Mobileye Global Inc.(MBLY)Stock Analysis
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Rank #2,374 of 2,961 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in MBLY
Events flagged as statistical outliers against MBLY's own multi-year baseline — not fixed dollar thresholds.
- Insider cluster2026-08-06
2 insiders bought $198,808 of MBLY in 30 days — 4.0σ above this company's 2-year norm
View source filing →
MBLY Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Mobileye Global Inc. (MBLY), a Technology sector company. 13F Pro's AI-powered ranking engine scores MBLY at 33.8/100 on a 32-signal composite quality model, placing it at rank #2,374 of 2,961 stocks — the bottom half of the AI-ranked universe. Areas of concern include profitability (5.3) and balance sheet strength (5.6), which score below median versus the broader universe. Shareholder dilution risk is elevated at 12.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Mobileye Global Inc. reports quarterly revenue of $508.0M, net income of $-21.0M, free cash flow of $114.0M. Top institutional holders of MBLY by reported 13-F value include INTEL, TWO SIGMA INVESTMENTS, MANUFACTURERS LIFE INSURANCE COMPANY, THE, based on the most recent SEC filings. MBLY trades on the Nasdaq exchange and files with the SEC under CIK 1910139. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MBLY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Mobileye Global Inc. directly from SEC EDGAR. Mobileye Global Inc.'s 13F Pro composite quality score has ranged between 31 and 45 since 2023, currently 33.8 — a declining long-term trajectory across 60 quarterly and live scoring snapshots.
Revenue
Q2 2026
$508.0M
Net Income
Q2 2026
$-21.0M
Free Cash Flow
Q2 2026
$114.0M
ROIC
Q2 2026
-1.5%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+14.5% YoYNet Income
+87.3% YoYOperating Income
+86.4% YoYEPS (Diluted)
+87.4% YoYTotal Assets
-0.7% YoYOp. Cash Flow
+50.5% YoYFree Cash Flow
+63.9% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.89B +14.5% | $1.65B -20.4% | $2.08B +11.2% | $1.87B +34.8% | $1.39B +43.3% | $967.0M |
| Net Income | $-392.0M +87.3% | $-3.09B -11344.4% | $-27.0M +67.1% | $-82.0M -9.3% | $-75.0M +61.7% | $-196.0M |
| Operating Income | $-440.0M +86.4% | $-3.23B -9672.7% | $-33.0M +10.8% | $-37.0M +35.1% | $-57.0M +73.2% | $-213.0M |
| EPS (Diluted) | $-0.48 +87.4% | $-3.82 -12633.3% | $-0.03 +72.7% | $-0.11 -10.0% | $-0.10 +61.5% | $-0.26 |
| Total Assets | $12.49B -0.7% | $12.58B -19.2% | $15.58B +0.9% | $15.44B -7.3% | $16.66B | — |
| Operating Cash Flow | $602.0M +50.5% | $400.0M +1.5% | $394.0M -27.8% | $546.0M -8.8% | $599.0M +121.0% | $271.0M |
| Free Cash Flow | $523.0M +63.9% | $319.0M +7.8% | $296.0M -32.0% | $435.0M -4.6% | $456.0M +153.3% | $180.0M |
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Top Institutional Holders of MBLY
INTEL CORP
$484.0M50,000,000 shTWO SIGMA INVESTMENTS, LP
$98.9M10,216,964 shMANUFACTURERS LIFE INSURANCE COMPANY, THE
$94.0M9,708,864 shGOLDMAN SACHS GROUP INC
$69.5M7,180,555 shBlackRock, Inc.
$62.1M6,419,678 shPoint72 Asset Management, L.P.
$47.3M4,889,226 shUBS Group AG
$43.4M4,488,574 shMORGAN STANLEY
$37.2M3,839,755 shHarel Insurance Investments & Financial Services Ltd.
$34.7M3,585,733 shRENAISSANCE TECHNOLOGIES LLC
$34.5M3,560,446 sh
| Fund | Value | Shares |
|---|---|---|
| INTEL CORP | $484.0M | 50,000,000 |
| TWO SIGMA INVESTMENTS, LP | $98.9M | 10,216,964 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $94.0M | 9,708,864 |
| GOLDMAN SACHS GROUP INC | $69.5M | 7,180,555 |
| BlackRock, Inc. | $62.1M | 6,419,678 |
| Point72 Asset Management, L.P. | $47.3M | 4,889,226 |
| UBS Group AG | $43.4M | 4,488,574 |
| MORGAN STANLEY | $37.2M | 3,839,755 |
| Harel Insurance Investments & Financial Services Ltd. | $34.7M | 3,585,733 |
| RENAISSANCE TECHNOLOGIES LLC | $34.5M | 3,560,446 |
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Popular Research
Is MBLY a good stock to buy?
13F Pro's AI-powered analysis of Mobileye Global Inc. (MBLY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MBLY are available on the MBLY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. MBLY is classified as a mid company.
Which hedge funds own MBLY?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MBLY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Mobileye Global Inc.'s investment landscape.