MBLY — Stock Film
STOCK FILMSCENE 1/10MBLY · $8.25
Stock Expert AI presents
MBLY
Mobileye Global Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Mobileye Global Inc. What it actually does.

Develop advanced driver assistance systems (ADAS) to enhance vehicle safety. Provide cloud-enhanced driver assistance solutions for real-time scene interpretation. Now — the numbers.

on the stock market since 2022
4,200 employees
$6.7B market value
WHERE DOES THE MONEY COME FROM?
98%Mobileye
MobileyeOther Operating 2%
98% of all revenue comes from a single line: Mobileye.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

Revenue last year:
$1.9B
The loss that same year:
$392M
For every $1 it earns, the company spends $1.2.

The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.

In the vault right now:
$1.8B
DEBT: $0
At this pace, that money lasts about 4.7 years.

At this burn rate the cash pile isn’t the pressing question — for now, time is on the company’s side.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
14
very weak

Clearly below the class average.

FINANCIAL STRENGTH
80
very strong

Debt is low and cash is strong; the finances stand solid.

VALUATION
31
very weak

Clearly below the class average.

GROWTH
72
strong

Clearly above the class average — a step short of the very top.

PRICE MOMENTUM
36
weak

Clearly below the class average.

WORTH WATCHING

Business Quality: Profit power and business quality trail similar companies in the sector.

Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.

THE FIVE-YEAR JOURNEY
A long and steep decline.

An investor who bought at the very peak is down 82% today. The business is the same; what changed most is the price — and the expectations — the market pins on it.

1
THE BRIGHT SIDE · 1/3
Sales keep climbing

Over the last 4 years, sales grew about 8% a year on average.

2
THE BRIGHT SIDE · 2/3
Sales are holding up

The company sells $1.9B a year; the problem isn’t sales — it’s costs running above that number.

3
THE BRIGHT SIDE · 3/3
Strong cash, light debt

There is $1.8B in the vault; even if every debt were paid off, $1.8B would remain.

1
THE RISKS · 1/3
The losses continue

A loss of $392M against $1.9B in annual sales.

2
THE RISKS · 2/3
The business trails its class

Measured against its sector, the quality of the business sits below the class average. Report-card grade: 14/100.

3
THE RISKS · 3/3
The price runs ahead of the earnings

Today’s price already includes part of tomorrow’s optimism. Report-card grade: 31/100.

FINALE · THE GRADE
F
21 / 100 · MoonshotScore

On our five-subject report card, MBLY sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: MBLY has solid sales but closed last year at a loss. The road back to profit runs through spending discipline.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

Analysts’ average target sits above today’s price, yet the valuation grade (31/100) says the stock isn’t cheap.

What would you like to do next?
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This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film