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MBLY
Upturn stock ratingUpturn stock rating

Mobileye Global Inc. Class A Common Stock (MBLY)

Upturn stock ratingUpturn stock rating
$16.67
Last Close (24-hour delay)
Profit since last BUY0.36%
upturn advisory
WEAK BUY
BUY since 41 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
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Upturn Advisory Summary

07/10/2025: MBLY (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

28 Analysts rated it

Well-followed company, solid analyst reports, reliable data for confident investing.

1 Year Target Price $18.82

1 Year Target Price $18.82

Analysts Price Target For last 52 week
$18.82 Target price
52w Low $10.48
Current$16.67
52w High $27.68

Analysis of Past Performance

Type Stock
Historic Profit -53.81%
Avg. Invested days 26
Today’s Advisory WEAK BUY
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/10/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 14.07B USD
Price to earnings Ratio -
1Y Target Price 18.82
Price to earnings Ratio -
1Y Target Price 18.82
Volume (30-day avg) 28
Beta 0.47
52 Weeks Range 10.48 - 27.68
Updated Date 07/10/2025
52 Weeks Range 10.48 - 27.68
Updated Date 07/10/2025
Dividends yield (FY) -
Basic EPS (TTM) -3.68

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin -160.5%
Operating Margin (TTM) -26.71%

Management Effectiveness

Return on Assets (TTM) -1.82%
Return on Equity (TTM) -22.18%

Valuation

Trailing PE -
Forward PE 64.1
Enterprise Value 12560215415
Price to Sales(TTM) 7.59
Enterprise Value 12560215415
Price to Sales(TTM) 7.59
Enterprise Value to Revenue 6.78
Enterprise Value to EBITDA 45.38
Shares Outstanding 100984000
Shares Floating 97455839
Shares Outstanding 100984000
Shares Floating 97455839
Percent Insiders 2.9
Percent Institutions 117.33

ai summary icon Upturn AI SWOT

Mobileye Global Inc. Class A Common Stock

stock logo

Company Overview

overview logo History and Background

Mobileye, founded in 1999, is a leading developer of advanced driver-assistance systems (ADAS) and autonomous driving technologies. Initially part of Intel, it went public as Mobileye Global Inc. in 2022.

business area logo Core Business Areas

  • ADAS: Develops and supplies vision-based ADAS technology, including collision avoidance, lane departure warning, and adaptive cruise control. The majority of Mobileye's revenue comes from ADAS.
  • Autonomous Driving: Develops full self-driving systems for robotaxis, autonomous vehicles, and mobility-as-a-service (MaaS) applications.
  • Mapping: Leverages its REM (Road Experience Management) technology to create high-definition maps for autonomous driving.

leadership logo Leadership and Structure

Amnon Shashua is the CEO. The company operates with a hierarchical structure focusing on engineering, research, and sales.

Top Products and Market Share

overview logo Key Offerings

  • EyeQ Chip Family: The EyeQ series of computer vision processors are the core of Mobileye's ADAS solutions. They are designed for low-power consumption and high performance in processing visual data. Mobileye holds a significant market share in the ADAS chip market. Competitors include NVIDIA, Qualcomm, and Texas Instruments. Market share is difficult to pinpoint exactly but Mobileye holds a large percentage of the ADAS market.
  • REM (Road Experience Management): REM is Mobileye's crowdsourced mapping technology that uses vehicle cameras to create and update high-definition maps for autonomous driving. It leverages data from millions of vehicles to create a real-time map. Competitors include HERE Technologies and TomTom. This is key to autonomous driving revenue and future value.
  • SuperVision: A full stack ADAS and self-driving system designed for consumer vehicles. A complete product that provides advanced safety and convenience features. Competing with Tesla and other OEM's.

Market Dynamics

industry overview logo Industry Overview

The automotive industry is rapidly transforming, with increasing adoption of ADAS features and a growing focus on autonomous driving technologies. The market is characterized by intense competition and rapid innovation.

Positioning

Mobileye is a leader in the ADAS market and is positioned to be a major player in the autonomous driving market. Its competitive advantages include its established relationships with automakers, its advanced technology, and its large dataset of driving data.

Total Addressable Market (TAM)

The TAM for ADAS and autonomous driving is estimated to be in the hundreds of billions of dollars. Mobileye is positioned to capture a significant share of this market by partnering with OEMs and providing full-stack solutions.

Upturn SWOT Analysis

Strengths

  • Leading ADAS technology
  • Strong relationships with automakers
  • Large dataset of driving data
  • Advanced mapping technology (REM)
  • Experienced management team

Weaknesses

  • Dependence on automaker partnerships
  • High R&D expenses
  • Intense competition
  • Slow transition to full autonomy

Opportunities

  • Increasing adoption of ADAS features
  • Growth of the autonomous driving market
  • Expansion into new markets
  • Development of new technologies
  • Partnerships with technology companies

Threats

  • Technological disruptions
  • Increased competition
  • Economic downturn
  • Regulatory uncertainty
  • Cybersecurity risks

Competitors and Market Share

competitor logo Key Competitors

  • NVDA
  • QCOM
  • TSLA

Competitive Landscape

Mobileye benefits from its long-standing relationships with automotive OEMs and a focused R&D strategy. However, companies like NVDA are gaining ground in AI for AV.

Major Acquisitions

Foresight Automotive

  • Year: 2020
  • Acquisition Price (USD millions): 0
  • Strategic Rationale: Expanding Mobileye's portfolio of sensing capabilities for advanced driver assistance systems (ADAS) and autonomous driving.

Growth Trajectory and Initiatives

Historical Growth: Mobileye experienced significant growth prior to its acquisition by Intel and has seen continued growth since its spin-off. Focus is on expanding design wins with automotive OEMs.

Future Projections: Analysts project continued growth in revenue and profitability, driven by the increasing adoption of ADAS and the development of autonomous driving technologies. The growth is expected to be between 10% and 30% per year depending on adoption of AV.

Recent Initiatives: Recent initiatives include expanding partnerships with automakers, developing new ADAS and autonomous driving technologies, and investing in mapping capabilities.

Summary

Mobileye is a leader in ADAS and is making strides in the autonomous driving space. Their strong OEM relationships and large dataset give them an edge. However, competition is intensifying, and they need to maintain technological superiority. Successfully navigating the transition to full autonomy is key for the company's long-term success. It is in a favorable growth industry.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Filings
  • Analyst Reports
  • Industry Publications
  • Mobileye Website
  • Third Party Automotive Data Providers

Disclaimers:

The information provided is for informational purposes only and should not be considered financial advice. Market data is subject to change. All financial data are illustrative examples.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Mobileye Global Inc. Class A Common Stock

Exchange NASDAQ
Headquaters -
IPO Launch date 2022-10-26
Co-Founder, CEO, President & Director Prof. Amnon Shashua
Sector Consumer Cyclical
Industry Auto Parts
Full time employees 3900
Full time employees 3900

Mobileye Global Inc. develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies and solutions worldwide. The company operates through Mobileye and Other segments. It offers a portfolio of end-to-end ADAS and autonomous driving solutions comprising Base ADAS, a front camera that delivers a combination of intelligent safety features to avoid unsafe driving situations; Cloud-Enhanced ADAS, which leverages crowdsourced data to offer accurate localization, as well as a safer, smoother, and natural driving experience; and Surround ADAS that offer eyes-on/hands-off functionality for highway ODDs with features, such as automatic lane change, front and rear collision avoidance, traffic jam assist, and a Highway Pilot function, as well as includes DXP support that enables customers to customize the driving experience. It also provides SuperVision, a eyes-on/hands-off driver assist system for autonomous vehicles; Mobileye Chauffeur, an eyes-off/hands-off solution for consumer vehicles; and Mobileye Drive, a fleet-focused end-to-end self-driving system that enables automakers, public transportation companies, and transportation network operators to offer a no-driver solution for robotaxis, ride-pooling, public transport, and goods delivery. In addition, the company offers EyeQ SoC that provide drivers with basic safety features covered by front-facing sensing, such as collision warning, lane departure warnings, pedestrian and cyclist collision warning, headway monitoring and warning, speed limit indicator, blind spot detection, and others; True Redundancy, which is an AI system architecture; and Road Experience Management solutions. It provides its products and services to original equipment manufacturers through automotive suppliers, as well as fleet owners and operators. The company was founded in 1999 and is headquartered in Jerusalem, Israel. Mobileye Global Inc. operates as a subsidiary of Intel Corporation.