MBLY
Mobileye Global Inc (MBLY) Q1 2026 Earnings Call Highlights: Strong Revenue Growth and ...
Article Summary
BUY- Mobileye Global Inc. (NASDAQ: MBLY) reported a 27% year-over-year increase in revenue for Q1 2026, with revenue rising 27% to $558 million and adjusted operating income rising 61% year over year to $95 million.
- Mobileye Global raised its full-year revenue outlook to $1.975 billion at the midpoint, reflecting strong demand in China OEM export volumes and increased ADAS shipment rates at core Western customers.
- Mobileye's ADAS business continues to be strong with high margins and cash generation, securing long-term positions with Porsche and MOIA, and the company announced a share buyback program leveraging strong cash flow to benefit shareholders by offsetting dilution from stock-based compensation.
- However, lower revenue per unit and profitability from increased China OEM volumes could affect overall margins, and operating expenses are expected to grow by approximately 10% next year, potentially pressuring profitability.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 8.7% | 25% | 35.0 ptsBelow Screener (8.7%) - Weak growth |
| EPS Growth Next 5Y ? | 19.7% | 25% | 50.0 ptsMeets Minimum (19.7%) - Passes screener |
| Target Price Upside ? | 49.0% | 20% | 95.0 ptsHuge Upside (49.0%) - Target: $13.29 vs Current: $8.92 |
| Gross Margin % ? | 48.3% | 15% | 60.0 ptsSolid (48.3%) - Decent margins |
| Drawdown from 52-Wk High ? | -55.8% | 15% | 100.0 ptsDeep Discount (-55.8%) - Best entry opportunity |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About MBLY
- Mobileye Global Inc. develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies and solutions in the United States, Europe, China, and internationally.
- It operates through two segments, Mobileye and Moovit.
- It offers end-to-end ADAS and autonomous driving solutions, including Base ADAS, a front camera that delivers a combination of intelligent safety features to avoid unsafe driving situations; Cloud-Enhanced ADAS, which leverages crowdsourced data to offer accurate localization; safer, smoother, and natural driving experience; and Mobileye Surround ADAS that offer eyes-on/hands-off functionality for highway ODDs with features, such as automatic lane change, front and rear collision avoidance, traffic jam assist, and a Highway Pilot function, as well as includes DXP support that enables customers to customize the driving experience.
- It also provides Mobileye SuperVision, a eyes-on/hands-off driver assist system for autonomous vehicles; Mobileye Chauffeur, an eyes-off/hands-off solution for consumer vehicles; and Mobileye Drive, a fleet-focused end-to-end self-driving system that enables automakers, public transportation companies, and transportation network operators to offer a no-driver solution for robotaxis, ride-pooling, public transport, and goods delivery.
- In addition, it offers EyeQ SoC that provide drivers with basic safety features covered by front-facing sensing, such as collision warning, lane departure warnings, pedestrian and cyclist collision warning, headway monitoring and warning, speed limit indicator, blind spot detection, and others; True Redundancy, which is an AI system architecture; and Road Experience Management solutions.
- It provides its products and services to original equipment manufacturers through automotive suppliers, as well as fleet owners and operators.
- The company was founded in 1999 and is headquartered in Jerusalem, Israel.
- Mobileye Global Inc. is a subsidiary of Intel Corporation.