Mobileye Global Inc. (MBLY) Stock: Price, Forecast & Analyst Target
Mobileye Global Inc. (MBLY) — MoonshotScore 21/100 (Weak band), calculated Oct 4, 2026. Price $7.42 (+0.95%), as of the Oct 2, 2026 trading session; market cap $6.05B. Expected results Oct 22, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 4.19× (market value Oct 2, 2026; cash Jun 27, 2026) · expected results Oct 22, 2026
Mobileye Global Inc. · MBLY · NASDAQ · Consumer Cyclical · Auto - Parts
Research dated 2026-09-13: Mobileye develops software and hardware systems that allow vehicles to navigate roads autonomously and avoid collisions. Though classified alongside traditional automotive parts suppliers, the business functions as a heavy research and development enterprise pushing toward full machine driving. The central tension for investors involves managing massive engineering costs against an industry timeline for fully autonomous vehicles that keeps shifting.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · Mobileye Global (MBLY)
WeakWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
A strong balance sheet and durable growth, but bottom-tier quality. Business Quality: Poor; Financial Safety: Sound; Valuation: Rich; Growth Durability: Growing; Momentum: Slipping.
- quarterly revenue $508M (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 7 of 8
- Altman Z 3.53 · Piotroski F 3
Holding back: weak fundamentals, weak price trend
Helping: balance-sheet strength, durable growth
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 22 | Weak | |
| 22 | Weak | |
| 22 | Weak | |
| 22 | Weak | |
| 21 | Weak | |
| 21 | Weak |
The score was 21 in the stored Oct 3, 2026 snapshot and remains 21 in the current publication computed Oct 4, 2026 (0).
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $7.42 | |
| Change on the day | +0.95% | |
| 52-week range | $6.47 – $15.81 | |
| Market capitalisation | $6.05B | |
| Shares traded on the day | 8.06M | |
| Beta (volatility vs the S&P 500) | 1.21 |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · in line with the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
For example, we expect the cash impact of the benefit recognized in 2026 to occur 2 years later gradually from the beginning of 2028.
Moran Rojansky · Statement from
Humanoid robotics is the next big thing, and we are still bullish on 2028 to be able to ship robots to the first use case, which we believe is going to be B2C and not B2B.
Amnon Shashua · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsCouncil Score · weighted blend of 2 available disciplines
Council score for Mobileye Global (MBLY): Split View
45/100 · CSome lenses disagree with the MoonshotScore. Compare their readings below; each uses a different method.
5-Factor Breakdown
Legends Council
6 lenses, 6 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 4, 2026
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
Five of these lenses read this company more favourably than the MoonshotScore does: Dalio-style lens, Griffin-style lens, Englander-style lens, Klarman-style lens and Moon AI lens. Each lens is a separate scoring function over its own inputs, so a disagreement is a difference of method rather than a correction — the page's answer stays the MoonshotScore above.
On Sep 10, 2026, the Munger lens read the price at that time as undervalued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the MBLY film — every key number, told as a short cinematic story
~2 min · open the film
What is Mobileye Global (MBLY), and what does it report?
Short answer · as of
The company designs the sensor arrays and computing platforms that automakers install to add collision avoidance and autonomous navigation to passenger and commercial vehicles.
Research dated 2026-09-13.
The company designs the sensor arrays and computing platforms that automakers install to add collision avoidance and autonomous navigation to passenger and commercial vehicles. Its product suite ranges from basic driver assistance algorithms to complete self-driving systems designed for robotaxis.
Reported revenue measures the volume of these systems shipped to automotive manufacturers, while operating expenses track the immense engineering effort required to map roads and train navigation software. A corporate parent retains massive majority ownership, leaving only a small portion of the equity trading on the open market.
What do the latest results show for Mobileye Global (MBLY)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $508M.
Research dated 2026-09-13.
Recent reporting periods show deepening net losses driven largely by surging research and development expenses as the company races to finalize its most advanced self-driving products. Despite the steep accounting losses, cash generated from actual daily operations remains consistently positive.
This divergence occurs because the heaviest costs stem from non-cash accounting charges rather than immediate cash outflows. Sales totals have retreated from their historical peaks, reflecting a transitional phase as the automotive industry recalibrates its readiness for deploying fully autonomous fleets.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $508.00M Jun 27, 2026
- Latest quarter · R&D
- $207.00M Jun 27, 2026
- Latest quarter · SG&A
- $58.00M Jun 27, 2026
- Latest quarter · FMP standardized operating result
- −$30.00M Jun 27, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 27, 2026 | $508.00M | $207.00M | $58.00M | −$30.00M |
| Mar 28, 2026 | $558.00M | $323.00M | $60.00M | −$108.00M |
| Dec 27, 2025 | $446.00M | $290.00M | $52.00M | −$140.00M |
| Sep 27, 2025 | $504.00M | $304.00M | $48.00M | −$109.00M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $508.00M Jul 23, 2026
- Latest report · revenue estimate
- $480.52M Jul 23, 2026
- Latest report · revenue vs estimate
- Above estimate Jul 23, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 23, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 23, 2026 | $508.00M | $480.52M | $0.1900 | $0.0566 |
| Apr 23, 2026 | $558.00M | $519.88M | $0.1200 | $0.0842 |
| Jan 22, 2026 | $446.00M | $432.30M | $0.0600 | $0.0600 |
| Oct 23, 2025 | $504.00M | $480.92M | $0.0900 | $0.0858 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $508M | -$21M | -$0.03 (diluted) |
| Q1 FY2026 | $558M | -$3.82B | -$4.68 (diluted) |
| Q4 FY2025 | $446M | -$127M | -$0.16 (diluted) |
| Q3 FY2025 | $504M | -$96M | -$0.12 (diluted) |
What are the financial strengths and risks for Mobileye Global (MBLY)?
Short answer
Cash and short-term investments were $1.44B at the Jun 27, 2026 balance-sheet date. Operating cash flow was $131.00M for the quarter ended Jun 27, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
The balance sheet is structured to withstand prolonged development cycles, holding massive cash reserves and operating entirely without debt. This liquidity provides a critical buffer as the enterprise funds an exceptionally high engineering payroll without needing to borrow.
The primary risk lies in the gap between current development spending and future automotive adoption. If car manufacturers delay integrating advanced autonomous features due to regulatory hurdles or consumer hesitation, the engineering costs will continue to compound without the expected revenue offset.
Data-derived red flags
- Negative return on equity (-40.4%) — the business is not currently generating profit on shareholder capital.
- Weak fundamentals — a Piotroski F-Score of 3/9 flags soft profitability, leverage or efficiency.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $131.00M Jun 27, 2026
- Previous quarter · operating cash flow
- $75.00M Mar 28, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 27, 2026 | $131.00M | −$21.00M |
| Mar 28, 2026 | $75.00M | −$30.00M |
| Dec 27, 2025 | $124.23M | −$29.03M |
| Sep 27, 2025 | $167.00M | −$24.00M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Mobileye Global (MBLY)?
Short answer · as of
The next earnings report is expected on Oct 22, 2026.
Research dated 2026-09-13.
Investors should monitor the sales mix transitioning from basic driver assistance towards higher-margin, fully autonomous platforms. Management recently signaled intentions to apply its computer vision expertise beyond vehicles, targeting the consumer robotics market in the coming years.
Any concrete development on shipping navigation systems for humanoid robots would represent a major expansion of the core business model. Meanwhile, the relationship with its parent company requires attention, as the parent controls enough voting power to dictate corporate strategy entirely.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
For example, we expect the cash impact of the benefit recognized in 2026 to occur 2 years later gradually from the beginning of 2028.
Moran Rojansky ·
Humanoid robotics is the next big thing, and we are still bullish on 2028 to be able to ship robots to the first use case, which we believe is going to be B2C and not B2B.
Amnon Shashua ·
How does Mobileye Global compare with its peers?
Short answer
Mobileye Global's score ranks 13th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
Most automotive parts suppliers operate on thin margins manufacturing physical components, but this enterprise functions like a software developer embedded within the industrial supply chain.
While standard technology companies can deploy software updates instantly to users, this business remains tethered to the lengthy design and production cycles of global car manufacturers. It also uniquely benefits from a crowdsourced mapping network generated by vast fleets of vehicles already on the road, creating a structural data advantage that new entrants struggle to replicate.
| Company | Price | Market value | Score |
|---|---|---|---|
| $89.54 Oct 2, 2026 | $12.6B | 89 5-pillar Oct 4, 2026 | |
| $123.06 Oct 2, 2026 | $3.68B | 84 5-pillar Oct 4, 2026 | |
| $22.08 Oct 2, 2026 | $4.70B | 83 5-pillar Oct 4, 2026 | |
| $64.57 Oct 2, 2026 | $17.6B | 79 5-pillar Oct 4, 2026 | |
| $120.85 Oct 2, 2026 | $6.05B | 76 5-pillar Oct 4, 2026 | |
| $27.07 Oct 2, 2026 | $5.05B | 76 5-pillar Oct 4, 2026 | |
| $111.85 Oct 2, 2026 | $8.19B | 75 5-pillar Oct 4, 2026 | |
| $60.52 Oct 2, 2026 | $12.4B | 71 5-pillar Oct 4, 2026 | |
| $106.05 Oct 2, 2026 | $11.5B | 71 5-pillar Oct 4, 2026 | |
| $117.97 Oct 2, 2026 | $9.78B | 69 5-pillar Oct 4, 2026 | |
| $22.80 Oct 2, 2026 | $5.77B | 65 5-pillar Oct 4, 2026 | |
| $156.14 Oct 2, 2026 | $10.3B | 64 5-pillar Oct 4, 2026 | |
| Mobileye Global (MBLY) — this page | $7.42 | $6.05B | 21 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $7.00 – $18.00
- Consensus target
- $11.21
- Median target
- $10.50
Consensus record · Captured .
Measured against a quoted price of $7.42 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Sep 10, 2026
- Transactions
- 8
- Identified insiders
- 8
- Purchases
- 2
- Sales
- 0
- Other transactions
- 6
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 22.6% Period end Jun 30, 2026
- Previous quarter · ownership
- 22.6% Prior to period end Jun 30, 2026
- Reporting holders
- 317 Period end Jun 30, 2026
- Previous quarter · holders
- 319 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Intel Corp | 50,000,000 |
| Two Sigma Investments, LP | 10,216,964 |
| Manufacturers Life Insurance Company, The | 9,708,864 |
| Goldman Sachs Group INC | 7,180,555 |
| Blackrock, INC. | 6,419,678 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Mobileye Global (MBLY)?
Common Questions About MBLY (Consumer Cyclical)
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
Does the parent company still control corporate strategy?
A corporate parent holds the vast majority of outstanding shares. This concentrated ownership structure means public shareholders have negligible voting power over board appointments or strategic direction.
Why do operating cash flows remain positive despite steep accounting losses?
The massive net losses reported on the income statement include substantial non-cash charges that do not drain the bank account. The actual cash collected from automotive clients continues to exceed the cash paid out for daily operational expenses.
Does the business manufacture physical vehicles or robotaxis?
The enterprise builds the sensor hardware and processing algorithms that enable autonomy, but it relies on traditional automotive manufacturers to assemble the actual cars. It functions strictly as a technology supplier and mapping network operator rather than a vehicle manufacturer.
How does the robotics initiative fit into the automotive strategy?
Management intends to repurpose its spatial mapping and collision avoidance software for the consumer robotics market. This represents an attempt to monetize existing engineering investments across an entirely new category of physical machines.
What is the MBLY stock price today?
The last price recorded on this page for Mobileye Global Inc. (MBLY) is $7.42, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the MBLY price target?
The analyst consensus price target for Mobileye Global Inc. (MBLY) is $11.21 (range $7.00 to $18.00, median $10.50), per FMP data captured Oct 4, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (83 figures)
The 83 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Moran Rojansky (Jul 23, 2026): For example, we expect the cash impact of the benefit recognized in 2026 to occur 2 years later gradually from the beginning of 2028. Amnon Shashua (Jul 23, 2026): Humanoid robotics is the next big thing, and we are still bullish on 2028 to be able to ship robots to the first use case, which we believe is going to be B2C and not B2B. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | HAR Hotzvim, 13 Hartom Street, P.O. BOX 45157, Jerusalem | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "Har Hotzvim, Jerusalem, JM, 9777015, IL". |
FMP — 72 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 22, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $7.42 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T12:24:45.044Z. | |
px.change | Change on the day | +0.95% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $6.05B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:01.000Z. Captured from FMP at 2026-10-04T12:24:44.061Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$0.07 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $508M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.volume | Shares traded on the day | 8.06M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.21 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Amnon Shashua | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 4,200 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $1.39B, net result −$75.00M; FY2022 revenue $1.87B, net result −$82.00M; FY2023 revenue $2.08B, net result −$27.00M; FY2024 revenue $1.65B, net result −$3.09B; FY2025 revenue $1.89B, net result −$392.00M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Mobileye $1.85B · Other Operating Segment $39.00M | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 47.4% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-27.revenue_k | Revenue — period end 2026-06-27 | $508.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-27.rd_k | R&D — period end 2026-06-27 | $207.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-27.sga_k | SG&A — period end 2026-06-27 | $58.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-27.operating_result_k | FMP standardized operating result — period end 2026-06-27 | −$30.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-28.revenue_k | Revenue — period end 2026-03-28 | $558.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-28.rd_k | R&D — period end 2026-03-28 | $323.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-28.sga_k | SG&A — period end 2026-03-28 | $60.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-28.operating_result_k | FMP standardized operating result — period end 2026-03-28 | −$108.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-27.revenue_k | Revenue — period end 2025-12-27 | $446.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-27.rd_k | R&D — period end 2025-12-27 | $290.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-27.sga_k | SG&A — period end 2025-12-27 | $52.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-27.operating_result_k | FMP standardized operating result — period end 2025-12-27 | −$140.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-27.revenue_k | Revenue — period end 2025-09-27 | $504.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-27.rd_k | R&D — period end 2025-09-27 | $304.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-27.sga_k | SG&A — period end 2025-09-27 | $48.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-27.operating_result_k | FMP standardized operating result — period end 2025-09-27 | −$109.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-23.revenue_actual | Revenue · reported — report date 2026-07-23 | $508.00M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-23.revenue_estimated | Revenue · estimate — report date 2026-07-23 | $480.52M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-23.eps_actual | EPS · reported — report date 2026-07-23 | $0.1900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-23.eps_estimated | EPS · estimate — report date 2026-07-23 | $0.0566 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-23.revenue_actual | Revenue · reported — report date 2026-04-23 | $558.00M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-23.revenue_estimated | Revenue · estimate — report date 2026-04-23 | $519.88M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-23.eps_actual | EPS · reported — report date 2026-04-23 | $0.1200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-23.eps_estimated | EPS · estimate — report date 2026-04-23 | $0.0842 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-22.revenue_actual | Revenue · reported — report date 2026-01-22 | $446.00M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-22.revenue_estimated | Revenue · estimate — report date 2026-01-22 | $432.30M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-22.eps_actual | EPS · reported — report date 2026-01-22 | $0.0600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-22.eps_estimated | EPS · estimate — report date 2026-01-22 | $0.0600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-23.revenue_actual | Revenue · reported — report date 2025-10-23 | $504.00M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-23.revenue_estimated | Revenue · estimate — report date 2025-10-23 | $480.92M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-23.eps_actual | EPS · reported — report date 2025-10-23 | $0.0900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-23.eps_estimated | EPS · estimate — report date 2025-10-23 | $0.0858 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $1.44B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $131.00M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-27. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $0.00 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $0.00 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 0.74× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-27.operating_cash_flow_m | Operating cash flow — period end 2026-06-27 | $131.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-28.operating_cash_flow_m | Operating cash flow — period end 2026-03-28 | $75.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-27.capex_m | Capital expenditure (reported) — period end 2026-06-27 | −$21.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-28.capex_m | Capital expenditure (reported) — period end 2026-03-28 | −$30.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-27.operating_cash_flow_m | Operating cash flow — period end 2025-12-27 | $124.23M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-27.capex_m | Capital expenditure (reported) — period end 2025-12-27 | −$29.03M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-27.operating_cash_flow_m | Operating cash flow — period end 2025-09-27 | $167.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-27.capex_m | Capital expenditure (reported) — period end 2025-09-27 | −$24.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $7.00 – $18.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $11.21 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $10.50 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 8 transactions · 2 purchases, 0 sales, 6 other transactions · 8 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Sep 10, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 22.6% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 22.6% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 317 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 319 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Intel Corp — shares in provider snapshot | 50,000,000 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Two Sigma Investments, LP — shares in provider snapshot | 10,216,964 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Manufacturers Life Insurance Company, The — shares in provider snapshot | 9,708,864 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Goldman Sachs Group INC — shares in provider snapshot | 7,180,555 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Blackrock, INC. — shares in provider snapshot | 6,419,678 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 4 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 7 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-04 | |
fin.scores | Distress and quality screens | Altman Z 3.53 · Piotroski F 3 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-03 · Expired observation | |
px.range52 | 52-week range | $6.47 – $15.81 | UNRECORDED | Stored company-profile observation — Captured 2026-10-04 | |
fin.ratios | Return and yield ratios (trailing twelve months) | ROE -40.4% · ROA -46.0% · current ratio 4.60 · earnings yield -67.2% · free-cash-flow yield 6.5% | — | UNRECORDED | Stored key metrics — Date unknown |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 4.19× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $1.44B at Jun 27, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-27. The inputs do not establish a single common source date for this ratio. |
earn.history.depth.2026-07-23.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($508.00M) with the recorded estimate ($480.52M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-23.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.1900) with the recorded estimate ($0.0566) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 21 of 100 · Weak · pillars 14 / 78 / 36 / 72 / 30 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 21 (stored snapshot Oct 3, 2026) → 21 (current publication computed Oct 4, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-27. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-27.revenue_k,fin.q_table.depth.2026-06-27.rd_k,fin.q_table.depth.2026-06-27.sga_k,fin.q_table.depth.2026-06-27.operating_result_k,fin.q_table.depth.2026-03-28.revenue_k,fin.q_table.depth.2026-03-28.rd_k,fin.q_table.depth.2026-03-28.sga_k,fin.q_table.depth.2026-03-28.operating_result_k,fin.q_table.depth.2025-12-27.revenue_k,fin.q_table.depth.2025-12-27.rd_k,fin.q_table.depth.2025-12-27.sga_k,fin.q_table.depth.2025-12-27.operating_result_k,fin.q_table.depth.2025-09-27.revenue_k,fin.q_table.depth.2025-09-27.rd_k,fin.q_table.depth.2025-09-27.sga_k,fin.q_table.depth.2025-09-27.operating_result_k. - Earnings-history note. Source series as of 2026-07-23. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-23.revenue_actual,earn.history.depth.2026-07-23.revenue_estimated,earn.history.depth.2026-07-23.revenue_actual.comparison,earn.history.depth.2026-07-23.eps_actual.comparison,earn.history.depth.2026-07-23.eps_actual,earn.history.depth.2026-07-23.eps_estimated,earn.history.depth.2026-04-23.revenue_actual,earn.history.depth.2026-04-23.revenue_estimated,earn.history.depth.2026-04-23.eps_actual,earn.history.depth.2026-04-23.eps_estimated,earn.history.depth.2026-01-22.revenue_actual,earn.history.depth.2026-01-22.revenue_estimated,earn.history.depth.2026-01-22.eps_actual,earn.history.depth.2026-01-22.eps_estimated,earn.history.depth.2025-10-23.revenue_actual,earn.history.depth.2025-10-23.revenue_estimated,earn.history.depth.2025-10-23.eps_actual,earn.history.depth.2025-10-23.eps_estimated. - Cash-flow note. Source series as of 2026-06-27. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-27.operating_cash_flow_m,fin.opcf.depth.2026-03-28.operating_cash_flow_m,fin.opcf.depth.2026-06-27.capex_m,fin.opcf.depth.2026-03-28.capex_m,fin.opcf.depth.2025-12-27.operating_cash_flow_m,fin.opcf.depth.2025-12-27.capex_m,fin.opcf.depth.2025-09-27.operating_cash_flow_m,fin.opcf.depth.2025-09-27.capex_m.
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Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Sector / industry (provider taxonomy) | Consumer Cyclical / Auto - Parts The company's SEC filings classify it under SIC 7372 — Services-Prepackaged Software. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Business description | Mobileye Global Inc. is at the forefront of developing and deploying sophisticated advanced driver assistance systems (ADAS) and autonomous driving technologies worldwide. Its diverse array of offerings includes Driver Assist, a suite of ADAS and autonomous vehicle capabilities that prioritize safety by providing real-time detection of road users, geometry, semantics, and markings, leading to timely alerts and emergency interventions. Complementing this, Cloud-Enhanced Driver Assist furnishes drivers with immediate, cloud-informed interpretations of their surroundings. The company also features its Mobileye SuperVision family of products, which spans from the concise SuperVision Lite, an effective driver assistance solution, to the more comprehensive SuperVision. The latter is an advanced assisted point-to-point navigation system, functional across various road types, and integrates cloud-based enhancements such as road experience management, alongside supporting seamless over-the-air updates. For higher levels of autonomy, Mobileye offers Mobileye Chauffeur, a next-generation solution, and Mobileye Drive, a robust Level 4 autonomous system that includes self-driving vehicle platforms and autonomous mobility-as-a-service options. Founded in 1999, Mobileye Global Inc. maintains its headquarters in Jerusalem, Israel, and operates as a subsidiary of Intel Overseas Funding Corporation. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-27 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Revenue by segment | Mobileye: $1.85B; Other Operating Segment: $39.00M | 2025-12-27 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Institutional ownership (13F) | Holders: 316; Quarter: 2026-06-30; Ownership: 22.6%; Holders previous quarter: 318; Ownership previous quarter: 22.6 13F filings are quarterly and lag the quarter end by up to 45 days. | 2026-06-30 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings |
| Largest 5 institutional holders | Captured record · 5 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-27 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-27 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-23 | FMP | Financial Modeling Prep (FMP) earnings |
| Cash, investments and debt | Total debt: $0; Liquidity basis: cash and short-term investments; Total liabilities: $628.00M; Cash and short-term investments: $1.44B; Cash and investments: $1.44B; Long-term investments: $0; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-27 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-27 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash against market value | As of: 2026-06-27; Cash basis: cash and short-term investments; Net cash: $1.44B; Total debt: $0; Cash and investments: $1.44B Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-27 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Trailing twelve-month ratio set | Quick ratio: 3.92; Current ratio: 4.6; Net margin: -201.5%; Gross margin: 47.4%; Operating margin: -19.2%; Return on assets: -46%; Return on equity: -40.4% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Management outlook — dated call excerpts | Captured record · 2 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-07-23 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Next earnings report | Date: 2026-10-22; EPS estimate: $0.1 per share; Revenue estimate: $475.01M The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
Data provided for informational purposes only.