Mobileye

MBLY

Market cap $8.9B

Mobileye's (MBLY) advanced SoC devices power numerous L2-L4 autonomous driving packages which I believe will be in high demand from OEMs for many years to come. Shares trade at a non-GAAP forward PEG ratio of 0.81x, which is more than 50% below the sector median of 1.86x suggesting potential upside related to a re-rating. The recent $900 million acquisition of Mentee Robotics may act as a growth engine, but I view the circular nature of the deal to be a potential warning sign.

JERUSALEM--(BUSINESS WIRE)--Mobileye Global Inc. (Nasdaq: MBLY) (“Mobileye”) today announced that it will release its financial results for the fourth quarter and full year 2025 on Thursday, January 22nd, 2026, before market open. Mobileye will host a conference call at 8:00am ET (3:00pm IT) to review its results and provide a general business update. The call will be hosted by Professor Amnon Shashua, CEO, Moran Shemesh Rojansky, CFO, Nimrod Nehushtan, EVP – Business Development and Strategy,.

Mobileye Global Inc. (MBLY) Presents at CES 2026 Transcript

Mobileye Global Inc. is rated a Strong Buy, with a 12-month price target raised to $20-22, reflecting extreme undervaluation after Intel's divestment-driven selloff. MBLY's advanced driver-assistance systems, or ADAS, technology is gaining traction with major automakers, positioning the company as a leading player in autonomous driving. With projected 2027 EPS of $0.60-0.80 and a forward PEG well below one, MBLY trades at only 15-20x forward earnings, highlighting its attractive valuation.

Mobileye is making an aggressive move into the humanoid robotics arena. Pairing Mobileye's autonomy expertise with Mentee Robotics' development platform could accelerate advances in artificial intelligence (AI).

Expand NASDAQ: MBLY Mobileye Global Today's Change (0.49%) $0.06 Current Price $12.24 Key Data Points Market Cap $9.9B Day's Range $12.10 - $14.33 52wk Range $10.04 - $20.18 Volume 51M Avg Vol 5.1M Gross Margin 46.90% Mobileye Global (MBLY +0.49%), which develops advanced driver-assistance systems (ADAS) and autonomous driving technologies, closed Wednesday's session at $12.24, up 0.49%. The action followed premarket news of Mobileye's $900 million acquisition of Mentee Robotics.

Mobileye Global Inc. (NASDAQ: MBLY) used its CES stage to widen its bet beyond driver assistance, unveiling a $900 million deal for Mentee Robotics that pushes the company into "physical AI" for industrial fleets.

Investors with an interest in Automotive - Original Equipment stocks have likely encountered both Adient (ADNT) and Mobileye Global (MBLY). But which of these two stocks presents investors with the better value opportunity right now?

Mobileye, the maker of self-driving car technology, is buying startup Mentee Robotics for $900 million. Mobileye CEO Amnon Shashua explains how the acquisition fits in with the company's push to develop humanoid robots.

Mobileye Global Inc (NASDAQ:MBLY) stock was last seen trading near breakeven at $12.18, earlier surging as high as $14.33 after news that the Israel-based autonomous driving company is acquiring humanoid robot startup Mentee in a cash and stock deal worth about $900 million.