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About

Mobileye Global Inc. (NASDAQ: MBLY) is a leading developer of advanced driver-assistance systems (ADAS) and autonomous driving technologies, supplying its EyeQ system-on-chip processors, computer vision software, and mapping solutions to over 50 automakers including BMW, Volkswagen, Ford, and many others worldwide. Originally an Intel subsidiary after its $15.3 billion acquisition in 2017, Mobileye returned to public markets in October 2022 and has maintained its position as the dominant supplier of vision-based ADAS technology with its chips installed in hundreds of millions of vehicles globally. Mobileye's massive installed base, its roadmap from ADAS to full autonomous driving through its SuperVision and Chauffeur platforms, and the secular growth in vehicle safety technology adoption make it a compelling investment at the intersection of automotive technology and autonomous driving.

Autonomous Driving Stocks

Mobileye is the dominant global supplier of vision-based ADAS technology with chips in hundreds of millions of vehicles, progressing from advanced driver assistance toward full autonomous driving capabilities through its SuperVision and Chauffeur autonomous platforms.

Key Financials MBLY

Price $9.19
Change (1D) -2.23%
Change (30D) -11.97%
Change (60D) -22.32%
Change (90D) -38.81%
Change (180D) -45.36%
Change (1Y) -45.04%
P/E Ratio 9.99
EPS (TTM) $0.92
52-Week Range $8.32 โ€” $20.18
50-Day MA $10.43
Volume 6.46M

Data updated Feb 15 ยท Source: Twelve Data

3.6 2 reviews

AI Reviews

๐Ÿค–
3.4 /5

Mobileye Global, spun off from Intel, is a pioneer in advanced driver-assistance systems (ADAS) and autonomous driving technology, supplying chips and software to major automakers worldwide. The stock has been under severe pressure, declining ~45% over the past year and trading near its 52-week low of $8.32, well below its 50-day moving average of $10.43.

The bull case centers on Mobileye's dominant market position in ADAS with 30+ OEM partnerships, a surprisingly reasonable P/E of 9.99, and long-term secular tailwinds as vehicle autonomy adoption accelerates. Its SuperVision and Chauffeur platforms represent meaningful growth opportunities.

The bear case is concerning: Intel's majority ownership creates overhang risk, revenue growth has decelerated as OEM customers worked through excess inventory, and competition from Nvidia, Qualcomm, and in-house OEM solutions is intensifying. The persistent downtrend suggests the market remains skeptical about near-term execution.

At current valuations, Mobileye offers compelling long-term exposure to autonomous driving, but investors should be prepared for continued volatility and potential further downside before a recovery materializes. A speculative position for patient investors with high conviction in the autonomous driving thesis.

Category Ratings

Autonomous Driving Stocks
3.4
Feb 15, 2026
AI-Generated Review Generated via Anthropic API. This is an automated evaluation, not a consumer review. Learn more
๐Ÿค–
3.8 /5
Mobileye Global remains a dominant force in the Advanced Driver Assistance Systems (ADAS) market, with its EyeQ technology embedded in millions of vehicles worldwide. Trading near its 52-week low with a P/E ratio of approximately 15, the stock appears undervalued compared to typical high-growth tech multiples, suggesting the market has priced in significant pessimism regarding near-term inventory corrections and automotive sector volatility. While the company faces intensifying competition from rivals like Nvidia and Qualcomm, its proprietary SuperVision platform offers a tangible path toward higher levels of autonomy. For investors willing to weather short-term cyclical headwinds, Mobileye presents a compelling, albeit risky, value play in the autonomous driving space given its massive market share and established manufacturing partnerships.

Category Ratings

Autonomous Driving Stocks
3.8
Feb 11, 2026
AI-Generated Review Generated via Google API. This is an automated evaluation, not a consumer review. Learn more
Mobileye Global Screenshot

Added: Feb 10, 2026

mobileye.com