Mobileye Global (NASDAQ:MBLY) Issues Earnings Results

Mobileye Global (NASDAQ:MBLY) announced its quarterly earnings results on Thursday. The company reported $0.12 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.09 by $0.03, Briefing.com reports. The business had revenue of $558.00 million for the quarter, compared to analyst estimates of $519.34 million. Mobileye Global had a negative net margin of 20.70% and a positive return on equity of 0.21%. The company’s revenue was up 27.4% on a year-over-year basis. During the same quarter last year, the firm earned $0.08 EPS.

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

• Q1 beat and guidance raised — Revenue rose 27% year?over?year to $558M, adjusted operating income increased 61%, operating cash flow was $75M, and management pushed the 2026 outlook toward the high end while announcing a share buyback.
• ADAS demand is strong but mixed for margins — higher ADAS fitment and robust Chinese OEM export volumes drove unit upside, but the increased China mix and some dual?chip programs exert downward pressure on ASPs and revenue?to?profit conversion.
• Advanced products show execution progress — a successful 2,000+ km SuperVision test on production EyeQ6 High and Volkswagen/MOIA pre?series Robotaxi production and U.S. testing support the target of driver?out validation by end?2026 and EU homologation in H1 2027.
• Accounting and acquisition effects weighed on GAAP results — the company recorded a $3.8B goodwill impairment in Q1 and completed the Mentee acquisition (introducing future share?based compensation vesting through 2028/2030), though buybacks are intended to offset dilution.

Mobileye Global Price Performance

NASDAQ MBLY traded up $0.80 during trading hours on Thursday, reaching $8.70. 22,480,926 shares of the company’s stock traded hands, compared to its average volume of 8,182,820. Mobileye Global has a 52-week low of $6.47 and a 52-week high of $20.18. The firm has a market cap of $7.32 billion, a PE ratio of -17.75 and a beta of 0.75. The firm has a 50-day simple moving average of $7.93 and a 200 day simple moving average of $10.36.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the business. Two Sigma Investments LP lifted its position in Mobileye Global by 131.9% during the 3rd quarter. Two Sigma Investments LP now owns 4,383,735 shares of the company’s stock valued at $61,898,000 after acquiring an additional 2,493,181 shares during the period. Vanguard Group Inc. raised its holdings in Mobileye Global by 65.5% in the third quarter. Vanguard Group Inc. now owns 3,065,586 shares of the company’s stock worth $43,286,000 after buying an additional 1,213,448 shares during the last quarter. Burkehill Global Management LP purchased a new position in Mobileye Global in the third quarter worth about $42,360,000. Dimensional Fund Advisors LP raised its holdings in Mobileye Global by 20.8% in the fourth quarter. Dimensional Fund Advisors LP now owns 2,976,887 shares of the company’s stock worth $31,082,000 after buying an additional 513,054 shares during the last quarter. Finally, Primecap Management Co. CA raised its holdings in Mobileye Global by 19.4% in the fourth quarter. Primecap Management Co. CA now owns 2,644,680 shares of the company’s stock worth $27,610,000 after buying an additional 428,880 shares during the last quarter. 13.25% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on MBLY shares. Weiss Ratings reissued a “sell (e+)” rating on shares of Mobileye Global in a report on Wednesday, January 28th. Berenberg Bank started coverage on shares of Mobileye Global in a report on Wednesday, April 1st. They issued a “buy” rating and a $9.30 price target on the stock. Morgan Stanley cut their price target on shares of Mobileye Global from $13.00 to $12.00 and set an “equal weight” rating on the stock in a report on Friday, January 23rd. JPMorgan Chase & Co. cut their price target on shares of Mobileye Global from $11.00 to $9.00 and set a “neutral” rating on the stock in a report on Thursday, April 16th. Finally, Wall Street Zen lowered shares of Mobileye Global from a “hold” rating to a “sell” rating in a report on Saturday, February 21st. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Mobileye Global presently has an average rating of “Hold” and an average price target of $14.79.

Key Mobileye Global News

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

• Positive Sentiment: Q1 results beat revenue and EPS expectations (Q1 revenue $558M, EPS $0.12 vs. consensus ~ $0.09), and management modestly raised 2026 guidance — a primary driver of the stock’s upward move. Mobileye delivers earnings beat, raises full-year outlook
• Positive Sentiment: Company announced a share?repurchase program of up to $250 million and highlighted a new Mahindra design win (adds an additional Surround ADAS customer and a second SuperVision customer) — both support future revenue mix and signal management confidence. Mobileye Releases First Quarter 2026 Results, Updates Full-Year Outlook, and Announces a $250 Million Share Repurchase Program
• Neutral Sentiment: Analyst/coverage write-ups provide deeper metric comparisons (YoY growth, margins and unit trends) that investors should review for sustainability of the beat and margin trajectory. Mobileye (MBLY) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
• Neutral Sentiment: Company released investor materials and hosted a conference call — useful for guidance detail, segment-level trends and capital allocation priorities (including the repurchase). Listen to Conference Call / View Press Release
• Negative Sentiment: BNP Paribas Exane lowered its price target to $8.50 and kept a Neutral rating, signaling limited upside from some sell?side desks despite the beat. BNP Paribas Exane price-target cut (Benzinga)
• Negative Sentiment: Goldman Sachs and others have trimmed expectations/price targets recently amid sector headwinds (input costs, softer near?term vehicle volumes), which could cap gains absent sustained margin improvement. Why Mobileye Global (MBLY) Just Saw Expectations Reset

About Mobileye Global

Mobileye Global Inc (NASDAQ: MBLY) is a leader in the development of advanced driver-assistance systems (ADAS) and autonomous driving technologies. Headquartered in Jerusalem, Israel, the company designs and supplies computer vision-based solutions that enable vehicles to detect and respond to road conditions, obstacles and signage. Mobileye’s core offering centers on its proprietary EyeQ system-on-a-chip (SoC) family, which processes video streams from automotive cameras to deliver features such as lane-keeping assist, adaptive cruise control, collision prevention and traffic sign recognition.

Founded in 1999 by Prof.