MBLY logo

Mobileye Global Inc. Stock Price

NasdaqGS:MBLY Community·US$7.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 115 Fair Values set on narratives written by author

MBLY Share Price Performance

US$9.05
-7.49 (-45.28%)
US$15.64
Fair Value
US$9.05
-7.49 (-45.28%)
42.1% undervalued intrinsic discount
US$15.64
Fair Value
Price US$9.05
AnalystConsensusTarget US$15.64
AnalystHighTarget US$28.89
AnalystLowTarget US$10.00

MBLY Community Narratives

AnalystConsensusTarget·
Fair Value US$15.64 42.1% undervalued intrinsic discount

Shifting Market Dynamics Will Shape Single-Chip System Adoption Outlook

0users have liked this narrative
0users have commented on this narrative
62users have followed this narrative
AnalystHighTarget·
Fair Value US$28.89 68.7% undervalued intrinsic discount

Next-Gen ADAS And Mapping Will Revolutionize Urban Mobility

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
AnalystLowTarget·
Fair Value US$10 9.5% undervalued 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$15.64
42.1% undervalued intrinsic discount
Revenue
15.16% p.a.
Profit Margin
2.75%
Future PE
244.81x
Price in 2029
US$20.81
US$10
9.5% undervalued intrinsic discount
Revenue
9.15% p.a.
Profit Margin
5.2%
Future PE
85.18x
Price in 2029
US$13.31
US$28.89
68.7% undervalued intrinsic discount
Revenue
22.8% p.a.
Profit Margin
7.93%
Future PE
111.29x
Price in 2028
US$38.64

Trending Discussion

Updated Narratives

MBLY logo

MBLY: Surround ADAS Awards And Supervision Pipeline Will Drive Future Upside

Fair Value: US$15.64 42.1% undervalued intrinsic discount
62 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
MBLY logo

MBLY: ADAS Monetization And Supervision Pipeline Will Reshape Long Term Expectations

Fair Value: US$10 9.5% undervalued intrinsic discount
4 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
MBLY logo

MBLY: Revenue From Autonomous Partnerships Will Drive Stronger Earnings Beyond 2026

Fair Value: US$28.89 68.7% undervalued intrinsic discount
5 users have followed this narrative
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$1.9b

Revenue

US$990.0m

Cost of Revenue

US$904.0m

Gross Profit

US$1.3b

Other Expenses

-US$392.0m

Earnings

Last Reported Earnings
Dec 27, 2025
Next Reporting Earnings
n/a
-0.47
47.73%
-20.70%
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

Recent updates

No updates