MBLY

Mobileye Global Inc. Class A Common Stock (MBLY) | Rumor.io

Mobileye Global

MBLY

Attention (50-day avg)0.01%

Attention rank (50-day avg)#638

Bullish sentiment (50-day avg)82%

Price to earnings ratio-16.3

Market capitalization6.6B

Earnings per share-4.97

Dividend yield (TTM)—

Revenue (annual)1.9B

Net income (annual)-392M

Social

What share of all stock conversation is about MBLY?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% -0.03	0.01% +0	0.01% 0

Sep 25

Mobileye Global Inc. (MBLY) has a negative article about MOIA failing to find an investor in its first funding round, which is more damning than expected.
9 Innoviz lidars are standard on the Mobileye Drive autonomous platform.
MBLY may be attempting to breakout, with the market seeming to like the stock.

Generated by AI

Sentiment

Of the messages about MBLY that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	50% -30	40.32% -39.68	53.85% -37.11	70.03% -17.77
Bearish	50% +30	59.68% +39.68	46.15% +37.11	29.97% +17.77

Bullish· Aug 10

The company's vision and technology, particularly its REM (Remote Eye Manager) system, are highly regarded by the author, who sees significant potential for growth.
Institutional buying is likely behind the recent price increase, with a significant purchase of 100,000 shares by a director.
The company's fundamentals, including its book value and tangible value, are attractive, and the author believes the stock is undervalued at current prices.

Bearish· Jul 23

The CEO of Mobileye Global Inc. (MBLY) has announced his intention to step down after 27 years, which may indicate a lack of leadership and potentially hinder the company's growth.
Despite beating earnings expectations and raising guidance, the stock price has fallen 16% due to concerns over the leadership transition and the company's focus on robotics and other ventures.
The company's stock price has been steadily declining over the past 90 days, falling 20% while the S&P 500 has risen 3%, suggesting a potential "slow bleed" of investor confidence.

Generated by AI

Topics

Of the messages about MBLY that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	35.59%	47.95%	47.91%
Macro	—	55.93%	43.27%	43.31%
Technical Analysis	—	0%	0%	1.93%
Analysts	—	0%	2.92%	5.28%
Earnings	—	0%	0%	1.55%
Controversies	—	8.47%	5.85%	0.03%

Earnings· Oct 23

Mobileye Global Inc. ($MBLY) reported Q3 revenue of $504M, up 4% YoY and above estimates, with EPS in line at $0.09.
The company updated its FY25 outlook, guiding revenue to $1.845–1.885B and adjusted operating income to $263–286M, reflecting higher unit expectations from new ADAS launches.
Mobileye reported a solid Q3, beating on revenue and raising its full-year guidance for the second consecutive quarter, but margin contraction is a key watch item.

Analysts· Oct 15

RBC Capital downgraded Mobileye Global Inc. (MBLY) to Sector Perform from Outperform with a price target of $11, citing uncertainty on Western OEM wins on premium products like SuperVision.
Analyst Joseph Spak mentioned concerns about near-term negative headlines on Mobileye's Chinese customers and the potential for OEMs to take advantage of Mobileye's offerings once consumer take rates increase.
The average price target for MBLY is $18.39, with a high estimate of $29.00, and Mobileye has a total of 1195 patents globally, out of which 496 have been granted.

Announcements· Jul 23

Mobileye Global Inc. ($MBLY) reports Q2'26 earnings, with revenue of $508M, roughly flat YoY, and adjusted EPS of $0.19, a 50% YoY increase.
Mobileye founder and CEO Amnon Shashua will step down once a successor is appointed, but will remain a director and has been offered the role of Chairman.
Mobileye raises FY26 guidance to $1.97-2.02B, and adjusted operating income guide is nearly doubled to $365-425M, driven by strong profitability and a surge in Israeli R&D grant.

Macro· Jun 14

Mobileye's technology was previously acknowledged by Elon Musk as a potential solution for autonomous vehicles, with similarities to Waymo's recent findings.
Waymo's study suggests that increasing training data and compute can improve real-world AV performance, echoing a trend previously mentioned by Tesla.
Dan O'Dowd, Green Hills Software's founder, ran a smear campaign against Tesla's FSD, which may be seen as a conflict of interest given his company's solution was preferred by BMW over Mobileye.

Technical Analysis· Jun 18

Mobileye Global Inc. ($MBLY) has formed a 6th consecutive red daily candle, down 22.76% from its highs, and is testing the lower boundary of a tightening wedge.
The stock has retraced its breakout move from early June and is finding support around $26, with some analysts expecting a bounce at this level.
A breakdown below $25.05 would invalidate the current descending channel, and some analysts are predicting further downside with a potential target of $25.

Generated by AI

Community

Of the messages about MBLY, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	75%	89.95%	88.26%	27.51%
Newcomers	25%	10.05%	11.74%	72.49%

Regulars· Aug 17

Berenberg analysts upgrade Mobileye to Buy from Hold, citing the stock's overcorrection following the resignation of co-founder and CEO Professor Amnon Shashua.
The analysts believe Mobileye's mid-term growth prospects are mispriced, with L2/L2+ ADAS wins, SuperVision, and other developments expected to drive growth in the next 12-18 months.
The price target is raised to $11, representing a ~20% upside from the current price of $9.14.

Newcomers· Aug 24

New investors are buying puts and anticipating a price drop for Mobileye Global Inc. (MBLY), with some guaranteeing a crash or collapse.
Several newcomers are holding onto their shares, believing the price will rebound to a fair value, and some are adding more puts in anticipation of a flush.
New investors are sharing their expectations of a price drop, with some predicting a specific price (e.g., $4.00) and others claiming the stock is "broken" and will continue to decline.

Generated by AI

News

BlackBerry Jumps 4% as Record QNX Revenue Lifts Full-Year Outlook; Mobileye and Aptiv Dip

BlackBerry is surging while its closest automotive technology peers slide lower, and the gap between them points to something specific buried inside the company's latest quarterly report.

1d agoYahoo Finance

BlackBerry Drops 7% as Post-Earnings Rally Unwinds Despite Record QNX Quarter; MobilEye Adds 2%

BlackBerry just posted a record quarter from its QNX automotive unit and raised its full-year outlook, yet the stock is sinking fast as traders question whether the company can actually deliver the growth it is promising.

4d agoYahoo Finance

BlackBerry Falls 2% Despite Record QNX Quarter and Raised Full-Year Outlook; Mobileye Holds Steady

BlackBerry just posted record QNX results and raised its full-year outlook, yet the stock is sliding anyway. Understanding what is spooking investors reveals a tension at the heart of the company's growth story.

5d agoYahoo Finance

VW unit MOIA begins US robotaxi rides with Orlando rollout

5d agoReuters

Mobileye Global (MBLY) Dropped, So What Is Behind The Fresh Attention?

7d agoYahoo Finance

BlackBerry Jumps 7% as Coretura Selects QNX-Based Alloy Kore for Truck Platform; Aptiv Edges Higher, Mobileye Barely Budges

7d agoYahoo Finance

Also Discussed

Investors talking about MBLY also mention

#	Name	Attention
1	Innoviz Technologies Ltd.INVZ	0%+0
2	INVZW - Innoviz Technologies Ltd.	——
3	El Pollo Loco Holdings, Inc.LOCO	0%0
4	Hesai Group American Depositary ShareHSAI	0.01%new
5	Aeva Technologies Inc.AEVA	0.01%+0.01
6	Luminar Technologies, Inc. Class A Common StockLAZR	0.01%-0.01
7	Arbe Robotics Ltd.ARBE	0%0
8	Visteon Corp.VC	0%new
9	CPTN - Cepton, Inc.	——
10	Monarch Casino & Resort, Inc.MCRI	0%0

Mobileye Global Inc. Class A Common Stock

Consumer Cyclical
Auto Parts

Mobileye Global Inc. Class A Common Stock represents Mobileye Global Inc., a technology company focused on advanced driver-assistance systems and autonomous driving solutions. Mobileye develops computer vision-based software and hardware that help vehicles detect lanes, road signs, pedestrians, and potential hazards, supporting a range of driver assistance functions. Its product portfolio includes driver assist platforms, cloud-enhanced driving solutions, and higher-level automated driving technologies designed for passenger vehicles and commercial mobility applications. The company serves automakers and mobility partners across global markets, with its technology embedded in systems that emphasize safety, driver awareness, and vehicle automation. Mobileye Global Inc. Class A Common Stock reflects a business positioned at the intersection of automotive electronics, software, and transportation technology, where its offerings play a central role in modern vehicle safety and automated driving capabilities.

Website

Location

Har Hotzvim

Jerusalem, 9777015

Israel

Social

What share of all stock conversation is about MBLY?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% -0.03	0.01% +0	0.01% 0

Sep 25

Mobileye Global Inc. (MBLY) has a negative article about MOIA failing to find an investor in its first funding round, which is more damning than expected.
9 Innoviz lidars are standard on the Mobileye Drive autonomous platform.
MBLY may be attempting to breakout, with the market seeming to like the stock.

Generated by AI

Sentiment

Of the messages about MBLY that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	50% -30	40.32% -39.68	53.85% -37.11	70.03% -17.77
Bearish	50% +30	59.68% +39.68	46.15% +37.11	29.97% +17.77

Bullish· Aug 10

The company's vision and technology, particularly its REM (Remote Eye Manager) system, are highly regarded by the author, who sees significant potential for growth.
Institutional buying is likely behind the recent price increase, with a significant purchase of 100,000 shares by a director.
The company's fundamentals, including its book value and tangible value, are attractive, and the author believes the stock is undervalued at current prices.

Bearish· Jul 23

The CEO of Mobileye Global Inc. (MBLY) has announced his intention to step down after 27 years, which may indicate a lack of leadership and potentially hinder the company's growth.
Despite beating earnings expectations and raising guidance, the stock price has fallen 16% due to concerns over the leadership transition and the company's focus on robotics and other ventures.
The company's stock price has been steadily declining over the past 90 days, falling 20% while the S&P 500 has risen 3%, suggesting a potential "slow bleed" of investor confidence.

Generated by AI

Topics

Of the messages about MBLY that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	35.59%	47.95%	47.91%
Macro	—	55.93%	43.27%	43.31%
Technical Analysis	—	0%	0%	1.93%
Analysts	—	0%	2.92%	5.28%
Earnings	—	0%	0%	1.55%
Controversies	—	8.47%	5.85%	0.03%

Earnings· Oct 23

Mobileye Global Inc. ($MBLY) reported Q3 revenue of $504M, up 4% YoY and above estimates, with EPS in line at $0.09.
The company updated its FY25 outlook, guiding revenue to $1.845–1.885B and adjusted operating income to $263–286M, reflecting higher unit expectations from new ADAS launches.
Mobileye reported a solid Q3, beating on revenue and raising its full-year guidance for the second consecutive quarter, but margin contraction is a key watch item.

Analysts· Oct 15

RBC Capital downgraded Mobileye Global Inc. (MBLY) to Sector Perform from Outperform with a price target of $11, citing uncertainty on Western OEM wins on premium products like SuperVision.
Analyst Joseph Spak mentioned concerns about near-term negative headlines on Mobileye's Chinese customers and the potential for OEMs to take advantage of Mobileye's offerings once consumer take rates increase.
The average price target for MBLY is $18.39, with a high estimate of $29.00, and Mobileye has a total of 1195 patents globally, out of which 496 have been granted.

Announcements· Jul 23

Mobileye Global Inc. ($MBLY) reports Q2'26 earnings, with revenue of $508M, roughly flat YoY, and adjusted EPS of $0.19, a 50% YoY increase.
Mobileye founder and CEO Amnon Shashua will step down once a successor is appointed, but will remain a director and has been offered the role of Chairman.
Mobileye raises FY26 guidance to $1.97-2.02B, and adjusted operating income guide is nearly doubled to $365-425M, driven by strong profitability and a surge in Israeli R&D grant.

Macro· Jun 14

Mobileye's technology was previously acknowledged by Elon Musk as a potential solution for autonomous vehicles, with similarities to Waymo's recent findings.
Waymo's study suggests that increasing training data and compute can improve real-world AV performance, echoing a trend previously mentioned by Tesla.
Dan O'Dowd, Green Hills Software's founder, ran a smear campaign against Tesla's FSD, which may be seen as a conflict of interest given his company's solution was preferred by BMW over Mobileye.

Technical Analysis· Jun 18

Mobileye Global Inc. ($MBLY) has formed a 6th consecutive red daily candle, down 22.76% from its highs, and is testing the lower boundary of a tightening wedge.
The stock has retraced its breakout move from early June and is finding support around $26, with some analysts expecting a bounce at this level.
A breakdown below $25.05 would invalidate the current descending channel, and some analysts are predicting further downside with a potential target of $25.

Generated by AI

Community

Of the messages about MBLY, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	75%	89.95%	88.26%	27.51%
Newcomers	25%	10.05%	11.74%	72.49%

Regulars· Aug 17

Berenberg analysts upgrade Mobileye to Buy from Hold, citing the stock's overcorrection following the resignation of co-founder and CEO Professor Amnon Shashua.
The analysts believe Mobileye's mid-term growth prospects are mispriced, with L2/L2+ ADAS wins, SuperVision, and other developments expected to drive growth in the next 12-18 months.
The price target is raised to $11, representing a ~20% upside from the current price of $9.14.

Newcomers· Aug 24

New investors are buying puts and anticipating a price drop for Mobileye Global Inc. (MBLY), with some guaranteeing a crash or collapse.
Several newcomers are holding onto their shares, believing the price will rebound to a fair value, and some are adding more puts in anticipation of a flush.
New investors are sharing their expectations of a price drop, with some predicting a specific price (e.g., $4.00) and others claiming the stock is "broken" and will continue to decline.

Generated by AI

Mobileye Global

Social

Sep 25

Bullish· Aug 10

Bearish· Jul 23

Earnings· Oct 23

Analysts· Oct 15

Announcements· Jul 23

Macro· Jun 14

Technical Analysis· Jun 18

Regulars· Aug 17

Newcomers· Aug 24

BlackBerry Jumps 4% as Record QNX Revenue Lifts Full-Year Outlook; Mobileye and Aptiv Dip

BlackBerry Drops 7% as Post-Earnings Rally Unwinds Despite Record QNX Quarter; MobilEye Adds 2%

BlackBerry Falls 2% Despite Record QNX Quarter and Raised Full-Year Outlook; Mobileye Holds Steady

VW unit MOIA begins US robotaxi rides with Orlando rollout

Mobileye Global (MBLY) Dropped, So What Is Behind The Fresh Attention?

BlackBerry Jumps 7% as Coretura Selects QNX-Based Alloy Kore for Truck Platform; Aptiv Edges Higher, Mobileye Barely Budges

Also Discussed

Mobileye Global Inc. Class A Common Stock

Company Information

Location

BlackBerry Jumps 4% as Record QNX Revenue Lifts Full-Year Outlook; Mobileye and Aptiv Dip

BlackBerry Drops 7% as Post-Earnings Rally Unwinds Despite Record QNX Quarter; MobilEye Adds 2%

BlackBerry Falls 2% Despite Record QNX Quarter and Raised Full-Year Outlook; Mobileye Holds Steady

VW unit MOIA begins US robotaxi rides with Orlando rollout

Mobileye Global (MBLY) Dropped, So What Is Behind The Fresh Attention?

BlackBerry Jumps 7% as Coretura Selects QNX-Based Alloy Kore for Truck Platform; Aptiv Edges Higher, Mobileye Barely Budges

Also Discussed

Social

Sep 25

Bullish· Aug 10

Bearish· Jul 23

Earnings· Oct 23

Analysts· Oct 15

Announcements· Jul 23

Macro· Jun 14

Technical Analysis· Jun 18

Regulars· Aug 17

Newcomers· Aug 24