Mobileye Global Inc. Class A Common Stock MBLY

What the company does

Mobileye Global Inc. Class A Common Stock is a mid-cap company in the Consumer Cyclical sector (Auto Parts), with a market value of $5.9B, based in the USA.

It employs about 4,200 people and has been listed since Oct 26, 2022.

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.

Cheap or expensive? priced in line with its group

The company is loss-making, so it has no P/E — we compare on price-to-sales instead.

Its price-to-sales (P/S) is 2.9 versus 3.0 for the median of the Consumer Cyclical sector in our universe (21 companies) — priced in line with its group.

Revenue is growing 0% versus the same quarter last year.

The average analyst price target is 11.11, 60% above the current price (their view, not ours).

The stock sits at 6% of its one-year range (0% = the low, 100% = the high).

The risks

• • The company is loss-making.
• • The stock is more volatile than average (beta 1.2) — big daily moves both ways.
• ⚠️ 25% of the float is sold short — part of the market is betting on a decline.
• • The stock is 52% below its one-year high.
• • Quarterly report in 6 days (2026-10-29) — a day the stock can move a lot.

Strengths

• ✅ Generates free cash flow — profit becomes cash in the bank.
• ✅ Most analysts rate it buy (11 vs 1).

What changed this week

Over the past week the stock fell 6.5% (for comparison: S&P 500 -1.0%, sector ETF XLY +1.4%).

This week's news

• Mobileye Global (MBLY) Reports Next Week: Wall Street Expects Earnings Growth finance.yahoo.com · 2026-10-22
  What the article says

  Wall Street expects a year-over-year increase in earnings on lower revenues when Mobileye Global (MBLY) 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… source ↗

• Mobileye Achieves First TÜV SÜD Inspection Certificate for ADAS Development finance.yahoo.com · 2026-10-22
  What the article says

  Independent audit confirms Mobileye's automatic emergency braking development process conforms with ISO 21448 JERUSALEM, October 22, 2026--(BUSINESS WIRE)--Mobileye, a global leader and pioneer in advanced driving assistance tech, has achieved the first inspection certificate from safety auditor TÜV SÜD for its… source ↗

• Mobileye falls as RBC downgrades stock to Underperform on growth risks finance.yahoo.com · 2026-10-21
  What the article says

  Investing.com -- Mobileye Global Inc (NASDAQ:MBLY) shares slipped 4.1% in premarket trading on Wednesday following a rating downgrade from RBC Capital, which cited structural vulnerabilities in the company's core business model. RBC Capital analyst Tom Narayan reduced his rating on the autonomous driving technology… source ↗

• Netflix downgraded, Zoom upgraded: Wall Street's top analyst calls finance.yahoo.com · 2026-10-21
  What the article says

  Netflix downgraded, Zoom upgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Oppenheimer upgraded Zoom Communications(ZM) to… source ↗

• Mobileye downgraded as Nvidia, Qualcomm pose threat to driver-assistance business seekingalpha.com · 2026-10-21
  What the article says

  RBC Capital Markets downgraded Mobileye Global to underperform from sector perform, citing risks to its driver-assistance business and dependence on Volkswagen Group. The brokerage cut its price target to $5 from $7. Mobileye shares fell 4% to $7.04 in Wednesday premarket trading. RBC said automakers' shift toward… source ↗

• HD Maps Market Size, Share, Trends, and Global Forecast to 2033 | Self-Driving Ambitions Keep HD Maps on Course for a $2bn Market finance.yahoo.com · 2026-10-21
  What the article says

  Company Logo Just Released Report values HD maps for vehicles at $1.34bn in 2026, with semi-autonomous cars dominant and Europe growing fastest — though keeping maps accurate as roads change remains the hard part for HERE, TomTom, Mobileye and Baidu Dublin, Oct. 21, 2026 (GLOBE NEWSWIRE) -- "HD maps market: Global… source ↗

What changed since last week

No material change: same valuation verdict, same risk flags, price moved less than 3%.