MBLY Mobileye Global Inc.
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Daily prices, adjusted for splits. P/E and P/S value each day on the results published by then; a gap in P/E means the trailing year had no profit.
Auto Parts · Jerusalem, Israel · 4,200 employees · mobileye.com
Mobileye Global develops autonomous driving technologies and driver assistance systems for passenger and commercial vehicles worldwide. The company earns revenue by selling camera units, specialized computer chips, and self-driving platforms to vehicle manufacturers, automotive suppliers, and fleet operators.
Why it is on our list: Supplies camera-based driver assistance and self-driving systems to carmakers.
Bull case
The business benefits from an artificial intelligence tailwind as it sells AI solutions to customers, with technological progress improving the capabilities of its sensors and machinery. It also stands to gain if artificial intelligence continues to expand into robotics and physical machines.
- Trades at the 3rd percentile of its own valuation history.
Bear case
A key concern is heavy stock-based compensation relative to total revenue. Rivals could also face lower development costs if artificial intelligence makes competing products cheaper to build, though this touches only a small part of the market.
- The price assumes about +26% a year cash-flow growth, more than the -24% a year it delivered.
- Stock pay equals 16% of revenue.
- The share price trend is still falling.
- Its sector cycle (Automotive & Mobility) is in contraction.
Features
- V-DEEP-VALUE Deep value The price is 54% below its own-history reference value.
- G-AGENCY Heavy stock pay Stock pay equals 16% of revenue.
- F-UPSIDE Analyst upside Analysts' average target is 60% above the price.
AI impact
Sells AI to its customers Tailwind
The company sells specialized chips and software for driver assistance, autonomous vehicles, and robotics, which benefit as artificial intelligence improves the capabilities of automated machines and perception systems. However, it faces competition from rivals developing similar robotic platforms and autonomy software.
Where AI helps it
- Sells what AI workloads consume
- AI makes the machines and sensors it sells more capable
Where AI could hurt it
- AI makes it cheaper for rivals to build what it sells (minor)
In the company's words
Fundamental to our leadership position in ADAS and our ambitions to develop the most cost-efficient, high-performing AV solutions, our EyeQ™ SoCs incorporate a set of proprietary compute-acceleration models to enhance the accuracy, quality, and functional safety of our perception solutions, while…
Competition in the humanoid and Physical AI robotics market is intense and rapidly evolving, with a growing number of well-capitalized companies developing general-purpose bipedal robots and related autonomy stacks for industrial and warehouse use.
Assessed by AI from the company's own annual report filed 12 Feb 2026 and quarterly report filed 23 Jul 2026. A reading of the business, not a forecast or a recommendation.
Valuation position
MBLY is at the 3rd percentile of its own valuation history. This is a relative measurement, not a price target or recommendation, and it assumes the business is still the one its history describes.
Price ladder
The measured price sits in the Discount zone. These are reference zones, not buy instructions or forecasts that the prices will be reached.
Trend gate active: the price is still falling through this zone.
This ladder rests on the company's own valuation history alone: there are too few comparable companies to cross-check it, so treat its zones as less certain.
What the price assumes
The measured price implies roughly +25.9% annual cash-flow growth, between +18.0% and +31.9% under other reasonable assumptions. Over the last three years it delivered -24.5% a year.
An estimate that depends on its assumptions, not a forecast.
Quality versus peers
Each dimension is shown on its own; they are not combined into a score.
Current analyst snapshot
Shown for reference only; not used in any measurement.
What would have to break
- Not triggered — Revenue decline
- Not triggered — Margin break
- Not available — Cash burn with rising debt
- Not triggered — Heavy dilution
- Not triggered — Warning language in filings
News
No recent brief on this company.