Mobileye Global Inc. (MBLY)
NASDAQ (NGS) NASDAQ (NGS) Primary 
XMEX 
Mobileye's robotaxi ambitions have ‘progressed significantly,' and the stock surges
Mobileye Global is touting its robotaxi advancements after the autonomous vehicle technology company saw a stronger-than-expected start to the year.
Mobileye delivers earnings beat, raises full-year outlook
Mobileye (NASDAQ:MBLY) shares added almost 10% following the company's first-quarter 2026 earnings report, which came in ahead of analyst expectations for both revenue and profit and included an upgraded full-year outlook. The autonomous driving technology company reported adjusted earnings per share (EPS) of $0.12, surpassing the consensus estimate of $0.09.
Mobileye (MBLY) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Mobileye (MBLY) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Mobileye Global (MBLY) Beats Q1 Earnings and Revenue Estimates
Mobileye Global (MBLY) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.08 per share a year ago.
Mobileye: Stuck In Neutral
Mobileye Global remains in a transitional phase, struggling to capture leadership in the fast-moving robotaxi and autonomous vehicle markets. The company has a promising $24.5B eight-year revenue pipeline, but annual revenues remain stagnant near $2B, with 2026 guidance projecting flat to 5% growth. The recent $900M Mentee Robotics acquisition pushes MBLY into humanoid robotics, but the company faces formidable competition and rising operating expenses.
Mobileye expands driving monitoring system integration with US automaker
Mobileye (NASDAQ:MBLY) announced that a leading US automaker will integrate its Driver Monitoring System (Mobileye DMS) into future vehicles using the company's EyeQ6L system-on-chip, with production expected to begin in 2027. The program will cover multiple models and model years, expanding the scope of an existing advanced driver-assistance system (ADAS) initiative.
Mobileye: Mentee Acquisition Doesn't Address Investor Concerns
Mobileye Global Inc. now appears deeply undervalued, with its core ADAS business alone justifying the current market cap and its advanced products offering significant upside. The Mentee Robotics acquisition accelerates MBLY's humanoid robot ambitions but adds near-term losses and is unlikely to be a material revenue contributor anytime soon. The acquisition also does nothing to reassure investors that Mobileye will be able to effectively compete in markets that depend on AI, like self-driving vehicles.
How is MBLY Stock Positioned for 2026 After a Strong 2025?
Mobileye enters 2026 with strong ADAS momentum, EyeQ6 wins and robotaxi commercialization shaping a robust growth outlook.
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.
