Mobileye Global Performance degli utili passati
Criteri Il passato verificati 0/6
Gli utili di Mobileye Global sono diminuiti a un tasso medio annuo di -68.5%, mentre il settore Auto Components ha visto gli utili crescere a un tasso medio annuo di 3.8%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 0.7%.
Informazioni chiave
-68.50%
Tasso di crescita degli utili
-67.89%
Tasso di crescita dell'EPS
| Auto Components Crescita del settore | 10.46% |
| Tasso di crescita dei ricavi | -0.74% |
| Rendimento del capitale proprio | -50.32% |
| Margine netto | -203.97% |
| Ultimo aggiornamento sugli utili | 28 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Seeking Alpha • May 06
Mobileye: China Strength Buoys Q1, But The 'AI Proof' Burden Remains
Summary Mobileye's strong first quarter was driven by customer inventory restocking and sales to Chinese OEMs. This strength hasn't been extrapolated through the rest of the year though. Surround ADAS platform is slowly gaining traction, which should lead to improved ASPs and margins in coming years. The status of more advanced products remains up in the air, although Mobileye is now testing SuperVision with OEMs and its robotaxi efforts appear to be progressing. While competition and the viability of Mobileye's tech remain valid concerns, the company's low valuation makes this an asymmetric opportunity. Read the full article on Seeking Alpha
Aggiornamento dell'analisi • Apr 30
MBLY: ADAS Monetization And Contract Wins Will Face Heightened Execution Scrutiny
Narrative Update on Mobileye Global The updated analyst price target for Mobileye Global reflects a reduction of $1.50 in fair value estimates. Analysts are incorporating slightly higher discount rates, more measured revenue growth and profit margin assumptions, and a lower forward P/E multiple into their models.
Aggiornamento dell'analisi • Apr 15
MBLY: ADAS Monetization And Driver Monitoring Deals Will Support Earnings Beyond 2026
Mobileye Global's updated analyst price target has been reduced by about $3 in response to lower fair value estimates and profit margin expectations, even as analysts factor in higher projected revenue growth and a richer future P/E multiple. Analyst Commentary Recent Street research around Mobileye Global reflects a mix of caution on near term fair value and profit margins, alongside areas of optimism tied to execution on advanced driver assistance systems, product pipeline progress, and valuation support.
Aggiornamento dell'analisi • Apr 01
MBLY: Surround ADAS Wins And Monitoring Systems Will Support Future Upside
Analysts have trimmed the fair value estimate for Mobileye Global by about $0.16, reflecting a mix of recent price target cuts and downgrades, balanced by more constructive views on ADAS monetization, the Supervision pipeline, and the potential contribution from Mentee Robotics. Analyst Commentary Street research on Mobileye Global has turned more mixed, with a cluster of price target cuts and downgrades offset by a few more constructive views on longer term product and monetization opportunities.Aggiornamento dell'analisi • Mar 18
MBLY: Surround ADAS Wins And ADAS Monetization Will Reshape Long Term Expectations
Analysts have trimmed their average price targets on Mobileye by a few dollars, reflecting lower P/E assumptions. At the same time, they highlight ongoing ADAS monetization, a growing Supervision and Surround ADAS pipeline, and mixed views on near term volume and competitive headwinds.Aggiornamento dell'analisi • Mar 04
MBLY: Long Dated Surround ADAS Pipeline Will Reshape Long Term Expectations
Analysts trimmed their average price target on Mobileye by a few dollars into the mid-teens dollar range, reflecting more cautious revenue growth expectations and lower Street estimates for 2026, even as views on long term ADAS monetization and profit margins remain supportive. Analyst Commentary Recent research has tilted more cautious, with several Bearish analysts cutting price targets into the mid teens and questioning how quickly the company can translate its advanced driver assistance systems pipeline into earnings.Aggiornamento dell'analisi • Feb 18
MBLY: Surround ADAS Awards And Supervision Pipeline Will Drive Future Upside
The analyst fair value estimate for Mobileye Global has moved from $18.20 to $15.64 as analysts weigh lower modeled profit margins and slightly softer revenue growth expectations against ongoing ADAS monetization and a growing Supervision and Surround ADAS pipeline. Analyst Commentary Recent research shows a split view on Mobileye, with some analysts highlighting the long term opportunity in advanced driver assistance systems, or ADAS, and others focusing on execution risks and reduced earnings power into the medium term.Aggiornamento dell'analisi • Feb 04
MBLY: ADAS Monetization And Supervision Pipeline Will Reshape Long Term Expectations
Analysts have trimmed their price expectations for Mobileye Global, cutting the fair value estimate from US$12.00 to US$10.00. A series of target reductions and rating downgrades, partly offset by ongoing confidence in ADAS monetization and the Supervision pipeline, reset assumptions around growth, profitability, discount rate and future P/E multiples.Aggiornamento dell'analisi • Jan 21
MBLY: Surround ADAS Wins And Software Services Will Support Future Upside
Analysts have trimmed their price targets on Mobileye Global, with the fair value estimate easing from about US$19.11 to US$18.20. They are factoring in softer revenue growth assumptions, lower profit margin expectations, a slightly higher discount rate, and a higher future P/E multiple that reflects mixed views on long term earnings power.Aggiornamento dell'analisi • Jan 06
MBLY: Large Surround ADAS Win And Software Services Will Support Future Upside
Analysts have nudged their fair value estimate for Mobileye Global slightly higher to US$19.11 from US$18.94, citing recent price target revisions that reflect ongoing OEM program wins in advanced driver assistance systems, as well as expectations for software driven revenue opportunities, alongside some more cautious updates following the latest earnings report. Analyst Commentary Recent research opinions on Mobileye Global point in two directions at once, with some analysts highlighting long term growth potential from OEM wins and software opportunities, while others focus on execution risks and more measured expectations following earnings.Aggiornamento dell'analisi • Dec 22
MBLY: Revenue From Autonomous Partnerships Will Drive Stronger Earnings Beyond 2026
Analysts modestly trimmed their blended price target for Mobileye Global by approximately $0.10 per share, reflecting a balance between cautious views on near term execution risks and production headwinds, as well as growing confidence in stronger revenue growth, improving profitability, and accelerating autonomous and software driven opportunities into 2026. Analyst Commentary Street research on Mobileye Global reflects a nuanced backdrop in which cautious views on near term execution risks are offset by an emerging cohort of bullish analysts highlighting accelerating medium term growth.Aggiornamento dell'analisi • Dec 08
MBLY: Expanding OEM Wins And Software Revenue Will Drive Future Upside Potential
Analysts have nudged our Mobileye Global fair value estimate slightly lower, trimming it by about $0.41 per share as they balance cautious near term production and competition risks against rising OEM wins and longer term autonomous and software driven growth opportunities reflected in recent, mixed price target revisions across the Street. Analyst Commentary Street research on Mobileye reflects a split view, with some bullish analysts leaning into long term autonomous and software driven upside while more cautious voices focus on near term execution and production uncertainties.Aggiornamento dell'analisi • Nov 24
MBLY: Recurring Software Revenue And OEM Partnerships Will Drive Stronger Performance
Mobileye Global's analyst price target saw modest movement in recent updates, with shifts both upwards and downwards to a range of $15 to $25. Analysts cite ongoing partnerships, market expansion, and production uncertainties as key drivers behind the revised expectations.Aggiornamento dell'analisi • Nov 07
MBLY: Recurring Software Revenues Will Drive Near-Term Business Resilience
Mobileye Global's analyst price target has shifted upward by $0.07, as analysts cite increased OEM partnerships, recurring software revenues, and promising mobility initiatives as drivers for a more favorable outlook. Analyst Commentary Recent Street research provides a balanced view of Mobileye Global's growth potential and near-term uncertainties.Aggiornamento dell'analisi • Oct 24
Shifting Market Dynamics Will Shape Single-Chip System Adoption Outlook
Mobileye Global's consensus analyst price target has edged down from $19.67 to $19.28, as analysts cite ongoing market caution, revised production estimates, and a more conservative outlook amid sector uncertainties. Analyst Commentary Recent Street research on Mobileye Global reflects a divided outlook, with some analysts raising expectations in select areas while others adopt a more conservative stance.Aggiornamento dell'analisi • Sep 25
Design Wins And OEM Alliances Will Spur Single-Chip System Adoption
Analysts maintain a cautious outlook on Mobileye Global as improving industry fundamentals and product catalysts drive some price target increases, but offsetting concerns over global vehicle production, competitive pressures, and valuation have led the consensus price target to edge down marginally from $19.82 to $19.67. Analyst Commentary Bullish analysts cite improving visibility and industry fundamentals in vehicle technology and mobility, anticipating auto suppliers like Mobileye may beat expectations in Q2 and Q3.Seeking Alpha • Apr 25
Mobileye Is Now A Strong Buy
Summary Mobileye, a leader in ADAS and autonomous driving, partners with major automakers and holds a significant market share, positioning it for massive growth. Despite a 50% stock drop this year, recent earnings show rapid business expansion and potential for substantial recovery, possibly doubling within a year. Mobileye's growth prospects include $2 billion in sales next year, 20-30%+ sales growth, and the potential for a significant short squeeze due to improving fundamentals. Risks include competition, macroeconomic challenges, and potential technology setbacks, but Mobileye's strong market position and growth potential make it a compelling investment. Read the full article on Seeking AlphaSeeking Alpha • Mar 26
Mobileye: Volkswagen Announcement Is A Step In The Right Direction
Summary Mobileye's collaboration with Volkswagen eases doubts about Surround ADAS, but its financial impact will be fairly modest. Upside remains more dependent on SuperVision and Chauffer adoption, and there have been no updates on this front. While tariffs are likely to be a headwind, Mobileye's 2025 guidance is conservative, meaning revenue growth should still be expected, absent large changes in China. Mobileye's reasonable valuation and solid cash flows mean that any traction with more advanced products should create significant upside. Read the full article on Seeking AlphaSeeking Alpha • Feb 04
Mobileye: Absence Of Announcements Undermining Investor Confidence
Summary Mobileye's share price has declined in recent weeks due to weak 2025 guidance and a lack of meaningful updates regarding its advanced product portfolio. The lack of wins is potentially important as SuperVision, Chauffeur, and Drive will determine Mobileye's future growth. Mobileye must make progress with its advanced products soon, or its share price is likely to come under further pressure. While Mobileye's 2025 revenue guidance is soft, it also appears to be overly conservative, suggesting meaningful upside relative to current expectations. Read the full article on Seeking AlphaSeeking Alpha • Jan 10
Mobileye: CES Failed To Deliver
Summary Mobileye Global Inc.'s stock slumped post-CES due to perceived lagging in autonomous driving. The ADAS company failed to deliver major advancements or new commercial agreements at CES. MBLY stock's valuation is stretched trading at ~6.5x 2025 sales targets with a better risk/reward scenario at yearly lows around $12. Read the full article on Seeking AlphaSeeking Alpha • Nov 26
Mobileye: Putting 2024 In The Rearview Mirror
Summary Market conditions in China remain challenging, but Mobileye's competitive positioning outside China remains strong. Regulatory tailwinds in Europe should provide Mobileye's ADAS business with a boost in the coming years. Upside will be driven by SuperVision, Chauffeur, and Drive, with design wins needed in the coming quarters. Even a modest amount of success with more advanced products should result in strong returns for shareholders due to Mobileye's current valuation. Read the full article on Seeking AlphaSeeking Alpha • Sep 30
Mobileye: Underappreciated Data Acquisition Capabilities
Summary Mobileye's near-term opportunity is dominated by ADAS, which is benefitting from regulatory tailwinds. Longer term, more advanced self-driving capabilities should begin to driven growth, with potential for significantly higher ASPs. Despite near-term challenges in China, Mobileye remains optimistic about the prospects of its more advanced solutions moving into 2026/2027. Mobileye's share price has declined significantly since it was spun out from Intel. The company now appears reasonably priced given potential growth in coming years. Read the full article on Seeking AlphaSeeking Alpha • Sep 20
Mobileye: Hit Your Breaks On This One (Downgrade)
Summary I don’t believe Mobileye Global Inc.’s current valuation justifies the price, especially given its slow revenue growth. The cyclical nature of Mobileye’s business suggests it’s not a consistent growth story. The company faces substantial competition, particularly from domestic Chinese rivals. Even with a strong balance sheet, I’m not convinced it offers an attractive risk-reward at 40x next year's EBITDA. Read the full article on Seeking AlphaSeeking Alpha • Sep 10
Mobileye: Bright Future, But Intel Overhang Is A Problem
Summary Mobileye Global Inc.'s stock has plummeted due to poor performance, and the Lidar development news isn't necessarily helpful. Intel's rumored share sale is a major overhang, with the chip giant needing cash amid struggles in its foundry business and AI market miss. Mobileye Global stock is fairly valued at 5x forward sales, but significant improvement in business performance is needed before considering it a Buy. Read the full article on Seeking Alpha
Nuova analisi • Aug 19
EyeQ And Brain6 AI Propel Forward, Securing A Bright Future In Autonomous Driving And Global Markets
Mobileye's enhancements in autonomous driving technologies like EyeQ6 and Brain6 AI are set to boost performance, efficiency, revenue, and margins.Seeking Alpha • Aug 08
Mobileye: Strong Long-Term Upside, Exaggerated Sell-Off
Summary Mobileye remains the leader in advanced driver-assistance systems, with long-term revenue growth expected to outpace macro issues in the automotive industry. Q2 results showed revenue down YoY but a significant QoQ increase, conforming the inventory digestion was mostly in Q1. Long-term growth drivers include expansion into new markets, adoption of newer SoCs, and deployment of advanced ADAS and AV products. Read the full article on Seeking AlphaSeeking Alpha • Jul 22
Mobileye Global: Sensing Opportunities Here
Summary Mobileye Global Inc.'s 2024 guidance reset resulted in a tough year ahead with potential for a speculative position due to sequential growth and role in the autonomous revolution. Mobileye's position as an enabler of autonomous driving at scale, with solutions applied to millions of cars and potential for increased average selling prices. Shares of Mobileye have experienced setbacks in 2024, with reduced sales guidance and soft first quarter results, but sequential improvements leave potential for upside surprises and room for speculative investment. Read the full article on Seeking AlphaSeeking Alpha • May 13
Mobileye Stock: Pressing My Brakes, On This Bumpy Road Ahead
Summary Mobileye faces challenges like flat revenue growth and a high stock valuation. Despite its focus on advancing technology for vehicle safety, uncertainties around inventory management and growth prospects raise concerns. With a stagnant growth outlook and inflated stock valuation, caution is advised. Read the full article on Seeking AlphaSeeking Alpha • May 05
Mobileye: The Bottom Is In And A Turnaround Is Imminent
Summary 1Q24 results came in in-line with expectations, while guidance was also reiterated, suggesting we are progressing well with the inventory destocking. Mobileye's inventory consumption is on track, with 70-75% of excess inventory consumed in 1Q24 and I expect the inventory destocking issue to be behind us by the end of 2Q24. Mobileye's pipeline of discussions with automotive makers is growing, with interest spreading to mainstream brands. Mobileye is optimistic about converting pipeline opportunities into design wins in the second half of 2024. SuperVision ramp into the second half of 2024 looks promising with multiple tailwinds to drive demand. Read the full article on Seeking AlphaSeeking Alpha • Apr 01
Mobileye: Not Correctly Priced
Summary Mobileye Global has seen its stock rally despite warning of a major inventory issue and questionable demand scenario. The company expects a snapback in customer commitments for Q2 '24, with double the chip shipments sequentially. Mobileye's inventory numbers don't add up, raising concerns about the company's projected sales growth and valuation. The stock already trades at an expensive multiple of 10x '25 sales targets. Read the full article on Seeking AlphaSeeking Alpha • Mar 07
Mobileye Global: Steering Clear Of This Overpriced Stock
Summary Despite positive aspects like zero debt and substantial cash reserves (6% of market cap), Mobileye Global stock is overpriced. The minor fluctuation following a conference should be disregarded, as Mobileye's near-term prospects are unattractive. With no top line growth expected, coupled with the company's tendency to meet rather than beat consensus, Mobileye Global stock's appeal diminishes. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Mobileye Global guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 28 Mar 26 | 2,014 | -4,108 | 204 | 1,199 |
| 27 Dec 25 | 1,894 | -392 | 193 | 1,151 |
| 27 Sep 25 | 1,938 | -336 | 187 | 1,137 |
| 28 Jun 25 | 1,920 | -2,955 | 185 | 1,136 |
| 29 Mar 25 | 1,853 | -2,974 | 188 | 1,115 |
| 28 Dec 24 | 1,654 | -3,090 | 188 | 1,083 |
| 28 Sep 24 | 1,801 | -2,956 | 188 | 1,027 |
| 29 Jun 24 | 1,845 | -224 | 188 | 942 |
| 30 Mar 24 | 1,860 | -166 | 187 | 897 |
| 30 Dec 23 | 2,079 | -27 | 191 | 889 |
| 30 Sep 23 | 2,007 | -60 | 197 | 888 |
| 01 Jul 23 | 1,927 | -122 | 187 | 876 |
| 01 Apr 23 | 1,933 | -101 | 181 | 844 |
| 31 Dec 22 | 1,869 | -82 | 170 | 789 |
| 01 Oct 22 | 1,660 | -165 | 162 | 719 |
| 02 Jul 22 | 1,536 | -146 | 167 | 645 |
| 02 Apr 22 | 1,403 | -160 | 168 | 594 |
| 25 Dec 21 | 1,386 | -75 | 168 | 544 |
| 26 Dec 20 | 967 | -196 | 149 | 440 |
| 28 Dec 19 | 879 | -328 | 125 | 384 |
Guadagni di qualità: MBLY al momento non è redditizia.
Margine di profitto in crescita: MBLY al momento non è redditizia.
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: MBLY non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 68.5% all'anno.
Accelerare la crescita: Impossibile confrontare la crescita degli utili di MBLY nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia
Guadagni vs Settore: MBLY non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Auto Components ( 7% ).
Rendimento del capitale proprio
ROE elevato: MBLY ha un Return on Equity negativo ( -50.32% ), in quanto al momento non è redditizio.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/07 07:48 |
| Prezzo dell'azione a fine giornata | 2026/05/07 00:00 |
| Utili | 2026/03/28 |
| Utili annuali | 2025/12/27 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Mobileye Global Inc. è coperta da 46 analisti. 28 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Alexi Unger | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |