Autonomy Timeline | Driver-out autonomous vehicles targeted for first half 2026 represent a transformative milestone, offering substantial upside optionality despite inherent uncertainties in regulatory approval and market acceptance |
Expense Pressures | Operational investments weigh on near-term profitability with FY1 EPS projected at $0.25-$0.26, as the company balances immediate financial performance against necessary technology development for long-term competitiveness |
Partnership Validation | Major OEM contracts with General Motors and Volkswagen underscore Mobileye's technology credibility, positioning the company to capture expanding content per vehicle as automakers advance autonomous capabilities |
Analyst Divergence | Wall Street remains divided on Mobileye's trajectory, with price targets spanning $8 to $27 as firms debate technological leadership against elevated expenses and uncertain catalysts |
Metrics to compare | MBLY | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipMBLYPeersSector | |
|---|---|---|---|---|
P/E Ratio | −2.0x | 6.7x | 10.5x | |
PEG Ratio | 0.05 | 0.09 | 0.02 | |
Price / Book | 1.0x | 1.6x | 1.4x | |
Price / LTM Sales | 4.0x | 0.7x | 0.9x | |
Upside (Analyst Target) | 15.2% | 26.9% | 28.1% | |
Fair Value Upside | Unlock | 32.8% | 12.8% | Unlock |
Mobileye Global Inc. develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies and solutions in the United States, Europe, China, and internationally. It operates through two segments, Mobileye and Moovit. It offers end-to-end ADAS and autonomous driving solutions, including 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; safer, smoother, and natural driving experience; and Mobileye 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 Mobileye 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, it 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. is a subsidiary of Intel Corporation.