MBLY Stock Recent News

Mobileye's core ADAS and Supervision businesses are outperforming expectations at the moment. Design wins for more advanced products remain elusive though, contributing to investor scepticism. Mobileye's robotaxi initiative is also maturing. The market is unlikely to attribute value to this until a service is opened to the public though.

Mobileye has resolved major growth, inventory, and margin issues, reporting strong Q2 2025 results and raising its yearly outlook. Revenue and EPS grew 15% and 44% year-over-year, with improved margins, lower inventories, and a robust balance sheet supporting organic growth. Upward guidance, expanding partnerships (notably with Volkswagen), and attractive valuation create a compelling risk/reward opportunity for investors.

MBLY beats second-quarter estimates with strong EyeQ demand and lifts full-year guidance on improved margins and earnings.

Mobileye Global MBLY stock fell on Thursday after it reported its fiscal second-quarter 2025 results.

Mobileye (MBLY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Mobileye Global (MBLY -4.22%), a leader in advanced driver-assistance systems (ADAS) and autonomous driving technologies, released its second quarter 2025 earnings on July 24, 2025. The most important headline: revenue grew to $506 million in the second quarter of 2025, up 15% from the second quarter of 2024 and ahead of Wall Street's $488.84 million non-GAAP consensus.

Mobileye Global Inc. (NASDAQ:MBLY ) Q2 2025 Earnings Conference Call July 24, 2025 8:00 AM ET Company Participants Amnon Shashua - Co-Founder, CEO, President & Director Daniel V. Galves - Chief Communications Officer Nimrod Nehushtan - Executive VP of Business Development & Strategy Conference Call Participants Adam Michael Jonas - Morgan Stanley, Research Division Christopher Patrick McNally - Evercore ISI Institutional Equities, Research Division Vijay Raghavan Rakesh - Oppenheimer & Co. Inc., Research Division Colin William Rusch - Mizuho Securities USA LLC, Research Division Dan Meir Levy - Barclays Bank PLC, Research Division George Gianarikas - Canaccord Genuity Corp., Research Division James Albert Picariello - BNP Paribas Exane, Research Division Joseph Robert Spak - UBS Investment Bank, Research Division Shreyas Patil - Wolfe Research, LLC Operator Greetings, and welcome to the Mobileye Second Quarter 2025 Earnings Conference Call.

Mobileye Global (MBLY) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.09 per share a year ago.

Self-driving technology firm Mobileye Global raised its forecast for fiscal 2025 revenue on Thursday, anticipating a rise in orders for its autonomous driving chips as customers clear existing inventory.

JERUSALEM--(BUSINESS WIRE)--Mobileye Global Inc. (Nasdaq: MBLY) (“Mobileye”) today released its financial results for the three months ended June 28, 2025. “The business performed very well in Q2, both on the revenue growth and cost management side. Stronger visibility on industry supply-demand alignment since late-April supports our decision to raise the full-year outlook, while we continue to maintain a conservative stance given the broader macro environment,” said Mobileye President and CEO.