Mobileye (MBLY)
Builds the EyeQ chip and perception software behind automotive driver-assistance and autonomous-driving systems.
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Designs the EyeQ system-on-chip and the perception software that sit behind camera-based driver-assistance and autonomous-driving systems, selling primarily to global automakers and their parts suppliers. A mobility-app subsidiary and a newly acquired humanoid-robotics unit extend the same computer-vision approach beyond the car.
Develops the EyeQ chip and its perception software, letting vehicles read camera images for driver-assistance and autonomous-driving features. Automakers and their parts suppliers build the package into new vehicle models, the main channel through which it reaches drivers.
Israel has stayed the engineering base since the 1999 Jerusalem founding, while customers are automakers worldwide rather than one national market. A mobility-app subsidiary layers in trip-planning and transit data across many cities, building toward driverless ride services.
Intel holds a controlling stake and most voting power, making it a controlled company under Nasdaq's rules despite trading publicly. Automaker order cycles swing revenue sharply year to year, and a newly acquired humanoid-robotics unit extends the same computer-vision approach into physical AI beyond the car.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 17, 2026 | Berenberg Bank | Target | Target: $10.80 | Target: $11 |
| Jul 30, 2026 | Tigress Financial | Reiterate | Rating: —Target: $25 | Target: $18 |
| Jul 27, 2026 | Deutsche Bank | Target | Target: $19 | Target: $13 |
| Jul 27, 2026 | Evercore ISI | Target | Target: $20 | Target: $16 |
| Jul 27, 2026 | Piper Sandler | Upgrade | Target: $31 | Target: $12 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 27, 2026Cash & short-term investments $1.44B · Total debt $0 · Total assets $8.84B · Shareholders' equity $8.21B
- Revenue
- $508.0M
- Operating income
- −$30.0M
- Net income
- −$21.0M
No dividends on record.
| Institutions | 73.31% | 185.04M shares | |
|---|---|---|---|
| 317 holders · as of Jun 30, 2026 | |||
| Insiders | 11.90% | 30.04M shares | |
| 13 holders · as of Sep 14, 2026 | |||
| Other | 14.79% | 37.34M shares | |
| remainder | |||
252.42M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (252.42M in the company's Sep 22, 2026 report, 815.53M elsewhere); stakes use the report.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Intel CorpInstitution | 19.81% | 50.00M | as of Jun 30, 2026 |
Amnon Shashua1Insiderdirector, officer: CEO and President | 7.68% | 17.78M | filed Jul 14, 2026 |
Two Sigma Investments, LPInstitution | 4.05% | 10.22M | as of Jun 30, 2026 |
Manufacturers Life Insurance Company, theInstitution | 3.85% | 9.71M | as of Jun 30, 2026 |
Shai Shalev-ShwartzInsiderofficer: Chief Technology Officer | 3.21% | 8.11M | filed Jul 14, 2026 |
- Amnon Shashua's own ownership statement (13D, Feb 10, 2026) plus the 1.62M net shares acquired since reports fewer shares than the transaction reports; the statement is used.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 6, 2026 | Safroadu Yeboah-Amankwah | director | +11,841 | $8.46 |
| Jul 30, 2026 | Frank D. Yeary | director | +12,360 | $7.98 |
- Nvidia
ADAS/AV silicon leader; DRIVE and Alpamayo challenge the EyeQ end-to-end model
- Qualcomm
Snapdragon Ride and Arriver perception win OEM programs against EyeQ
- Tesla
Ex-customer turned rival; in-house Tesla Vision vs EyeQ, plus a robotaxi race
- Alphabet Class A
Waymo's scaled robotaxi fleet outpaces the Drive/Chauffeur robotaxi push
- Ambarella
CV3-AD domain-controller chips aim to open up the EyeQ-led ADAS market
- Texas Instruments
Open Jacinto/TDA4 processors undercut EyeQ in entry- and mid-tier ADAS
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Mobileye | $7.93 | −0.75% | $6.52B | — | 19.2 | 3.2 | +0.4% |
| Nvidia | $228.37 | +0.44% | $5.51T | 28.7 | 19.0 | 18.2 | +105.9% |
| Qualcomm | $194.55 | +0.16% | $203.94B | 22.2 | 21.0 | 4.6 | −4.0% |
| Tesla | $377.53 | +0.59% | $1.48T | 347.5 | 183.2 | 14.3 | +25.5% |
| Alphabet Class A | $361.06 | +1.72% | $4.30T | 17.8 | 26.9 | 9.6 | +24.2% |
| Ambarella | $68.92 | +0.11% | $3.02B | — | 77.2 | 7.2 | +13.2% |
| Texas Instruments | $270.52 | −0.13% | $247.37B | 41.2 | 28.4 | 12.7 | +22.8% |
| Median | 28.7 | 27.7 | 11.2 | +23.5% |