Mobileye očekává za čtvrtletí zisk na akcii (EPS) ve výši 0,10 USD, což představuje meziroční nárůst o 11,1 %, při tržbách ve výši 473,84 milionu USD, meziročně nižších o 6 %.
Wall Street expects a year-over-year increase in earnings on lower revenues when Mobileye Global (MBLY - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 29. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis maker of driver-assistance systems and autonomous driving technologies is expected to post quarterly earnings of $0.10 per share in its upcoming report, which represents a year-over-year change of +11.1%.
Revenues are expected to be $473.84 million, down 6% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 50% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Mobileye?For Mobileye, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -7.35%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Mobileye will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Mobileye would post earnings of $0.06 per share when it actually produced earnings of $0.19, delivering a surprise of +216.67%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Mobileye doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsAnother stock from the Zacks Automotive - Original Equipment industry, Camping World (CWH - Free Report) , is soon expected to post earnings of $0.16 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of -62.8%. Revenues for the quarter are expected to be $1.68 billion, down 6.8% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Camping World has been revised 12.5% down to the current level. Nevertheless, the company now has an Earnings ESP of 0.00%, reflecting an equal Most Accurate Estimate.
When combined with a Zacks Rank of #4 (Sell), this Earnings ESP makes it difficult to conclusively predict that Camping World will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Counterpoint Mutual Funds ve třetím čtvrtletí získal 1 227 876 akcií společnosti Mobileye Global (MBLY) v hodnotě zhruba 9,074 milionu USD, což představuje podíl 0,15 %.
Counterpoint Mutual Funds LLC acquired a new position in shares of Mobileye Global Inc. (NASDAQ:MBLY – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 1,227,876 shares of the company’s stock, valued at approximately $9,074,000. Counterpoint Mutual Funds LLC owned about 0.15% of Mobileye Global as of its most recent SEC filing.
Several other institutional investors have also added to or reduced their stakes in MBLY. Harel Insurance Investments & Financial Services Ltd. boosted its stake in shares of Mobileye Global by 24.5% in the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 3,585,733 shares of the company’s stock valued at $24,634,000 after buying an additional 705,400 shares during the period. Assenagon Asset Management S.A. increased its stake in Mobileye Global by 6.9% in the third quarter. Assenagon Asset Management S.A. now owns 2,586,131 shares of the company’s stock valued at $19,112,000 after acquiring an additional 166,392 shares during the last quarter. Bank of America Corp DE raised its position in Mobileye Global by 5.8% during the first quarter. Bank of America Corp DE now owns 2,036,548 shares of the company’s stock valued at $13,991,000 after purchasing an additional 111,215 shares in the last quarter. Pacer Advisors Inc. bought a new stake in shares of Mobileye Global during the 4th quarter worth $15,290,000. Finally, First Trust Advisors LP boosted its stake in Mobileye Global by 27.7% in the first quarter. First Trust Advisors LP now owns 1,152,499 shares of the company’s stock valued at $7,918,000 after buying an additional 249,921 shares in the last quarter. 13.25% of the stock is currently owned by institutional investors.
Wall Street Analyst Weigh In A number of research firms recently issued reports on MBLY. Zacks Research upgraded shares of Mobileye Global from a “hold” rating to a “strong-buy” rating in a research report on Monday, September 21st. Barclays reiterated an “equal weight” rating and issued a $9.00 price objective (down from $14.00) on shares of Mobileye Global in a report on Wednesday, September 30th. UBS Group reduced their price objective on shares of Mobileye Global from $9.00 to $7.50 and set a “neutral” rating on the stock in a research note on Wednesday, October 7th. The Goldman Sachs Group reduced their price target on Mobileye Global from $9.00 to $8.00 and set a “neutral” rating on the stock in a research report on Tuesday, October 6th. Finally, Morgan Stanley cut their price objective on Mobileye Global from $10.00 to $9.00 and set an “equal weight” rating on the stock in a research note on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $11.23.
Check Out Our Latest Analysis on MBLY Insider Buying and Selling In other Mobileye Global news, Director Frank Yeary purchased 12,360 shares of the company’s stock in a transaction that occurred on Thursday, July 30th. The shares were acquired at an average cost of $7.98 per share, for a total transaction of $98,632.80. Following the completion of the acquisition, the director owned 12,360 shares of the company’s stock, valued at $98,632.80. The trade was a ∞ increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Safroadu Yeboah-Amankwah bought 11,841 shares of the stock in a transaction dated Thursday, August 6th. The shares were acquired at an average price of $8.46 per share, for a total transaction of $100,174.86. Following the completion of the purchase, the director directly owned 84,336 shares in the company, valued at approximately $713,482.56. This trade represents a 16.33% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 10.00% of the company’s stock.
Mobileye Global Stock Down 2.8% Shares of MBLY opened at $7.22 on Friday. The stock has a market cap of $6.06 billion, a P/E ratio of -1.45, a P/E/G ratio of 2.43 and a beta of 1.25. The business’s fifty day moving average is $8.10 and its 200 day moving average is $8.59. Mobileye Global Inc. has a 12-month low of $6.47 and a 12-month high of $15.19.
Mobileye Global (NASDAQ:MBLY – Get Free Report) last released its quarterly earnings results on Thursday, July 23rd. The company reported $0.19 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.06 by $0.13. The business had revenue of $508.00 million during the quarter, compared to the consensus estimate of $480.51 million. Mobileye Global had a positive return on equity of 0.70% and a negative net margin of 201.49%. The company’s quarterly revenue was up .4% on a year-over-year basis. During the same quarter in the previous year, the business earned ($0.08) EPS. On average, analysts expect that Mobileye Global Inc. will post 0.11 EPS for the current year.
Mobileye Global News Summary Here are the key news stories impacting Mobileye Global this week:
Positive Sentiment: Citigroup initiated coverage with a Buy rating and an $11 price target, implying substantial upside from MBLY’s recent $7.22 level. Citi highlighted Mobileye’s position as a global leader in vehicle-vision technology and its long-term opportunity in advanced driver-assistance systems. Citigroup Initiates Mobileye Global at Buy Rating, $11 Price Target Positive Sentiment: Analyst estimates compiled in a separate report put Mobileye’s average price target at approximately $11.25, suggesting that analysts collectively see meaningful recovery potential from current levels. Mobileye Global Inc. Stock Has Average Target Price of $11.25 Neutral Sentiment: A Zacks industry outlook featured Mobileye alongside Hesai Group, keeping MBLY in focus within the vehicle-sensing and autonomous-driving technology sector. However, the available information does not identify a new earnings forecast or specific company catalyst. Zacks Industry Outlook Highlights Mobileye Global and Hesai Group Negative Sentiment: Morgan Stanley lowered its price target from $10 to $9 and maintained an Equal Weight rating. Although the revised target remains above the recent share price, the cut signals more limited near-term conviction and offsets some of Citi’s optimism. Morgan Stanley Lowers Mobileye Price Target (Free Report)
Mobileye Global Inc is a technology company focused on advanced driver-assistance systems (ADAS) and autonomous driving. Its technologies are designed to help improve road safety and support automated driving through computer vision, artificial intelligence, sensor fusion and mapping.
The company develops and supplies products for automakers and mobility providers, including EyeQ system-on-chips, camera-based driver-assistance features, SuperVision hands-free driving technology, and autonomous driving platforms.
Further Reading Five stocks we like better than Mobileye Global Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery Want to see what other hedge funds are holding MBLY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Mobileye Global Inc. (NASDAQ:MBLY – Free Report).
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BlackBerry Shifts Gears With Coretura DealMobileye Global NASDAQ: MBLY said its core advanced driver-assistance systems business has strengthened in 2026, while the company works to expand its higher-content hands-free driving offerings and develop a more vertically integrated robotaxi strategy.
Speaking with Evercore ISI Head of Global Auto and Mobility Chris McNally, Chief Communications Officer Dan Galves acknowledged that several anticipated SuperVision partnerships “didn't really materialize” in their first round. Still, he said the company sees reasons for optimism in its core ADAS business, emerging-market growth and planned launches with automakers including Porsche.
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Core ADAS Volume Outlook Improves 3 Robotics Stocks Under $10: Value, Momentum, or Bet?Galves said Mobileye expects approximately 10% volume growth based on its July guidance, compared with an original expectation for 4% growth. He attributed the projected growth to roughly 3% from China exports, 3% from first-quarter safety-stock increases and 4% growth among its top 10 customers.
That customer growth compares with an estimated 5% decline in global production among those top 10 OEM customers, according to Galves. He said the company’s growth relative to customer production reflects strong performance despite a sluggish broader auto-production environment.
Forget Tesla: These 2 Earnings Reports Reveal Where the Auto Market Is HeadingChina-based automakers have increased exports as their domestic market remains weak, Galves said. Mobileye has stronger share on export vehicles, particularly with Chery and Geely, than it does on vehicles sold in China. He said exports are reaching markets including Russia, Brazil, Malaysia and Australia, rather than being concentrated in Western Europe.
According to Galves, low ADAS penetration in those markets is prompting legacy automakers to standardize more ADAS content. He cited S&P data showing about 1 million to 1.5 million units of emerging-market ADAS adoption growth this year and said Mobileye expects that figure could be revised higher.
Looking further ahead, Galves identified India as a significant potential growth market, citing Mobileye’s position with Mahindra and Tata as well as regulations expected in 2027. However, he said growth beyond roughly 40 million units will not be easy because of production declines among some major customers and already-high ADAS penetration in North America and Western Europe.
Hands-Free Systems Offer Higher Content Opportunity Mobileye sees highway hands-free Level 2+ systems as the largest near-term growth opportunity in ADAS. Galves distinguished those products from point-to-point systems, which can drive a vehicle to a destination across varied road types and conditions.
While point-to-point systems such as Tesla’s Full Self-Driving receive considerable attention, Galves said highway hands-free systems are expected to account for more volume over the next several years. He cited an estimated 18% compound annual growth rate for the segment over the next two to three years.
The company has secured two major new “Surround ADAS” programs with Volkswagen and a large U.S. OEM, Galves said, while BMW elected to continue working with Qualcomm. Surround ADAS includes multiple cameras, radars, an EyeQ6 High processor and Mobileye-provided software for capabilities including parking and driver monitoring.
Galves said the systems can lower costs for automakers. In one program, he said Mobileye expects to reduce the OEM’s current cost to approximately $400 from about $1,200. The company expects Surround ADAS to generate two to three times the average selling price of a base system while maintaining the same gross-margin profile.
Mobileye also discussed its Cloud-Enhanced ADAS offering, which Stellantis selected to add REM road intelligence to an existing EyeQ6 Lite program. Galves said the upgrade can increase average selling price to about $90 from $50, while gross profit per unit is similar to the more comprehensive Surround ADAS system.
Porsche Launch Seen as SuperVision Proof Point Galves said Mobileye’s SuperVision system with Porsche is scheduled to launch next year and could become an important proof point for its point-to-point capabilities. He said the Porsche program continues to indicate annual volume of roughly 300,000 to 350,000 units after several years, rather than in the initial 2027 launch year.
He said the launch could provide evidence that Mobileye can execute a next-generation system that competes with Tesla’s FSD. The company has also received calls concerning possible fallback programs, Galves said, as automakers pursue multi-supplier approaches and seek to retain their own intellectual property in point-to-point autonomy programs.
For its Chauffeur program with Audi, Galves said development is making good progress and remains on track for a planned second-quarter 2028 launch, though “a lot of work” remains.
Robotaxi Efforts Expand Beyond OEM Partnerships Mobileye said its existing robotaxi partnerships are advancing. Closed-user-group testing with Volkswagen ID. Buzz vehicles has begun in Orlando and has been underway for months in Hamburg, both with safety drivers. Los Angeles testing is occurring in Santa Monica and West Hollywood, while Oslo and Berlin are also target cities.
Galves said Mobileye’s partner HOLON, owned by BENTELER Group, has been selected as the production autonomous-vehicle partner for Deutsche Bahn’s KIRA initiative. The program is intended to integrate autonomous vehicles into public transportation in multiple German regions.
Mobileye is also pursuing its own vertically integrated robotaxi platform. Galves said the company intends to have vehicles delivered from automakers without self-driving equipment to an upfit facility, after which Mobileye would own the completed vehicle. That structure would allow the company to sell or lease vehicles to operators, deploy them in its own service, or use them in third-party services.
The company does not intend to necessarily operate a fully vertically integrated service in direct competition with Waymo, Galves said. Instead, it aims to establish a complete service and demonstrate driverless operation to improve its negotiating position with potential fleet-scale partners.
Galves said Mobileye expects to have AV-ready vehicles by the end of the year or early 2027 and believes an OEM could produce a purpose-designed variation of an existing vehicle platform in the thousands annually. He said the company believes it can bring the bill of materials cost for its self-driving system below $10,000, excluding the cost of the vehicle itself.
About Mobileye Global (NASDAQ:MBLY)Mobileye Global Inc is a technology company focused on advanced driver-assistance systems (ADAS) and autonomous driving. Its technologies are designed to help improve road safety and support automated driving through computer vision, artificial intelligence, sensor fusion and mapping.
The company develops and supplies products for automakers and mobility providers, including EyeQ system-on-chips, camera-based driver-assistance features, SuperVision hands-free driving technology, and autonomous driving platforms.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Mobileye vedla sérii B pro Beep, provozovatele autonomních shuttle na Floridě, a celkové získané financování firmy tak vzrostlo na zhruba 130 milionů USD. Zároveň dál investuje do fyzické AI, včetně nákupu Mentee Robotics za přibližně 612 milionů USD.
Mobileye is losing money, trading below book value, and largely absent from Intel's investor pitch, yet it just led a venture round for a Florida shuttle startup with ambitions far beyond Orlando. What that check reveals about the future of…
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Here is a split screen inside one corporate family that you have to see to believe. Intel (NASDAQ:INTC | INTC Price Prediction) is up 317% over the past year, one of the loudest comeback stories on Wall Street. The autonomous driving business Intel still majority owns, Mobileye (NASDAQ:MBLY), is down 43% over the same year, trades below book value, and posted a trailing loss of $4.97 per share.
And this morning, that money losing unit wrote a venture check.
Florida Shuttle Bet Lands Inside a Comeback Story Mobileye led the Series B for Beep, the Lake Nona, Florida operator of driverless shuttles, bringing Beep’s total capital raised to approximately $130 million. The release does not disclose Mobileye’s specific check size. Beep already sits inside Mobileye’s orbit through the Volkswagen MOIA robotaxi program, which announced Orlando as its initial driverless launch location in collaboration with Beep.
Kobi Ohayon, Mobileye’s Chief Operations Officer, framed it this way:
“Mobileye and Beep have been working closely on AV deployment projects, and our excitement for the future of improving transportation through applied physical AI on the road has never been greater.”
Physical AI is the connective tissue. I have been following Mobileye since the Intel acquisition and the pattern in 2026 is unmistakable. Earlier this year, Mobileye acquired Mentee Robotics for approximately $612 million to push into humanoid robots. Now it is anchoring a Florida shuttle operator’s growth round. This is a company spending like a platform.
Why an Impaired Asset Is Writing Checks Intel already told the market what it thinks Mobileye is worth today. Q1 2026 included a $4.07 billion restructuring charge tied primarily to a Mobileye goodwill impairment. Mobileye itself recognized a $3,788 million goodwill impairment in H1 2026. The stock now carries a $7.2 billion market cap and a price-to-book ratio near 0.9x.
Meanwhile, CEO Lip-Bu Tan is pointing Intel’s spotlight elsewhere. Q2 2026 delivered $16.13 billion in revenue, up 25%, with Data Center and AI up 59% year over year to $6.26 billion. Tan told investors:
“AI is driving unprecedented demand for compute, and as we continue to execute, Intel is well-positioned to capture sustainable growth across our CPU franchise, ASICs, advanced packaging and vast wafer foundry network.”
Mobileye does not appear once in that Q2 script. CFO David Zinsner did allude to roughly $10 billion of “non-core assets” that “can still be monetized on the balance sheet”, adding Intel is “not anxious in any stretch to do anything there.” Read that with the Beep news and a strategic question surfaces for Intel holders.
What Intel Shareholders Should Actually Watch The Beep round tells you Mobileye is deploying capital into Orlando shuttles, Mentee robots, and a Volkswagen ecosystem targeting a 100,000+ self-driving fleet by end of 2033. If you believe physical AI will actually earn its keep, the impaired stub inside a $562.9B parent might be the most mispriced piece of the Intel story. If you do not, today’s venture check just extended the burn. That is the split screen, and Mobileye just picked a side.
Contact [email protected] for any questions or corrections.
ROUND LED BY AUTONOMOUS VEHICLE TECHNOLOGY LEADER MOBILEYE
, /PRNewswire/ -- Beep, Inc., a leading U.S. provider of autonomous mobility solutions, today announced the close of a Series B funding round, bringing its total capital raised to approximately $130 million. The round was led by Mobileye, a global leader in autonomous vehicle technology and advanced driver-assistance systems, with participation from existing investors.
The new capital will help Beep scale and expand its mobility-as-a-service offerings, deepen its work with technology and public-sector partners, and continue deployment of its AI-driven AutonomOS platform, which builds upon Beep's years of expertise as an AV operator to reduce the complexity required for the management and orchestration of Physical AI networks in transportation.
"Mobileye and Beep have been working closely on AV deployment projects, and our excitement for the future of improving transportation through applied physical AI on the road has never been greater," said Kobi Ohayon, Chief Operations Officer at Mobileye. "Beep plays an essential role in the emerging AV ecosystem across the United States, and its deployment platform will become increasingly important as more AV services come to market across vehicle types and business models."
Mobileye's investment reflects a shared strategic vision for bringing a range of autonomous mobility models, from fixed-route services to on-demand microtransit, to commercial scale in the United States in response to clear customer demand.
"This strategic investment round, led by Mobileye and supported by our longstanding investor partners, positions Beep to deliver fully on its vision," said Kevin Reid, CEO and Chairman of Beep. "The investment enables us to strengthen and expand our shared autonomous mobility solutions, helping communities move people in ways that are safer, smarter, and more connected."
For Beep, the round marks both a financial milestone and a validation of the company's position as the essential transit partner for modern mobility, delivering real-world autonomous service operations enabled by leading-edge technology.
About Beep, Inc.
Beep, Inc. delivers the next generation of autonomous mobility networks through its mobility-as-a-service offerings and AutonomOS mobility operating system. Specializing in planning, deploying, and managing autonomous transportation networks, Beep connects people, places, goods, and services with solutions designed to improve safety, reduce congestion, and expand access to mobility. Leveraging artificial intelligence and real-world operational experience, Beep's U.S.-domiciled, human-in-the-loop platform enables scalable and reliable autonomous transit deployments across public and private communities.
Media Contact: Alex Poirot, [email protected]
About Mobileye
Mobileye (Nasdaq: MBLY) leads the mobility revolution with autonomous driving and driver-assistance technologies, harnessing world-renowned expertise in artificial intelligence, computer vision and integrated software and hardware. Since its founding in 1999, Mobileye has enabled the global adoption of advanced driver-assistance systems that save countless lives and reduce crashes, while pioneering technologies such as REM™ crowdsourced road intelligence, Imaging Radar and Compound AI. In 2026, Mobileye acquired Mentee Robotics to pursue the future of physical AI and humanoid robots. More than 250 million vehicles worldwide have been built with Mobileye's EyeQ technology inside. Since 2022, Mobileye has been listed independently from Intel (Nasdaq: INTC), which retains majority ownership. For more information, visit www.mobileye.com.
Safroadu Yeboah-Amankwah, Director of Mobileye Global (MBLY +1.58%), purchased 11,841 shares of the company's Class A Common Stock on Aug. 6, 2026. SEC Form 4 filing
Transaction summaryMetricValueTransaction value$100,175Shares purchased11,841Post-transaction shares (directly held)84,336Post-transaction value$710,109.12Transaction value based on SEC Form 4 weighted average purchase price ($8.46); post-transaction value based on Aug. 6, 2026, market close ($8.42).
Key questionsWhat is the magnitude of this acquisition relative to the insider's total equity position?
The purchase of 11,841 shares expanded the director's direct ownership stake by 16%, bringing their total direct holdings to 84,336 shares.How does the execution price compare to recent market performance?
The acquisition was completed at $8.46 per share, following a one-year decline of 39% as of the Aug. 6, 2026 transaction date, while the stock has since appreciated to $8.73 as of the Aug. 7, 2026, market close.What are the core financial metrics for Mobileye Global following this activity?
The Jerusalem-based company currently maintains a market capitalization of $7.5 billion, supported by trailing twelve-month revenue of $2 billion and a net loss of $4 billion as of the latest reported period.Company OverviewMetricValueShare Price (as of market close 2026-08-07)$8.73Market Capitalization$7.5 billionRevenue (TTM)$2 billionNet Income (TTM)-$4 billionCompany SnapshotMobileye Global develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies, including its flagship Driver Assist suite that provides real-time detection of road users, geometry, semantics, and markings with timely alerts and emergency interventions.The company generates revenue through licensing its proprietary autonomous driving software platforms and ADAS solutions to automotive manufacturers and fleet operators globally, leveraging its cloud-enhanced driver assistance capabilities to create recurring revenue streams.Mobileye serves original equipment manufacturers (OEMs), automotive suppliers, and commercial fleet operators seeking to integrate advanced safety and autonomous driving capabilities into their vehicles and operations.Mobileye Global is a leading provider of autonomous driving and advanced driver assistance technologies with a market capitalization of $7.5 billion and TTM revenue of $2 billion. The company's competitive advantage derives from its sophisticated computer vision algorithms and real-time processing capabilities that enable vehicles to perceive and respond to their environment with minimal latency. Despite current profitability challenges, Mobileye maintains a strategic position in the rapidly expanding autonomous vehicle market, serving a diverse customer base of global automotive manufacturers.
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What this transaction means for investorsMobileye Global has underperformed the S&P 500 over the last 12 months, with shares falling more than 36%. In comparison, the S&P 500 has climbed nearly 20% during the same time. One of the issues currently weighing on the stock price is a leadership transition. On July 23, Mobileye Global shared a press release that its CEO, Amnon Shashua, was stepping down. Shashua co-founded the company in 1999, so he has been steering the ship and shaping its direction for more than 20 years. The announcement came on the heels of the company's 2026 second-quarter earnings, where revenue was mostly flat. The company raised its 2026 full-year revenue guidance by $20 million at the midpoint.
Losing a co-founder will bring its own set of challenges, and the stock may need time to find its footing. That said, the autonomous-vehicles market will continue to grow, and Mobileye could become a key component provider with its computer vision algorithms and real-time processing capabilities. As Yeboah-Amankwah increased his stake by purchasing nearly 12,000 shares, this may be a vote of confidence in what the future might hold for the company, even as the stock price may see some additional short-term volatility.
Jack Delaney has no position in any of the stocks mentioned. The Motley Fool recommends Mobileye Global and recommends the following options: short August 2026 $8 puts on Mobileye Global. The Motley Fool has a disclosure policy.
Mobileye získala tři zakázky na systém Mobileye Surround ADAS, který má podle Dana Galvese vyšší prodejní cenu než hlavní byznys s ADAS. Volkswagen zároveň zavádí portfolio Mobileye, včetně SuperVision a Chauffeur.
3 Robotics Stocks Under $10: Value, Momentum, or Bet?Mobileye Global NASDAQ: MBLY said inventory held by its Tier 1 customers stood at roughly five weeks, compared with a typical range of four to five weeks, as automakers maintain somewhat higher safety stock amid supply-chain constraints.
Speaking at Canaccord Genuity’s growth conference, Chief Communications Officer Dan Galves said the company shipped about 1 million units in the first quarter, contributing to the increase in safety stock but keeping inventory within normal levels. He said Mobileye has accounted in its second-half guidance for the possibility that Tier 1 suppliers reduce inventory late in the year before replenishing it in the first quarter.
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Surround ADAS Wins Target Higher Selling Prices Forget Tesla: These 2 Earnings Reports Reveal Where the Auto Market Is HeadingGalves said Mobileye has secured three design wins for its Mobileye Surround ADAS system, all scheduled to launch in 2028. The system uses one EyeQ6 High chip to manage five or six cameras and several radars.
The company’s core advanced driver-assistance systems business has an average selling price of about $46, while Surround ADAS is expected to generate between 2.5 times and three times that level. Galves later characterized the product’s price at about $125 per unit. The three programs represent approximately 30% to 40% of each automaker’s volumes on average, though the conversion will occur over time as new vehicle models are introduced.
3 Stocks That Could Benefit as the Robotaxi Race Heats UpGalves said Surround ADAS carries a similar percentage margin to the core business, which he described as in the mid- to high-60% range. If 30% to 40% of Mobileye’s volume transitions to these systems over the next four to five years, he said average selling prices could reach $80 to $90.
He described Surround ADAS as a second-generation highway hands-free system, positioned as a potentially lower-cost and more integrated alternative to first-generation systems that may involve multiple suppliers for radar, driver monitoring, parking software and other functions. He also said emerging European safety regulations for 2029 would require expanded capabilities, including the ability to identify pedestrians alongside a vehicle, increasing the need for side-view cameras.
Mapping Data and Volkswagen Launch Plans Galves highlighted Mobileye’s Road Experience Management, or REM, mapping technology, which collects anonymized telemetry data from vehicles equipped with Mobileye chips and front-facing cameras. He said about 8 million cars consistently send data to the company across the U.S. and Europe, amounting to billions of miles of information.
The data includes details such as road curvature, lane markings, typical vehicle behavior around stop signs and common driving speeds. Galves said the information can improve driving comfort and support simulation by providing a closer representation of real-world road conditions.
Volkswagen Group is adopting Mobileye’s product portfolio, according to Galves. Mobileye SuperVision is set to launch in the first Porsche vehicle in the first quarter of 2027, with a more significant volume ramp expected in the second half of that year. The program is intended to reach roughly 300,000 to 350,000 vehicles annually by its third year, he said.
Mobileye Chauffeur, a Level 3 system designed to enable driver disengagement on highways under certain conditions, is scheduled to launch in the first half of 2028. Galves said the company and Volkswagen are working through 30,000 requirements for SuperVision to create a validated production system.
Mobileye Surround ADAS: about $125 per unit, according to Galves. Mobileye SuperVision: about $1,300 per unit. Mobileye Chauffeur: between $2,500 and $3,000 per unit. Mobileye Drive robotaxi system: approximately $40,000, under a different business model. Excluding the lower-volume robotaxi business, Galves said Mobileye expects its average selling price with Volkswagen to double by around 2030, based on approximately 7 million units. He said the company has already made substantial investments in the higher-value products and expects operating leverage to be strong as volumes increase.
Robotaxi Expansion and Mentee Synergies Mobileye expects vehicles using its Mobileye Drive autonomous system to operate without safety drivers in Florida by the end of the year. Volkswagen plans to deploy a robotaxi service through its MOIA division in five or six cities by the end of 2027, including Los Angeles and Orlando in the U.S. and four cities in Europe, Galves said.
Mobileye also plans to operate an end-to-end service in an unannounced city in the southeastern U.S. around the middle of next year. Galves said the company expects to generate demand itself in that initial market. He said the first several hundred vehicles could cost about $100,000 each and could be funded within Mobileye’s cash flow, with potential securitized financing and off-balance-sheet arrangements considered for broader scaling.
Galves also discussed Mentee, a humanoid robotics business that he said is developing systems with vertically integrated hardware, computing and software. He said Mentee aims to train robots through a small number of demonstrations rather than teleoperation, and that Mobileye sees potential synergies in perception, planning, data access and simulation technologies.
About Mobileye Global (NASDAQ:MBLY)Mobileye Global Inc NASDAQ: MBLY is a leader in the development of advanced driver-assistance systems (ADAS) and autonomous driving technologies. Headquartered in Jerusalem, Israel, the company designs and supplies computer vision-based solutions that enable vehicles to detect and respond to road conditions, obstacles and signage. Mobileye's core offering centers on its proprietary EyeQ system-on-a-chip (SoC) family, which processes video streams from automotive cameras to deliver features such as lane-keeping assist, adaptive cruise control, collision prevention and traffic sign recognition.
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Zakladatel a generální ředitel Mobileye Amnon Shashua odstoupí po téměř třech desetiletích, zatímco firma míří k robotaxi a humanoidní robotice. Ve funkci zůstane, dokud nebude jmenován nástupce.
Image Credits:Bridget Bennett / Bloomberg / Getty Images Mobileye founder and CEO Amnon Shashua plans to step down from the top leadership post after nearly three decades, just as the company pushes into robotaxis and humanoid robots.
Shashua will remain CEO until Mobileye hires a replacement, according to a regulatory filing Thursday.
Mobileye got its start making computer vision chips based on Shashua’s academic research at Hebrew University in Israel, and grew into a major supplier of the chips that power automotive safety and driver-assistance features. It had the largest IPO in Israel’s history, was acquired in 2017 by Intel for $15.3 billion, then spun back out as a publicly traded company in 2022, though Intel remains its largest shareholder.
Under Shashua, Mobileye also moved beyond selling chips to automakers and began building its own systems that handle autonomous driving, which it now supplies to Volkswagen and its MOIA subsidiary.
In January, the company acquired Shashua’s humanoid robotics startup Mentee Robotics for $900 million, which Shashua called part of “Mobileye 3.0,” the next phase of the business focused on robotics and automotive AI.
Mobileye also said in June it would expand beyond its supplier status to launch its own robotaxi service in a U.S. city in 2027.
Mobileye Global (MBLY - Free Report) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.13 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +216.67%. A quarter ago, it was expected that this maker of driver-assistance systems and autonomous driving technologies would post earnings of $0.08 per share when it actually produced earnings of $0.12, delivering a surprise of +50%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Mobileye, which belongs to the Zacks Automotive - Original Equipment industry, posted revenues of $508 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.96%. This compares to year-ago revenues of $506 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Mobileye shares have lost about 15.9% since the beginning of the year versus the S&P 500's gain of 9.6%.
What's Next for Mobileye?While Mobileye has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Mobileye was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.05 on $472.29 million in revenues for the coming quarter and $0.28 on $1.98 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Automotive - Original Equipment is currently in the bottom 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Innoviz Technologies Ltd. (INVZ - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.
This company is expected to post quarterly loss of $0.06 per share in its upcoming report, which represents a year-over-year change of +33.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Innoviz Technologies Ltd.'s revenues are expected to be $16.33 million, up 67.5% from the year-ago quarter.
Zakladatel Mobileye Amnon Shashua plánuje po jmenování nástupce odstoupit z funkce generálního ředitele. Firma zároveň oznámila tržby za 2. čtvrtletí ve výši 508 mil. USD, nad odhady.
Item 1 of 2 Mobileye's CEO Amnon Shashua speaks during a news conference for Mobileye driverless technology at the Nasdaq Market site in New York, U.S., July 20, 2021. REUTERS/Jeenah Moon
[1/2]Mobileye's CEO Amnon Shashua speaks during a news conference for Mobileye driverless technology at the Nasdaq Market site in New York, U.S., July 20, 2021. REUTERS/Jeenah Moon Purchase Licensing Rights, opens new tab
CompaniesJuly 23 (Reuters) - Mobileye Global (MBLY.O), opens new tab founder Amnon Shashua plans to step down as chief executive officer after the appointment of a successor, the autonomous driving technology maker said on Thursday, as it reported second-quarter results that topped Wall Street estimates.
Mobileye said its board would hire an executive search firm and conduct a comprehensive process to select a new CEO. Shashua will remain a director and has been offered the role of chairman once a successor is appointed.
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The Israeli company also reported second-quarter revenue of $508 million, beating analysts' estimates of $481.24 million, according to LSEG data.
The ADAS hardware maker's shares were up about 8% in premarket trading.
Mobileye said demand for next-generation ADAS remains strong, highlighting a new high-volume design win with Stellantis (STLAM.MI), opens new tab, days after the carmaker became the fifth of the world's 10 largest carmakers to contribute data to its Road Experience Management (REM) platform.
Automakers have ramped up focus on equipping their vehicles with advanced driver-assistance systems, boosting demand for microprocessors made by Mobileye, which works with more than 50 original equipment manufacturers, including Ford (F.N), opens new tab and Volkswagen (VOWG.DE), opens new tab.
The company reported strong momentum in Mobileye's core business driving a 3% increase in system shipments during the quarter.
It said the increase was partly offset by lower average selling prices for its EyeQ chips mainly due to higher-than-expected export volumes from Chinese automakers, which typically buy lower-priced chips.
"The core business continued its strong momentum in Q2 as we focus our development and execution efforts on a number of advanced product launches in late 2026 and throughout 2027," Shashua said.
The company also narrowed its 2026 revenue forecast range to $1.97 billion to $2.02 billion, raising the midpoint by $20 million. Adjusted earnings per share of 19 cents also topped estimates of 6 cents.
Reporting by Rashika Singh in Bengaluru; Editing by Vijay Kishore
Our Standards: The Thomson Reuters Trust Principles., opens new tab
A logo on the exterior of a Stellantis office building in Poissy, near Paris, France, May 4, 2026. REUTERS/Benoit Tessier Purchase Licensing Rights, opens new tab
CompaniesJuly 21 (Reuters) - Mobileye Global (MBLY.O), opens new tab will supply Stellantis with cloud-driven advanced driver-assistance technology, the Israeli company said on Tuesday, as automakers race to meet rising demand for connected safety systems.
The ADAS hardware maker's shares were up about 6% in premarket trading.
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The companies said select models from Stellantis, the parent of Jeep and Chrysler, will integrate Mobileye's Road Experience Management technology from 2027, using crowdsourced road data to improve lane keeping and hands-free driving.
ADAS has become one of the auto industry's fastest-growing technologies as carmakers race to offer increasingly sophisticated safety and convenience features and generate higher-margin software revenue.
The technology is widely seen as a step toward fully autonomous driving, though regulators still require drivers to remain attentive when using hands-free systems.
The first applications are expected in select U.S. Stellantis models next year, with wider rollout subject to vehicle platform and configuration.
Stellantis will be the fifth of the world's 10 largest automakers to contribute data to Mobileye's REM platform, which covers more than 95% of public roads in the United States and Europe. More than 8 million vehicles logged 34 billion miles of data on the platform last year, Mobileye said.
Jerusalem-based Mobileye's system collects road data through front-facing cameras in EyeQ-equipped vehicles and combines it with cloud-based mapping intelligence. That allows vehicles to receive real-time updates on lane markings, road layouts and construction zones.
Reporting by Akash Sriram in Bengaluru; Editing by Tasim Zahid
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Mobileye Global čeká za čtvrtletí končící v červnu 2026 zisk na akcii 0,05 USD a tržby 484 milionů USD. Konsenzus počítá s meziročním poklesem zisku o 61,5 % a tržeb o 4,4 %.
The market expects Mobileye Global (MBLY - Free Report) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on July 23, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis maker of driver-assistance systems and autonomous driving technologies is expected to post quarterly earnings of $0.05 per share in its upcoming report, which represents a year-over-year change of -61.5%.
Revenues are expected to be $484 million, down 4.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Mobileye?For Mobileye, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -6.25%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Mobileye will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Mobileye would post earnings of $0.08 per share when it actually produced earnings of $0.12, delivering a surprise of +50.00%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Mobileye doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
