Mobileye Global (NASDAQ:MBLY) Releases Earnings Results, Beats Estimates By $0.01 EPS

Posted by Brenda Bartman on Oct 30th, 2026

Mobileye Global (NASDAQ:MBLY – Get Free Report) announced its earnings results on Thursday. The company reported $0.11 EPS for the quarter, beating analysts’ consensus estimates of $0.10 by $0.01, FiscalAI reports. Mobileye Global had a negative net margin of 201.49% and a positive return on equity of 0.70%. The business had revenue of $492.00 million for the quarter, compared to analysts’ expectations of $476.78 million. During the same period in the previous year, the company posted $0.09 EPS. The company’s quarterly revenue was down 2.4% on a year-over-year basis.

Here are the key takeaways from Mobileye Global’s conference call:

Mobileye raised its 2026 outlook, increasing the revenue midpoint to approximately $2.008 billion and adjusted operating income to $400 million. The company cited stronger-than-expected EyeQ demand, higher SuperVision deliveries, cost discipline, and a $190 million Israeli R&D incentive.
EyeQ shipments are expected to grow about 10% year over year in 2026, despite slightly declining global vehicle production. Chinese OEM exports, emerging-market ADAS adoption, and demand from Mobileye’s top customers are driving the outperformance.
Mobileye reported growing traction for higher-content ADAS offerings, including Surround ADAS and Cloud-Enhanced ADAS using REM mapping. Management expects these programs, along with SuperVision and Chauffeur launches with Volkswagen Group, to support materially higher ASPs over the next several years.
The company is pursuing a broader role in robotaxis, targeting deployment of approximately 100 vehicles in one U.S. city in 2027 while partnering on fleet operations and infrastructure. Mobileye is also working toward lower-cost platforms that could reduce reliance on lidar through greater use of imaging radar.
Management expects a sequentially weaker fourth quarter, with revenue projected at roughly $450 million and adjusted operating income near $60 million. The decline reflects lower EyeQ orders, a step-down in SuperVision shipments, and somewhat higher operating expenses; rising memory costs also remain a 2027 pricing risk, although the company is negotiating pass-throughs with customers.

Mobileye Global Price Performance

NASDAQ:MBLY opened at $6.41 on Friday. The business’s 50-day moving average is $7.74 and its two-hundred day moving average is $8.58. The firm has a market capitalization of $5.38 billion, a PE ratio of -1.28, a price-to-earnings-growth ratio of 2.28 and a beta of 1.25. Mobileye Global has a 12 month low of $6.37 and a 12 month high of $14.33.

Insider Activity

In related news, Director Safroadu Yeboah-Amankwah bought 11,841 shares of the company’s stock in a transaction that occurred on Thursday, August 6th. The shares were acquired at an average cost of $8.46 per share, for a total transaction of $100,174.86. Following the acquisition, the director owned 84,336 shares in the company, valued at $713,482.56. This represents a 16.33% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this link. Company insiders own 10.00% of the company’s stock.

Trending Headlines about Mobileye Global

Here are the key news stories impacting Mobileye Global this week:

Positive Sentiment: Mobileye reported third-quarter adjusted EPS of $0.11, ahead of the $0.10 analyst estimate and up from $0.09 a year earlier. Revenue of $492 million also exceeded expectations of approximately $477 million. Mobileye Global Q3 Earnings and Revenues Beat Estimates
Positive Sentiment: Management raised the midpoint of its full-year 2026 revenue outlook to approximately $2.008 billion and narrowed the range to $1.995 billion–$2.020 billion. The revision reflected stronger-than-expected SuperVision deliveries and memory-cost pass-through. Mobileye Raises 2026 Revenue Outlook
Positive Sentiment: EyeQ chip shipments increased 11% through the first nine months, while gross margin improved to 53% from 48% a year earlier. Mobileye also generated $303 million in operating cash flow during the first nine months. Mobileye: Three Key Takeaways for Long-Term Investors
Neutral Sentiment: Needham reduced its price target from $13 to $9 but maintained a “Buy” rating, implying analysts still see substantial long-term upside while acknowledging lower near-term expectations. Needham Analyst Ratings
Negative Sentiment: Third-quarter revenue fell 2.4% year over year to $492 million, and Mobileye posted a GAAP net loss of $67 million. Although the loss narrowed from $96 million in the prior-year quarter, the company remains unprofitable, which weighed on the market’s reaction. Mobileye Reports Third-Quarter Revenue and Raises Outlook

Analysts Set New Price Targets

MBLY has been the subject of several research analyst reports. Citigroup assumed coverage on Mobileye Global in a research report on Friday, October 16th. They issued a “buy” rating and a $11.00 price objective for the company. Berenberg Bank upgraded shares of Mobileye Global from a “hold” rating to a “buy” rating and set a $11.00 target price on the stock in a report on Monday, August 17th. Royal Bank Of Canada lowered shares of Mobileye Global from a “sector perform” rating to an “underperform” rating and cut their price objective for the company from $7.00 to $5.00 in a research report on Wednesday, October 21st. Zacks Research lowered shares of Mobileye Global from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 20th. Finally, The Goldman Sachs Group lowered their target price on shares of Mobileye Global from $9.00 to $8.00 and set a “neutral” rating for the company in a research note on Tuesday, October 6th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $10.83.

Read Our Latest Analysis on Mobileye Global

About Mobileye Global

(Get Free Report)

Mobileye Global Inc (NASDAQ:MBLY) develops advanced driver-assistance systems and autonomous driving technologies for vehicle manufacturers worldwide. Founded in 1999 and headquartered in Jerusalem, Israel, the company provides computer-vision and artificial-intelligence solutions designed to improve vehicle safety and support automated driving.

Its product portfolio includes EyeQ system-on-chips, camera-based driver-assistance features, and software for functions such as automatic emergency braking, lane-keeping assistance, adaptive cruise control, and traffic-sign recognition.