Mobileye Global Inc. (NASDAQ:MBLY) Faces Competitive Landscape and Analysts' Price Target Adjustments

• Mobileye Global Inc. (NASDAQ:MBLY) reported an EPS of $0.09, beating the Zacks Consensus Estimate.
• The company's revenue reached $504 million, indicating a significant increase from the previous year.
• Mobileye's strong financial ratios, such as a current ratio of 6.46 and a price-to-sales ratio of about 6.00, reflect investor confidence.

Mobileye Global Inc. (NASDAQ:MBLY) is a prominent player in the automotive industry, specializing in driver-assistance systems and autonomous driving technologies. The company is part of the Zacks Automotive - Original Equipment industry and is known for its innovative solutions that enhance vehicle safety and automation. Mobileye competes with other tech giants in the autonomous vehicle space, striving to lead in this rapidly evolving market.

On October 23, 2025, Mobileye reported its earnings, revealing an earnings per share (EPS) of $0.09. This figure surpassed the Zacks Consensus Estimate of $0.08, marking a 12.5% earnings surprise. Although this EPS is slightly lower than the $0.10 reported a year ago, it demonstrates Mobileye's consistent ability to exceed market expectations, as highlighted by Zacks.

Mobileye's revenue for the quarter was $504 million, exceeding the Zacks Consensus Estimate by 6.42%. This represents an increase from the $486 million reported in the same quarter last year. The surge in revenue is attributed to increased orders from automakers for Mobileye's driver-assisted chips, as the industry moves towards adopting autonomous software.

The company's financial health is further underscored by its strong current ratio of approximately 6.46, indicating a robust ability to cover short-term liabilities. Mobileye's price-to-sales ratio of about 6.00 suggests investor confidence in its sales potential. The enterprise value to sales ratio of 5.10 and enterprise value to operating cash flow ratio of 14.26 provide additional insights into its valuation.

Mobileye's President and CEO, Prof. Amnon Shashua, expressed confidence in the company's performance, citing stable auto production as a key factor. This positive outlook has led Mobileye to raise its full-year forecast, removing previous conservative estimates due to macroeconomic uncertainties. The company's effective cost management and strong revenue growth highlight its resilience in a competitive market.

Goldman Sachs downgraded Mobileye N.V. (NASDAQ:MBLY) from Buy to Neutral, maintaining its price target at $17. The decision reflects growing concerns about heightened competition, a more cautious outlook on adoption rates for autonomous and advanced driver-assistance systems (ADAS), and a valuation that already prices in near-term potential.

While Mobileye remains a technically strong player in the autonomous vehicle space, Goldman noted that the breadth of automakers adopting its systems has been narrower than anticipated, particularly in China and other global markets. Some carmakers are opting for in-house development or sourcing from other tech and semiconductor providers.

Although Mobileye has established important partnerships, including with Volkswagen and ride-hailing services such as Uber and Lyft, Goldman sees limited upside over the next few years. The firm expects the broader autonomous vehicle market to remain small and mostly commercial through at least 2027, delaying the scale needed to materially lift earnings.

• The consensus price target for Mobileye Global Inc. (NASDAQ:MBLY) has been adjusted downwards, indicating potential market and competitive pressures.
• Despite the downward trend, Tigress Financial sets a notably higher price target of $52, showcasing differing analyst opinions on Mobileye's future performance.
• Upcoming third-quarter earnings with an expected EPS of 9 cents and revenues of $481.74 million are crucial for assessing Mobileye's financial health and future prospects.

Mobileye Global Inc. (NASDAQ:MBLY) is a key player in the field of advanced driver assistance systems (ADAS) and autonomous driving technologies. As a subsidiary of Intel Overseas Funding Corporation, Mobileye offers a wide range of solutions, from basic driver assist features to sophisticated autonomous driving systems. The company operates in a competitive landscape, with rivals like Tesla and Waymo also advancing in autonomous technology.

The consensus price target for Mobileye's stock has seen a downward trend over the past year. A year ago, analysts set a target of $26.18, which decreased to $22.63 last quarter and further to $20 last month. This decline may be due to changing market conditions or competitive pressures. However, Tigress Financial has set a notably higher price target of $52, indicating differing analyst opinions.

Mobileye is gearing up to announce its third-quarter earnings, with expectations set by the Zacks Consensus Estimate. The anticipated earnings per share are projected at 9 cents, while revenues are expected to reach approximately $481.74 million. These figures will be crucial in assessing the company's financial health and could influence future price targets.

Investors should pay attention to Mobileye's strategic initiatives and any updates from Intel, as these could impact the company's performance and analysts' price targets. Developments in autonomous driving technology, partnerships, and regulatory changes are also important factors that could affect Mobileye's stock outlook.

Mobileye (NASDAQ:MBLY) shares plummeted 10% in pre-market today after the autonomous driving technology company lowered its revenue guidance for the full fiscal year 2024, falling short of analysts' expectations.

In the second quarter, Mobileye reported earnings per share (EPS) of $0.09, beating the Street estimate of $0.08. Revenue for the quarter was $439 million, slightly above the Street projection of $438.08 million. The company's adjusted operating income also outperformed, coming in at $79 million compared to the estimated $56.2 million.

Mobileye reported an adjusted gross margin of 69%, surpassing the Street estimate of 66.6%, while the adjusted operating margin was 18%, higher than the 13.1% expected by analysts.

Looking ahead, Mobileye revised its revenue forecast for the full year, now expecting between $1.60 billion and $1.68 billion, down from the previous guidance of $1.83 billion to $1.96 billion and below the Street estimate of $1.88 billion. This adjustment reflects the company's reassessment of market conditions and sales expectations, resulting in a more cautious outlook.

Mobileye (NASDAQ:MBLY) shares plummeted 10% in pre-market today after the autonomous driving technology company lowered its revenue guidance for the full fiscal year 2024, falling short of analysts' expectations.

In the second quarter, Mobileye reported earnings per share (EPS) of $0.09, beating the Street estimate of $0.08. Revenue for the quarter was $439 million, slightly above the Street projection of $438.08 million. The company's adjusted operating income also outperformed, coming in at $79 million compared to the estimated $56.2 million.

Mobileye reported an adjusted gross margin of 69%, surpassing the Street estimate of 66.6%, while the adjusted operating margin was 18%, higher than the 13.1% expected by analysts.

Looking ahead, Mobileye revised its revenue forecast for the full year, now expecting between $1.60 billion and $1.68 billion, down from the previous guidance of $1.83 billion to $1.96 billion and below the Street estimate of $1.88 billion. This adjustment reflects the company's reassessment of market conditions and sales expectations, resulting in a more cautious outlook.