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MBMBLY

Mobileye Global Inc.

$MBLY·$6.5B·Auto - Parts·Consumer Cyclical
$7.33-0.7%YTD-29.6%1Y-47.7%
Price updated 3m ago·X counts updated 4d ago
MBMBLY
$MBLYMobileye Global Inc.
$7.34-0.74%83 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $MBLY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

83X posts · last 7 days
Sep 13Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $MBLY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data40 posts analyzed · as of 2026-08-11

Mobileye posters cheer the first insider purchase in over a year — Director Frank Yeary bought 12,360 shares at $7.98 (~$100K) as an open-market transaction, indirectly held via family trust — plus a second insider (Yeboah-Amankwah) buying 11,841 shares. Users frame sub-$8 as a long-term gift. Sentiment is bullish on the insider-signal.

Read what X is saying about $MBLY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MBLY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-30

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Mobileye's first insider buy in over a year — Director Yeary bought ~$99K at $7.98, plus a second insider follow-on.

Mobileye Global is the ADAS-and-autonomous-driving specialist — EyeQ chips, mapping data, plus the growing SuperVision assisted-driving platform. The setup is a specific insider-signal turn on a name in extended drawdown.

Why the coil earns attention:

  • Director Frank Yeary buying 12,360 shares at $7.98 (~$100K) as an open-market transaction (indirectly held via family trust) is the first insider purchase in over a year at Mobileye — that's exactly the class of insider event that historically marks turn-of-cycle at a name mid-drawdown — and a second insider (Yeboah-Amankwah) buying 11,841 shares confirms it isn't a one-off; the sub-$8 'long-term gift' framing captures the setup mechanically.
  • Officer Yaacov Ohayon's 116,550-share A-Award is comp not directional, and the news feed's software-defined-vehicle-trade waking up plus BlackBerry QNX cross-cohort commentary provides thematic tailwind that Mobileye needs while the drawdown resolves.

A next print with SuperVision revenue growth visible plus specific carmaker design-win commentary is what breaks the coil up; a design-loss to a competitor (Nvidia Drive, Qualcomm Snapdragon Ride) or continued MBLY-cohort weakness is what would break the setup further down.

Agrees with X sentimentThe bullish first-insider-buy-in-a-year framing is exactly the signal quality the corpus captures — Yeary's $100K plus Yeboah-Amankwah's follow-on is a real insider-conviction signal at a name in extended drawdown, and sub-$8 is a defensible entry level.

What to watch: Next-quarter SuperVision revenue growth, EyeQ6 design-win commentary, competitive dynamics vs Nvidia/Qualcomm, additional director/officer open-market buys, and the software-defined-vehicle cohort tape — SuperVision plus design wins extend the coil up; a design loss or cohort weakness breaks it.

Read the AI verdict on $MBLY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Automotive technology company developing ADAS and autonomous driving systems integrated into vehicles by OEMs worldwide.

Industry overviewAI analysisGenerated by AI from underlying data

Where Auto - Parts sits in its cycle right now — and what that implies for $MBLY.

Auto - Parts · Consumer Cyclical

No material change from last week — aging US vehicle fleet (avg 12.

What this means for $MBLY

Partial — Automotive technology company developing ADAS and autonomous driving systems integrated into vehicles by OEMs worldwide.

Industry benchmark

10-name peer basket
-5.9%YTD
-7.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-1.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-5.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-21.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-37.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
48.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 23, 2026$0.19$0.06+235.7%
Q1 2026Apr 23, 2026$0.12$0.08+42.6%
Q4 2025Jan 22, 2026$0.06$0.060.0%
Q3 2025Oct 23, 2025$0.09$0.09+4.9%
Next earningsThu, Oct 22·consensus EPS $0.10

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$558.0M+27.4%49.3%-19.4%$-4.68$45.0M
Q4 FY25$446.0M-9.0%45.3%-31.4%$-0.16$95.2M
Q3 FY25$504.0M+3.7%48.2%-21.6%$-0.12$143.0M
Q2 FY25$506.0M+15.3%49.8%-14.6%$-0.08$199.0M

Forward consensus

5-year forecast · up to 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.0B$2.0B – $2.0B$0.49$0.44 – $0.5615
FY27$2.2B$2.1B – $2.3B$0.50$0.37 – $0.6917
FY28$2.7B$2.3B – $2.9B$0.71$0.66 – $0.7519
FY29$3.7B$3.5B – $3.9B$1.20$1.12 – $1.279
FY30$4.7B$4.4B – $4.9B$1.65$1.54 – $1.7511

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.10%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-17.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 580.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.215-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 6Safroadu Yeboah-amankwahDirector11.8K sh$100KBuyJul 30Frank D YearyDirector12.4K sh$99K
+ 6 other (6 awards) in window

See when $MBLY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 143
AI summary

Yaacov Ohayon, Chief Operating Officer of Mobileye Global Inc. (MBLY), filed an initial Form 3 dated September 3, 2026, reporting 618,473 shares of Class A Common Stock directly owned. This is a routine administrative insider-ownership disclosure upon becoming a Section 16 reporting officer; no material business events are implied.

8-KOfficer or director changeSep 108-K — Item 5.02: Officer or director change
AI summary

Mobileye formally designated COO Yaacov Ohayon as a principal operating officer and Section 16 executive officer, without any change to his duties or compensation. This administrative reclassification formalizes Ohayon's reporting obligations under Exchange Act rules and reflects his expanded operational role at Mobileye.

8-KOfficer or director changeSep 108-K — Item 5.02: Officer or director change
AI summary

Mobileye disclosed that Nimrod Nehushtan, EVP of Business Development & Strategy, has transitioned to a part-time corporate strategy role. His scope of responsibility is reduced, with compensation adjustments accordingly. This change signals a reduced executive role for Nehushtan while maintaining his affiliation with Mobileye.

8-KOfficer or director changeAug 128-K — Item 5.02: Officer or director change
AI summary

Mobileye Global Inc. (MBLY) disclosed under Item 5.02 that Patrick Bombach resigned from its Board of Directors effective August 8, 2026, concurrent with his resignation as Corporate VP, Head of Corporate Legal and Assistant Corporate Secretary of Intel Corporation, Mobileye's controlling shareholder. Bombach's departure was not due to any disagreement with Mobileye on operations, policies, or practices. CEO Prof. Amnon Shashua signed the filing. This is a routine board departure driven by a change at Intel rather than any Mobileye-specific issue.

8-KOfficer or director changeJul 238-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

MBLY filed an 8-K under Item 5.02 disclosing a personnel change: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On July 18, 2026, Prof. The filing also covers Item(s) 7.01, 9.01. Personnel changes at the executive or board level are typically administrative but can signal strategic shifts depending on context.

8-KShareholder voteJun 258-K — Item 5.07: Shareholder vote
+ 9 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Here Are Wednesday’s Top Wall Street Analyst Research Calls: Ally Financial, BankUnited, Ciena Corporation, CoreWeave, Dow, FormFactor, Lumentum Holdings, Moderna, Target, and More247wallst.com·1d agoBlackBerry Drops 7% as Post-Earnings Rally Unwinds Despite Record QNX Quarter; MobilEye Adds 2%247wallst.com·6d agoBlackBerry Falls 2% Despite Record QNX Quarter and Raised Full-Year Outlook; Mobileye Holds Steady247wallst.com·7d agoMobileye Global Inc. (NASDAQ:MBLY) Receives Average Recommendation of “Hold” from Brokeragesdefenseworld.net·11d agoBlackBerry Climbs 6%, Mobileye Rises 5%: Is the Software-Defined Vehicle Trade Waking Up?247wallst.com·14d ago

In themes

Explore the broader themes this ticker is being talked about under.

EVs & Autonomous Vehicles

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Voices on X · last 7 days

No standout posts about $MBLY on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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