Mobileye Global Inc.MBLY
NasdaqGS•Consumer Cyclical•Auto Parts
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.
Mobileye Global Inc. (MBLY) reported trailing twelve months revenue of $2.01B as of March 2026, a 8.7% increase year-over-year. Quarterly revenue reached $558.00M, reflecting continued top-line momentum.
Mobileye Global Inc. reported a TTM net loss of $4.11B, with quarterly EBITDA of $-3.88B. The operating margin contracted from -26.7% to -698.2%, suggesting rising cost pressures or pricing headwinds.
The spread between operating margin (-698.2%) and net margin (-684.2%) indicates tight cost control with minimal non-operating drag. Net margin has narrowed from -23.3% a year ago, reflecting increased costs or interest expense.
MBLY trades at a P/S of 2.7x. The price-to-book ratio of 0.7x suggests the stock trades below its book value.
The company generated $45.00M in free cash flow over the trailing twelve months, a 52.6% decrease year-over-year, indicating strong cash generation ability. The balance sheet shows $8.73B in total assets with no in long-term debt against $8.16B in stockholders equity. Data based on the most recent quarterly reports.
Competitive analysis based on 15 quarters of fundamental data
Operating margins are under pressure, averaging -176.1%. The business may lack pricing power or face rising costs.'
ROE is low or negative, suggesting limited competitive advantage or capital allocation challenges.
Free cash flow is consistently positive and growing — a hallmark of a capital-light business that can self-fund growth.
Revenue shows resilience with 4 of 7 quarters posting growth — demand is generally stable but has seen some soft patches.
Data-driven red flags and warnings across 15 quarters
The company posted negative operating margins in recent quarters — core operations are unprofitable.
FCF consistently trails net income (avg -1.1x) — earnings may be inflated by non-cash items or aggressive accounting.
Limited debt-to-equity data available.
Revenue is stable or growing over recent quarters — demand appears durable.
Free cash flow is consistently positive — the business self-funds without external capital reliance.
Share count is stable — no significant dilution or buyback activity.