
MBLY Stock Forecast & Price Target
MBLY Analyst Ratings
Bulls say
Mobileye Global Inc. has demonstrated significant financial growth, with an automotive revenue pipeline of $24.5 billion that has increased over 40% since early 2023, indicating strong visibility into future growth opportunities. For the 12 months ending December 2025, the company reported a 14.51% year-over-year increase in Net Sales Revenue, rising from $1.65 billion to $1.89 billion, along with a substantial 51% increase in operating cash flow, amounting to $602 million. Additionally, Mobileye's integration of vehicle autonomy with humanoid robotics on a unified Physical AI platform is expected to enhance revenue growth prospects and improve overall operational efficiency, positioning the company for long-term shareholder value creation.
Bears say
Mobileye Global Inc experienced a significant decline in Q4 revenue, down 9% year-over-year to $446 million, primarily due to an 11% decrease in EyeQ SoC volumes attributed to inventory balancing among Tier-1 customers. The company's guidance for FY26 revenue, projected at $1.94 billion at the midpoint, falls short of market expectations of approximately $2.0 billion, further reflecting declining unit volumes from top customers and in the China OEM market. Additionally, margins are forecasted to decrease from around 75% in 2022 to about 65% in 2026, exacerbated by higher operating expenses tied to R&D investments in new initiatives, which contribute to a negative outlook for the company's financial performance.
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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