Mobileye Global Beheer
Beheer criteriumcontroles 2/4
De CEO Mobileye Global is Amnon Shashua, benoemd in Jan1999, heeft een ambtstermijn van 27.67 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 16.64M, bestaande uit 5% salaris en 95% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 2.16% van de aandelen van het bedrijf, ter waarde $ 151.06M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5.7 jaar en 3.9 jaar.
Belangrijke informatie
Amnon Shashua
Algemeen directeur
US$16.6m
Totale compensatie
| Percentage CEO-salaris | 5.04% |
| Dienstverband CEO | 27.7yrs |
| Eigendom CEO | 2.2% |
| Management gemiddelde ambtstermijn | 5.7yrs |
| Gemiddelde ambtstermijn bestuur | 3.9yrs |
Recente managementupdates
Recent updates
Narratiefupdate • Sep 05
MBLY: Execution Risks Around CEO Transition And Robotaxi Push Will Dominate
Analysts have reduced the updated fair value estimate for Mobileye Global to $6.95 from $8.00, reflecting lower P/E assumptions even as they point to stronger revenue growth, slightly higher profit margins, and ongoing support from recent research that highlights both near term execution risks and longer term opportunities in advanced driver assistance systems, humanoid robotics, and robotaxis. Analyst Commentary Recent Street research on Mobileye Global reflects a mix of optimism about long term opportunities and caution around execution, leadership change, and valuation.
Narratiefupdate • Aug 22
MBLY: Autonomous Fleets And Robotics Will Support Earnings Beyond 2026
Analysts have trimmed the fair value estimate for Mobileye Global from $23.06 to $20.85, as a series of lower Street price targets, tempered revenue growth expectations, and updated profitability and P/E assumptions filter into revised models, even though some firms still highlight the breadth of the product roadmap and the potential in advanced driver assistance and autonomous offerings. Analyst Commentary Recent Street research on Mobileye Global shows a split view, with several firms cutting price targets while a group of bullish analysts frame the current share price as disconnected from what they see as the company’s execution and product breadth.Seeking Alpha • Aug 14
Mobileye: The Autonomy Opportunity The Market Isn't Pricing
Summary Mobileye remains an asymmetric opportunity, with announced product wins poised to drive upside as they scale from 2027/2028. The company’s recent advanced autonomy progress has been disappointing though, with limited design wins undermining the bull case. In addition to an expected return to growth, Mobileye's ability to scale its robotaxi business will be an important proof point over the next 12-18 months. While there could be design wins, the lack of near-term catalysts could see the stock continue to languish. Read the full article on Seeking Alpha
Narratiefupdate • Aug 08
MBLY: Robotaxi And Humanoid Expansion Will Drive Future Upside Potential
Mobileye Global's updated analyst price target has moved lower by a few dollars to reflect a slightly reduced fair value estimate and profit margin outlook, even as analysts continue to highlight the company's ADAS product roadmap and long term opportunities in robotaxis and humanoid robotics. Analyst Commentary Recent Street research on Mobileye Global shows a wide spread of valuation views, even as analysts broadly acknowledge the company is executing on an advanced driver assistance and autonomy roadmap that includes Surround ADAS, SuperVision, Chauffeur and Mobileye Drive.Narratiefupdate • Jul 24
MBLY: Robotaxi And Humanoid Rollout Will Drive Future Upside Potential
Analysts have trimmed the fair value estimate for Mobileye Global by about $0.63 to $12.66, reflecting a wave of reduced price targets in the $7 to $12 range as they factor in one off R&D tax benefits, a pending CEO transition and updated views on the company’s robotaxi and humanoid robotics opportunities. Analyst Commentary Recent research on Mobileye Global reflects a more cautious stance on valuation, with many price targets now clustered in the high single digits to low teens.Analyse-artikel • Jun 19
Mobileye Global (MBLY) Stock Could Be 36.3% Undervalued After Its 2027 Robotaxi Fleet Plan
Mobileye Global (MBLY) is moving beyond its role as an autonomous driving technology supplier. The company has outlined plans to own and operate a robotaxi fleet in a major U.S. city starting in 2027, with ambitions to scale materially. See our latest analysis for Mobileye Global. That plan to run a Mobileye Global robotaxi fleet comes after a sharp reset in sentiment, with the stock down 24.67% on a year to date share price basis and the 1 year total shareholder return lower by 44.67%, even...Narratiefupdate • Jun 16
MBLY: Stock Faces Higher Execution Risk As Autonomy Upside Appears Priced In
Mobileye Global's analyst fair value estimate has been adjusted slightly lower to $8.00 from $8.50 as analysts weigh higher modeled growth and margins against a higher discount rate, along with a mixed set of recent price target changes that highlight more balanced near term risk and uncertainty around longer term outcomes. Analyst Commentary on Mobileye Global Recent Street research on Mobileye Global points to a more cautious tone, with several bearish analysts highlighting a tighter balance between potential upside and execution risk.Narratiefupdate • Jun 02
MBLY: ADAS Wins And Robotaxi Progress Will Drive Future Upside
Analysts have trimmed the fair value estimate for Mobileye Global to $13.29 from $15.49, reflecting a mix of cautious price target changes and views that near term upside is more balanced, even as longer term opportunities in higher autonomy and robotics remain tied to uncertain outcomes. Analyst Commentary Recent research echoes the cut in the fair value estimate, with a mix of cautious and constructive views on Mobileye Global's valuation, execution risk, and long term growth optionality in higher autonomy and robotics.Narratiefupdate • May 18
MBLY: Driver Monitoring Adoption Will Support Earnings Beyond 2026
Analysts have trimmed the fair value estimate for Mobileye Global from $25.69 to $23.06, reflecting a mix of lower revenue growth and profit margin assumptions, a slightly higher discount rate, and a higher future P/E. Recent price target cuts and cautious commentary suggest near term upside may already be well reflected in current expectations.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jun 27 2026 | n/a | n/a | -US$4b |
| Mar 28 2026 | n/a | n/a | -US$4b |
| Dec 27 2025 | US$17m | US$838k | -US$392m |
| Sep 27 2025 | n/a | n/a | -US$336m |
| Jun 28 2025 | n/a | n/a | -US$3b |
| Mar 29 2025 | n/a | n/a | -US$3b |
| Dec 28 2024 | US$15m | US$726k | -US$3b |
| Sep 28 2024 | n/a | n/a | -US$3b |
| Jun 29 2024 | n/a | n/a | -US$224m |
| Mar 30 2024 | n/a | n/a | -US$166m |
| Dec 30 2023 | US$15m | US$736k | -US$27m |
| Sep 30 2023 | n/a | n/a | -US$60m |
| Jul 01 2023 | n/a | n/a | -US$122m |
| Apr 01 2023 | n/a | n/a | -US$101m |
| Dec 31 2022 | US$45m | US$759k | -US$82m |
| Oct 01 2022 | n/a | n/a | -US$165m |
| Jul 02 2022 | n/a | n/a | -US$146m |
| Apr 02 2022 | n/a | n/a | -US$160m |
| Dec 25 2021 | US$332k | US$263k | -US$75m |
Compensatie versus markt: De totale vergoeding ($USD 16.64M ) Amnon } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 8.45M ).
Compensatie versus inkomsten: De vergoeding van Amnon is gestegen terwijl het bedrijf verliesgevend is.
CEO
Amnon Shashua (66 yo)
27.7yrs
Tenure
US$16,636,439
Compensatie
Prof. Amnon Shashua is Founder & Chief Executive Officer of Aa-i Technologies Ltd. He is a Co-Founder & Chairman of Mentee Robotics Ltd. He Co-Founded AI21 Labs LTD.in 2017 and served as its Chairman unti...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Co-Founder | 27.7yrs | US$16.64m | 2.16% $ 151.1m | |
| Chief Financial Officer | 3.3yrs | US$2.32m | 0.017% $ 1.2m | |
| Chief Technology Officer | 8.7yrs | US$10.74m | 0.77% $ 54.0m | |
| Executive Vice President of Business Development & Strategy | 4.7yrs | US$2.31m | 0.025% $ 1.8m | |
| Executive Vice President of EPG Software | no data | US$2.32m | 0.016% $ 1.1m | |
| Chief Operating Officer | no data | geen gegevens | geen gegevens | |
| Chief Legal Officer & General Counsel | no data | geen gegevens | geen gegevens | |
| Chief Communications Officer | no data | geen gegevens | geen gegevens | |
| Vice President of Marketing | 6.7yrs | geen gegevens | geen gegevens | |
| Senior Vice President of Human Resources | no data | geen gegevens | geen gegevens | |
| Senior Vice President of Intelligent Mobility Solutions Division | 4.7yrs | geen gegevens | geen gegevens | |
| Executive Vice President of Autonomous Vehicles | no data | geen gegevens | geen gegevens |
5.7yrs
Gemiddelde duur
51.5yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van MBLY is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.7 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Co-Founder | 27.7yrs | US$16.64m | 2.16% $ 151.1m | |
| Independent Director | 3.9yrs | US$297.51k | 0.0065% $ 450.2k | |
| Independent Director | 3.9yrs | US$322.51k | 0.0044% $ 306.4k | |
| Independent Director | 2.3yrs | US$297.51k | 0.0023% $ 162.6k | |
| Director | 1.1yrs | geen gegevens | 0.00029% $ 20.2k | |
| Director | 1.1yrs | geen gegevens | geen gegevens | |
| Chair of the Board of Directors | 3.9yrs | US$427.65k | 0.0085% $ 592.6k | |
| Lead Independent Director | 3.9yrs | US$322.51k | 0.011% $ 789.4k | |
| Director | 1.7yrs | geen gegevens | 0.0014% $ 100.5k |
3.9yrs
Gemiddelde duur
62yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van MBLY wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.9 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/11 14:48 |
| Aandelenkoers aan het einde van de dag | 2026/09/11 00:00 |
| Inkomsten | 2026/06/27 |
| Jaarlijkse inkomsten | 2025/12/27 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Mobileye Global Inc. wordt gevolgd door 45 analisten. 24 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |
| Alexi Unger | Arete Research Services LLP |