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 (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'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. 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 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.
MBLY is stepping into humanoid robotics with a $900M Mentee Robotics deal, signaling how auto companies are moving beyond cars into physical AI.
Mobileye said the acquisition would accelerate Mentee's go-to-market strategy for its AI-powered humanoid robotics, with proof-of-concept deployments expected in 2026 and commercialization targeted for 2028.
Mobileye Global on Tuesday said it would acquire humanoid robotics startup Mentee Robotics for about $900 million, as the Israeli self-driving technology firm bets on what it sees as the next frontier of artificial intelligence.
Mobileye Global inks a major deal with a top-10 US automaker for EyeQ6H ADAS, covering about 9M systems.
Mobileye (NASDAQ:MBLY) shares moved higher following news that a top‑10 US automaker has chosen the company's next-generation EyeQ6H chip and Surround ADAS driver-assistance system for millions of future vehicles. The automaker plans to equip a wide range of mainstream and premium models with Surround ADAS as standard, enabling hands-free, “eyes-on” highway driving and advanced safety features.
Mobileye said on Monday it has secured a major U.S. automaker as a customer for its next-generation chip, lifting production outlook, with its self-driving technology rolled out as standard equipment in millions of vehicles.