Mobileye Global Management
Management criteria checks 2/4
Mobileye Global's CEO is Amnon Shashua, appointed in Jan 1999, has a tenure of 27.33 years. total yearly compensation is $16.64M, comprised of 5% salary and 95% bonuses, including company stock and options. directly owns 2.11% of the company’s shares, worth $153.79M. The average tenure of the management team and the board of directors is 5.3 years and 3.6 years respectively.
Key information
Amnon Shashua
Chief executive officer
US$16.6m
Total compensation
| CEO salary percentage | 5.04% |
| CEO tenure | 27.3yrs |
| CEO ownership | 2.1% |
| Management average tenure | 5.3yrs |
| Board average tenure | 3.6yrs |
Recent management updates
Recent updates
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.Mobileye Is An Overlooked Physical AI Play
Apr 25
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.
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.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.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.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.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.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.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.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.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.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.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.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.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.Mobileye Is Now A Strong Buy
Apr 25Mobileye: Volkswagen Announcement Is A Step In The Right Direction
Mar 26Mobileye: Absence Of Announcements Undermining Investor Confidence
Feb 04Mobileye: CES Failed To Deliver
Jan 10Mobileye: Putting 2024 In The Rearview Mirror
Nov 26Mobileye: Underappreciated Data Acquisition Capabilities
Sep 30Mobileye: Hit Your Breaks On This One (Downgrade)
Sep 20Mobileye: Bright Future, But Intel Overhang Is A Problem
Sep 10
EyeQ And Brain6 AI Propel Forward, Securing A Bright Future In Autonomous Driving And Global Markets
Mobileye's enhancements in autonomous driving technologies like EyeQ6 and Brain6 AI are set to boost performance, efficiency, revenue, and margins.Mobileye: Strong Long-Term Upside, Exaggerated Sell-Off
Aug 08Mobileye Global: Sensing Opportunities Here
Jul 22Mobileye Stock: Pressing My Brakes, On This Bumpy Road Ahead
May 13Mobileye: The Bottom Is In And A Turnaround Is Imminent
May 05Mobileye: Not Correctly Priced
Apr 01Mobileye Global: Steering Clear Of This Overpriced Stock
Mar 07CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| 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$75m |
Compensation vs Market: Amnon's total compensation ($USD16.64M) is above average for companies of similar size in the US market ($USD8.55M).
Compensation vs Earnings: Amnon's compensation has increased whilst the company is unprofitable.
CEO
Amnon Shashua (65 yo)
27.3yrs
Tenure
US$16,636,439
Compensation
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 serves as its Chairman. He...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 27.3yrs | US$16.64m | 2.11% $ 153.8m | |
| Chief Financial Officer | 2.9yrs | US$2.32m | 0.0081% $ 587.9k | |
| Chief Technology Officer | 8.3yrs | US$10.74m | 0.11% $ 7.7m | |
| Executive Vice President of Business Development & Strategy | 4.3yrs | US$2.31m | 0.017% $ 1.2m | |
| Executive Vice President of EPG Software | no data | US$2.32m | 0.0074% $ 540.5k | |
| Chief Operations Officer | no data | no data | no data | |
| Chief Legal Officer & General Counsel | no data | no data | no data | |
| Chief Communications Officer | no data | no data | no data | |
| Vice President of Marketing | 6.3yrs | no data | no data | |
| Senior Vice President of Human Resources | no data | no data | no data | |
| Senior Vice President of Intelligent Mobility Solutions Division | 4.3yrs | no data | no data | |
| Executive Vice President of Autonomous Vehicles | no data | no data | no data |
5.3yrs
Average Tenure
51yo
Average Age
Experienced Management: MBLY's management team is seasoned and experienced (5.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder | 27.3yrs | US$16.64m | 2.11% $ 153.8m | |
| Independent Director | 3.6yrs | US$297.51k | 0.0065% $ 474.2k | |
| Independent Director | 3.6yrs | US$322.51k | 0.0044% $ 322.7k | |
| Independent Director | 1.9yrs | US$297.51k | 0.0024% $ 171.2k | |
| Director | less than a year | no data | 0.00030% $ 21.9k | |
| Director | less than a year | no data | no data | |
| Chair of the Board of Directors | 3.6yrs | US$427.65k | 0.0072% $ 521.6k | |
| Lead Independent Director | 3.6yrs | US$322.51k | 0.011% $ 831.9k | |
| Director | 1.3yrs | no data | 0.0014% $ 105.6k |
3.6yrs
Average Tenure
61yo
Average Age
Experienced Board: MBLY's board of directors are considered experienced (3.6 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/05 10:48 |
| End of Day Share Price | 2026/05/05 00:00 |
| Earnings | 2026/03/28 |
| Annual Earnings | 2025/12/27 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Mobileye Global Inc. is covered by 46 analysts. 28 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Alexi Unger | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |