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MBMBLY

Mobileye Global Inc.

$MBLY·$6.7B·Auto - Parts·Consumer Cyclical
$7.82-1.3%YTD-25.5%1Y-43.3%
Price updated 14h ago·X counts updated 4d ago
MBMBLY
$MBLYMobileye Global Inc.
$7.82-1.26%57 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.

57X posts · last 7 days
Aug 31Sep 13
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 2026-09-16

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

ADAS/AV pioneer at 16% of 52-week range with two director purchases at $7.98 in August signaling a floor.

Mobileye has been under sustained pressure — down 25% YTD, 43% t12m — but the tape shows two director insider purchases in August (Yeary bought 12,360 shares at $7.98; Yeboah-Amankwah bought 11,841 shares), the first insider buys in over a year. Q2 EPS of $0.19 beat consensus by 236%.

  • Q1 revenue of $558M grew 27% YoY on gross margin of 49%; last four earnings prints all beat, three by 40%+ margins.
  • FY26 EPS consensus of $0.49 walks to $0.50 in 2027, $0.70 in 2028, and $1.20 in 2029 — the multi-year model expects AV/ADAS unit economics to inflect.
  • Intel remains the controlling shareholder; the September 10 8-K reclassifying COO Ohayon as a Section 16 executive officer suggests a governance normalization step, not a strategic pivot.

Beta of 1.21 and float of 580M shares mean this trades as a proxy for AV/ADAS narrative; the October 22 print is the tell on whether the design-win pipeline sustains.

Agrees with X sentimentX's bullish insider-buy framing captures the same signal the tape is beginning to price.

What to watch: October 22 earnings, ADAS-vs-Chauffeur revenue mix, Beep-shuttle strategic investment thesis, additional insider actions.

On the calendar: Earnings 2026-10-22

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

Auto-parts demand is supported by the record-average 12.6-year US vehicle fleet and EV-content growth; Hyliion faces multiple securities fraud lawsuits dominating news flow, while solid-state battery names (QS) face extended pre-revenue timelines and Mobileye continues to invest in autonomous driving commercialisation.

What this means for $MBLY

Partial — ADAS and autonomous driving systems shipped to OEMs generate per-vehicle royalty revenue; Beep Series B leadership signals active investment in L4 autonomous mobility; near-term Intel ownership overhang limits multiple expansion.

Industry benchmark

10-name peer basket
-4.3%YTD
-3.2%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 21 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 – $0.6918
FY28$2.7B$2.3B – $3.2B$0.70$0.66 – $0.7621
FY29$3.7B$3.5B – $3.9B$1.20$1.12 – $1.3018
FY30$4.7B$4.4B – $5.0B$1.65$1.54 – $1.7910

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.1.2×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.14%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.-9.5%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.-14.4%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 today0.7% 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.

CYD or MBLY: Which Is the Better Value Stock Right Now?zacks.com·2d agoWhy the driverless company Intel controls just bet on a Florida shuttle startup247wallst.com·6d agoBEEP CLOSES SERIES B TO ACCELERATE COMMERCIAL DEPLOYMENT OF AUTONOMOUS MOBILITY NETWORKSprnewswire.com·8d agoCompass Financial Management LLC Makes New $795,000 Investment in Mobileye Global Inc. $MBLYdefenseworld.net·10d agoMobileye Global Inc. (NASDAQ:MBLY) Receives Average Rating of “Hold” from Brokeragesdefenseworld.net·21d ago

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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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