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 ...

Mobileye Global (NASDAQ:MBLY) is one of the best Auto Parts stocks according to Hedge Funds. On January 23, George Gianarikas from Canaccord Genuity reaffirmed his Buy rating for Mobileye Global (NASDAQ:MBLY). Although the analyst revised his price target estimate from $30 to $24, it still results in a lucrative upside potential of almost 159%. Lucid (LCID) Group Surges 14% on Bargain-Hunting Gianarikas did highlight certain areas that led to reservations regarding the company’s long-term earnings poten ...

Mobileye Global Inc. (NASDAQ:MBLY) is one of the Best Autonomous Vehicle Stocks to Buy Now. On January 23, Brian Gesuale from Raymond James reiterated a Buy rating on the stock with a $16 price target. On the same day, Canaccord Genuity reiterated a Buy rating on Mobileye Global Inc. (NASDAQ:MBLY) but lowered the price target from $30 to $24. ​The ratings follow the company’s Q4 2025 earnings, released on January 22. The company posted quarterly revenue of $446 million, which decreased 8.98% year-over-ye ...

Financial Data and Key Metrics Changes - Full-year 2025 revenue reached $1.9 billion, up 15% year-over-year, exceeding prior guidance of 6% growth at the midpoint [15][18] - Adjusted operating income for 2025 was $280 million, a 45% increase year-over-year, with a margin of 15%, up about 300 basis points compared to 2024 [15][18] - Operating cash flow increased by more than 50% in 2025 [4] Business Line Data and Key Metrics Changes - EyeQ volume for 2025 was 35.6 million units, surpassing the original expectation of 32 million-34 million units [16] - The fourth quarter saw EyeQ volume consistent with the high end of guidance at about 8.2 million units, with expectations of 10 million units shipped in Q1 2026 [17][18] - Higher-than-expected SuperVision units contributed to the positive revenue outlook [17] Market Data and Key Metrics Changes - Demand for products remained strong despite a challenging geopolitical environment, indicating resilience in the auto industry [4] - The company anticipates a decline of about 500,000 units for Chinese OEMs compared to 2025, which was slightly above 3 million units [19] Company Strategy and Development Direction - Mobileye is focusing on launching advanced products, including the EyeQ6 chip, and expanding into humanoid robotics through the acquisition of Mentee Robotics [5][7] - The company aims to leverage synergies between autonomous vehicles and robotics, emphasizing the importance of AI and simulation technologies [12][14] - The strategy includes a unique first-think, slow-think structure for advanced products to enhance precision and scalability [6][10] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about volume growth despite flat global auto production, with rising order flows for Q1 2026 [8][22] - The company is experiencing positive demand signals from customers and expects significant growth in next-gen higher ASP ADAS and robotaxi mobility [22] - Management acknowledged challenges related to currency appreciation impacting costs but noted effective hedging strategies in place [22][61] Other Important Information - The company is facing FX headwinds due to the appreciation of the Israeli shekel against the U.S. dollar, which raises headcount costs [22][61] - A non-recurring expense of $7 million related to workforce efficiency initiatives was recorded in Q4 2025 [16] Q&A Session Summary Question: Competitive environment and advanced autonomous solutions - Management believes they are closer to launching advanced products than competitors, with a strong advantage in technology maturity [25] Question: Differentiation for Mentee Robotics - Mentee's differentiation lies in its fully autonomous control, vertical integration, and ability to learn from passive observation [30] Question: Surround ADAS engagement with OEMs - The company has seen increased engagement with multiple OEMs, indicating a strong market need for Surround ADAS [39] Question: Mentee's customer interest post-announcement - Significant interest from customers for on-site pilots and proof of concepts has been observed since the CES announcement [42] Question: Pricing dynamics on EyeQ - Pricing is influenced by the mix of EyeQ products, with no significant changes expected, although a second chip at a lower price may impact overall ASP [99][100]

Financial Data and Key Metrics Changes - Full year 2025 revenue reached $1.9 billion, up 15% year-over-year, exceeding prior guidance of 6% growth at the midpoint [15][16] - Adjusted operating income for 2025 was $280 million, a 45% increase year-over-year, with a margin of 15%, up about 300 basis points compared to 2024 [15][16] - Operating cash flow increased by more than 50% [4] Business Line Data and Key Metrics Changes - EyeQ volume for 2025 was 35.6 million units, exceeding the original expectation of 32 to 34 million units, with a consistent demand trend of nine million units per quarter [16] - The fourth quarter saw higher-than-expected SuperVision units, contributing to a modest upside in guidance [17] Market Data and Key Metrics Changes - The company expects about 10 million EyeQ units shipped in Q1 2026, supporting an outlook of approximately 19% year-over-year growth in the first quarter [18] - For 2026, revenue guidance is in the range of $1.9 billion to $1.98 billion, representing flattish to 5% growth [18] Company Strategy and Development Direction - Mobileye is focusing on launching advanced products, including the EyeQ6 chip, and has secured major programs with two of the largest OEMs [5][6] - The acquisition of Mentee Robotics aims to expand into humanoid robotics, leveraging synergies between autonomous vehicles and robotics technologies [7][12] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about demand signals from customers and the execution progress ahead of numerous advanced product launches [22] - The geopolitical environment has not hindered demand, with the auto industry showing resilience [4] Other Important Information - The company is experiencing a foreign exchange headwind due to the appreciation of the Israeli shekel against the U.S. dollar, impacting headcount costs [22] - Operating expenses for 2025 were slightly above budget at $1.003 billion, with expectations of around $1.1 billion for 2026 [20][21] Q&A Session Questions and Answers Question: Competitive environment and announcements at CES - Management noted increased excitement around advanced solutions and believes they are closer to launching products than competitors, citing the maturity of their technologies [25][26] Question: Differentiation for Mentee Robotics - Mentee's differentiation lies in its fully autonomous control, vertical integration, and the ability to learn from passive observation, which is crucial for unstructured environments [28][30] Question: Surround data opportunities and OEM engagements - Management indicated a growing interest from multiple OEMs in surround data products, with two major OEMs already committed [38][40] Question: Mentee's commercialization timeline - Initial commercialization is expected to involve high double-digit units in 2026, with gradual expansion based on pilot results [77][78] Question: Pricing dynamics for EyeQ - Pricing is influenced by the mix of EyeQ products, with no significant changes expected, although a second EyeQ4 chip is being used in some vehicles as a temporary measure [100][101]

Financial Data and Key Metrics Changes - Full year 2025 revenue reached $1.9 billion, a 15% increase year-over-year, exceeding prior guidance of 6% growth at the midpoint [13] - Adjusted operating income for 2025 was $280 million, up 45% year-over-year, with a margin of 15%, an increase of approximately 300 basis points compared to 2024 [13][14] - Operating cash flow increased by more than 50% in 2025 [3] Business Line Data and Key Metrics Changes - EyeQ volume for 2025 was 35.6 million units, surpassing the original expectation of 32 to 34 million units, with a consistent demand trend of nine million units per quarter [14] - The fourth quarter saw higher-than-expected SuperVision units, contributing to a modest upside in guidance [15] Market Data and Key Metrics Changes - Demand for Mobileye's products remained strong despite a challenging geopolitical environment, indicating resilience in the auto industry [3] - The company expects about 10 million EyeQ units to be shipped in Q1 2026, supporting an outlook of approximately 19% year-over-year growth in the first quarter [15] Company Strategy and Development Direction - Mobileye is focusing on launching advanced products, including the EyeQ6 chip, and has secured major programs with two of the largest OEMs [4] - The acquisition of Mentee Robotics aims to expand into humanoid robotics, leveraging synergies between autonomous vehicles and robotics technologies [5][11] - The company is implementing a unique "fast-think, slow-think" structure to enhance the precision and scalability of its products [9] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about volume growth despite expectations of flat global auto production [6] - Positive demand signals from customers have been noted, with expectations for continued growth in 2026 [19] - The company is cautious about the short-term visibility into order flow, particularly with Chinese OEMs, but remains encouraged by growth trends [17] Other Important Information - The company is experiencing foreign exchange headwinds due to the appreciation of the Israeli shekel against the U.S. dollar, impacting headcount costs [19] - Operating expenses for 2025 were slightly above budget at $1.003 billion, with expectations of around $1.1 billion in 2026, driven by normal inflation and Mentee R&D expenses [18] Q&A Session Summary Question: Competitive environment in advanced autonomous solutions - Management believes they are closer to launching advanced products than competitors, with proven technologies and a strong market position [22] Question: Differentiation for Mentee Robotics - Mentee's strength lies in its fully autonomous control, vertical integration, and ability to learn from passive demonstrations, setting it apart from competitors [25][26] Question: Engagement with OEMs for surround data - The company has seen increased interest from multiple OEMs, with two major design wins already secured, indicating a strong market demand [32][33] Question: Near-term pricing dynamics on EyeQ - Pricing is influenced by the mix of EyeQ generations, with no significant changes expected, although a second EyeQ chip at a lower price may impact overall ASP [81] Question: Updates on Porsche and VW programs - The SuperVision program for Porsche and Audi is expected to start in Q1 2027, with no significant volume expected in 2026 [57] Question: Memory supply chain concerns - Management is actively working with Tier 1 customers to ensure supply availability and mitigate cost impacts from memory component fluctuations [50][51] Question: Next steps for Mentee Robotics commercialization - Initial deployments will involve a small number of robots for proof of concept, with plans to scale up based on performance evaluations [62][64]

Group 1: CES 2026 Overview - The CES 2026 will focus on the automotive sector, showcasing advancements in new energy and intelligent connected technologies, with significant participation from global automakers and supply chain giants [2] - Chinese automakers are expected to collectively impact the global automotive industry's competitive landscape through their innovations and AI technology integration [2] Group 2: Great Wall Motors - Great Wall Motors will present its full product line and core technology matrix under the theme "GO With More Life," aiming to enhance global brand recognition [4] - The company will showcase key technologies including Hi4-Z architecture, semi-solid batteries, and hydrogen fuel cell engines, along with the ASL 2.0 intelligent agent and VLA large model [4] - Challenges include the current lack of hydrogen refueling infrastructure and the cost control of semi-solid battery mass production [4] Group 3: Geely Automotive - Geely will display its comprehensive AI technology achievements, focusing on breakthroughs in its "smart car full-domain AI" technology system, particularly the Raytheon AI hybrid 2.0 [6] - The Raytheon AI hybrid 2.0 improves engine thermal efficiency to 47.26% and achieves a low fuel consumption of 2.67L [6] - The company aims to address market concerns regarding the transition from laboratory efficiency to stable mass production experiences during the exhibition [6] Group 4: Hyundai Motor Group - Hyundai will highlight its "technology crossover" theme, featuring the new generation Atlas humanoid robot and its AI interaction capabilities [8] - This marks Hyundai's shift from a traditional automaker to a "mobility solutions provider," although specific collaboration plans between robots and automotive ecosystems remain unclear [8] Group 5: Faraday Future - Faraday Future will hold a special shareholder meeting at CES 2026 to announce the complete production, sales, delivery, and service plans for the FX Super One [10] - The FX Super One has already received over 13,000 orders, marking a critical transition for the brand [10] - Financial data indicates continued negative net profits from 2020 to 2024, making the announcement of a profitable path crucial for market confidence [10] Group 6: Kosmera - The new Chinese automaker Kosmera will make its global debut at CES 2026, introducing two high-performance models, including a 1903 horsepower electric supercar [11] - The supercar features aerospace-grade composite materials and a 3D-printed chassis, aiming for a 1:1 power-to-weight ratio [11] Group 7: Sony Honda - Sony Honda will present a new concept car, continuing the integration of Sony's technology with Honda's manufacturing capabilities [13] - The previous AFEELA 1 model has established a market presence, and the new concept aims to enhance user experience through advanced audio and AI interaction [13] Group 8: Honda - Honda will preview the Honda 0 series production models at CES 2026, focusing on L3-level autonomous driving features and a new self-developed operating system [15] - The rear-wheel-drive model will have a maximum power of 241Ps, while the all-wheel-drive version will reach 308Ps, with an EPA-rated electric range of approximately 482km [15] Group 9: Automotive Supply Chain Innovations - The competition among automotive suppliers will intensify, with laser radar and intelligent chassis technologies being key highlights at CES 2026 [22] - Hesai Technology will showcase its upgraded ATX laser radar, achieving significant performance improvements and securing over 400,000 orders [17] - ZF will introduce a new active noise cancellation feature for automotive chassis, while LG will present an AI cockpit platform based on Qualcomm's Snapdragon [19][21] Group 10: Industry Trends - The automotive sector at CES 2026 will serve as a showcase for global automotive technology achievements and a clear indicator of future industry directions [22] - The deep integration of AI and new energy is reshaping automotive product logic and the competitive landscape, with Chinese automakers leading the charge [22]

Core Insights - The Mobileye story represents a continual evolution, transitioning from core ADAS products to SuperVision and then to surround ADAS solutions, which are perceived as more cost-effective for broader implementation [1] Group 1: Product Development - The company is focusing on enhancing its core competency in ADAS products while also exploring the potential of SuperVision, which had a brief setback [1] - Surround ADAS is being introduced as a more cost-effective solution that customers believe can be implemented more broadly [1] Group 2: Market Opportunities - There is significant market and media enthusiasm surrounding the drive or robotaxi business, indicating a growing interest as businesses begin to scale [1] - The company is currently assessing its focus on securing wins with customers in the surround ADAS segment [1]

Financial Data and Key Metrics Changes - Q3 revenue reached $504 million, a 4% year-over-year increase, driven by an 8% growth in EyeQ volume, significantly outpacing the 1% growth in overall vehicle production among the top 10 customers [4][5] - Operating cash flow for Q3 was $167 million, with year-to-date operating cash flow nearly $500 million, reflecting a 150% year-over-year increase [4][17] - The company raised its full-year revenue outlook midpoint by 2% and adjusted operating income midpoint by 11%, with expected volumes about 2 million units higher than original guidance [5][17] Business Line Data and Key Metrics Changes - The core ADAS business is performing well, with volumes remaining healthy for the last five quarters, and expected to continue in Q4 [4] - SuperVision volumes exceeded expectations, with a revised full-year estimate of around 50,000 units, significantly higher than initial projections [15][19] - EyeQ5 currently represents about 10% of volume, expected to peak at around 15% next year, which may pressure gross margins [15] Market Data and Key Metrics Changes - Stronger-than-expected results in China contributed to overall performance, with better-than-expected shipments to Chinese OEMs and performance from Western OEM customers in China [5] - The company expects to outperform the production of top 10 OEM customers globally by about 5 percentage points in 2025 [6] Company Strategy and Development Direction - Mobileye is focusing on execution in the SuperVision and Chauffeur production programs, with significant software innovations expected in the coming months [9][44] - The company is pursuing opportunities in robotaxi technology, with plans to remove safety drivers in the first U.S. city in 2026 and expand geographically [10][11] - The EyeQ6 High-based Surround ADAS systems are being developed to meet stricter safety standards and consolidate technology on a single SoC [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth potential in India and the increasing adoption of ADAS technologies [7] - The transition from eyes-off to minds-off autonomy is seen as a significant inflection point for the company, with plans to bring such systems to production by early 2027 [9][10] - Management emphasized that the current demand for higher performance at lower costs is intensifying, positioning Mobileye favorably in the market [11] Other Important Information - The company is working on integrating REM into front-facing camera programs, which is expected to enhance data collection and performance [10][101] - Management highlighted the importance of cost optimization in the Surround ADAS category, which is critical for high-volume vehicle production [51][82] Q&A Session Summary Question: Clarification on Western OEM design win - The recent nomination is for a second Surround ADAS program from a leading Western OEM, expected to be a significant portion of their vehicle lineup [23] Question: Gross margin impact from EyeQ5 and EyeQ6 - EyeQ5 volume is not expected to significantly impact gross margins, as new launches will be with EyeQ6 Lite, which has higher profitability [25][28] Question: Q4 expectations and chip issues - No material impact is expected in Q4 from chip issues, and the company maintains a cautious outlook with a buffer for unforeseen logistical issues [34] Question: Normalized unit growth expectations - The company expects to grow faster than the top 10 OEMs due to ADAS adoption growth and emerging markets, with a performance of about 5 percentage points faster than these OEMs this year [42] Question: Competitive landscape for Surround ADAS - The competitive landscape is highly cost-sensitive, and Mobileye's first mover advantage and efficient chip design provide a significant edge [82][84]

Financial Data and Key Metrics Changes - Q3 revenue reached $504 million, a 4% year-over-year increase, driven by an 8% growth in IQ volume, significantly outpacing the 1% growth in overall vehicle production among the top 10 customers [4][5] - Operating cash flow for Q3 was $167 million, with year-to-date cash flow nearly $500 million, reflecting a 150% year-over-year increase [4][17] - The company raised its full-year revenue outlook midpoint by 2% and adjusted operating income midpoint by 11%, with expected volumes about 2 million units higher than original guidance [5][17] Business Line Data and Key Metrics Changes - The core ADAS business is performing well, with volumes in a healthy range for the last five quarters, and expected to continue in Q4 [4] - SuperVision volumes exceeded expectations, with a revised full-year estimate of around 50,000 units, significantly higher than initial projections [15][19] - Gross margin declined by over 100 basis points year-over-year, primarily due to increased volumes from Chinese OEMs and higher costs associated with IQ5 programs [15] Market Data and Key Metrics Changes - Stronger-than-expected results in China contributed to overall performance, with better-than-expected shipments to Chinese OEMs and performance from Western OEM customers in China [5] - The company expects to outperform the production of top 10 OEM customers globally by about 5 percentage points in 2025 [6] Company Strategy and Development Direction - Mobileye is focusing on execution and innovation in its SuperVision and Chauffeur programs, with significant software updates expected in the coming months [9][44] - The company is positioning itself as an OEM-neutral platform with a credible technology path to eyes-off autonomy, targeting both privately owned vehicles and robotaxis [7][10] - The growth potential in India is becoming increasingly clear, supported by adoption trends and regulatory environments [7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory, highlighting that the opportunity set is larger and more urgent than when the company went public in 2022 [11] - The focus for 2026 is on execution rather than acquiring new business, with expectations to be production-ready for SuperVision and Chauffeur platforms in the first half of 2026 [44] Other Important Information - The company is actively working on multiple advanced product lines, including surround ADAS, SuperVision, Chauffeur, and Drive, all sharing common technological foundations [8] - The IQ6 High chip is positioned as a cost-effective solution for high-volume vehicles, with significant traction among OEMs [85] Q&A Session Summary Question: Can you clarify the recent design win with a Western OEM? - The recent nomination is for a second surround ADAS program from a leading Western OEM, expected to be a significant portion of their vehicle lineup [23] Question: How do you anticipate gross margin changes with IQ6 ramping up? - The profitability of IQ6 is expected to be higher than IQ5, with no significant headwinds anticipated from the transition [25][28] Question: What factors are influencing Q4 expectations? - The company expects Q4 volume to align with full-year guidance, with no material impact from recent chip issues anticipated [34] Question: Can you provide details on the Lyft robotaxi program? - The program is in advanced testing stages, with the first city launch planned for Dallas-Fort Worth, and further details will be disclosed soon [36] Question: How does the competitive landscape look for surround ADAS? - Mobileye has a first-mover advantage in surround ADAS, focusing on cost optimization and efficient design to meet OEM needs [84][85]