Core Viewpoint - Mobileye Global Inc. is identified as one of the top growth stocks on NASDAQ, with a strong buy rating and a significant upside potential of 178% based on the current price target of $25 set by Tigress Financials analyst Ivan Feinseth [1]. Financial Performance - For FY 2025, Mobileye reported a revenue increase of 15%, with operating cash flow rising over 50% and adjusted operating profit growing by 45% [3]. - The company projects FY 2026 revenue to be between $1.9 billion and $1.98 billion, indicating flat to 5% growth, with EyeQ volume expected to exceed 37 million units [3]. Q1 2026 Outlook - The company anticipates shipping about 10 million EyeQ units in Q1 2026, supporting an expected year-over-year growth of approximately 19% for the first quarter [4]. - Operating expenses are projected to rise by about 10% to $1.1 billion due to inflation, R&D expenses, and foreign exchange impacts, while gross margin is expected to decline year-over-year due to EyeQ5 costs and vehicle mix effects [4]. Business Operations - Mobileye operates as a developer of autonomous driving technologies, including advanced driver assistance systems (ADAS), and segments its offerings into Base ADAS, Cloud-Enhanced ADAS, and Surround ADAS [5].

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Mobileye Global, driven by higher revenues, with a focus on how actual results will compare to estimates [1][2]. Earnings Expectations - Mobileye is expected to report quarterly earnings of $0.10 per share, reflecting an 11.1% increase year-over-year, with revenues projected at $504.72 million, a 15% rise from the previous year [3]. - The earnings report is scheduled for July 24, and better-than-expected results could lead to a stock price increase, while disappointing results may cause a decline [2]. Estimate Revisions - The consensus EPS estimate has been revised 25% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for Mobileye is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +25.37%, suggesting a bullish outlook on earnings [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive Earnings ESP reading is a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [10]. - Mobileye currently holds a Zacks Rank of 3, which, along with the positive Earnings ESP, suggests a high likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Mobileye met the expected earnings of $0.08 per share, resulting in no surprise [13]. - Over the past four quarters, Mobileye has beaten consensus EPS estimates three times, indicating a generally favorable performance trend [14]. Conclusion - While Mobileye is positioned as a strong candidate for an earnings beat, investors should consider other factors that may influence stock performance beyond just earnings results [15][17].