Mobileye Global Inc. (MBLY)
Information Technology · Nasdaq
Mobileye is an autonomous driving and ADAS software pioneer that uses proprietary EyeQ processors and AI-powered computer vision to enable self-driving and driver-assistance capabilities across the global automotive industry.
What Mobileye Global Inc. does
Mobileye Global develops advanced autonomous driving and driver-assistance software and systems, powered by proprietary EyeQ system-on-chip (SoC) processors. The company offers a portfolio of products including Mobileye SuperVision (for advanced driver assistance), Mobileye Chauffeur (for autonomous vehicle capabilities), and Mobileye Drive (for full self-driving), integrated with related mobility and robotics solutions through subsidiaries including Moovit (transit platforms) and Mentee Robotics. These solutions leverage computer vision, AI, and real-time processing to enable safer autonomous and semi-autonomous driving across passenger vehicles and commercial applications.
Themes: ["Autonomous driving / self-driving vehicles","Advanced driver assistance systems (ADAS)","Vehicle perception and computer vision","AI-powered transportation","Mobility and transit platforms","Robotics"]
Fundamentals
- Price$9.55 as of 2026-07-10 close
- Market cap$8.0B as of 2026-07-12
- 1-year return-42.7% as of 2026-07-10 close
- Net margin-204.0% as of 2026-07-12
- Gross margin+48.3% as of 2026-07-12
- ROE-37.3% as of 2026-07-12
- Debt / equity0.00 as of 2026-07-12
- Revenue growth (YoY)+8.7% as of 2026-07-12
- Revenue CAGR (3y)+0.4% SEC XBRL
- Beta1.15 as of 2026-07-12
Dividend: does not currently pay a dividend.
Key risks (from latest filing)
["Sole reliance on STMicroelectronics for EyeQ SoC manufacturing, with no long-term pricing or quantity guarantees; potential disruptions could severely impact supply and operations","Exposure to semiconductor supply chain constraints and geopolitical risks (TSMC in Taiwan, China-Taiwan tensions) that could interrupt critical manufacturing steps for EyeQ processors","Significant goodwill impairment charges ($3.8 billion in Q1 2026) indicating material valuation challenges and potential integration difficulties with acquisitions"]
Competitors & peers
- Tesla (autonomous driving, FSD)
- Waymo (autonomous driving technology)
- Aurora (autonomous vehicle software)
- Cruise (autonomous vehicle platform)
- NVIDIA (DRIVE autonomous vehicle platform)
- Qualcomm (automotive processors and autonomous driving platforms)
- Aptiv (autonomous driving and electrification solutions)
- Continental (ADAS and autonomous driving systems)
Fundamentals: Finnhub, as of 2026-07-12. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-10.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.