Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$6.9B
850M shares
52-week range
$6.47 – $15.81
16% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NASDAQ
CS
P/S (TTM)
3.2
EV / FCF (TTM)
13.3
Mobileye Global Inc engages in the development and deployment of ADAS and autonomous driving technologies and solutions. It is building a portfolio of end-to-end ADAS and autonomous driving solutions to provide the capabilities needed for the future of autonomous driving, leveraging a comprehensive suite of purpose-built software and hardware technologies. The company's reportable operating segment are Mobileye and Moovit. The solutions provided by the company are: Driver Assist, Cloud-Enhanced Driver Assist, Mobileye SuperVision Lite, Mobileye SuperVision, Mobileye Chauffeur, Mobileye Drive, Self-Driving System & Vehicles. It derives maximum revenue from Mobileye Segment.
www.mobileye.comNo one on the platform currently holds MBLY.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 3,427,946 | $23.5M |
No one on the platform has traded MBLY yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 14.5% | 14.4% | ||||
| Profit Margin % | -20.7% | -43.7% | ||||
| Free Cash Flow Margin % | 27.6% | 23.5% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +20.2% on the P/E track.
At today's price, your expected annual return is +27.5% on the P/E track.
At today's price, your expected annual return is +34.3% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $2.0B | +6.4% | $0.49 | $0.44–$0.56 | 16.3× | 12 |
| 2027 | $2.2B | +9.5% | $0.50 | $0.37–$0.69 | 15.8× | 13 |
| 2028 | $2.7B | +21.6% | $0.70 | $0.66–$0.76 | 11.3× | 8 |
| 2029 | $3.7B | +38.8% | $1.20 | $1.12–$1.30 | 6.7× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-23 | $0.06 | $0.19 | +235.7% |
| 2026-04-23 | $0.08 | $0.12 | +42.6% |
| 2026-01-22 | $0.06 | $0.06 | +0.0% |
| 2025-10-23 | $0.09 | $0.09 | +4.9% |
| 2025-07-24 | $0.11 | $0.13 | +18.2% |
| 2025-04-24 | $0.08 | $0.08 | +5.7% |
| 2025-01-30 | $0.11 | $0.13 | +21.0% |
| 2024-10-31 | $0.10 |
| $0.10 |
| +4.4% |
| $12.8B |
| — |
| LKQLKQ Corporation | $23.85 | +0.40% | $6.0B | — |
| MGAMagna International Inc. | $63.60 | -1.99% | $17.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$MBLY VERY NICE CONSOLATION… WERE ALMOST THERE , JUST KEEP ON PAYING THOSE WEAK HANDS AND FAKE BULLS‼️‼️‼️ LETS GOOOO ‼️‼️‼️💎💎💎💎💎💎💎💎💎💎💎💎💎💎💎🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀💵💵💵💵💵💵💵💵💵💵💵💵💰💰💰💰💰
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$MBLY Just wish we could catch a break here instead of getting beaten down every day. I mean US interest rates shouldn't affect an Israeli company overly so not sure why the drop today? Was over $10 not so long ago. 😕
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$MBLY This seems deeply undervalued. Building a position here for future outer performance.
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$MBLY Would be nice to break upwards into the 9s. Too much macro turbulence for that atm but hopefully once Mr. Market stabilises we start the long ascent! 🍀🤞
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$INVZ $MBLY https://www.automotiveworld.com/news/vwcv-sharpens-b2b-pitch-with-connect-pro-at-iaa-2026/ Incoming visibility and traction on cargo and local delivery autonomy with VW/MOIA/Mobileye. 9 Innoviz lidars per vehicle. IAA Transportation 2026 in Hanover, September 15-20
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$MBLY how is this still so inexpensive? Gonna be a really good ride next year $INTC $SPCX $TSLA $UBER
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$MBLY sold calls against all my new shares. Market probably tanks tomorrow and this stock will just be toyed with until a new ceo convinces the market to trust their future. Low premiums but can just repeat the process next week. Meh
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$CRWD $MBLY $NVDA $QQQ $SPY cybersecurity problem that they are hyping up with end of the world talk but that employee that left Anthropic and said 10% chance AI ends the world blah blah blah was with the company for 6weeks yep 6 fucking weeks. Hired in July. TOTAL PR bullshit to hype the IPO. Everything with AI is a scam. Capex, earnings, its ability, all a ponzi.
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$MBLY asymmetrical risk to reward on this puppy. Adding to watch
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.