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Mobileye Global Inc.

MBLY Technology Computer Software: Prepackaged Software
$6.54
▼ -6.8% Today
as of Oct 23, 16:50 ET
Last 30 days -19.85% Sep 14 → Oct 23
$6.41 $6.88 $7.35 $7.82 $8.29 Sep 14 Sep 22 Sep 30 Oct 07 Oct 15 Oct 23
Open
$6.87
High
$6.87
Low
$6.40
Volume
$13M
Avg Vol
$6M
Mkt Cap
$6.1B
P/E (TTM)
—
Beta
—
52w High
$14.37
52w Low
$6.40
Div Yield
—
Shares Out
—

Recent Press Releases & News last 60 days · 25 items

Oct 23 · 20:14 Simply Wall St.
Mobileye (MBLY) Stock Gets Fair Value Trim As Analysts Split On Growth Risks
Oct 23 · 17:53 24/7 Wall St.
Mobileye Sinks 5% While BlackBerry Rises 3%: Is Wall Street Choosing Car Software Over Chips?
Oct 23 · 17:18 Simply Wall St.
Mobileye (MBLY) Stock Looks Priced At A Premium Despite Safety Certification
▸ Show all 25 press releases & news Free account →

MBLY earnings at a glance

The options market is pricing a move of about ±7.2% after the report, a range of roughly $6.07 to $7.01 from today's $6.54. Over its last 6 reports the stock rose the next day 2 times and fell 4, moving ±7.3% on average; after the most recent report on Jul 23, 2026 it moved -14.9%. That means options currently expect about the same movement than MBLY has typically delivered. MBLY beat the consensus EPS estimate in 2 of its last 4 reported quarters. Implied volatility is currently 45%. The share price of $6.54 sits near its 52-week low.

More Technology stocks · All stocks · Earnings calendar

Overview

52-week range
$6.40
$14
2% of range
Avg surprise (last 4)
+66.7%
Avg reaction (last 6)
-0.7%
33% positive
Latest IV / EM
45%
EM ±7.2% · $7 · Oct 23

Earnings trends

EPS — actual vs estimate Actual Estimate
$-3.35$-2.49$-1.64$-0.78$0.08 Actual $-0.10Actual $-0.04Actual $0.02Actual $-0.27Actual $-0.11Actual $-3.35Actual $0.05Est $0.03Actual $0.01Est $0.01Actual $-0.02Est $-0.01Actual $0.02Actual $0.08Est $-0.04 AprJulSepMarJunSepMar/2025Jun/2025Sep/20258K8KJun/2026
Revenue vs Net Income Revenue Net income
$-3.8B$-2.7B$-1.6B$-515M$586M Sep 24Mar 25Jun 25Sep 25Mar 26Jun 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Thu Jul 23, 2026Jun/2026 $0.08 $-0.04 +300.0% -180.0% -14.9% earnings
Thu Apr 23, 20268K 2026-04-23 $0.02 — — — +10.1% earnings
Thu Jan 22, 20268K 2026-01-22 $-0.02 $-0.01 -100.0% — -3.4% earnings
Thu Oct 23, 2025Sep/2025 $0.01 $0.01 0.0% — -1.5% earnings
Thu Jul 24, 2025Jun/2025 $0.05 $0.03 +66.7% — -4.2% earnings
Thu Apr 24, 2025Mar/2025 — — — — +9.8% earnings
Sat Sep 28, 2024Sep 2024 $-3.35 — — — — financials
Sat Jun 29, 2024Jun 2024 $-0.11 — — — — financials
Sat Mar 30, 2024Mar 2024 $-0.27 — — — — financials
Sat Sep 30, 2023Sep 2023 $0.02 — — — — financials
Sat Jul 1, 2023Jul 2023 $-0.04 — — — — financials
Sat Apr 1, 2023Apr 2023 $-0.10 — — — — financials

Financials

Income statement (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Revenue$508M$558M—$504M$506M$438M—$486M
Cost of revenue$273M$283M—$261M$254M$231M—$249M
Gross profit$235M$275M—$243M$252M$207M—$237M
Operating income$-30M$-3.90B—$-109M$-74M$-117M—$-2.81B
Net income$-21M$-3.82B—$-96M$-67M$-102M—$-2.71B
EPS (diluted)$-0.03$-4.68—$-0.12$-0.08$-0.13—$-3.35

Balance sheet (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Cash & equivalents$1.31B$1.21B$1.84B$1.75B$1.71B$1.51B$1.43B$1.29B
Inventory$310M$303M$327M$318M$325M$364M$415M$457M
Total current assets$2.08B$1.99B$2.48B$2.42B$2.40B$2.21B$2.17B$2.10B
Total assets$8.84B$8.73B$12.49B$12.48B$12.58B$12.50B$12.58B$12.60B
Long-term debt————————
Total liabilities$628M$571M$611M$545M$512M$449M$492M$525M
Total equity$8.21B$8.16B$11.88B$11.94B$12.07B$12.05B$12.09B$12.08B

Implied volatility — last 90 days

34%66%99%132%165% Jun 07 — IV 74% · EM ±6.9%Jun 08 — IV 86% · EM ±7.2%Jun 09 — IV 90% · EM ±6.5%Jun 10 — IV 78% · EM ±4.6%Jun 11 — IV 75% · EM ±3.1%Jun 15 — IV 101% · EM ±7.3%Jun 16 — IV 88% · EM ±5.2%Jun 17 — IV 102% · EM ±4.3%Jun 19 — IV 64% · EM ±7.0%Jun 22 — IV 81% · EM ±6.7%Jun 23 — IV 53% · EM ±3.8%Jun 24 — IV 86% · EM ±5.1%Jun 25 — IV 123% · EM ±5.2%Jun 29 — IV 75% · EM ±15.6%Jun 30 — IV 78% · EM ±16.0%Jul 01 — IV 130% · EM ±26.1%Jul 02 — IV 87% · EM ±17.0%Jul 03 — IV 88% · EM ±16.9%Jul 06 — IV 85% · EM ±15.1%Jul 07 — IV 64% · EM ±11.1%Jul 08 — IV 83% · EM ±13.9%Jul 09 — IV 84% · EM ±13.6%Jul 10 — IV 91% · EM ±14.2%Jul 13 — IV 96% · EM ±13.3%Jul 14 — IV 94% · EM ±12.4%Jul 15 — IV 94% · EM ±11.8%Jul 16 — IV 98% · EM ±11.5%Jul 17 — IV 102% · EM ±11.2%Jul 20 — IV 122% · EM ±10.2%Jul 21 — IV 132% · EM ±9.5%Jul 22 — IV 139% · EM ±8.2%Jul 23 — IV 95% · EM ±4.0%Jul 27 — IV 86% · EM ±7.2%Jul 28 — IV 102% · EM ±7.4%Jul 29 — IV 95% · EM ±5.6%Jul 30 — IV 89% · EM ±3.7%Aug 03 — IV 79% · EM ±6.6%Aug 04 — IV 86% · EM ±6.2%Aug 05 — IV 66% · EM ±3.9%Aug 06 — IV 40% · EM ±1.7%Aug 10 — IV 63% · EM ±5.2%Aug 11 — IV 64% · EM ±4.6%Aug 12 — IV 73% · EM ±4.3%Aug 13 — IV 90% · EM ±3.7%Aug 17 — IV 75% · EM ±6.2%Aug 18 — IV 67% · EM ±4.9%Aug 19 — IV 61% · EM ±3.6%Aug 20 — IV 84% · EM ±3.5%Aug 24 — IV 36% · EM ±3.0%Aug 25 — IV 113% · EM ±8.2%Aug 26 — IV 51% · EM ±3.0%Aug 27 — IV 93% · EM ±3.9%Aug 31 — IV 59% · EM ±4.9%Sep 01 — IV 63% · EM ±4.5%Sep 02 — IV 68% · EM ±4.0%Sep 03 — IV 150% · EM ±6.2%Sep 07 — IV 66% · EM ±5.5%Sep 08 — IV 34% · EM ±2.5%Sep 09 — IV 46% · EM ±2.7%Sep 10 — IV 102% · EM ±4.3%Sep 14 — IV 65% · EM ±5.5%Sep 15 — IV 91% · EM ±6.6%Sep 16 — IV 55% · EM ±3.3%Sep 17 — IV 52% · EM ±2.2%Sep 21 — IV 55% · EM ±4.6%Sep 22 — IV 70% · EM ±5.0%Sep 23 — IV 95% · EM ±5.6%Sep 24 — IV 166% · EM ±6.9%Sep 28 — IV 71% · EM ±14.8%Sep 29 — IV 64% · EM ±13.2%Sep 30 — IV 52% · EM ±10.4%Oct 01 — IV 64% · EM ±12.6%Oct 02 — IV 65% · EM ±12.5%Oct 06 — IV 61% · EM ±10.5%Oct 07 — IV 65% · EM ±10.8%Oct 08 — IV 45% · EM ±7.2%

Sector peers

DSGX
The Descartes Systems Group Inc.
$6.1B $93.96+1.7%
NTSK
Netskope, Inc.
$6.2B $24.28+11.3%
CVLT
Commvault Systems, Inc.
$6.2B $169.37+3.6%
YOU
Clear Secure, Inc.
$5.8B $45.38+0.5%
VRNS
Varonis Systems, Inc.
$5.6B $48.88+0.4%
QLYS
Qualys, Inc.
$6.7B $216.70+10.2%

MBLY earnings FAQ

What is MBLY's expected move for earnings?

Options currently price a move of about ±7.2%, or $0.47 per share either way from $6.54.

How does MBLY stock usually react to earnings?

Across the last 6 reports the average next-day move was ±7.3%, up 2 times and down 4 times.

What is MBLY's implied volatility?

MBLY's at-the-money implied volatility is about 45% based on the latest options snapshot.

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