Mobileye's revenue rebound to $508M in 2026Q2 (up 14.5% YoY) and strong free cash flow of $110M suggest the inventory correction is easing, but persistent operating losses (-5.9% operating margin) and heavy R&D spending ($207M, 40.7% of revenue) underscore the...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue rebounded to $508M in 2026Q2 (up 14.5% YoY) with gross margin stabilizing at 46.3%, but operating margin remains deeply negative at -5.9% due to R&D intensity of 40.7% of revenue.
Mobileye brings extensive experience in machine learning, applied to both ADAS and autonomous driving solutions, giving it a competitive edge.
Mobileye is expanding beyond self-driving systems by establishing its own robotaxi service, positioning itself directly in the growing autonomous mobility market.
The company's robust pipeline and technological advancements create a competitive moat, justifying long-term investment confidence.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 23, 2026 | $0.19+235.7% vs $0.06 | $508M+5.7% vs $481M |
Q2 2026 Apr 23, 2026 | $0.12+42.6% vs $0.08 | $558M+7.3% vs $520M |
Q1 2026 Jan 22, 2026 | $0.06+0.0% vs $0.06 | $446M+3.2% vs $432M |
Q4 2025 Oct 23, 2025 | $0.09+4.9% vs $0.09 | $504M+4.8% vs $481M |
Mobileye Global Inc. (NASDAQ: MBLY - Get Free Report)'s stock price gapped down prior to trading on Wednesday. The stock had previously closed at $7.57, but opened at $7.31. Mobileye Global shares last traded at $7.6250, with a volume of 976,026 shares trading hands. Wall Street Analyst Weigh In A number of equities analysts have recently
Mobileye Global NASDAQ: MBLY said its core advanced driver-assistance systems business has strengthened in 2026, while the company works to expand its higher-content hands-free driving offerings and develop a more vertically integrated robotaxi strategy.
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Profit-taking is overshadowing a strong earnings report at BlackBerry (NYSE:BB), where a record quarter from the QNX automotive software unit triggered a rally that is fading. BlackBerry stock trades at $8.14 this afternoon, down 7%.
Benchmark MBLY against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Mobileye Global Inc. (MBLY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $7.42 | $6.05B | -15.46 | 14.51% | -20.7% | -3.27% | — | |
| $48.28 | $28.82B | -7.63 | -12.44% | -572.79% | — | — | |
| $0.36 | $81.09M | -1.06 | 127% | -153.1% | -118.08% | — | |
| $44.39 | $2.83B | -41.49 | 52.46% | -26.02% | -18.45% | — | |
| $14.76 | $996.82M | -5.79 | 99.44% | -150.12% | -210.69% | — | |
| $1.12 | $51.87M | -1.24 | 15.35% | -7786.44% | -46.4% | — |
Mobileye Global Inc. (MBLY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Mobileye Global Inc. (MBLY) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 23, 2026·SEC
Jul 23, 2026·SEC
Jun 25, 2026·SEC
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Mobileye Global Inc. (MBLY) stock FAQ — growth, dividends, profitability & financials explained
Mobileye Global Inc. (MBLY) reported $2.02B in revenue for fiscal year 2025. This represents a 108% increase from $967.0M in 2020.
Mobileye Global Inc. (MBLY) grew revenue by 14.5% over the past year. This is steady growth.
Mobileye Global Inc. (MBLY) reported a net loss of $4.06B for fiscal year 2025.
Mobileye Global Inc. (MBLY) has a return on equity (ROE) of -3.3%. Negative ROE indicates the company is unprofitable.
Mobileye Global Inc. (MBLY) generated $393.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
