MBLY logo

Mobileye Global Inc. Stock Price

NasdaqGS:MBLY Community·US$8.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 131 Fair Values set on narratives written by author

MBLY Share Price Performance

US$9.14
-8.18 (-47.23%)
US$23.06
Fair Value
US$9.14
-8.18 (-47.23%)
60.4% undervalued intrinsic discount
US$23.06
Fair Value
Price US$9.14
AnalystHighTarget US$23.06
AnalystConsensusTarget US$13.29
AnalystLowTarget US$8.00

MBLY Community Narratives

·
Fair Value US$23.06 60.4% undervalued intrinsic discount

Next-Gen ADAS And Mapping Will Revolutionize Urban Mobility

0users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
·
Fair Value US$13.29 31.2% undervalued intrinsic discount

Shifting Market Dynamics Will Shape Single-Chip System Adoption Outlook

0users have liked this narrative
0users have commented on this narrative
66users have followed this narrative
·
Fair Value US$8 14.2% overvalued intrinsic discount

Global Regulatory Tightening And Competition Will Stall Progress

0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
US$23.06
60.4% undervalued intrinsic discount
Profit Margin
2.46%
Future PE
285.53x
Price in 2029
US$30.8

Trending Discussion

Updated Narratives

MBLY logo

MBLY: Stock Faces Higher Execution Risk As Autonomy Upside Appears Priced In

Fair Value: US$8 14.2% overvalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
MBLY logo

MBLY: ADAS Wins And Robotaxi Progress Will Drive Future Upside

Fair Value: US$13.29 31.2% undervalued intrinsic discount
66 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
MBLY logo

MBLY: Driver Monitoring Adoption Will Support Earnings Beyond 2026

Fair Value: US$23.06 60.4% undervalued intrinsic discount
9 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with reasonable growth potential.

0 Risks
2 Rewards

Mobileye Global Inc. Key Details

US$2.0b

Revenue

US$1.0b

Cost of Revenue

US$972.0m

Gross Profit

US$5.1b

Other Expenses

-US$4.1b

Earnings

Last Reported Earnings
Mar 28, 2026
Next Reporting Earnings
n/a
-4.88
48.26%
-203.97%
0%
View Full Analysis

About MBLY

Founded
1999
Employees
4200
CEO
Amnon Shashua
WebsiteView website
www.mobileye.com

Mobileye Global Inc. develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies and solutions in the United States, Europe, China, and internationally. It operates through two segments, Mobileye and Moovit. It offers end-to-end ADAS and autonomous driving solutions, including Base ADAS, a front camera that delivers a combination of intelligent safety features to avoid unsafe driving situations; Cloud-Enhanced ADAS, which leverages crowdsourced data to offer accurate localization; safer, smoother, and natural driving experience; and Mobileye Surround ADAS that offer eyes-on/hands-off functionality for highway ODDs with features, such as automatic lane change, front and rear collision avoidance, traffic jam assist, and a Highway Pilot function, as well as includes DXP support that enables customers to customize the driving experience. It also provides Mobileye SuperVision, a eyes-on/hands-off driver assist system for autonomous vehicles; Mobileye Chauffeur, an eyes-off/hands-off solution for consumer vehicles; and Mobileye Drive, a fleet-focused end-to-end self-driving system that enables automakers, public transportation companies, and transportation network operators to offer a no-driver solution for robotaxis, ride-pooling, public transport, and goods delivery. In addition, it offers EyeQ SoC that provide drivers with basic safety features covered by front-facing sensing, such as collision warning, lane departure warnings, pedestrian and cyclist collision warning, headway monitoring and warning, speed limit indicator, blind spot detection, and others; True Redundancy, which is an AI system architecture; and Road Experience Management solutions. It provides its products and services to original equipment manufacturers through automotive suppliers, as well as fleet owners and operators. The company was founded in 1999 and is headquartered in Jerusalem, Israel. Mobileye Global Inc. is a subsidiary of Intel Corporation.

Recent MBLY News & Updates

Seeking Alpha 12h

Mobileye: Waiting For The 2027 Inflection Point

Summary Mobileye Global Inc. is transitioning from a traditional ADAS supplier to a potential infrastructure provider for robotaxis and humanoid robotics, with major inflection points expected in 2027. The current ~$8B valuation reflects only the legacy ADAS business; new initiatives like Mentee Robotics and robotaxi partnerships could shift revenue models toward recurring income. Despite high gross margins (45%–50%), MBLY remains in heavy R&D mode, with negative operating margins and limited growth catalysts until 2027. I maintain a hold rating, as 2026 will be a transition year with most new revenue drivers and partnerships (e.g., Volkswagen, Mentee Robotics) materializing from 2027 onward. Read the full article on Seeking Alpha
Analysis Article 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...

Recent updates

No updates