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NASDAQ · Israel · Auto Parts

MBLY Mobileye

ADAS and autonomy stack

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$6.61
+0.99% today
1W
−8.1%
1M
−17.8%
3M
−21.6%
YTD
−36.7%
1Y
−50.9%
Off 52w high
−50.9%
Next earnings (est.): 2026-10-29
Market cap$5.56B
P/E (trailing)—Forward 13.3
EV / sales2.3×EV/EBITDA -19.2×
Revenue (TTM)$2.02BGrowth 0.4% y/y
Margins47.4%gross · op -5.9%
Free cash flow$654MCash $1.44B · debt $88.00M
Analyst target$11.11+68.2% upside · 23 analysts · buy
Riskβ 1.24Short 25.1% of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

MBLY · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-07-23EarningsBeat / raise

    Reported EPS 0.19 vs 0.06 expected (+230.2% surprise).

  2. 7
    2026-04-23EarningsBeat / raise

    Reported EPS 0.12 vs 0.09 expected (+39.7% surprise).

  3. 6
    2026-01-22EarningsBeat / raise

    Reported EPS 0.06 vs 0.06 expected (+3.3% surprise).

  4. 5
    2025-10-23EarningsBeat / raise

    Reported EPS 0.09 vs 0.09 expected (+3.6% surprise).

  5. 4
    2025-07-24EarningsBeat / raise

    Reported EPS 0.13 vs 0.11 expected (+21.5% surprise).

  6. 3
    2025-04-24EarningsBeat / raise

    Reported EPS 0.08 vs 0.08 expected (+6.0% surprise).

  7. 2
    2025-01-30EarningsBeat / raise

    Reported EPS 0.13 vs 0.11 expected (+17.8% surprise).

  8. 1
    2024-10-31EarningsBeat / raise

    Reported EPS 0.1 vs 0.1 expected (+1.2% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-07-230.060.19+230.2%
2026-04-230.090.12+39.7%
2026-01-220.060.06+3.3%
2025-10-230.090.09+3.6%
2025-07-240.110.13+21.5%
2025-04-240.080.08+6.0%
2025-01-300.110.13+17.8%
2024-10-310.10.1+1.2%
2024-08-010.080.09+16.8%
2024-04-25-0.06-0.07−13.7%
2024-01-250.270.28+4.7%
2023-10-260.170.22+29.0%
2023-07-270.120.17+36.1%
2023-04-270.120.14+12.1%
2023-01-260.170.27+56.3%
2022-12-070.120.15+23.2%

About Mobileye

Website ↗

Mobileye Global Inc. develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies and solutions in the United States, Europe, China, and internationally. It operates through two segments, Mobileye and Moovit. It offers end-to-end ADAS and autonomous driving solutions, including Base ADAS, a front camera that delivers a combination of intelligent safety features to avoid unsafe driving situations; Cloud-Enhanced ADAS, which leverages crowdsourced data to offer accurate localization; safer, smoother, and natural driving experience; and Mobileye Surround ADAS that offer eyes-on/hands-off functionality for highway ODDs with features, such as automatic lane change, front and rear collision avoidance, traffic jam assist, and a Highway Pilot function, as well as includes DXP support that enables customers to customize the driving experience. It also provide…

4,200 employees · Jerusalem, Israel

Driverless fleets are scaling city by city. Sensors, compute, mapping and permits gate the rollout.

Sensors→Compute→Driver→Fleet

What would prove us wrong. Weakens if safety incidents halt expansion across multiple cities.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
GOOGL
Alphabet
Waymo driverless fleet and TPUs $318.4−0.58%−7.4%+1.9%
TSLA
Tesla
Megapack storage, Optimus and autonomy $394.9+6.08%+6.1%−12.2%
APTV
Aptiv
Vehicle architecture and autonomy hardware $43.45+1.77%−3.0%−42.9%
UBER
Uber Technologies
Demand aggregator for robotaxi fleets $66.00−1.05%−5.2%−19.2%
PONY
Pony AI
Robotaxi operator $5.04−2.04%−26.9%−65.3%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.