
MBLY Stock Forecast & Price Target
MBLY Analyst Ratings
Bulls say
Mobileye Global Inc. has established a substantial automotive revenue pipeline of $24.5 billion, which has seen a growth of over 40% since early 2023, indicating strong potential for future growth, particularly with programs launching in 2028-2029. The company reported a 14.51% year-over-year increase in net sales revenue for the 12 months ending December 2025, alongside a significant rise in operating cash flow, which surged 51% year-over-year to $602 million. Additionally, the unification of vehicle autonomy and humanoid robotics on a shared Physical AI platform positions Mobileye to benefit from diverse revenue streams, enhancing their growth prospects and shareholder value creation potential.
Bears say
The analysis indicates a negative outlook for Mobileye Global's stock primarily due to a 9% year-over-year revenue decline in Q4, attributed to decreased EyeQ SoC volumes and inventory adjustments at Tier-1 customers, leading to a challenging near-term outlook. Furthermore, projections for gross margins are concerning, with expectations of a decline from approximately 75% in 2022 to around 65% by 2026, exacerbated by a shift towards the EyeQ 5 product line. Additionally, the company’s FY26 revenue guidance of $1.94 billion falls short of market expectations, compounded by anticipated declines in unit volume from top customers and significant R&D expenses linked to acquisitions impacting EBIT outlook.
This aggregate rating is based on analysts' research of Mobileye Global Inc and is not a guaranteed prediction by Public.com or investment advice.
MBLY Analyst Forecast & Price Prediction
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