Insider buying last 90 days
$199Kin 2 open-market purchases
| Filed | Insider | Type | Value |
|---|---|---|---|
| Aug 10 | Safroadu Yeboah-Amankwah Director | Purchase | $100K |
| Aug 3 | Frank D Yeary Director | Purchase | $99K |
From Form 4 filings, dated to when each was filed.
NASDAQ: MBLY
Mobileye Global (MBLY) Stock Analysis & Forecast
Sep 28 close
$7.80−0.23 (−2.9%)
Gekko Brief
AI summaryThis week's moves involve peer news rather than company-specific catalysts. BlackBerry's record QNX automotive software quarter and subsequent post-earnings profit-taking coincided with modest gains and steady trading in Mobileye shares, as the two are often mentioned together given their automotive software ties. Separately, brokerages maintained an average "Hold" recommendation on Mobileye from the twenty-three research firms currently covering the stock, and a Form 4 filing was noted on 23 September.
Mobileye closed at $7.80, down 2.9%, sitting below both its 50-day average of $8.39 and 200-day average of $8.99, with the 50-day itself below the 200-day. The stock's one-month return stands at -9.4% and its one-year return at -43.4%, against a 52-week range of $6.47 to $15.81. The GekkoIndex reads 64.5, placing Mobileye in the Accumulation zone, while Gekko Fair Value sits at $8.10, putting the current price 3.7% below that mark.
Mobileye's next earnings report arrives 22 October, 23 days away, falling inside a typical 20-trading-day holding window; the prior quarter saw an 8.3% reaction following an EPS beat, with average absolute reactions historically at 11.6%. Over the last 90 days, two open-market insider purchases totaling $198,808 have occurred, alongside one trailblazer holder. Seasonality over the past 3 years shows the next 20 trading days from this point averaging -11%, with 0 of those periods positive. Analyst consensus target sits at $11.96, reflecting 53.3% upside from current levels, per the 16 firms covering the stock.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
Mobileye Global price vs fair value
Close $7.80200-day averageGekko Fair Value $8.10
Mobileye Global quick facts
- Market cap
- $6.36B
- P/E ratio
- —
- Forward P/E
- 13.8
- EPS, TTM
- −$5.02
- Revenue, TTM
- $2.02B
- Profit margin
- -201.5%
- Dividend yield
- —
- Beta
- 1.21
- Volume
- 4.83M avg 4.95M
- 1-year return
- −43.4%
- Typical daily move
- ±4.5%
- Typical 20-day move
- ±10.2%
- 50-day average
- $8.39
- 200-day average
- $8.99
- Next earnings
- Oct 22 before open
- Shares outstanding
- 252.4M
Mobileye Global swing-trade checklist
Mobileye Global scores 2 supportive, 1 mixed and 3 headwinds across the 6 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
2 supportive1 mixed3 headwinds
- Trendheadwind
Below 50 and 200-day
Close $7.80 is below the 50-day ($8.39) and 200-day ($8.99) averages, and the 50-day is below the 200-day.
See the chart - GekkoIndexsupportive
64.5, Accumulation
Reading 64.5 is in the Accumulation zone.
See the GekkoIndex - Fair valuemixed
3.7% below
Price is within 5% of Gekko Fair Value (3.7% below).
See fair value - Smart moneysupportive
Leans bullish
Last 90 days: 2 open-market insider purchases.
See smart money - Earnings riskheadwind
Reports in 23 days
Reports on Oct 22, 2026, 23 days away — inside a typical 20-trading-day hold.
See earnings - Seasonalityheadwind
−11.0% on average
From this point in the calendar, the next 20 trading days averaged −11% over 3 years, rising in 0 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Mobileye Global stock chart and price history
Mobileye Global closed at $7.80 on Sep 28, 2026, −43.4% over the past year, inside a 52-week range of $6.47 to $15.81.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −9.4%
- 3 months
- −6.0%
- 6 months
- +15.9%
- 1 year
- −43.4%
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About Mobileye Global
Mobileye Global builds driver assistance and self-driving technology for vehicles used around the world. Its product line starts with Driver Assist, which reads the road around a car in real time to flag hazards and step in during emergencies, and extends to Cloud-Enhanced Driver Assist, which adds cloud data to that picture as a driver moves through traffic.
Beyond these core tools, the company offers the SuperVision family, ranging from the simpler SuperVision Lite to a fuller SuperVision system that handles point-to-point navigation on different types of roads, draws on cloud-based route data, and updates itself over the air. For more advanced automation, Mobileye Global also provides Chauffeur, aimed at higher levels of driving autonomy, and Drive, a Level 4 system built around self-driving vehicle platforms and mobility-as-a-service uses. The company operates as a subsidiary of Intel Overseas Funding Corporation.
Mobileye Global was founded in 1999 and is headquartered in Jerusalem, Israel. Its shares trade on the NASDAQ under the ticker MBLY.
- Listed
- NASDAQ
- Sector
- Technology services
- Industry
- Packaged software
- Website
- mobileye.com
Mobileye Global GekkoIndex: the smart money zone
Mobileye Global’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 64.5, in the Accumulation zone, down 0.4 points over five sessions.
64.5Accumulation
Down 0.4 points over five sessions.
Reading for Sep 28, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 62 | +0.7% | −1.6% | ||
| Accumulation (current zone) | 302 | −0.6% | −1.8% | ||
| Neutral | 294 | −0.6% | −3.2% | ||
| Distribution | 13 | −6.4% | −0.2% | ||
| Selling | 1 | Too few readings yet | |||
Average MBLY share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
See every daily GekkoIndex reading plotted over the MBLY price, zone by zone.Track MBLY in Gekko
Is Mobileye Global stock overvalued? Gekko Fair Value
Mobileye Global trades 3.7% below Gekko Fair Value of $8.10, so the shares are about fair value on Gekko’s estimate.
Gekko’s own estimate of what Mobileye Global shares are worth, recalculated every trading day.
$8.10
Gekko Fair Value, Sep 26, 2026
3.7% below fair value · About fair value
Gekko Fair Value on every chart, with the gap to price updating daily.Open MBLY in Gekko
Mobileye Global insider and Congress trading
Insiders filed 2 open-market purchases in Mobileye Global worth $199K, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in MBLY were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for MBLY, plotted on the chart in Gekko.Open MBLY in Gekko
Buybacks
Mobileye Global has been buying back its own shares.
- Bought back, quarter ended Jun 27, 2026
- $24.00M
- As a share of market cap
- 0.38%
From company filings.
Hedge funds and billionaires quarter ended Jun 30
1of the funds Gekko tracks holds MBLY.
1added0opened0trimmed2sold out
Which funds are on each side, name by name.Unlock in Gekko
Mobileye Global earnings: next date and track record
Mobileye Global reports on Oct 22, 2026, before the open (23 days away), and beat the EPS estimate in 6 of its last 8 reports.
Next earnings report
Oct 22, 2026
Expected before the open, 23 days away
- EPS estimate
- $0.10
- Revenue estimate
- $475.0M
6 of 8reports beat the EPS estimate
±11.6%average move across the report
4 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Jul 23, 2026 AI summary
- What they said
- Mobileye's Q2 2026 earnings call highlighted steady core business performance, positive volume trends, and substantial margin improvement driven by a new Israeli R&D credit law. EyeQ volumes rose 3% year-over-year and outperformed top customers; ASPs were modestly below expectations due to China OEM export mix, but revenue was essentially flat versus a strong prior quarter. Adjusted operating profit increased 46% YoY, with adjusted operating margin expanding to 31% in Q2 and first-half adjusted margin at 23% (up 6 points YoY). Cash flow was strong at $210M in H1. SuperVision deliveries slightly exceeded expectations (~20k in Q2, ~40k H1), with potential inventory build by customers. Management signaled strategic moves into vertically integrated robotaxi operations (owned & operated) and humanoid robots (Mentee acquisition), with planned robotaxi commercial deployments starting in Orlando by year-end and expansion in 2027. Key design wins include Stellantis REM/Cloud-Enhanced ADAS (upgrade path) and Porsche SuperVision ramp starting 2027. The R&D credit provides an estimated ~$200M benefit under current ownership; if Intel ceases to be a controller, that benefit could be ~half (~$100M). Risks discussed included component/memory cost pressure for SuperVision (passed-through), second-half shipment reduction expectations due to inventory normalization and customer safety stock, uncertainties around robotaxi scaling and VW organizational changes, and execution/operational challenges for scaling robotaxi and humanoids.
- Guidance
- - Maintained outlook for slightly below 60,000 SuperVision units for the year (incorporating expected reduction in shipments in second half). - No formal multi-year revenue guidance; management referenced expected ramp of Porsche SuperVision in 2027 (small volumes in 2027) and robotaxi commercial launches in Orlando by year-end and LA in 2027. - Expectation of sustained R&D credit benefit (~$200M under current Intel ownership; ~ $100M if Intel is no longer controller). - First commercialization of humanoids targeted 2028 with initial ~500 units.
- Risks flagged
- - Memory and component price increases affecting SuperVision gross margin (though largely passed to customers). - Second-half shipment reduction due to inventory normalization and customer safety stock. - Execution risks for robotaxi scale-up and capital intensity if vertically integrated; dependence on favorable ROI and potential need for external funding. - Potential uncertainties from Volkswagen Group restructuring and impacts on programs. - Competitive risk from Chinese vendors expanding, though management currently sees limited successful export traction. - Regulatory, operational, and insurance considerations for humanoids and robotaxi deployments.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Jul 23, 2026 | $0.08 est −$0.04 | $508.0M est $482.2M | −8.3% |
| Apr 23, 2026 | $0.00 est $0.20 | $558.0M est $519.9M | +16.8% |
| Jan 22, 2026 | $0.06 est $0.24 | $446.0M est $432.3M | −9.9% |
| Oct 23, 2025 | $0.09 est $0.09 | $504.0M est $480.9M | −6.1% |
| Jul 24, 2025 | $0.13 est $0.11 | $506.0M est $479.9M | −8.0% |
| Apr 24, 2025 | $0.08 est $0.08 | $438.0M est $434.9M | +14.7% |
| Jan 30, 2025 | $0.13 est $0.11 | $490.0M est $478.7M | +3.2% |
| Oct 31, 2024 | $0.10 est $0.10 | $486.0M est $466.2M | +25.4% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Mobileye Global stock forecast and analyst price targets
Analysts’ average 12-month price target for Mobileye Global is $11.96, +53.3% from the last close, from 16 firms rating the stock in the last 90 days.
$11.96consensus 12-month target, +53.3% from the last close
Now $7.80Avg $11.96
Low $6.95High $18
Each firm’s latest rating in the last 90 days: 16 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 22 | Jefferies | $6.95 | −10.9% |
| Aug 14 | Berenberg Bank | $11 | +41.0% |
| Jul 30 | Tigress Financial | $18 | +130.8% |
| Jul 28 | Mizuho Securities | $8 | +2.6% |
| Jul 28 | J.P. Morgan | $9 | +15.4% |
−1.8%average 20-day move after past Accumulation readings
−11.0%average move over the next 20 trading days in the last 3 years
±4.5%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Mobileye Global seasonality: the next 20 trading days
Over the next 20 trading days from Sep 29, Mobileye Global averaged −11.0% across the last 3 years, rising in 0 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | −1.4% | 1 of 3 |
| Next 10 trading days | −6.6% | 1 of 3 |
| Next 15 trading days | −7.2% | 1 of 3 |
| Next 20 trading days | −11.0% | 0 of 3 |
| Next 30 trading days | −1.5% | 1 of 3 |
For scale, MBLY’s typical 20-trading-day move in either direction is about 10.2%.
Mobileye Global market cap and key statistics
Mobileye Global’s market cap is $6.36B and revenue of $2.02B over the last twelve months.
Valuation
- Market cap
- $6.36B
- Forward P/E
- 13.8
- EPS, TTM
- −$5.02
- Gekko Fair Value
- $8.10
Trading
- Volume
- 4.83M
- Avg volume, 20 days
- 4.95M
- 52-week high
- $15.81
- 52-week low
- $6.47
- Shares outstanding
- 252.4M
Financials
- Revenue, TTM
- $2.02B
- Profit margin
- -201.5%
- Return on equity
- -40.1%
- Quarterly earnings growth, YoY
- +99.7%
Risk and income
- Beta
- 1.21
- Typical daily move
- ±4.5%
- Typical 20-day move
- ±10.2%
Mobileye Global stock news this week
4 headlines about Mobileye Global from the past week, newest first, each linking to the publisher.
- BlackBerry Drops 7% as Post-Earnings Rally Unwinds Despite Record QNX Quarter; MobilEye Adds 2%24/7 Wall Street, Sep 25
- BlackBerry Falls 2% Despite Record QNX Quarter and Raised Full-Year Outlook; Mobileye Holds Steady24/7 Wall Street, Sep 24
- Form 4 Mobileye Global Inc. For: 23 September By Investing.comInvesting.com UK, Sep 23
- Mobileye Global Inc. (NASDAQ:MBLY) Receives Average Recommendation of “Hold” from BrokeragesDefense World, Sep 21
Mobileye Global peers
Mobileye Global’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| MSFTMicrosoft | Neutral | 17.3% above |
| PLTRPalantir Technologies | Neutral | 15.7% above |
| ORCLOracle | Accumulation | 25.9% below |
| PANWPalo Alto Networks | Neutral | 16.1% above |
| CRWDCrowdStrike | Neutral | 27.2% above |
| CRMSalesforce | Neutral | 5.9% below |
A peer links to its own page where one exists.
Mobileye Global stock FAQ
What is Mobileye Global’s market cap?
Mobileye Global’s market cap is $6.36B at the Sep 28, 2026 close of $7.80, with 252.4M shares outstanding.
What is the Mobileye Global stock forecast?
The consensus analyst 12-month price target for Mobileye Global is $11.96, +53.3% from the last close. Of the 16 firms that rated the stock in the last 90 days, 10 rate it a buy, 5 a hold and 1 a sell. Gekko doesn’t publish price predictions of its own.
Is Mobileye Global stock overvalued or undervalued?
On Gekko’s estimate Mobileye Global is about fair value: the Sep 28, 2026 close of $7.80 is 3.7% below Gekko Fair Value of $8.10. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Mobileye Global report earnings next?
Mobileye Global is expected to report on Oct 22, 2026, before the market opens (23 days away). Analysts expect earnings of $0.10 per share on revenue of $475.0M. Mobileye Global beat the earnings estimate in 6 of its last 8 reports, moving 11.6% on average across the report.
What is Mobileye Global’s 52-week high and low?
Mobileye Global’s 52-week high is $15.81 and its 52-week low is $6.47; it closed at $7.80 on Sep 28, 2026, −43.4% over the past year. Over the last five years the shares peaked at $48.11 on Feb 15, 2023.
Is Mobileye Global stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 2 of the 6 items with data read as supportive (gekkoindex and smart money), 1 as mixed (fair value) and 3 as headwinds (trend, earnings risk and seasonality). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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