Mobileye
Builds the EyeQ chip and perception software behind automotive driver-assistance and autonomous-driving systems.
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Profile
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
Key statistics
Year to date −23.5% · Average volume (30d) 6.0M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | Berenberg Bank | Target | $10.80 | $11 | ||
| Jul 30, 2026 | Tigress Financial | Reiterate | Buy | $25 | $18 | |
| Jul 27, 2026 | Deutsche Bank | Target | $19 | $13 | ||
| Jul 27, 2026 | Evercore ISI | Target | $20 | $16 | ||
| Jul 27, 2026 | Piper Sandler | Upgrade | Neutral | Overweight | $31 | $12 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 24, 2026Q2 FY26 | $0.06 | $0.19 | +216.7% | $482.2M | $508.0M | +5.4% | −0.50% |
| Jul 23, 2026Q2 FY26 | $0.06 | $0.19 | +235.7% | $480.5M | $508.0M | +5.7% | +7.76% |
| Apr 23, 2026Q1 FY26 | $0.08 | $0.12 | +50.0% | $519.9M | $558.0M | +7.3% | +6.09% |
| Jan 22, 2026Q4 FY25 | $0.06 | $0.06 | 0.0% | $432.3M | $446.0M | +3.2% | −6.76% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $438.0M | $506.0M | $504.0M | $446.0M | $558.0M | $508.0M | |
| Gross profit | $207.0M | $252.0M | $243.0M | $202.0M | $275.0M | $235.0M | |
| Operating income | −$117.0M | −$74.0M | −$109.0M | −$140.0M | −$108.0M | −$30.0M | |
| Net income | −$102.0M | −$67.0M | −$96.0M | −$127.0M | −$3.82B | −$21.0M | |
| Diluted EPS | −$0.13 | −$0.08 | −$0.12 | −$0.16 | −$4.68 | −$0.03 | |
| Gross margin | 47.3% | 49.8% | 48.2% | 45.3% | 49.3% | 46.3% | |
| Operating margin | -26.7% | -14.6% | -21.6% | -31.4% | -19.4% | -5.9% |
Fiscal years (4-quarter sums)FY21 $1.39B · FY22 $1.87B · FY23 $2.08B · FY24 $1.65B · FY25 $1.89B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 27, 2026Cash & short-term investments $1.44B · Total debt $0 · Total assets $8.84B · Shareholders' equity $8.21B
Dividends
No dividends on record.
Ownership
Shares outstanding 815.53M · Float 580.45M · 71.2% free float
A Form 4 total here can count shares the filer formally disclaims — an award voted by proxy, for instance — which the holder's own Schedule 13D/G excludes, so where the two disagree the schedule's smaller figure is used.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Intel Corp | 50.00M | 6.13% | 13F | Aug 14, 2026 |
| Amnon Shashua · director, officer: CEO and President | 17.78M | 2.18% | Form 4 | Jul 14, 2026 |
| Baillie Gifford & Co | 14.49M | 14.60% | 13G | Feb 12, 2025 |
| Two Sigma Investments, LP | 10.22M | 1.25% | 13F | Aug 14, 2026 |
| Manufacturers Life Insurance Company, the | 9.71M | 1.19% | 13F | Aug 14, 2026 |
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 |
Peers
- 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
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Mobileye | $8.57 | −0.29% | $7.00B | — | 20.9 | 3.5 | +0.4% |
| Nvidia | $217.88 | +0.15% | $5.27T | 27.5 | 19.6 | 17.4 | +105.9% |
| Qualcomm | $164.28 | +0.07% | $172.40B | 18.7 | 17.7 | 3.9 | −4.0% |
| Tesla | $348.19 | −0.16% | $1.38T | 322.9 | 174.6 | 13.3 | +25.5% |
| Alphabet Class A | $346.00 | −0.14% | $4.19T | 17.4 | 25.8 | 9.4 | +24.2% |
| Ambarella | $70.93 | +0.37% | $3.10B | — | 85.6 | 7.6 | +16.9% |
| Texas Instruments | $258.44 | −0.09% | $236.20B | 39.3 | 27.2 | 12.1 | +22.8% |
| Median | 27.5 | 26.5 | 10.8 | +23.5% |