup, the company went public in 2014, was acquired by Intel Corporation in 2017 for $15.3 billion, and returned to public markets through a spin-off IPO in October 2022. Headquartered in Jerusalem, Israel, Mobileye operates as a subsidiary of Intel while maintaining independent operations and strategic direction. The company has evolved from a niche computer vision provider to a leading supplier of ADAS solutions, serving major automotive manufacturers worldwide with its proprietary EyeQ chip technology and software platforms.
Business
Mobileye operates in the automotive technology sector, specifically focusing on advanced driver assistance systems (ADAS) and autonomous driving solutions. The company's core business revolves around developing computer vision and artificial intelligence technologies that enable vehicles to "see" and interpret their surroundings, making driving safer and eventually fully autonomous. The company's primary product is the EyeQ system-on-chip (SoC), a specialized processor designed specifically for automotive computer vision applications. These chips process visual data from vehicle cameras in real-time, identifying road users, lane markings, traffic signs, and potential hazards. The EyeQ chips are integrated into vehicles by automotive manufacturers (OEMs) to power various safety features such as collision warnings, automatic emergency braking, and lane-keeping assistance. Mobileye's business operates across several key product segments: 1. Driver Assist solutions represent the company's core revenue stream, estimated at approximately 85-90% of total revenue. These include basic ADAS features powered by EyeQ chips that provide safety alerts and emergency interventions. The company ships tens of millions of these units annually to automotive manufacturers worldwide. 2. SuperVision is an advanced driver assistance system that offers point-to-point assisted driving capabilities, representing roughly 5-10% of current revenue but expected to grow significantly. This system provides more sophisticated autonomous driving features on highways and city roads, with cloud-based enhancements and over-the-air updates. 3. Autonomous driving solutions including Mobileye Chauffeur and Mobileye Drive represent future revenue opportunities currently in development phases. These Level 4 autonomous systems are designed for robotaxi services and fully self-driving applications, with commercial deployment expected around 2026-2027. 4. Data and mapping services through the company's Road Experience Management (REM) technology, which crowdsources real-world driving data to create and maintain high-definition maps for autonomous vehicles.
Revenue model
Mobileye generates revenue primarily through product sales of its EyeQ chips and associated software licenses to automotive manufacturers. The company operates on a business-to-business model, selling directly to original equipment manufacturers (OEMs) such as BMW, Ford, Volkswagen, and various Chinese automakers who integrate Mobileye's technology into their vehicles. The revenue model consists of several components. For basic ADAS systems, Mobileye charges a one-time fee per EyeQ chip, typically ranging from $40-60 per unit depending on the chip generation and features included. For advanced systems like SuperVision, the company commands higher prices of $200-400 per vehicle due to the additional software complexity and ongoing cloud services. The company has indicated plans to introduce recurring subscription revenue for cloud-enhanced features and over-the-air updates, targeting $1 billion in recurring software revenue by 2030. For future autonomous driving applications, Mobileye plans to implement a dual revenue model: an upfront payment for the self-driving system hardware and software, plus ongoing licensing fees based on fleet utilization rates. This model is particularly relevant for robotaxi partnerships with companies like Uber and Lyft, where Mobileye expects to earn recurring revenue based on miles driven or rides completed. Several factors significantly impact Mobileye's margins and profitability. Positive margin drivers include the company's technological leadership allowing premium pricing, economies of scale in chip production as volumes increase, and the shift toward higher-value products like SuperVision and autonomous systems. The company's proprietary AI algorithms and specialized chip designs create barriers to commoditization. Negative margin pressures include intense competition in the automotive technology space, particularly from traditional semiconductor companies and new entrants, cyclical downturns in automotive production that directly impact chip demand, and substantial R&D investments required to maintain technological leadership. Additionally, geopolitical tensions and trade restrictions, particularly affecting the Chinese market which represents a significant portion of volumes, can create volatility in demand and pricing pressure.
Competitive moat
Mobileye's competitive moat is moderately strong but faces increasing challenges as the autonomous driving market matures. The company's primary moat stems from its first-mover advantage and deep integration with automotive manufacturers. Having shipped over 150 million EyeQ chips since inception, Mobileye has accumulated vast amounts of real-world driving data through its Road Experience Management (REM) system, creating a valuable dataset that becomes more comprehensive with each additional vehicle deployed. The company's technological differentiation provides another layer of protection. Mobileye's EyeQ chips are purpose-built for automotive computer vision, offering superior power efficiency compared to general-purpose processors. The company claims its EyeQ6 chip requires only one-quarter the silicon area of competing solutions while delivering comparable performance. This efficiency advantage is crucial in automotive applications where power consumption, heat generation, and cost are critical factors. However, the moat faces several vulnerabilities. Large technology companies including NVIDIA, Qualcomm, and various Chinese semiconductor firms are investing heavily in automotive AI chips, potentially eroding Mobileye's technological advantages. Traditional automotive suppliers like Bosch and Continental are also developing in-house ADAS capabilities, while some major OEMs including Tesla have opted to develop proprietary solutions rather than rely on third-party suppliers. The switching costs for automotive manufacturers provide some protection, as integrating ADAS systems requires extensive testing, validation, and regulatory approval processes that can take 3-5 years. However, these same long development cycles mean that once an OEM decides to switch suppliers or develop in-house capabilities, Mobileye may lose that customer for extended periods. The company's dependence on a relatively small number of large automotive customers also creates concentration risk, where losing a major design win can significantly impact future revenue streams.
Risks & safety
Mobileye demonstrates strong financial safety with minimal solvency risk and a robust balance sheet position. • Cash position: $1.51 billion in cash and short-term investments as of Q1 2025, providing substantial liquidity buffer • Debt level: Essentially debt-free with debt-to-equity ratio of 0.0, eliminating financial leverage risk • Current ratio: 7.64, indicating very strong short-term liquidity with current assets significantly exceeding current liabilities • Cash flow: Positive operating cash flow of $109 million in Q1 2025 and $400 million for full year 2024, though free cash flow has been volatile • Burn rate: Minimal cash burn risk given strong balance sheet and positive operating cash flows Valuation considerations: • EV/EBITDA: 89.6x based on Q1 2025 EBITDA, indicating expensive valuation relative to current earnings • Price-to-book: 1.02, suggesting reasonable valuation relative to book value • Revenue multiple: Trading at approximately 7.8x forward revenue based on 2025 guidance Other considerations: High R&D spending of approximately $600 million annually creates near-term earnings pressure but is necessary for long-term competitiveness. Significant exposure to cyclical automotive industry and geopolitical risks, particularly in China market.
Recent development
Over the past few years, Mobileye has undergone significant strategic evolution, transitioning from a pure-play ADAS supplier to a comprehensive autonomous driving technology provider. The company's most significant recent development is its expansion into robotaxi services, with announced partnerships with Uber and Lyft for commercial deployments beginning in 2026. This represents a fundamental shift in business model, moving beyond hardware sales to recurring revenue from autonomous vehicle operations. The company has made substantial investments in next-generation technology platforms, including the development of Brain6 AI architecture and the upcoming EyeQ6 chip. These platforms represent a 100x improvement in AI processing efficiency compared to previous generations, enabling more sophisticated autonomous driving capabilities while maintaining cost-effectiveness. The EyeQ6 chip specifically addresses the need for higher-performance computing in advanced driver assistance systems while using significantly less silicon area than competing solutions. Mobileye has also pursued strategic geographic expansion, particularly strengthening its position in the Chinese market through partnerships with local OEMs like ZEEKR and export-focused manufacturers. Despite near-term volatility in Chinese automotive demand, the company has maintained its technological partnerships and continues to see China as a critical long-term growth market. The company's product portfolio diversification has accelerated, with increased focus on SuperVision advanced driver assistance systems and the development of Chauffeur technology for Level 4 autonomous driving. SuperVision volumes, while still relatively small at around 20,000 units annually, represent a significant step toward higher-value, software-intensive revenue streams. The company has also expanded its design win pipeline, securing engagements with 14 OEMs representing 52% of global automotive production capacity. Recent developments include exploration of adjacent market opportunities beyond automotive, leveraging the company's computer vision and AI expertise for other physical AI applications, though specific details remain limited.
MBLY company profile · for informational purposes only — not investment advice.
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