Mobileye Global Inc. (MBLY)
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Mobileye Global Inc. (MBLY) Presents at UBS Global Industrials and Transportation Conference Transcript
Mobileye Global Inc. (MBLY) Presents at UBS Global Industrials and Transportation Conference Transcript
Mobileye: ADAS Thrives While Advanced Products Stuck In Neutral, Still Undervalued
Mobileye's ADAS business remains solid, but the lack of advanced program wins is weighing on the stock. This appears to be more due to a lack of OEM appetite than Mobileye-specific issues, though. Even just with current Surround ADAS, SuperVision and Chauffer wins, Mobileye's revenue should start to move meaningfully higher in 2027.
Mobileye: Stabilizing Cash Flow And Rising Sales Trend Justify The Buy
Mobileye Global Inc. has evolved from a speculative play on autonomous driving into a profitable leader integrating hardware, software, and data for the automotive industry. Strong revenue momentum and expanding MBLY market share reflect structural ADAS demand, independent of overall vehicle production trends. Strategic partnerships, especially around the EyeQ6 platform and surround ADAS, position the company as the default technology choice for next-generation vehicles.
Mobileye Global Inc. (MBLY) Q3 2025 Earnings Call Transcript
Mobileye Global Inc. (NASDAQ:MBLY ) Q3 2025 Earnings Call October 23, 2025 8:00 AM EDT Company Participants Daniel Galves - Chief Communications Officer Amnon Shashua - Co-Founder, CEO, President & Director Moran Rojansky - Chief Financial Officer Nimrod Nehushtan - Executive VP of Business Development & Strategy Conference Call Participants Aaron Rakers - Wells Fargo Securities, LLC, Research Division Yan Dong Joshua Buchalter - TD Cowen, Research Division Chris McNally - Evercore ISI Institutional Equities, Research Division Mark Delaney - Goldman Sachs Group, Inc., Research Division Joseph Spak - UBS Investment Bank, Research Division Shreyas Patil - Wolfe Research, LLC Luke Junk - Robert W. Baird & Co. Incorporated, Research Division Dan Levy - Barclays Bank PLC, Research Division Colin Rusch - Oppenheimer & Co. Inc., Research Division Presentation Operator Greetings, and welcome to the Mobileye 3Q '25 Earnings Call.
Mobileye Global (MBLY) Q3 Earnings and Revenues Surpass Estimates
Mobileye Global (MBLY) came out with quarterly earnings of $0.09 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.1 per share a year ago.
Mobileye beats quarterly revenue estimates
Mobileye Global beat Wall Street expectations for third-quarter revenue on Thursday, as automakers ramped up orders of the company's driver-assisted chips in a rush to adopt autonomous software.
Wall Street Analysts Believe Mobileye (MBLY) Could Rally 25.86%: Here's is How to Trade
The average of price targets set by Wall Street analysts indicates a potential upside of 25.9% in Mobileye (MBLY). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Mobileye: Core Business Continues To Exhibit Strength
Mobileye's core ADAS and Supervision businesses are outperforming expectations at the moment. Design wins for more advanced products remain elusive though, contributing to investor scepticism. Mobileye's robotaxi initiative is also maturing. The market is unlikely to attribute value to this until a service is opened to the public though.
Mobileye Q2: The Turnaround Begins
Mobileye has resolved major growth, inventory, and margin issues, reporting strong Q2 2025 results and raising its yearly outlook. Revenue and EPS grew 15% and 44% year-over-year, with improved margins, lower inventories, and a robust balance sheet supporting organic growth. Upward guidance, expanding partnerships (notably with Volkswagen), and attractive valuation create a compelling risk/reward opportunity for investors.
Mobileye Q2 Earnings Beat Estimates, 2025 Guidance Raised
MBLY beats second-quarter estimates with strong EyeQ demand and lifts full-year guidance on improved margins and earnings.
All You Need to Know About Mobileye (MBLY) Rating Upgrade to Buy
Mobileye (MBLY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Mobileye Global Inc. (MBLY) Q2 2025 Earnings Call Transcript
Mobileye Global Inc. (NASDAQ:MBLY ) Q2 2025 Earnings Conference Call July 24, 2025 8:00 AM ET Company Participants Amnon Shashua - Co-Founder, CEO, President & Director Daniel V. Galves - Chief Communications Officer Nimrod Nehushtan - Executive VP of Business Development & Strategy Conference Call Participants Adam Michael Jonas - Morgan Stanley, Research Division Christopher Patrick McNally - Evercore ISI Institutional Equities, Research Division Vijay Raghavan Rakesh - Oppenheimer & Co. Inc., Research Division Colin William Rusch - Mizuho Securities USA LLC, Research Division Dan Meir Levy - Barclays Bank PLC, Research Division George Gianarikas - Canaccord Genuity Corp., Research Division James Albert Picariello - BNP Paribas Exane, Research Division Joseph Robert Spak - UBS Investment Bank, Research Division Shreyas Patil - Wolfe Research, LLC Operator Greetings, and welcome to the Mobileye Second Quarter 2025 Earnings Conference Call.
