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 9/25/2026, 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 |
BlackBerry Limited (NYSE:BB) stock is falling Thursday despite the company reporting quarterly results that beat expectations, posting record QNX performance and raising its full-year outlook. BlackBerry stock is down 2% to $8.
Mobileye Global Inc. (NASDAQ: MBLY - Get Free Report) has received a consensus recommendation of "Hold" from the twenty-three research firms that are currently covering the company, Marketbeat.com reports. Two analysts have rated the stock with a sell recommendation, ten have assigned a hold recommendation, ten have given a buy recommendation and one has given a
Two software-defined vehicle (SDV) names are moving on their own this morning while the category around them isn't.
Investors interested in stocks from the Automotive - Original Equipment sector have probably already heard of China Yuchai (CYD) and Mobileye Global (MBLY). But which of these two stocks presents investors with the better value opportunity right now?
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 |
|---|---|---|---|---|---|---|---|
| $7.69 | $6.27B | -16.02 | 14.51% | -20.7% | -3.27% | — | |
| $44.09 | $26.32B | -6.97 | -12.44% | -572.79% | — | — | |
| $0.37 | $83.62M | -1.10 | 127% | -153.1% | -118.08% | — | |
| $41.37 | $2.63B | -38.66 | 52.46% | -26.02% | -18.45% | — | |
| $15.62 | $1.05B | -6.13 | 99.44% | -150.12% | -210.69% | — | |
| $1.20 | $55.58M | -1.33 | 15.35% | -7786.44% | -46.4% | — |
Mobileye Global Inc. (MBLY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
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
Get notified when MBLY posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
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.
