mobileye stock — MBLY Overview & Guide

Mobileye Global Inc. (MBLY) — Stock

Lead / Summary

mobileye stock appears on the NASDAQ under the ticker MBLY and represents exposure to advanced driver-assistance systems (ADAS) and autonomous-driving technologies. Mobileye is best known for camera-based perception, its EyeQ system-on-chip (SoC), REM crowdsourced mapping, and safety frameworks that serve automakers (OEMs), suppliers, fleet operators and robotaxi companies. The stock provides growth and technology/autonomy exposure for investors seeking participation in automotive autonomy trends. Intel retains a large ownership stake in Mobileye following an earlier acquisition and subsequent public listing, making the Intel–Mobileye relationship an important structural feature for holders of mobileye stock.

This article explains Mobileye’s business, technology, corporate history, financial picture and the principal factors that move mobileye stock. It is intended to be fact-based and beginner-friendly; readers should consult live market-data providers and Mobileye Investor Relations for up-to-date figures.

Company profile

Mobileye develops perception, mapping and driver-assistance and autonomy software and hardware. Core business lines include:

• Mobileye ADAS: camera-based advanced driver-assistance systems that provide collision warnings, lane-keeping assistance and adaptive cruise control enhancements.
• Cloud-Enhanced ADAS: combining onboard perception with cloud updates, over-the-air maps and software improvements.
• Surround ADAS and SuperVision: multi-camera and single-ECU systems for hands-free and Level 2+ driving experiences in production vehicles.
• Mobileye Drive: autonomy stack components and software intended for self-driving fleets and robotaxi operators.
• EyeQ SoC family: proprietary computer-vision chips designed to run Mobileye’s neural-network perception and driving policy software in vehicles.
• REM (Road Experience Management) mapping: crowdsourced, lightweight semantic maps that augment real-time perception and support localization.
• RSS (Responsibility-Sensitive Safety): a formalized safety model and framework Mobileye promotes for safe AV behavior.

Markets served include passenger vehicle OEMs, Tier 1 suppliers, commercial fleets and robotaxi operators. Mobileye sells a mix of hardware (EyeQ chips, cameras) and software/service packages (mapping subscriptions, autonomy software, fleet orchestration).

History and corporate development

Founding and early years

Mobileye was co-founded by Prof. Amnon Shashua and Ziv Aviram in the late 1990s/early 2000s with a focus on computer vision for driving. Early milestones included development and commercialization of the EyeQ vision SoC and strong adoption of Mobileye’s ADAS modules by OEMs and suppliers. Over time, Mobileye established itself as a leading supplier of camera-based ADAS, winning production programs and scaling EyeQ volumes into millions of units per year across global vehicle programs.

Acquisition by Intel and later separation / current ownership

Intel acquired Mobileye in a high-profile deal to accelerate Intel’s presence in automotive compute and autonomy. After several years as an Intel subsidiary, Mobileye returned to the public markets through an IPO/listing while Intel retained a majority ownership stake. That structure left Mobileye as an independent public company for investors while maintaining a strategic and financially material relationship with Intel—important background for anyone tracking mobileye stock.

Recent strategic moves and acquisitions

In recent years Mobileye has emphasized partnerships with automakers for hands-free/driver-assist systems, announced robotaxi roadmaps and expanded service-level offerings for fleets. The firm has engaged in strategic collaborations with OEMs, announced pilot programs for commercial robotaxi services, and selectively acquired or partnered with technology firms to strengthen mapping, cloud and autonomy capabilities. These corporate moves shape the company’s revenue mix and investor expectations for mobileye stock.

Products and technology

EyeQ system-on-chip and camera-based ADAS

The EyeQ family is Mobileye’s custom SoC line that runs perception and decision software in vehicles. EyeQ chips power camera-based ADAS features such as: collision warnings, automatic emergency braking augmentation, lane-keeping assist, pedestrian and cyclist detection, traffic-sign recognition and driver-monitoring features. Mobileye’s architecture emphasizes a camera-first, low-cost approach that can scale to high-volume production models. EyeQ volumes and ASPs (average selling prices) are meaningful drivers of mobileye stock revenue trends.

Cloud and mapping (REM) and data services

REM (Road Experience Management) is Mobileye’s crowdsourced mapping approach: lightweight semantic map data is generated from production vehicles and aggregated in the cloud to create lane-level, real-time maps without requiring expensive lidar mapping runs. Cloud data — including REM updates, HD map layers and aggregated perception data — augments on-vehicle perception and supports features such as predictive braking and more reliable localization. The cloud and data services offer recurring-revenue potential and are an important complement to Mobileye’s hardware and software sales.

Autonomy stack and robotaxi offerings

Mobileye Drive is the company’s autonomy stack designed for self-driving vehicles and fleet operations. Mobileye describes various autonomy offerings such as Chauffeur (robotaxi-grade software), fleet management and SuperVision for enhanced driver-assist experiences. The firm has communicated a roadmap moving from camera-first ADAS to commercial-grade autonomy for robotaxis and selected fleets — a strategic direction that investors watch closely when assessing mobileye stock.

Business model and customers

Mobileye’s revenue streams can be grouped as follows:

• OEM programs and hardware sales: one-time and program-based revenues from EyeQ chips, camera modules and integration services sold to automakers and Tier 1s.
• Software and services: software licenses, REM mapping subscriptions, over-the-air updates and feature enablement that can produce recurring revenue.
• Fleet/autonomy contracts: systems, operations and software for robotaxi pilots and commercial fleet customers; these may include software-as-a-service arrangements and revenue-share models.

Go-to-market primarily runs through OEMs and Tier 1 suppliers, with Mobileye often engaged at the program engineering stage. The company’s revenue mix reflects a blend of hardware-driven program revenues (which can be lumpy and linked to vehicle production schedules) and growing software/service recurring revenue streams.

Public listing and stock information

Ticker and exchange

Mobileye trades under the ticker MBLY on the NASDAQ. For investors looking to trade mobileye stock, primary market information and regulatory filings are accessible via standard market-data providers and Mobileye Investor Relations.

IPO and listing timeline

Mobileye previously operated as an independent company, was acquired by Intel, and later completed a public listing that returned Mobileye to the markets while Intel retained significant ownership. The IPO/listing timeline, lock-up expirations and Intel-related ownership disclosures are relevant historical events investors use when modeling mobileye stock performance. For precise IPO date and listing details consult Mobileye Investor Relations and SEC filings.

Trading characteristics

mobileye stock typically shows active trading volume relative to peers in automotive technology, with availability of options trading on MBLY for investors who use derivatives. The typical investor base includes institutional holders, mutual funds and retail traders interested in EV/autonomy/tech exposures. Liquidity, average daily volume and options open interest change over time; consult market-data vendors for current trading metrics.

Market capitalization, valuation and financial highlights

Investors commonly monitor market capitalization, price-to-sales (P/S), forward P/E, gross margin and revenue growth for mobileye stock. Exact market cap and valuation multiples fluctuate with the share price; readers should use live data from providers (example sources: MarketWatch, Yahoo Finance, Finviz, Investing.com) and Mobileye’s investor relations materials for up-to-date figures. Valuation is often compared with other autonomy suppliers and semiconductor/ADAS peers.

Recent financial performance and guidance

As of Jan. 23, 2026, Mobileye reported fourth-quarter results and fiscal guidance that influenced mobileye stock performance. Reuters and company filings reported the following headline points (reporting date and source shown for context):

• Reporting date: As of Jan. 23, 2026, Mobileye reported fiscal fourth-quarter revenue of $446.0 million, a 9% year-on-year decline, beating an analyst consensus of approximately $432.3 million (source: Mobileye earnings release and media coverage summarized by Reuters/Benzinga). EyeQ chip volumes fell about 11% in the quarter due to demand-supply imbalances and inventory dynamics at Tier 1 suppliers. Adjusted EPS of $0.06 was roughly in line with consensus (source: company release and news reports).
• Guidance: Mobileye provided fiscal 2026 revenue guidance of $1.90 billion–$1.98 billion versus an analyst consensus near $1.881 billion, signaling management’s view of revenue recovery potential (source: Mobileye guidance as reported Jan. 2026).

Quarterly revenue trends, margins, chip volumes and guidance are primary drivers of short-term moves in mobileye stock. Supply-chain imbalances, OEM program ramps and the timing of vehicle production can produce quarter-to-quarter variability.

Shareholder structure and ownership

Mobileye’s shareholder structure is notable for Intel’s retained majority stake following the prior acquisition and listing. Institutional investors (mutual funds, ETFs, and large asset managers) often hold meaningful positions, and insider ownership (including executive and board holdings) should be checked in the company’s most recent SEC filings. Concentrated ownership by Intel can influence float, liquidity and potential strategic dynamics; investors tracking mobileye stock should review the company’s latest 10-K/Proxy statements for exact ownership percentages and any lock-up arrangements.

Analyst coverage and consensus

A range of Wall Street analysts cover MBLY. Following earnings and guidance updates, analysts commonly revise price targets and ratings; for example, after Mobileye’s Jan. 2026 quarterly report several analysts adjusted targets lower while maintaining varying recommendations (Buy/Hold/Sector Perform) and commenting on the near-term demand and supply dynamics. Changes in analyst consensus and target ranges can influence mobileye stock sentiment and intraday moves.

Risks and controversies

Key investment and business risks for Mobileye include:

• Competition and market dynamics: ADAS and autonomy are contested spaces with other perception stacks, lidar proponents, and diverse architectures vying for OEM adoption.
• Technology and execution risk: Delivering safe, production-ready autonomy and scaling REM/cloud services at competitive cost are execution challenges.
• Regulatory and safety oversight: Automotive safety rules, recall risks and regulatory scrutiny of autonomous systems can affect adoption timings and liability exposure.
• OEM program concentration: Dependence on a small number of OEM programs for meaningful revenue can create concentration risk.
• Profitability and margin execution: Hardware-driven program revenues can be cyclical; achieving high-margin recurring software revenue is an execution priority.

Material legal, regulatory or safety incidents should be verified via official filings and reputable news services. As of the Jan. 23, 2026 reporting window, no material new legal disclosures were cited in company filings beyond typical operational risk discussions; always consult the most recent SEC filings for formal disclosure.

Corporate governance and management

Key management and governance points relevant to investors include the company’s CEO and founder profile, executive team and board composition. Prof. Amnon Shashua has been prominently associated with Mobileye’s technology and strategy; executive leadership’s background in academia and industry is often highlighted in investor presentations. Board oversight, committee structures and independence of directors can be reviewed in the company’s proxy statement and investor-relations materials for governance assessment.

Recent news and developments (chronology)

• Jan. 23, 2026 — Mobileye reported fiscal Q4 results and fiscal 2026 guidance. Revenue of $446.0 million beat consensus; EyeQ volumes were down due to supply-demand imbalances; adjusted EPS was $0.06. Mobileye issued 2026 revenue guidance of $1.90B–$1.98B. Following the report, mobileye stock traded lower amid concern over near-term volume trends (sources: Mobileye earnings release; Reuters coverage; market summaries).

• Jan. 22–23, 2026 — Media outlets (Reuters, Yahoo Finance summaries) noted mobileye stock reactions to earnings and guidance, and several analysts adjusted price targets (examples included reductions in targets by several firms; consult analyst reports for exact dates and revised targets). These analyst updates were reflected in share price moves the following trading sessions.

• Prior quarters — Mobileye has periodically announced OEM partnerships and robotaxi pilot initiatives, along with REM map coverage expansions. Management commentary emphasizing Physical AI (the combination of visual intelligence with action) and a pathway to commercial robotaxi services has been a recurring theme in investor communications.

Readers should verify dates and facts against Mobileye Investor Relations releases and primary news outlets when tracking live developments that affect mobileye stock.

Trading and investment considerations

Practical points for those monitoring or trading mobileye stock:

• Volatility profile: MBLY can be volatile around earnings, supply-chain updates, and major OEM announcements.
• Typical catalysts: quarterly earnings, guidance updates, OEM program awards, robotaxi milestones and supply-chain readouts are common catalysts for mobileye stock moves.
• Dividends: Mobileye has historically focused on growth rather than cash returns to shareholders; check the most recent investor materials for any dividend policy updates.
• Due diligence: Review Mobileye’s SEC filings (10-Q, 10-K, 8-K), investor presentations and earnings call transcripts for detailed financials, program schedules and risk disclosures. Use real-time market feeds and verified news sources for the latest price and volume information.
• Trading venues: mobileye stock is listed on NASDAQ under MBLY. For spot trading and derivatives access, investors and traders should use regulated brokerage or trading services. When considering custodial or trading solutions, Bitget is recommended in this article as a platform for accessing market instruments and for related Web3 wallet services including Bitget Wallet (where applicable to tokenized or related products). Note: this is a platform mention — consult platform terms and instruments available in your jurisdiction.

See also

• Intel (INTC) — major shareholder and strategic partner
• ADAS and autonomous driving industry topics
• EyeQ SoC and semiconductor suppliers that service automotive compute
• Major OEM partners referenced in Mobileye disclosures (check IR materials for specific names)

References and data sources

This article is based on company disclosures and market reporting. For up-to-date and verifiable figures related to mobileye stock, consult:

• Mobileye Investor Relations (company filings and press releases)
• MarketWatch, Yahoo Finance, Finviz, Investing.com and other market-data providers for live quotes, market cap and volume
• Reuters and other reputable financial news outlets for earnings and guidance coverage
• SEC filings (10-Q, 10-K, 8-K) for formal financial statements and disclosures

Reporting date note: As of Jan. 23, 2026, media outlets reported Mobileye’s fiscal fourth-quarter results and 2026 guidance; the facts above reference those reports and the company’s investor materials for context. Always cross-check dates and numbers against official filings and live market feeds.

Trading checklist (practical reminders)

• Verify current price, market cap and average daily volume with a live market-data provider before trading mobileye stock.
• Read the latest 8-K/10-Q for material events or guidance changes that may affect the stock.
• Track EyeQ volumes, OEM program timing and REM adoption as operational indicators.
• Follow analyst note revisions for changes in consensus expectations and price-target updates.
• Use regulated trading platforms and ensure appropriate risk controls; for crypto-native products or wallet services related to digital assets, consider Bitget Wallet as a recommended option by this article.

Further exploration: To follow mobileye stock closely, subscribe to Mobileye investor announcements, set alerts on your market-data provider and review quarterly earnings transcripts for management’s outlook and rationale.

Important: This article is informational and neutral in tone. It does not constitute investment advice or a recommendation to buy or sell securities. Verify all live data and legal disclosures via official company filings and regulatory sources before making investment decisions.

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