Mobileye Global Inc. (MBLY) Q4 2025 Earnings Call Transcript
Mobileye Global Inc. (MBLY) Q4 2025 Earnings Call Transcript
Mobileye quarterly earnings miss estimates, shares slide
Mobileye (NASDAQ:MBLY) shares fell more than 3% after the autonomous driving technology company reported fourth quarter results that missed Wall Street expectations on earnings, even as revenue came in above forecasts. The company reported adjusted earnings per share of $0.06 for the fourth quarter of 2025, well below the $0.24 analysts had expected.
Here's What Key Metrics Tell Us About Mobileye (MBLY) Q4 Earnings
The headline numbers for Mobileye (MBLY) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Mobileye Global (MBLY) Meets Q4 Earnings Estimates
Mobileye Global (MBLY) came out with quarterly earnings of $0.06 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.13 per share a year ago.
Mobileye forecasts annual revenue below estimates
Self-driving tech company Mobileye Global forecast annual revenue below Wall Street expectations on Thursday, a sign that slower electric-vehicle production is weighing on demand for its driver assistance technology.
Will Mobileye (MBLY) Beat Estimates Again in Its Next Earnings Report?
Mobileye (MBLY) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Mobileye Global (MBLY) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release
Mobileye (MBLY) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Mobileye: A High Growth Tech Leader Trading At A Bargain Price
Mobileye's (MBLY) advanced SoC devices power numerous L2-L4 autonomous driving packages which I believe will be in high demand from OEMs for many years to come. Shares trade at a non-GAAP forward PEG ratio of 0.81x, which is more than 50% below the sector median of 1.86x suggesting potential upside related to a re-rating. The recent $900 million acquisition of Mentee Robotics may act as a growth engine, but I view the circular nature of the deal to be a potential warning sign.
Mobileye Global Inc. (MBLY) Presents at CES 2026 Transcript
Mobileye Global Inc. (MBLY) Presents at CES 2026 Transcript
Mobileye: Still A Strong Buy Based On Future Sales Potential
Mobileye Global Inc. is rated a Strong Buy, with a 12-month price target raised to $20-22, reflecting extreme undervaluation after Intel's divestment-driven selloff. MBLY's advanced driver-assistance systems, or ADAS, technology is gaining traction with major automakers, positioning the company as a leading player in autonomous driving. With projected 2027 EPS of $0.60-0.80 and a forward PEG well below one, MBLY trades at only 15-20x forward earnings, highlighting its attractive valuation.
Mobileye Stock Pops on $900 Million Mentee Acquisition
Mobileye Global Inc (NASDAQ:MBLY) stock was last seen trading near breakeven at $12.18, earlier surging as high as $14.33 after news that the Israel-based autonomous driving company is acquiring humanoid robot startup Mentee in a cash and stock deal worth about $900 million.
Robot Revolution in Autos: MBLY, TSLA, Hyundai & Peers in Focus
MBLY is stepping into humanoid robotics with a $900M Mentee Robotics deal, signaling how auto companies are moving beyond cars into physical AI.
