Mobileye Global Inc. (NASDAQ:MBLY) is one of the 10 best NASDAQ growth stocks to buy for the next 10 years. Tigress Financials analyst Ivan Feinseth reaffirmed a Buy rating on Mobileye Global Inc. (NASDAQ:MBLY) while maintaining a price target of $25 on January 29. The firm’s price target suggests an attractive 178% upside from the current levels. This update came after the company released its FY 2025 financial results and provided guidance for Q1 2026, reflecting the firm’s confidence in its growth and s ...

Core Insights - Mobileye Global Inc. closed 2025 on a stronger footing than expected, despite short-term pressures impacting quarterly results [1] - The company is a key enabler of advanced driver assistance systems (ADAS) and autonomous driving, maintaining strong relationships with global automakers [1] Financial Performance - In Q4 2025, Mobileye reported adjusted earnings per share of 6 cents, down from 13 cents a year earlier, with revenues of $446 million, slightly above estimates but down from $490 million in the prior-year quarter [3] - Full-year revenues for 2025 grew 15% to $1.89 billion, with adjusted operating profit rising 45% to $280 million and operating cash flow increasing by over 50% to $602 million [4] - EyeQ unit shipments reached 35.6 million for the year, exceeding earlier expectations of 32-34 million, indicating resilient demand for core ADAS offerings [5] 2026 Outlook - For 2026, Mobileye expects revenues between $1.9 billion and $1.98 billion, with gross margin anticipated to decline due to vehicle mix and cost pressures [6] - Adjusted operating income is projected between $170 million and $220 million, with operating expenses expected to rise to around $1.1 billion, reflecting ongoing cost pressures [7] - EyeQ volumes are expected to increase to just above 37 million units, with approximately 10 million units projected for Q1 2026, indicating a 19% year-over-year growth [8] Strategic Developments - The EyeQ6 High chip has secured major OEM deals, targeting 19 million units in initial Surround ADAS programs, positioning Mobileye for mass-market adoption [10][11] - Mobileye's partnership with Volkswagen is a strategic positive, with plans to launch commercial robotaxi services in six cities by the end of 2027 [13] - The acquisition of Mentee Robotics is expected to enhance Mobileye's capabilities in humanoid robotics, extending its reach beyond automotive autonomy [15] Long-term Revenue Visibility - Mobileye's eight-year expected automotive revenue pipeline reached $24.5 billion at the end of 2025, up 42% from the previous update, reflecting repeat ADAS wins and new OEM additions [14] - Customer inventory levels ended 2025 at very low levels, supporting near-term restocking and rising demand for advanced ADAS as automakers adopt more software-defined vehicles [16]

Group 1 - Mobileye Global Inc. reported a 9% year-on-year decline in quarterly revenue to $446 million, exceeding analyst consensus estimates of $432.329 million [1] - EyeQ volumes decreased by 11% in the quarter due to demand-supply imbalances, resulting in tighter inventory levels at Tier 1 customers [1] - The adjusted EPS of 6 cents was in line with analyst consensus estimates [1] Group 2 - CEO Prof. Amnon Shashua stated the company's goal is to lead in Physical AI for autonomous vehicles and humanoid robotics, with a focus on cost-efficient, single-ECU hands-free systems and self-driving technology for commercial robotaxi services [2] - Mobileye anticipates fiscal 2026 revenue between $1.90 billion and $1.98 billion, compared to the analyst consensus estimate of $1.881 billion [2] Group 3 - Following the earnings announcement, Mobileye shares fell by 5.4% to $9.94 [3] - Analysts adjusted their price targets for Mobileye, with Needham lowering it from $18 to $16 while maintaining a Buy rating, Canaccord Genuity lowering it from $30 to $24 with a Buy rating, and RBC Capital lowering it from $14 to $13 while maintaining a Sector Perform rating [4]

Core Insights - Mobileye Global Inc. (MBLY) reported second-quarter 2025 adjusted earnings per share of 13 cents, exceeding the Zacks Consensus Estimate of 11 cents, and up from 9 cents in the same quarter last year [1][9] - Total revenues reached $506 million, surpassing the Zacks Consensus Estimate of $485 million, and reflecting a year-over-year increase of 15.26%, driven by strong EyeQ volumes and demand for the SuperVision system [2][9] - The company's gross margin improved to 50%, a 2.2 percentage point increase from the prior year, attributed to higher revenue levels with consistent amortization of intangible assets [3] - Adjusted operating margin rose to 21%, compared to 18% in the same quarter of 2024, due to lower operating expenses as a percentage of revenues [3] Financial Position - As of June 28, 2025, MBLY had cash and cash equivalents of $1.71 billion, an increase from $1.43 billion as of December 28, 2024 [4] - Operating cash flow for the first half of 2025 was $322 million, with capital expenditures amounting to $28 million during the same period [4] 2025 Outlook - MBLY revised its 2025 revenue guidance to $1,765-$1,885 million, up from the previous estimate of $1,690-$1,810 million [5] - The company expects an operating loss of $436-$512 million, improved from the earlier estimate of $489-$574 million, while adjusted operating income is now estimated at $210-$286 million, up from $175-$260 million [5] Market Position - MBLY currently holds a Zacks Rank 3 (Hold) [6] - Competitors with better rankings include Ferrari N.V. (RACE) with a Zacks Rank 1 (Strong Buy), and Valmont Industries (VMI) and XPeng Inc. (XPEV), both with a Zacks Rank 2 (Buy) [6]

Core Insights - Mobileye Global reported a fiscal second-quarter 2025 revenue of $506 million, a 15% year-on-year increase, surpassing analyst expectations of $463.26 million, with adjusted EPS of 13 cents exceeding the consensus estimate of 9 cents [1][3] - The company raised its fiscal 2025 revenue outlook to a range of $1.765 billion to $1.885 billion, up from the previous range of $1.690 billion to $1.810 billion, aligning closely with the analyst consensus estimate of $1.770 billion [2] Financial Performance - Shipments of approximately 9.7 million EyeQ units exceeded the analyst's estimate of 9 million, driven by strong demand from OEMs, particularly in China [6] - Adjusted gross margin for the quarter was 68.6%, slightly above the analyst's estimate of 68.4% and close to the Street's expectation of 68.8% [6] - Operating expenses were lower than anticipated at $241 million, resulting in adjusted operating income of $106 million, surpassing both expectations and the preliminary guidance [6] Future Outlook - Management emphasized 2027 as a critical year for revenue acceleration, driven by the adoption of SuperVision and initial deployments of Connected and Autonomous Vehicles (CAVs) [7] - Full-scale Drive deployments are planned for late 2026 across multiple U.S. and European cities, with the CAV business expected to contribute $150 million in 2027 revenue [8] - The company anticipates ADAS revenue could reach around $2 billion in 2027, which is considered a conservative estimate [8] Market Position and Partnerships - Mobileye's partnerships with major companies such as Volkswagen, Uber, and Lyft are expected to enhance its market position in the autonomous driving sector [9] - The company is transitioning to full production hardware for the ID. Buzz robotaxi, with teleoperations expected to begin in 2025 and driverless service planned for 2026 [9] Analyst Commentary - Needham analyst Quinn Bolton reiterated a buy rating on Mobileye with a price target of $18, despite the stock's decline following the earnings report [3][11] - Bolton noted that while management's tone was cautious, there is potential upside in fourth-quarter revenue and improving margin visibility, supporting a strong long-term growth trajectory for Mobileye [11]

Core Viewpoint - Mobileye Global Inc. is positioned to benefit from the increasing demand for advanced driver assistance systems (ADAS) and autonomous driving technologies, despite rising operating expenses [1] Group 1: Demand and Technology - The demand for ADAS and autonomous driving features is enhancing Mobileye's growth prospects, with innovative solutions like Supervision, Chauffeur, Drive, and EyeQ strengthening its portfolio [2] - The adoption of multi-camera setups is increasing due to stricter safety regulations and the push for hands-free highway driving in mass-market vehicles [2] Group 2: Financial Projections - Mobileye anticipates revenues in the range of $1.69-$1.81 billion for 2025, an increase from $1.65 billion in 2024, based on EyeQ unit sales of 32-34 million units [3] - For Q2 2025, the company expects revenues to rise approximately 7% year over year [3] Group 3: Strategic Partnerships - Strategic partnerships and design wins are crucial for Mobileye's growth, with collaborations with ZEEKR, Porsche, FAW, Mahindra, and Volkswagen enhancing its market position [4] - Volkswagen's deepened partnership with Mobileye aims to integrate advanced technologies for automated driving into series production vehicles [4] Group 4: Financial Health - Mobileye has a strong balance sheet with $1.51 billion in cash and cash equivalents and zero debt as of March 25, 2025, providing financial flexibility for growth opportunities [5] Group 5: Challenges - Mobileye expects a 3-7% decline in production volume from its top 10 customers in 2025, with competitive pressures in China affecting shipments of assisted driving technology [6] - Rising operating expenses, driven by increased employee compensation and military reserve investments, are expected to hinder income growth, with a projected 7% year-over-year increase in adjusted operating expenses for 2025 [7]

TABLE OF CONTENTS As filed with the Securities and Exchange Commission on June 5, 2023. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Mobileye Global Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction of Incorporation or Organization) 7372 (Primary Standard Industrial Classification Code Number) 88-0666433 (I.R.S. Employer Identification Number) c/o ...