Mobileye Global Inc. (MBLY)
NASDAQ (NGS) NASDAQ (NGS) Primary 
XMEX Summary
Earnings Preview: Mobileye Global (MBLY) Q2 Earnings Expected to Decline
Mobileye (MBLY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Mobileye: Waiting For The 2027 Inflection Point
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 ~$8B valuation reflects only the legacy ADAS business; new initiatives like Mentee Robotics and robotaxi partnerships could shift revenue models toward recurring income. Despite high gross margins (45%–50%), MBLY remains in heavy R&D mode, with negative operating margins and limited growth catalysts until 2027.
Mobileye: Robotaxi Boosts The Bull Thesis (Rating Upgrade)
Mobileye Global Inc. is upgraded to a Strong Buy, driven by a new vertically integrated U.S. robotaxi launch planned for 2027. MBLY's robust autonomous tech stack and existing mobility tools position it to scale rapidly in a competitive market. Despite formidable competition from Waymo and Tesla, MBLY stock's valuation—8.64x 2029 earnings—remains attractive, with potential for upward EPS revisions.
Mobileye Global Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 529 | $3,634.23 | $5,215.94 | $1,581.71 | 43.52% |
| OD Olivier Doublet Caisse Des Depots Et Consignations | 50,676 | $715,545 | $502,959.3 | -$212,585.7 | -29.71% |
 Point72 Asset Management LP Point72 Asset Management LP | 2.9M | $41.63M | $28.12M | -$13.51M | -32.46% |
 Joseph Castro Nuveen LLC | 168,027 | $2.33M | $1.63M | -$698,585.45 | -29.99% |
 Kimberly Van Winkle Twelve Points Wealth Management LLC | 12,824 | $88,100.88 | $124,649.28 | $36,548.4 | 41.48% |
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Mobileye Global Inc. Profile
| Automobile Components Industry | Consumer Discretionary Sector | Amnon Shashua CEO | NASDAQ (NGS) Exchange | 60741F104 CUSIP |
| IL Country | 3,900 Employees | - Last Dividend | - Last Split | 26 Oct 2022 IPO Date |
Overview
Mobileye Global Inc. is at the forefront of developing and deploying advanced driver assistance systems (ADAS) and autonomous driving technologies across the globe. The company operates under two segments: Mobileye and Others. It is renowned for its innovative solutions that enhance vehicle safety and driving efficiency, catering primarily to original equipment manufacturers. Founded in 1999 and headquartered in Jerusalem, Israel, Mobileye Global Inc. has grown to become a key player in the automotive technology industry. As a subsidiary of Intel Overseas Funding Corporation, its mission is to revolutionize the way we perceive and engage with driver assistance and autonomous driving solutions.
Products and Services
- Driver Assist
This extensive suite of ADAS and autonomous vehicle solutions offers real-time detection of road users, geometries, semantics, and markings. It is designed to provide critical safety alerts and emergency interventions, ensuring a safer driving experience.
- Cloud-Enhanced Driver Assist
Enhancing the capabilities of Driver Assist, this solution provides drivers with real-time interpretations of a scene. It integrates cloud-enhanced functionalities to offer a more comprehensive and interactive driving assistance system.
- Mobileye SuperVision Lite
A streamlined version of Mobileye's advanced navigation and assisted driving solution, designed to offer essential functionalities for safer driving. It provides valuable assistance without the full range of features found in the more comprehensive SuperVision package.
- Mobileye SuperVision
As an operational, point-to-point assisted driving and navigation solution usable on various road types, Mobileye SuperVision includes cloud-based enhancements through road experience management. This package offers an advanced level of support and automation for everyday driving.
- Mobileye Chauffeur
Mobileye Chauffeur represents the company's first-generation solution for eyes-off/hands-off driving, keeping a human driver in the driver’s seat but significantly reducing the need for their intervention. It marks a significant step towards fully autonomous driving technologies.
- Mobileye Drive
This self-driving system integrates radar and lidar subsystems with collision avoidance technologies to offer comprehensive autonomous driving capabilities. Mobileye Drive encompasses products like Mobileye 8 Connect for light and medium-duty vehicles and Mobileye Shield+ for larger vehicles, catering to a wide range of automotive applications.
