Nama Insights

Mobileye Global (MBLY)

Consumer Cyclical · Auto Parts · NASDAQ

Mobileye Global (MBLY) is a Consumer Cyclical company in the Auto Parts industry. It has a market capitalization of $4.87B, a trailing price-to-earnings ratio of 11.9 and a free-cash-flow yield of 11.2%. Over the most recent reported fiscal year, revenue grew 14.5% and free cash flow per share grew 63.1%. Nama's AI scorecard rates it Buy, 6.0 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Buy · 6.0/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Trailing · -43.2% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Can't Tell
A figure the screen needs is missing, so it can't tell.
Off its high
-90.9%
How far the last close sits under the highest price of the past five years.
Market cap$4.87B
Trailing P/E11.9
Price / book0.6
Price / sales2.4
FCF yield11.2%
Dividend yield—
Gross margin47.4%
Operating margin-19.2%
Net margin-201.5%
Revenue growth (YoY)+14.5%
Revenue growth (3-yr annual)+0.4%
EPS growth (YoY)+44.0%
FCF/share growth (YoY)+63.1%
Beta1.2
ExchangeNASDAQ
SectorConsumer Cyclical
IndustryAuto Parts

MBLY earnings

Next report: Jan 28, 2027 (Q4 2026, EPS estimate $0.08). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 29, 2026 $0.11 $0.10 +10.0% $492.00M
Q2 2026 Jul 23, 2026 $0.19 $0.06 +216.7% $508.00M
Q1 2026 Apr 23, 2026 $0.12 $0.09 +33.3% $558.00M
Q4 2025 Jan 22, 2026 $0.06 $0.06 +0.0% $446.00M

MBLY analyst price target

Median target $7.50 from 23 analysts, ranging $5.00 – $18.00.

Auto Parts peers

TickerCompanyMarket capP/E
ORLY O'Reilly Automotive $72.33B 27.6
AZO AutoZone $51.77B 21.1
HSAI Hesai Group $18.01B 23.5
GPC Genuine Parts $16.93B 16.3
MGA Magna International $16.06B 8.5
BWA BorgWarner $9.80B 9.0
ALSN Allison Transmission $9.60B 12.2
AUR Aurora Innovation $8.91B —
Explore live MBLY data on Nama Insights →

MBLY FAQ

Is MBLY a buy?
Nama's AI scorecard currently rates Mobileye Global Buy (6.0 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is MBLY's P/E ratio?
Mobileye Global trades at a trailing price-to-earnings ratio of 11.9.
When does MBLY report earnings?
Mobileye Global's next scheduled report is on Jan 28, 2027. Analysts expect EPS of $0.08.
What is the MBLY price target?
The median analyst price target from 23 analysts is $7.50, with a range of $5.00 – $18.00.
Is MBLY Shariah compliant?
Nama's AAOIFI-style screen reads Mobileye Global as Can't Tell. A figure the screen needs is missing, so it can't tell.