Mobileye Global（MBLY *）株式概要モービルアイ・グローバル社は、先進運転支援システム（ADAS）と自律走行技術およびソリューションを開発し、世界中に展開している。 詳細MBLY * ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長4/6過去の実績0/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より29.8%で取引されている 収益は年間85.94%増加すると予測されています リスク分析株式の流動性は非常に低い すべてのリスクチェックを見るMBLY * Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$156.00220.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-4b5b2016201920222025202620282031Revenue US$4.5bEarnings US$293.5mAdvancedSet Fair ValueView all narrativesMobileye Global Inc. 競合他社Nemak S. A. B. de C. VSymbol: BMV:NEMAK AMarket cap: Mex$9.9bGrupo Industrial Saltillo. deSymbol: BMV:GISSA AMarket cap: Mex$3.9bSuzhou Inovance AutomotiveSymbol: SZSE:301656Market cap: CN¥49.0bLearSymbol: NYSE:LEAMarket cap: US$6.9b価格と性能株価の高値、安値、推移の概要Mobileye Global過去の株価現在の株価US$156.0052週高値US$356.0052週安値US$126.71ベータ1.051ヶ月の変化23.09%3ヶ月変化4.00%1年変化-51.55%3年間の変化n/a5年間の変化n/aIPOからの変化-69.60%最新ニュースお知らせ • Apr 27Mobileye Global Inc., Annual General Meeting, Jun 18, 2026Mobileye Global Inc., Annual General Meeting, Jun 18, 2026.Reported Earnings • Apr 25First quarter 2026 earnings released: US$4.67 loss per share (vs US$0.13 loss in 1Q 2025)First quarter 2026 results: US$4.67 loss per share (further deteriorated from US$0.13 loss in 1Q 2025). Revenue: US$558.0m (up 27% from 1Q 2025). Net loss: US$3.82b (loss widened US$3.72b from 1Q 2025). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto Components industry in South America.お知らせ • Apr 24Mobileye Global Inc. Reports Unaudited Consolidated Good Will Impairment for the Three Months Ended March 28, 2026; Provides Goodwill Impairment Guidance for the Full Year 2026Mobileye Global Inc. reported unaudited consolidated good will impairment for the three months ended March 28, 2026; provided goodwill impairment guidance for the full year 2026. For the three months ended March 28, 2026, the company reported goodwill impairment of USD 3,788 million. For the full year, the company expects good will impairment to be in the range of USD 3,788 million - USD 3,788 million.お知らせ • Apr 23+ 1 more updateMobileye Global Inc. Raises Earnings Guidance for the Full Year 2026Mobileye Global Inc. raised earnings guidance for the full year 2026. The company raising the midpoint of full-year 2026 revenue guidance by 2% to reflect better-than-expected demand in the first quarter. The company expects revenue to be in the range of USD 1,935 million - USD 2,015 million.お知らせ • Apr 13Mobileye Global Inc. to Report Q1, 2026 Results on Apr 23, 2026Mobileye Global Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 23, 2026Breakeven Date Change • Apr 01No longer forecast to breakevenThe 27 analysts covering Mobileye Global no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$344.2m in 2028. New consensus forecast suggests the company will make a loss of US$82.5m in 2028.最新情報をもっと見るRecent updatesお知らせ • Apr 27Mobileye Global Inc., Annual General Meeting, Jun 18, 2026Mobileye Global Inc., Annual General Meeting, Jun 18, 2026.Reported Earnings • Apr 25First quarter 2026 earnings released: US$4.67 loss per share (vs US$0.13 loss in 1Q 2025)First quarter 2026 results: US$4.67 loss per share (further deteriorated from US$0.13 loss in 1Q 2025). Revenue: US$558.0m (up 27% from 1Q 2025). Net loss: US$3.82b (loss widened US$3.72b from 1Q 2025). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto Components industry in South America.お知らせ • Apr 24Mobileye Global Inc. Reports Unaudited Consolidated Good Will Impairment for the Three Months Ended March 28, 2026; Provides Goodwill Impairment Guidance for the Full Year 2026Mobileye Global Inc. reported unaudited consolidated good will impairment for the three months ended March 28, 2026; provided goodwill impairment guidance for the full year 2026. For the three months ended March 28, 2026, the company reported goodwill impairment of USD 3,788 million. For the full year, the company expects good will impairment to be in the range of USD 3,788 million - USD 3,788 million.お知らせ • Apr 23+ 1 more updateMobileye Global Inc. Raises Earnings Guidance for the Full Year 2026Mobileye Global Inc. raised earnings guidance for the full year 2026. The company raising the midpoint of full-year 2026 revenue guidance by 2% to reflect better-than-expected demand in the first quarter. The company expects revenue to be in the range of USD 1,935 million - USD 2,015 million.お知らせ • Apr 13Mobileye Global Inc. to Report Q1, 2026 Results on Apr 23, 2026Mobileye Global Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 23, 2026Breakeven Date Change • Apr 01No longer forecast to breakevenThe 27 analysts covering Mobileye Global no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$344.2m in 2028. New consensus forecast suggests the company will make a loss of US$82.5m in 2028.New Risk • Apr 01New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$392m Forecast net loss in 3 years: US$21m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$21m net loss in 3 years).Board Change • Mar 12Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Elaine Chao was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Jan 29Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 31% to Mex$169. The fair value is estimated to be Mex$211, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 68%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.New Risk • Jan 23New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$392m Forecast net loss in 3 years: US$10m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$10m net loss in 3 years).Breakeven Date Change • Jan 23No longer forecast to breakevenThe 24 analysts covering Mobileye Global no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$344.2m in 2028. New consensus forecast suggests the company will make a loss of US$10.4m in 2028.Reported Earnings • Jan 23Full year 2025 earnings released: US$0.48 loss per share (vs US$3.82 loss in FY 2024)Full year 2025 results: US$0.48 loss per share (improved from US$3.82 loss in FY 2024). Revenue: US$1.89b (up 14% from FY 2024). Net loss: US$392.0m (loss narrowed 87% from FY 2024). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Auto Components industry in South America.お知らせ • Jan 22Mobileye Global Inc. Provides Earnings Guidance for the First Quarter of 2026 and for the Year Ending December 26, 2026Mobileye Global Inc. provided earnings guidance for the first quarter of 2026 and for the year ending December 26, 2026. The company expected approximately 19% year-over-year revenue growth in the first quarter of 2026. For the full-year 2026 financial guidance implies flat to 5% year-over-year revenue growth; Revenue is expected to be between $1,900 million to $1,980 million.お知らせ • Jan 12Mobileye Global Inc. to Report Q4, 2025 Results on Jan 22, 2026Mobileye Global Inc. announced that they will report Q4, 2025 results Pre-Market on Jan 22, 2026Buy Or Sell Opportunity • Jan 08Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to Mex$204. The fair value is estimated to be Mex$260, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 90%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 70% in the next 2 years.Board Change • Jan 08Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Elaine Chao was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Dec 11Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Elaine Chao was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Nov 19Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Elaine Chao was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 24Third quarter 2025 earnings released: US$0.12 loss per share (vs US$3.35 loss in 3Q 2024)Third quarter 2025 results: US$0.12 loss per share (improved from US$3.35 loss in 3Q 2024). Revenue: US$504.0m (up 3.7% from 3Q 2024). Net loss: US$96.0m (loss narrowed 97% from 3Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Auto Components industry in South America.Buy Or Sell Opportunity • Oct 18Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to Mex$259. The fair value is estimated to be Mex$338, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 113%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 94% in the next 2 years.お知らせ • Oct 09Mobileye Global Inc. to Report Q3, 2025 Results on Oct 23, 2025Mobileye Global Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 23, 2025Board Change • Sep 10Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. 4 independent directors (5 non-independent directors). Co-Founder, CEO, President & Director Amnon Shashua is the most experienced director on the board, commencing their role in 1999. Independent Director Elaine Chao was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Aug 15High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. 1 highly experienced director. Co-Founder, CEO, President & Director Amnon Shashua is the most experienced director on the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Jul 25Second quarter 2025 earnings released: US$0.083 loss per share (vs US$0.11 loss in 2Q 2024)Second quarter 2025 results: US$0.083 loss per share (improved from US$0.11 loss in 2Q 2024). Revenue: US$506.0m (up 15% from 2Q 2024). Net loss: US$67.0m (loss narrowed 22% from 2Q 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Auto Components industry in South America.お知らせ • Jul 24Mobileye Global Inc. Updates Earnings Guidance for the Full Year 2025Mobileye Global Inc. updated earnings guidance for the full year 2025. For the period, the company now expects revenue to be in range of $1,765 Million to $1,885 Million and Operating Loss to be in range of $512 Million to $436 Million as compared to revenue to be in range of $1,690 Million to $1,810 Million and Operating Loss to be in range of $574 Million to $489 Million provided previously. The updated guidance reflects a 4% increase in expected Revenue, at the midpoint, due to an increased outlook for both EyeQ and SuperVision shipments for the remainder of 2025 resulting from higher-than-expected volume in the second quarter of 2025 and increased visibility into industry supply-demand dynamics in the third quarter of 2025. The company's updated guidance also reflects a decrease in Operating Loss (GAAP) at the midpoint, of 11%, due to the typical incremental margin on higher revenue and stable expectations for operating expenses.お知らせ • Jul 10Mobileye Global Inc. has completed a Follow-on Equity Offering in the amount of $825 million.Mobileye Global Inc. has completed a Follow-on Equity Offering in the amount of $825 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 50,000,000 Price\Range: $16.5 Discount Per Security: $0.45375お知らせ • Jul 09+ 1 more updateMobileye Global Inc. has filed a Follow-on Equity Offering.Mobileye Global Inc. has filed a Follow-on Equity Offering. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 45,000,000Board Change • Jun 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. 1 highly experienced director. Co-Founder, CEO, President & Director Amnon Shashua is the most experienced director on the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Recent Insider Transactions • May 22Insider recently sold Mex$21m worth of stockOn the 15th of May, Boaz Ouriel sold around 67k shares on-market at roughly Mex$313 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Mex$182m more than they sold in the last 12 months.Board Change • Apr 29High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. 1 highly experienced director. Co-Founder, CEO, President & Director Amnon Shashua is the most experienced director on the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Apr 28Mobileye Global Inc., Annual General Meeting, Jun 12, 2025Mobileye Global Inc., Annual General Meeting, Jun 12, 2025.お知らせ • Apr 25Mobileye Global Inc. Provides Earnings Guidance for the Second Quarter and Reaffirms Earnings Guidance for the Full-Year 2025Mobileye Global Inc. provided earnings guidance for the second quarter and reaffirms earnings guidance for the full-year 2025. For the quarter, the company expects revenue to increase approximately 7% year over year compared to Second Quarter 2024. For the year, the company reaffirmed revenue to be in range of $1,690 Million to $1,810 Million and Operating Loss to be in range of $574 Million to $489 Million.お知らせ • Apr 04+ 1 more updateMobileye Global Inc. to Report Q1, 2025 Results on Apr 24, 2025Mobileye Global Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 24, 2025Buy Or Sell Opportunity • Feb 11Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at Mex$362. The fair value is estimated to be Mex$459, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has declined by 123%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 95% in the next 2 years.お知らせ • Feb 07Mobileye Global Inc. Appoints Patrick Bombach as a Member of the BoardOn January 29, 2025, the Board of Directors of Mobileye Global Inc. appointed Patrick Bombach as a member of the Board, effective as of January 29, 2025.Reported Earnings • Jan 30Full year 2024 earnings released: US$3.82 loss per share (vs US$0.034 loss in FY 2023)Full year 2024 results: US$3.82 loss per share (further deteriorated from US$0.034 loss in FY 2023). Revenue: US$1.65b (down 20% from FY 2023). Net loss: US$3.09b (loss widened US$3.06b from FY 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in South America.お知らせ • Jan 30Mobileye Global Inc. Provides Earnings Guidance for the Year 2025Mobileye Global Inc. provided earnings guidance for the year 2025. For the period, the company expects Revenue to be in range of $1,690 Million to $1,810 Million and Operating Loss to be in range of $574 Million to $489 Million.お知らせ • Jan 15Mobileye Global Inc. to Report Q4, 2024 Results on Jan 30, 2025Mobileye Global Inc. announced that they will report Q4, 2024 results Pre-Market on Jan 30, 2025Breakeven Date Change • Jan 13Forecast breakeven date pushed back to 2027The 26 analysts covering Mobileye Global previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$206.6m in 2027. Average annual earnings growth of 87% is required to achieve expected profit on schedule.Breakeven Date Change • Dec 24No longer forecast to breakevenThe 26 analysts covering Mobileye Global no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$31.4m in 2026. New consensus forecast suggests the company will make a loss of US$11.1m in 2026.お知らせ • Nov 23Mobileye Releases New Visual Press KitMobileye published an updated press kit featuring new multimedia assets highlighting the company’s core technologies, autonomous solutions and global presence. The updated Mobileye Press Kit includes high-resolution photos, infographics and b-roll footage that provide a comprehensive look at Mobileye’s advanced portfolio and operations. Key Visuals Include: Photos of Mobileye’s new headquarters, production vehicles equipped with the Mobileye SuperVision™ premium driver assistance system, test fleets powered by Mobileye’s Chauffeur™ and Drive™ platforms, and Prof. Amnon Shashua, President and CEO of Mobileye. Visuals also highlight the EyeQ System-on-Chip (SoC), Mobileye computer vision-based solutions, Road Experience Management™ (REM), Cloud-Enhanced Driver-Assist™, and the DXP platform. Infographics illustrating Mobileye’s sensor configurations of Mobileye SuperVision™, Mobileye Chauffeur™ and Drive™. B-roll featuring Mobileye’s EyeQ6H SoC, global headquarters, and Mobileye-powered vehicles navigating public roads, including SuperVision™-equipped production models and test fleets demonstrating autonomous capabilities. The footage highlights the scalability and flexibility of Mobileye’s solutions deployed worldwide. The new visuals showcase Mobileye’s leadership in autonomous driving technology, including the integration of its solutions in both production vehicles and self-driving test fleets, demonstrating real-world impact across multiple regions.Recent Insider Transactions • Nov 07Chair of the Board of Directors recently bought Mex$2.0m worth of stockOn the 4th of November, Patrick Gelsinger bought around 7k shares on-market at roughly Mex$300 per share. This transaction amounted to 4.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Patrick has been a buyer over the last 12 months, purchasing a net total of Mex$7.4m worth in shares.Reported Earnings • Nov 01Third quarter 2024 earnings released: US$3.35 loss per share (vs US$0.021 profit in 3Q 2023)Third quarter 2024 results: US$3.35 loss per share (down from US$0.021 profit in 3Q 2023). Revenue: US$486.0m (down 8.3% from 3Q 2023). Net loss: US$2.72b (down US$2.73b from profit in 3Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in South America.お知らせ • Oct 15Mobileye Global Inc. to Report Q3, 2024 Results on Oct 31, 2024Mobileye Global Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 31, 2024お知らせ • Sep 20Intel Says No Plans to Divest Majority Stake in MobileyeIntel Corporation (NasdaqGS:INTC) announced on September 19, 2024, it had no plans to sell its majority stake in Mobileye Global Inc. (NasdaqGS:MBLY) sending shares of the self-driving tech firm up more than 13%. Mobileye shares, which have dropped 73% this year, took a beating earlier in the month after Bloomberg News reported that Intel was looking to sell a portion of its stake in the company. ‘We believe in the future of autonomous driving technology and in Mobileye's unique role as a leader in the development and deployment of advanced driver assistance systems,’ Intel said in a statement. As of December 30, Intel owned about 88.3% of Mobileye's common stock, according to the Israeli company's annual report. Intel also has been attempting to turn its business around by focusing on its chip foundry unit and artificial intelligence processors, but its shares have plummeted in recent months as it cut jobs, suspended its dividend and faced a high-profile board member resignation.お知らせ • Sep 07Intel to Explore Sale of Part of Stake in Mobileye, Also Reportedly Weighs Options for its Network and Edge BusinessIntel Corporation (NasdaqGS:INTC) is considering options for its stake in its struggling automated driving systems provider Mobileye Global Inc. NasdaqGS:MBLY) as part of a major strategy overhaul, people with knowledge of the matter said. Shares of Mobileye fell to a record low. The chipmaker could offload some of its 88% holding in Mobileye on the public market or via a sale to a third party, according to the people, who asked not to be identified because the information was private. Mobileye has a board meeting later this month in New York, where Intel’s plans will be considered, one of the people said. Founded in 1999, Mobileye provides software and hardware for self-driving systems. Intel already sold part of its stake in Mobileye last year, raising about $1.5 billion from the deal. If Intel pushes ahead with trying to raise money using more of its holding in Mobileye, it will be doing it at a difficult time. Mobileye’s stock was down about 71% this year through Thursday, leaving it with a market value of roughly $10.2 billion. Mobileye has suffered as automakers have reduced production amid a post-pandemic supply glut across the industry. Last month, it slashed revenue forecasts and lowered its projection for adjusted operating income to well below what analysts were projecting. The company is on course for a third-straight annual loss. The latest deliberations over Mobileye form part of broader discussions between Intel and its advisers on ways to improve performance and navigate the most difficult period in its 56-year history. Bloomberg News reported last month that the company is studying a range of strategic scenarios, including potential M&A. Santa Clara, California-based Intel is separately exploring options for its enterprise networking division, the people said. The business, which is called Network and Edge and manufactures chips for use in computer and telecommunications networks, saw revenue fall by almost a third last year to about $5.8 billion, results for the period show. Intel has made no final decisions on its stake in Mobileye, or the networking business, the people said, asking not to be identified discussing confidential information. A representative for Intel responded in an emailed statement, “We have an unwavering focus on shareholder value creation and are executing the plan we shared last month to accelerate profitable growth and create a leaner, simpler and more agile Intel for the future.” A spokesperson for Mobileye declined to comment. Shares in Intel are down more than 60% this year. Chief Executive Officer Pat Gelsinger has launched an ambitious plan to regain his company’s lead in the semiconductor industry by building new plants and rapidly improving its manufacturing technology. Intel had a net loss of $1.61 billion last quarter, and analysts are predicting more red ink for the year ahead, putting pressure on Gelsinger to pull off a turnaround. The company is discussing various scenarios, including a split of its product-design and manufacturing businesses. Intel’s board is expected to be presented with various strategic options during a meeting later in September.Board Change • Aug 28Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. 4 independent directors (5 non-independent directors). Co-Founder, CEO, President & Director Amnon Shashua is the most experienced director on the board, commencing their role in 1999. Independent Director Elaine Chao was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Recent Insider Transactions • Aug 07Co-Founder recently bought Mex$199m worth of stockOn the 2nd of August, Amnon Shashua bought around 632k shares on-market at roughly Mex$315 per share. This transaction amounted to 58% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Amnon's only on-market trade for the last 12 months.Breakeven Date Change • Aug 05Forecast breakeven date pushed back to 2026The 26 analysts covering Mobileye Global previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$244.0m in 2026. Average annual earnings growth of 62% is required to achieve expected profit on schedule.Reported Earnings • Aug 03Second quarter 2024 earnings released: US$0.11 loss per share (vs US$0.035 loss in 2Q 2023)Second quarter 2024 results: US$0.11 loss per share (further deteriorated from US$0.035 loss in 2Q 2023). Revenue: US$439.0m (down 3.3% from 2Q 2023). Net loss: US$86.0m (loss widened 207% from 2Q 2023). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Auto Components industry in South America.お知らせ • Aug 01Mobileye Global Inc. Updates Earnings Guidance for the Full Year 2024Mobileye Global Inc. updated earnings guidance for the full year 2024. For the year, the company expects Revenue to be in range of $1,600 million to $1,680 million compared to previous guidance of $1,830 million - $1,960 million. Operating Loss to be $580 million to $531 million compared to previous guidance of $468 million - $378 million.Board Change • Jul 20Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. 4 independent directors (5 non-independent directors). Co-Founder, CEO, President & Director Amnon Shashua is the most experienced director on the board, commencing their role in 1999. Independent Director Elaine Chao was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Jul 14Mobileye Global Inc. to Report Q2, 2024 Results on Aug 01, 2024Mobileye Global Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 01, 2024お知らせ • Jun 13Mobileye Global Inc. Announces Appointment of Elaine L. Chao as an Independent DirectorMobileye Global Inc. announced the appointment of Elaine L. Chao to the Mobileye Global Inc. Board of Directors as an independent director, effective as of June 7, 2024. Secretary Chao has had a distinguished career as a national and global leader in the public, private and nonprofit sectors. She has been confirmed to two Cabinet positions by the United States Senate on a strong bipartisan basis, serving as the 24th U.S. Secretary of Labor from 2001 to 2009 and the 18th U.S. Secretary of Transportation from 2017 to 2021. She was the first woman of Asian American heritage to serve in a U.S. Presidential cabinet. Beyond her extensive government service, Secretary Chao has also served as a director for several public companies, from Fortune 500 firms to technology and transportation innovators, as well as across the nonprofit sector. Secretary Chao earned her master’s in business administration from Harvard Business School and her undergraduate degree in economics from Mount Holyoke College. She was President and CEO of United Way America, Director of the Peace Corps, and a banker with Citicorp and Bank of America. In recognition of her accomplishments in public service, she is also the recipient of 38 honorary doctorate degrees.Board Change • Jun 03Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 6 new directors. No experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Co-Founder, CEO, President & Director Amnon Shashua is the most experienced director on the board, commencing their role in 1999. Independent Director Frank Yeary was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • May 11Mobileye Global Inc. Announces Retirement of Gavriel “Gaby” Hayon, Executive Vice President of Research & DevelopmentOn May 6, 2024, Dr. Gavriel “Gaby” Hayon, Executive Vice President of Research & Development of Mobileye Global Inc. (the “Company”) notified the Company of his decision to retire after 25 years with the Company and to step down from his role as Executive Vice President of Research & Development by the end of 2024. The Company’s Chief Technology Officer, Professor Shai Shalev-Shwartz, who has worked closely alongside Dr. Hayon in the Company’s research and development operations and overall technology strategy throughout his nearly 14 years with the Company, will assume leadership of Research & Development at the Company upon Dr. Hayon’s retirement. Until Dr. Hayon’s retirement, Dr. Hayon will remain with the Company and assist Prof. Shalev-Shwartz to ensure a smooth leadership transition.お知らせ • Apr 28Mobileye Global Inc., Annual General Meeting, Jun 13, 2024Mobileye Global Inc., Annual General Meeting, Jun 13, 2024, at 11:30 US Eastern Standard Time. Agenda: To consider election of the eight director; to consider ratification of selection of Kesselman & Kesselman, Certified Public Accountants (Isr.), a member firm of PricewaterhouseCoopers International Limited (“PwC”) as independent registered public accounting firm for 2024; to consider advisory vote on executive compensation; and to transact other matters.株主還元MBLY *MX Auto ComponentsMX 市場7D1.3%2.7%2.5%1Y-51.6%-5.7%20.3%株主還元を見る業界別リターン: MBLY *過去 1 年間で-5.7 % の収益を上げたMX Auto Components業界を下回りました。リターン対市場: MBLY *は、過去 1 年間で20.3 % のリターンを上げたMX市場を下回りました。価格変動Is MBLY *'s price volatile compared to industry and market?MBLY * volatilityMBLY * Average Weekly Movementn/aAuto Components Industry Average Movement4.0%Market Average Movement4.1%10% most volatile stocks in MX Market6.0%10% least volatile stocks in MX Market2.8%安定した株価: MBLY *の株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のMBLY *のボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト19994,200Amnon Shashuawww.mobileye.comモービルアイ・グローバル社は、先進運転支援システム（ADAS）と自律走行技術およびソリューションを開発し、世界中に展開している。モービルアイ・グローバルは、モービルアイ・セグメ ントとその他セグメントを通じて事業を展開している。同社は、危険な運転状況を回避するためのインテリジェントな安全機能を組み合わせたフロントカメラを提供するBase ADAS、クラウドソーシングデータを活用して正確な位置特定と、より安全でスムーズかつ自然な運転体験を提供するCloud-Enhanced ADASから成るエンドツーエンドのADASおよび自律走行ソリューションのポートフォリオを提供している；また、高速道路のODD向けに、自動車線変更、前方・後方衝突回避、渋滞時支援、ハイウェイパイロット機能などのアイズオン/ハンズオフ機能を提供するサラウンドADASを搭載し、顧客が運転体験をカスタマイズできるDXPにも対応しています。また、自律走行車向けのアイ・オン・ハンズオフ運転支援システム「SuperVision」、コンシューマー向け車両向けのアイ・オフ・ハンズオフ・ソリューション「Mobileye Chauffeur」、フリート向けのエンド・ツー・エンド自動運転システム「Mobileye Drive」を提供しており、自動車メーカー、公共交通機関、交通ネットワーク事業者は、ロボットタクシー、ライド・プーリング、公共交通機関、物品配送向けにドライバー不要のソリューションを提供することができる。また、衝突警告、車線逸脱警告、歩行者・自転車衝突警告、ヘッドウェイモニタリング・警告、制限速度表示、死角検出など、前方センシングによる基本的な安全機能をドライバーに提供するEyeQ SoC、AIシステムアーキテクチャであるTrue Redundancy、Road Experience Managementソリューションを提供している。同社は、自動車サプライヤーを通じて相手先商標製品メーカーや車両所有者、運行管理者に製品とサービスを提供している。同社は1999年に設立され、イスラエルのエルサレムに本社を置いている。モービルアイ・グローバル社はインテル社の子会社として運営されている。もっと見るMobileye Global Inc. 基礎のまとめMobileye Global の収益と売上を時価総額と比較するとどうか。MBLY * 基礎統計学時価総額Mex$129.06b収益（TTM）-Mex$70.97b売上高(TTM)Mex$34.80b3.7xP/Sレシオ-1.8xPER（株価収益率MBLY * は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計MBLY * 損益計算書（TTM）収益US$2.01b売上原価US$1.04b売上総利益US$972.00mその他の費用US$5.08b収益-US$4.11b直近の収益報告Mar 28, 2026次回決算日該当なし一株当たり利益（EPS）-4.88グロス・マージン48.26%純利益率-203.97%有利子負債／自己資本比率0%MBLY * の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/08 14:51終値2026/05/06 00:00収益2026/03/28年間収益2025/12/27データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Mobileye Global Inc. 28 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。46 アナリスト機関Alexi UngerArete Research Services LLPJames FontanelliArete Research Services LLPBrett SimpsonArete Research Services LLP43 その他のアナリストを表示
お知らせ • Apr 27Mobileye Global Inc., Annual General Meeting, Jun 18, 2026Mobileye Global Inc., Annual General Meeting, Jun 18, 2026.
Reported Earnings • Apr 25First quarter 2026 earnings released: US$4.67 loss per share (vs US$0.13 loss in 1Q 2025)First quarter 2026 results: US$4.67 loss per share (further deteriorated from US$0.13 loss in 1Q 2025). Revenue: US$558.0m (up 27% from 1Q 2025). Net loss: US$3.82b (loss widened US$3.72b from 1Q 2025). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto Components industry in South America.
お知らせ • Apr 24Mobileye Global Inc. Reports Unaudited Consolidated Good Will Impairment for the Three Months Ended March 28, 2026; Provides Goodwill Impairment Guidance for the Full Year 2026Mobileye Global Inc. reported unaudited consolidated good will impairment for the three months ended March 28, 2026; provided goodwill impairment guidance for the full year 2026. For the three months ended March 28, 2026, the company reported goodwill impairment of USD 3,788 million. For the full year, the company expects good will impairment to be in the range of USD 3,788 million - USD 3,788 million.
お知らせ • Apr 23+ 1 more updateMobileye Global Inc. Raises Earnings Guidance for the Full Year 2026Mobileye Global Inc. raised earnings guidance for the full year 2026. The company raising the midpoint of full-year 2026 revenue guidance by 2% to reflect better-than-expected demand in the first quarter. The company expects revenue to be in the range of USD 1,935 million - USD 2,015 million.
お知らせ • Apr 13Mobileye Global Inc. to Report Q1, 2026 Results on Apr 23, 2026Mobileye Global Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 23, 2026
Breakeven Date Change • Apr 01No longer forecast to breakevenThe 27 analysts covering Mobileye Global no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$344.2m in 2028. New consensus forecast suggests the company will make a loss of US$82.5m in 2028.
お知らせ • Apr 27Mobileye Global Inc., Annual General Meeting, Jun 18, 2026Mobileye Global Inc., Annual General Meeting, Jun 18, 2026.
Reported Earnings • Apr 25First quarter 2026 earnings released: US$4.67 loss per share (vs US$0.13 loss in 1Q 2025)First quarter 2026 results: US$4.67 loss per share (further deteriorated from US$0.13 loss in 1Q 2025). Revenue: US$558.0m (up 27% from 1Q 2025). Net loss: US$3.82b (loss widened US$3.72b from 1Q 2025). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Auto Components industry in South America.
お知らせ • Apr 24Mobileye Global Inc. Reports Unaudited Consolidated Good Will Impairment for the Three Months Ended March 28, 2026; Provides Goodwill Impairment Guidance for the Full Year 2026Mobileye Global Inc. reported unaudited consolidated good will impairment for the three months ended March 28, 2026; provided goodwill impairment guidance for the full year 2026. For the three months ended March 28, 2026, the company reported goodwill impairment of USD 3,788 million. For the full year, the company expects good will impairment to be in the range of USD 3,788 million - USD 3,788 million.
お知らせ • Apr 23+ 1 more updateMobileye Global Inc. Raises Earnings Guidance for the Full Year 2026Mobileye Global Inc. raised earnings guidance for the full year 2026. The company raising the midpoint of full-year 2026 revenue guidance by 2% to reflect better-than-expected demand in the first quarter. The company expects revenue to be in the range of USD 1,935 million - USD 2,015 million.
お知らせ • Apr 13Mobileye Global Inc. to Report Q1, 2026 Results on Apr 23, 2026Mobileye Global Inc. announced that they will report Q1, 2026 results Pre-Market on Apr 23, 2026
Breakeven Date Change • Apr 01No longer forecast to breakevenThe 27 analysts covering Mobileye Global no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$344.2m in 2028. New consensus forecast suggests the company will make a loss of US$82.5m in 2028.
New Risk • Apr 01New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$392m Forecast net loss in 3 years: US$21m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$21m net loss in 3 years).
Board Change • Mar 12Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Elaine Chao was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Jan 29Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 31% to Mex$169. The fair value is estimated to be Mex$211, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 68%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.
New Risk • Jan 23New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 3 years. Trailing 12-month net loss: US$392m Forecast net loss in 3 years: US$10m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$10m net loss in 3 years).
Breakeven Date Change • Jan 23No longer forecast to breakevenThe 24 analysts covering Mobileye Global no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$344.2m in 2028. New consensus forecast suggests the company will make a loss of US$10.4m in 2028.
Reported Earnings • Jan 23Full year 2025 earnings released: US$0.48 loss per share (vs US$3.82 loss in FY 2024)Full year 2025 results: US$0.48 loss per share (improved from US$3.82 loss in FY 2024). Revenue: US$1.89b (up 14% from FY 2024). Net loss: US$392.0m (loss narrowed 87% from FY 2024). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Auto Components industry in South America.
お知らせ • Jan 22Mobileye Global Inc. Provides Earnings Guidance for the First Quarter of 2026 and for the Year Ending December 26, 2026Mobileye Global Inc. provided earnings guidance for the first quarter of 2026 and for the year ending December 26, 2026. The company expected approximately 19% year-over-year revenue growth in the first quarter of 2026. For the full-year 2026 financial guidance implies flat to 5% year-over-year revenue growth; Revenue is expected to be between $1,900 million to $1,980 million.
お知らせ • Jan 12Mobileye Global Inc. to Report Q4, 2025 Results on Jan 22, 2026Mobileye Global Inc. announced that they will report Q4, 2025 results Pre-Market on Jan 22, 2026
Buy Or Sell Opportunity • Jan 08Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to Mex$204. The fair value is estimated to be Mex$260, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 90%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 70% in the next 2 years.
Board Change • Jan 08Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Elaine Chao was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Dec 11Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Elaine Chao was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Nov 19Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Elaine Chao was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 24Third quarter 2025 earnings released: US$0.12 loss per share (vs US$3.35 loss in 3Q 2024)Third quarter 2025 results: US$0.12 loss per share (improved from US$3.35 loss in 3Q 2024). Revenue: US$504.0m (up 3.7% from 3Q 2024). Net loss: US$96.0m (loss narrowed 97% from 3Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Auto Components industry in South America.
Buy Or Sell Opportunity • Oct 18Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to Mex$259. The fair value is estimated to be Mex$338, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 113%. Revenue is forecast to grow by 19% in 2 years. Earnings are forecast to grow by 94% in the next 2 years.
お知らせ • Oct 09Mobileye Global Inc. to Report Q3, 2025 Results on Oct 23, 2025Mobileye Global Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 23, 2025
Board Change • Sep 10Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. 4 independent directors (5 non-independent directors). Co-Founder, CEO, President & Director Amnon Shashua is the most experienced director on the board, commencing their role in 1999. Independent Director Elaine Chao was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Aug 15High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. 1 highly experienced director. Co-Founder, CEO, President & Director Amnon Shashua is the most experienced director on the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Jul 25Second quarter 2025 earnings released: US$0.083 loss per share (vs US$0.11 loss in 2Q 2024)Second quarter 2025 results: US$0.083 loss per share (improved from US$0.11 loss in 2Q 2024). Revenue: US$506.0m (up 15% from 2Q 2024). Net loss: US$67.0m (loss narrowed 22% from 2Q 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Auto Components industry in South America.
お知らせ • Jul 24Mobileye Global Inc. Updates Earnings Guidance for the Full Year 2025Mobileye Global Inc. updated earnings guidance for the full year 2025. For the period, the company now expects revenue to be in range of $1,765 Million to $1,885 Million and Operating Loss to be in range of $512 Million to $436 Million as compared to revenue to be in range of $1,690 Million to $1,810 Million and Operating Loss to be in range of $574 Million to $489 Million provided previously. The updated guidance reflects a 4% increase in expected Revenue, at the midpoint, due to an increased outlook for both EyeQ and SuperVision shipments for the remainder of 2025 resulting from higher-than-expected volume in the second quarter of 2025 and increased visibility into industry supply-demand dynamics in the third quarter of 2025. The company's updated guidance also reflects a decrease in Operating Loss (GAAP) at the midpoint, of 11%, due to the typical incremental margin on higher revenue and stable expectations for operating expenses.
お知らせ • Jul 10Mobileye Global Inc. has completed a Follow-on Equity Offering in the amount of $825 million.Mobileye Global Inc. has completed a Follow-on Equity Offering in the amount of $825 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 50,000,000 Price\Range: $16.5 Discount Per Security: $0.45375
お知らせ • Jul 09+ 1 more updateMobileye Global Inc. has filed a Follow-on Equity Offering.Mobileye Global Inc. has filed a Follow-on Equity Offering. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 45,000,000
Board Change • Jun 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. 1 highly experienced director. Co-Founder, CEO, President & Director Amnon Shashua is the most experienced director on the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Recent Insider Transactions • May 22Insider recently sold Mex$21m worth of stockOn the 15th of May, Boaz Ouriel sold around 67k shares on-market at roughly Mex$313 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought Mex$182m more than they sold in the last 12 months.
Board Change • Apr 29High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. 1 highly experienced director. Co-Founder, CEO, President & Director Amnon Shashua is the most experienced director on the board, commencing their role in 1999. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 28Mobileye Global Inc., Annual General Meeting, Jun 12, 2025Mobileye Global Inc., Annual General Meeting, Jun 12, 2025.
お知らせ • Apr 25Mobileye Global Inc. Provides Earnings Guidance for the Second Quarter and Reaffirms Earnings Guidance for the Full-Year 2025Mobileye Global Inc. provided earnings guidance for the second quarter and reaffirms earnings guidance for the full-year 2025. For the quarter, the company expects revenue to increase approximately 7% year over year compared to Second Quarter 2024. For the year, the company reaffirmed revenue to be in range of $1,690 Million to $1,810 Million and Operating Loss to be in range of $574 Million to $489 Million.
お知らせ • Apr 04+ 1 more updateMobileye Global Inc. to Report Q1, 2025 Results on Apr 24, 2025Mobileye Global Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 24, 2025
Buy Or Sell Opportunity • Feb 11Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at Mex$362. The fair value is estimated to be Mex$459, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has declined by 123%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 95% in the next 2 years.
お知らせ • Feb 07Mobileye Global Inc. Appoints Patrick Bombach as a Member of the BoardOn January 29, 2025, the Board of Directors of Mobileye Global Inc. appointed Patrick Bombach as a member of the Board, effective as of January 29, 2025.
Reported Earnings • Jan 30Full year 2024 earnings released: US$3.82 loss per share (vs US$0.034 loss in FY 2023)Full year 2024 results: US$3.82 loss per share (further deteriorated from US$0.034 loss in FY 2023). Revenue: US$1.65b (down 20% from FY 2023). Net loss: US$3.09b (loss widened US$3.06b from FY 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in South America.
お知らせ • Jan 30Mobileye Global Inc. Provides Earnings Guidance for the Year 2025Mobileye Global Inc. provided earnings guidance for the year 2025. For the period, the company expects Revenue to be in range of $1,690 Million to $1,810 Million and Operating Loss to be in range of $574 Million to $489 Million.
お知らせ • Jan 15Mobileye Global Inc. to Report Q4, 2024 Results on Jan 30, 2025Mobileye Global Inc. announced that they will report Q4, 2024 results Pre-Market on Jan 30, 2025
Breakeven Date Change • Jan 13Forecast breakeven date pushed back to 2027The 26 analysts covering Mobileye Global previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$206.6m in 2027. Average annual earnings growth of 87% is required to achieve expected profit on schedule.
Breakeven Date Change • Dec 24No longer forecast to breakevenThe 26 analysts covering Mobileye Global no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$31.4m in 2026. New consensus forecast suggests the company will make a loss of US$11.1m in 2026.
お知らせ • Nov 23Mobileye Releases New Visual Press KitMobileye published an updated press kit featuring new multimedia assets highlighting the company’s core technologies, autonomous solutions and global presence. The updated Mobileye Press Kit includes high-resolution photos, infographics and b-roll footage that provide a comprehensive look at Mobileye’s advanced portfolio and operations. Key Visuals Include: Photos of Mobileye’s new headquarters, production vehicles equipped with the Mobileye SuperVision™ premium driver assistance system, test fleets powered by Mobileye’s Chauffeur™ and Drive™ platforms, and Prof. Amnon Shashua, President and CEO of Mobileye. Visuals also highlight the EyeQ System-on-Chip (SoC), Mobileye computer vision-based solutions, Road Experience Management™ (REM), Cloud-Enhanced Driver-Assist™, and the DXP platform. Infographics illustrating Mobileye’s sensor configurations of Mobileye SuperVision™, Mobileye Chauffeur™ and Drive™. B-roll featuring Mobileye’s EyeQ6H SoC, global headquarters, and Mobileye-powered vehicles navigating public roads, including SuperVision™-equipped production models and test fleets demonstrating autonomous capabilities. The footage highlights the scalability and flexibility of Mobileye’s solutions deployed worldwide. The new visuals showcase Mobileye’s leadership in autonomous driving technology, including the integration of its solutions in both production vehicles and self-driving test fleets, demonstrating real-world impact across multiple regions.
Recent Insider Transactions • Nov 07Chair of the Board of Directors recently bought Mex$2.0m worth of stockOn the 4th of November, Patrick Gelsinger bought around 7k shares on-market at roughly Mex$300 per share. This transaction amounted to 4.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Patrick has been a buyer over the last 12 months, purchasing a net total of Mex$7.4m worth in shares.
Reported Earnings • Nov 01Third quarter 2024 earnings released: US$3.35 loss per share (vs US$0.021 profit in 3Q 2023)Third quarter 2024 results: US$3.35 loss per share (down from US$0.021 profit in 3Q 2023). Revenue: US$486.0m (down 8.3% from 3Q 2023). Net loss: US$2.72b (down US$2.73b from profit in 3Q 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Auto Components industry in South America.
お知らせ • Oct 15Mobileye Global Inc. to Report Q3, 2024 Results on Oct 31, 2024Mobileye Global Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 31, 2024
お知らせ • Sep 20Intel Says No Plans to Divest Majority Stake in MobileyeIntel Corporation (NasdaqGS:INTC) announced on September 19, 2024, it had no plans to sell its majority stake in Mobileye Global Inc. (NasdaqGS:MBLY) sending shares of the self-driving tech firm up more than 13%. Mobileye shares, which have dropped 73% this year, took a beating earlier in the month after Bloomberg News reported that Intel was looking to sell a portion of its stake in the company. ‘We believe in the future of autonomous driving technology and in Mobileye's unique role as a leader in the development and deployment of advanced driver assistance systems,’ Intel said in a statement. As of December 30, Intel owned about 88.3% of Mobileye's common stock, according to the Israeli company's annual report. Intel also has been attempting to turn its business around by focusing on its chip foundry unit and artificial intelligence processors, but its shares have plummeted in recent months as it cut jobs, suspended its dividend and faced a high-profile board member resignation.
お知らせ • Sep 07Intel to Explore Sale of Part of Stake in Mobileye, Also Reportedly Weighs Options for its Network and Edge BusinessIntel Corporation (NasdaqGS:INTC) is considering options for its stake in its struggling automated driving systems provider Mobileye Global Inc. NasdaqGS:MBLY) as part of a major strategy overhaul, people with knowledge of the matter said. Shares of Mobileye fell to a record low. The chipmaker could offload some of its 88% holding in Mobileye on the public market or via a sale to a third party, according to the people, who asked not to be identified because the information was private. Mobileye has a board meeting later this month in New York, where Intel’s plans will be considered, one of the people said. Founded in 1999, Mobileye provides software and hardware for self-driving systems. Intel already sold part of its stake in Mobileye last year, raising about $1.5 billion from the deal. If Intel pushes ahead with trying to raise money using more of its holding in Mobileye, it will be doing it at a difficult time. Mobileye’s stock was down about 71% this year through Thursday, leaving it with a market value of roughly $10.2 billion. Mobileye has suffered as automakers have reduced production amid a post-pandemic supply glut across the industry. Last month, it slashed revenue forecasts and lowered its projection for adjusted operating income to well below what analysts were projecting. The company is on course for a third-straight annual loss. The latest deliberations over Mobileye form part of broader discussions between Intel and its advisers on ways to improve performance and navigate the most difficult period in its 56-year history. Bloomberg News reported last month that the company is studying a range of strategic scenarios, including potential M&A. Santa Clara, California-based Intel is separately exploring options for its enterprise networking division, the people said. The business, which is called Network and Edge and manufactures chips for use in computer and telecommunications networks, saw revenue fall by almost a third last year to about $5.8 billion, results for the period show. Intel has made no final decisions on its stake in Mobileye, or the networking business, the people said, asking not to be identified discussing confidential information. A representative for Intel responded in an emailed statement, “We have an unwavering focus on shareholder value creation and are executing the plan we shared last month to accelerate profitable growth and create a leaner, simpler and more agile Intel for the future.” A spokesperson for Mobileye declined to comment. Shares in Intel are down more than 60% this year. Chief Executive Officer Pat Gelsinger has launched an ambitious plan to regain his company’s lead in the semiconductor industry by building new plants and rapidly improving its manufacturing technology. Intel had a net loss of $1.61 billion last quarter, and analysts are predicting more red ink for the year ahead, putting pressure on Gelsinger to pull off a turnaround. The company is discussing various scenarios, including a split of its product-design and manufacturing businesses. Intel’s board is expected to be presented with various strategic options during a meeting later in September.
Board Change • Aug 28Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. 4 independent directors (5 non-independent directors). Co-Founder, CEO, President & Director Amnon Shashua is the most experienced director on the board, commencing their role in 1999. Independent Director Elaine Chao was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Recent Insider Transactions • Aug 07Co-Founder recently bought Mex$199m worth of stockOn the 2nd of August, Amnon Shashua bought around 632k shares on-market at roughly Mex$315 per share. This transaction amounted to 58% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Amnon's only on-market trade for the last 12 months.
Breakeven Date Change • Aug 05Forecast breakeven date pushed back to 2026The 26 analysts covering Mobileye Global previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$244.0m in 2026. Average annual earnings growth of 62% is required to achieve expected profit on schedule.
Reported Earnings • Aug 03Second quarter 2024 earnings released: US$0.11 loss per share (vs US$0.035 loss in 2Q 2023)Second quarter 2024 results: US$0.11 loss per share (further deteriorated from US$0.035 loss in 2Q 2023). Revenue: US$439.0m (down 3.3% from 2Q 2023). Net loss: US$86.0m (loss widened 207% from 2Q 2023). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Auto Components industry in South America.
お知らせ • Aug 01Mobileye Global Inc. Updates Earnings Guidance for the Full Year 2024Mobileye Global Inc. updated earnings guidance for the full year 2024. For the year, the company expects Revenue to be in range of $1,600 million to $1,680 million compared to previous guidance of $1,830 million - $1,960 million. Operating Loss to be $580 million to $531 million compared to previous guidance of $468 million - $378 million.
Board Change • Jul 20Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 8 new directors. No experienced directors. 1 highly experienced director. 4 independent directors (5 non-independent directors). Co-Founder, CEO, President & Director Amnon Shashua is the most experienced director on the board, commencing their role in 1999. Independent Director Elaine Chao was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Jul 14Mobileye Global Inc. to Report Q2, 2024 Results on Aug 01, 2024Mobileye Global Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 01, 2024
お知らせ • Jun 13Mobileye Global Inc. Announces Appointment of Elaine L. Chao as an Independent DirectorMobileye Global Inc. announced the appointment of Elaine L. Chao to the Mobileye Global Inc. Board of Directors as an independent director, effective as of June 7, 2024. Secretary Chao has had a distinguished career as a national and global leader in the public, private and nonprofit sectors. She has been confirmed to two Cabinet positions by the United States Senate on a strong bipartisan basis, serving as the 24th U.S. Secretary of Labor from 2001 to 2009 and the 18th U.S. Secretary of Transportation from 2017 to 2021. She was the first woman of Asian American heritage to serve in a U.S. Presidential cabinet. Beyond her extensive government service, Secretary Chao has also served as a director for several public companies, from Fortune 500 firms to technology and transportation innovators, as well as across the nonprofit sector. Secretary Chao earned her master’s in business administration from Harvard Business School and her undergraduate degree in economics from Mount Holyoke College. She was President and CEO of United Way America, Director of the Peace Corps, and a banker with Citicorp and Bank of America. In recognition of her accomplishments in public service, she is also the recipient of 38 honorary doctorate degrees.
Board Change • Jun 03Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 6 new directors. No experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Co-Founder, CEO, President & Director Amnon Shashua is the most experienced director on the board, commencing their role in 1999. Independent Director Frank Yeary was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • May 11Mobileye Global Inc. Announces Retirement of Gavriel “Gaby” Hayon, Executive Vice President of Research & DevelopmentOn May 6, 2024, Dr. Gavriel “Gaby” Hayon, Executive Vice President of Research & Development of Mobileye Global Inc. (the “Company”) notified the Company of his decision to retire after 25 years with the Company and to step down from his role as Executive Vice President of Research & Development by the end of 2024. The Company’s Chief Technology Officer, Professor Shai Shalev-Shwartz, who has worked closely alongside Dr. Hayon in the Company’s research and development operations and overall technology strategy throughout his nearly 14 years with the Company, will assume leadership of Research & Development at the Company upon Dr. Hayon’s retirement. Until Dr. Hayon’s retirement, Dr. Hayon will remain with the Company and assist Prof. Shalev-Shwartz to ensure a smooth leadership transition.
お知らせ • Apr 28Mobileye Global Inc., Annual General Meeting, Jun 13, 2024Mobileye Global Inc., Annual General Meeting, Jun 13, 2024, at 11:30 US Eastern Standard Time. Agenda: To consider election of the eight director; to consider ratification of selection of Kesselman & Kesselman, Certified Public Accountants (Isr.), a member firm of PricewaterhouseCoopers International Limited (“PwC”) as independent registered public accounting firm for 2024; to consider advisory vote on executive compensation; and to transact other matters.
