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MBLYMobileye Global Inc.
$9.50$7.7B
Overview & Verdict
Overview
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MBLY logoMobileye Global Inc.(MBLY)Earnings, Financials & Key Ratios

MBLY•NASDAQ
$9.50
Price updated Jul 7, 2026
SectorConsumer CyclicalIndustryAuto Parts & EquipmentSub-IndustrySafety, ADAS and Sensors
AboutMobileye Global Inc. engages in the development and deployment of advanced driver assistance systems (ADAS) and autonomous driving technologies and solutions worldwide. The company offers Driver Assist, which comprise ADAS and autonomous vehicle solutions that covers safety features, such as real-time detection of road users, geometry, semantics, and markings to provide safety alerts and emergency interventions; Cloud-Enhanced Driver Assist, a solution for drivers with interpretations of a scene in real-time; Mobileye SuperVision Lite, a driver assist solution; and Mobileye SuperVision, an operational point-to-point assisted driving navigation solution on various road types and includes cloud-based enhancements, such as road experience management and supports over-the-air updates. It also provides Mobileye Chauffeur, a generation solution; and Mobileye Drive, a Level 4 solution, which comprise a set of autonomous driving technology solutions, such as Self-Driving System & Vehicles and Autonomous Mobility as a Service. The company was founded in 1999 and is headquartered in Jerusalem, Israel. Mobileye Global Inc. operates as a subsidiary of Intel Overseas Funding Corporation.Show more
  • Revenue$1.89B+14.5%
  • EBITDA$77M+102.8%
  • Net Income-$392M+87.3%
  • EPS (Diluted)-0.48+87.4%
  • Gross Margin47.73%+6.5%
  • EBITDA Margin4.07%+102.5%
  • Operating Margin-23.23%+88.1%
  • Net Margin-20.7%+88.9%
  • ROE-3.27%+85.7%

MBLY Price & Volume

Mobileye Global Inc. (MBLY) stock price & volume — 10-year historical chart

Loading chart...

Cyclical Revenue Volatility Masks High R&D Burn

Investment Thesis • Updated 2026Q1

VerdictNeutral
Growth:Mixed
Profitability:Negative
Financial:Healthy
Cash Flow:Mixed
Primary Risk:High R&D Burn Rate

Key Thesis Takeaways

  • Mobileye faces a challenging transition as it balances aggressive R&D spending, which reached $323 million in 2026Q1, against a volatile automotive market that saw revenue growth swing from a 47.8% contraction in 2024Q1 to a 27.4% expansion by 2026Q1.
  • While the company maintains a robust liquidity position with a current ratio of 4.76, the erosion of retained earnings to a $7.3 billion deficit suggests significant long-term pressure on the equity base.
  • Investors should monitor whether the company's modular vision-plus-mapping technology can maintain its competitive moat against emerging end-to-end neural network models in an increasingly cost-sensitive global automotive landscape.

Verdict Logic

while the company holds a strong current ratio of 4.76, the persistent R&D burn rate of $323 million per quarter and the $7.3 billion deficit in retained earnings warrant a cautious wait-and-see approach.

MBLY Growth Metrics

Mobileye Global Inc. (MBLY) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years-
5 Years14.39%
3 Years0.44%
TTM8.69%

Profit CAGR

10 Years-
5 Years-
3 Years-
TTM-38.13%

EPS CAGR

10 Years-
5 Years-
3 Years-
TTM-37.11%

Return on Capital

10 Years-4.83%
5 Years-5.54%
3 Years-9.03%
Last Year-3.62%

MBLY Recent Earnings

Mobileye Global Inc. (MBLY) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 10/12 qtrs (83%)●Beat Revenue 11/12 qtrs (92%)
Q2 2026Latest
Apr 23, 2026
Metric
Actual
Est
EPS
$0.12+42.6%
$0.08
Rev
$558M+7.3%
$520M
Q1 2026
Jan 22, 2026
Metric
Actual
Est
EPS
$0.06+0.0%
$0.06
Rev
$446M+3.2%
$432M
Q4 2025
Oct 23, 2025
Metric
Actual
Est
EPS
$0.09+4.9%
$0.09
Rev
$504M+4.8%
$481M
Q3 2025
Jul 24, 2025
Metric
Actual
Est
EPS
$0.13+18.2%
$0.11
Rev
$506M+5.4%
$480M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestApr 23, 2026
$0.12vs $0.08+42.6%
$558Mvs $520M+7.3%
Q1 2026Jan 22, 2026
$0.06vs $0.06+0.0%
$446Mvs $432M+3.2%
Q4 2025Oct 23, 2025
$0.09vs $0.09+4.9%
$504Mvs $481M+4.8%
Q3 2025Jul 24, 2025
$0.13vs $0.11+18.2%
$506Mvs $480M+5.4%
Based on last 12 quarters of dataView full earnings history →

Latest MBLY News

Recent stock market news and headlines for Mobileye Global Inc. (MBLY)

247 Wallst·Jun 29, 2026
Wall Street Just Supersized Its Price Target on Intel. Is the Stock Still Too Cheap?

Intel (NASDAQ: INTC) stock is trading at $130.60 midday Monday, up 2% on the session. The move follows a major price-target hike from Cantor Fitzgerald, which raised its target on the shares to $150 from $90 while keeping its rating at Neutral. That nuance matters. A supersized target without a rating change signals strong conviction in... Wall Street Just Supersized Its Price Target on Intel. Is the Stock Still Too Cheap?

MarketBeat·Jun 27, 2026
3 Stocks That Could Benefit as the Robotaxi Race Heats Up

Investor attention may have turned elsewhere in recent weeks, but the autonomous vehicle race is still quietly churning behind the scenes. In just the last few days, for example, Finland took a significant step toward approving key self-driving software, and privately held Terawatt Infrastructure secured $300 million in debt financing to expand driverless vehicle infrastructure, among other developments.

PRNewsWire·Jun 22, 2026
Innoviz Technologies Proud to Enable Mobileye Drive™ as Mobileye Announces Vertically Integrated Robotaxi Business

Innoviz sees an over 150,000 LiDAR unit opportunity in this program. Mobileye's initial fleet is targeted for deployment in 2027, scaling to 17,000 vehicles over the following 5 years  TEL AVIV, Israel, June 22, 2026 /PRNewswire/ -- Innoviz Technologies Ltd.

Investor Place·Jun 22, 2026
AI Is Leaving the Cloud. Here’s Who Gets Paid When It Does.

Physical AI has crossed from hype to product. Six supply chain layers - edge silicon to connectivity - and the stocks at every level.

Seeking Alpha·Jun 16, 2026
Mobileye: Robotaxi Boosts The Bull Thesis (Rating Upgrade)

Mobileye Global Inc. is upgraded to a Strong Buy, driven by a new vertically integrated U.S. robotaxi launch planned for 2027. MBLY's robust autonomous tech stack and existing mobility tools position it to scale rapidly in a competitive market. Despite formidable competition from Waymo and Tesla, MBLY stock's valuation—8.64x 2029 earnings—remains attractive, with potential for upward EPS revisions.

Peers Comparison

Key metrics vs top competitors for Mobileye Global Inc. (MBLY)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
MBLY logoMBLYMobileye Global Inc.Current
$9.50$7.74B-19.7914.51%-20.7%-3.27%—
LAZR logoLAZRLuminar Technologies, Inc.
$40.74$24.32B-6.44-12.44%-572.79%——
INVZ logoINVZInnoviz Technologies Ltd.
$0.69$152.43M-2.03127%-181.46%-101.64%—
OUST logoOUSTOuster, Inc.
$44.06$2.81B-41.1852.46%-30.12%-22.2%—
AEVA logoAEVAAeva Technologies, Inc.
$21.57$1.36B-8.4699.44%-693.94%——
LIDR logoLIDRAEye, Inc.
$1.34$62.06M-1.4915.35%-12698.89%-56.22%—

Compare MBLY vs Peers

Mobileye Global Inc. (MBLY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs LAZR

Most directly comparable listed peer for MBLY.

Scale Benchmark

vs NVDA

Larger-name benchmark to compare MBLY against a more recognizable public peer.

Peer Set

Compare Top 5

vs LAZR, INVZ, OUST, AEVA

MBLY SEC Filings & Documents

Mobileye Global Inc. (MBLY) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Apr 23, 2026·SEC

Material company update

Feb 5, 2026·SEC

Material company update

Jan 22, 2026·SEC

10-K Annual Reports

4
FY 2026

Feb 12, 2026·SEC

FY 2025

Feb 13, 2025·SEC

FY 2024

Feb 23, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

Apr 23, 2026·SEC

FY 2025

Oct 23, 2025·SEC

FY 2025

Jul 24, 2025·SEC

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MBLY Frequently Asked Questions

Mobileye Global Inc. (MBLY) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Mobileye Global Inc.'s revenue?

Mobileye Global Inc. (MBLY) reported $2.01B in revenue for fiscal year 2025. This represents a 108% increase from $967.0M in 2020.

How fast is Mobileye Global Inc. growing?

Mobileye Global Inc. (MBLY) grew revenue by 14.5% over the past year. This is steady growth.

Is MBLY profitable?

Mobileye Global Inc. (MBLY) reported a net loss of $4.11B for fiscal year 2025.

Dividend & Returns
What is MBLY's return on equity?

Mobileye Global Inc. (MBLY) has a return on equity (ROE) of -3.3%. Negative ROE indicates the company is unprofitable.

What is Mobileye Global Inc.'s free cash flow?

Mobileye Global Inc. (MBLY) generated $482.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in MBLY back in 2020?

Total return calculator · dividends reinvested · 6+ years of data

See returns →