MBLY Stock Forecast & Price Target

Mobileye Global Inc has demonstrated a robust financial performance, with net sales revenue increasing by 7.61% year-over-year, rising from $1.80 billion to $1.94 billion for the 12 months ending September 2025. The company reported substantial growth in its Q3 2025 results, with revenues reaching $504 million, supported by strong shipments of its EyeQ systems and new ADAS program wins, indicating a positive trajectory in demand for its technologies. Additionally, a notable increase in economic operating cash flow (EBITDAR) by 8.88% year-over-year signals effective cost management and operational efficiency, reinforcing the company's growth potential as ADAS adoption becomes more prevalent in new vehicle models.

The analysis highlights a decline in Mobileye Global Inc.'s Return on Capital (ROC), which fell from -2.33% to -3.17% over the last twelve months, indicating deteriorating financial efficiency. Additionally, the company's Net Operating Profit After Tax (NOPAT) experienced a significant drop of 22.30% year-over-year, with losses increasing from $313.3 million to $383.1 million, signaling worsening profitability. The expectation of a lower top-line performance in Q4, potentially leading to negative Earnings Before Interest and Taxes (EBIT), further underscores the company's financial challenges.