Mobileye Global Inc. Class A (MBLY) fair value: what the stock is really worth
As of Nov 4, 2026: fair value (intrinsic value) of Mobileye Global Inc. Class A stock $7.76, price $5.34, upside +45.3%, quality 69 out of 100. Rating: undervalued. Calculated from audited financials with 11 of our 26 valuation models and 37 quality factors, updated daily.
- Keep an eye on it?Free in your watchlist: 5 stocks without an account, 10 with one Yes, for free
Mobileye Global Inc. Class A
MBLY · USThe stock costs 31% less than our calculation considers fair.
Risks from the AI analysis
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 2, 2026.
How to read this chart
48‑month range $5.34 – $47.02 · fair‑value band $6.02 – $9.95 · the $5.34 price screens below the $7.76 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 2, 2026.
Every Wednesday you see whether Mobileye Global Inc. Class A Common Stock is on track or worth a review, plus price against fair value. Free, up to 3 stocks.
We send you a confirmation link. Unsubscribe with one click.
Company profile
Mobileye Global Inc. develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies and solutions in the United States, Europe, China, and internationally. It operates through two segments, Mobileye and Moovit.
Show moreShow less
It offers end-to-end ADAS and autonomous driving solutions, including Base ADAS, a front camera that delivers a combination of intelligent safety features to avoid unsafe driving situations; Cloud-Enhanced ADAS, which leverages crowdsourced data to offer accurate localization; safer, smoother, and natural driving experience; and Mobileye Surround ADAS that offer eyes-on/hands-off functionality for highway ODDs with features, such as automatic lane change, front and rear collision avoidance, traffic jam assist, and a Highway Pilot function, as well as includes DXP support that enables customers to customize the driving experience.
It also provides Mobileye SuperVision, a eyes-on/hands-off driver assist system for autonomous vehicles; Mobileye Chauffeur, an eyes-off/hands-off solution for consumer vehicles; and Mobileye Drive, a fleet-focused end-to-end self-driving system that enables automakers, public transportation companies, and transportation network operators to offer a no-driver solution for robotaxis, ride-pooling, public transport, and goods delivery.
In addition, it offers EyeQ SoC that provide drivers with basic safety features covered by front-facing sensing, such as collision warning, lane departure warnings, pedestrian and cyclist collision warning, headway monitoring and warning, speed limit indicator, blind spot detection, and others; True Redundancy, which is an AI system architecture; and Road Experience Management solutions.
It provides its products and services to original equipment manufacturers through automotive suppliers, as well as fleet owners and operators. The company was founded in 1999 and is headquartered in Jerusalem, Israel. Mobileye Global Inc. is a subsidiary of Intel Corporation.
Stock analysis
Mobileye Global Inc. Class A (MBLY) currently trades at $5.34, while our model-based Fair Value estimate is $7.76, implying the stock looks roughly 31% undervalued today.
Show more
Valuation
Bull case: the Growth DCF group reads highest at a median of $7.82 per share, and 7 of the 11 models we run sit above the $5.34 price.
Bear case: the Asset-Based group reads lowest at $2.28, and 4 of the 11 models stay below the price. Data coverage for this calculation is low.
Scenario range: $6.02 (bear) to $9.95 (bull), the price of $5.34 sits below it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 69/100 (solid quality), in the Consumer Cyclical sector.
Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.
Mobileye Global Inc. Class A Common Stock reported revenue of $1.9B in FY2025 versus $1.4B in FY2021, a compound +8.1%/yr. Reported net income was −$392M in FY2025.
Key figures
Market cap $5.1B Mid · P/E ex one-offs 15.2 · P/S ratio 2.53 · EPS (TTM) $−4.92 · Net margin −20.7% · Return on equity −40.0% · Return on assets (EBIT) −5.9% · Operating margin −16.7%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 15 out of 100 (low confidence).
What moves the price
The share trades about 59% below its 52-week high and at its 52-week low, currently below its 200-day average.
For context, the median of 10 Consumer Cyclical peers we cover trades at −26% fair-value upside, at 45%, MBLY screens cheaper than that median.
Fair Value models
All 11 models by family
Quality Score breakdown
It rates the business: profits, how they develop, real cash, balance sheet, investing and share count.
Insider trades
In the last 6 months, 2 officers or directors bought shares worth $198,808, most recently on Aug 6, 2026. Buying cluster
- BuySafroadu Yeboah-AmankwahDirector11,841 shares at $8.46$100,175Aug 6, 2026
- BuyFrank D YearyDirector12,360 shares at $7.98$98,633Jul 30, 2026
Plus 6 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.
Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.
Source: SEC Form 4, as of Nov 5, 2026. All filings at the SEC ↗
Revenue & earnings trend
Growth Forecast
Watch MBLY, get fair value alerts →
Recent news
- Mobileye (MBLY) Reports Q3 Earnings: What Key Metrics Have to Say
- Mobileye (NASDAQ:MBLY) reports strong Q3 2026
- Mobileye Global (MBLY) Q3 Earnings and Revenues Beat Estimates
- Mobileye Releases Third Quarter 2026 Results, Updates Guidance, and Provides Business Overview
Compare Mobileye Global Inc. Class A Common Stock with another stock
Price, fair value, quality and upside side by side.
Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Auto Parts · 658 stocks
Valuation Multiplesvs Auto Parts median · lower = cheaper
Strength profile in five axes (Snowflake)
Context: sector, industry, market
- Is the Consumer Discretionary sector expensive or cheap?
- P/E, EV/EBITDA and margins by industry (reference tables)
- Net margin by industry
- P/B ratio by industry
- PEG screener for stocks with fair value
- Undervalued stocks: US Stocks
- Valuation of the USA market
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Auto Parts stocks, each showing price versus our Fair Value estimate.
| Stock | Price | Fair Value | vs Fair Value | Compare |
|---|---|---|---|---|
| Magna International Inc MGA | $65.63 | $105.01 | +60% | vs MBLY |
| Hyundai Mobis Co 012330 | 364,000 KRW | 534,994 KRW | +47% | vs MBLY |
| Genuine Parts Company GPC | $126.40 | $115.96 | −8% | vs MBLY |
| Knorr-Bremse AG KBX | €95.80 | €72.88 | −24% | vs MBLY |
| AutoZone, Inc AZO | $3,326 | $2,468 | −26% | vs MBLY |
| Fuyao Glass Industry Group 600660 | ¥55.82 | ¥40.74 | −27% | vs MBLY |
| Ningbo Tuopu Group 601689 | ¥45.79 | ¥32.24 | −30% | vs MBLY |
| Samvardhana Motherson International Limited MOTHERSON | ₹168.00 | ₹96.06 | −43% | vs MBLY |
| O'Reilly Automotive, Inc ORLY | $92.34 | $48.66 | −47% | vs MBLY |
| Bosch Limited BOSCHLTD | ₹52,475 | ₹24,899 | −53% | vs MBLY |
Explore undervalued stocks
More undervalued Consumer Cyclical stocks →
Try a ready-made strategy
Pick a strategy and jump into the live analysis with that exact screen applied.
Discover tools
Frequently asked questions
Is Mobileye Global Inc. Class A (MBLY) overvalued or undervalued?
What is the fair value of MBLY?
What is the quality score of MBLY?
What is the price target for Mobileye Global Inc. Class A (MBLY)?
What is the Mobileye Global Inc. Class A Common Stock stock forecast for 2026?
What is the revenue of Mobileye Global Inc. Class A (MBLY)?
What growth is priced into Mobileye Global Inc. Class A (MBLY)?
What discount rate (WACC) does the fair value of MBLY use?
What is a reverse DCF?
How much growth has Mobileye Global Inc. Class A (MBLY) delivered so far?
How fast is the sector of Mobileye Global Inc. Class A (MBLY) growing?
What is the free cash flow yield of Mobileye Global Inc. Class A (MBLY)?
What is the intrinsic value of Mobileye Global Inc. Class A (MBLY)?
Is Mobileye Global Inc. Class A Common Stock stock overvalued or undervalued in 2026?
Is fair value the same as the market price of MBLY?
How much is Mobileye Global Inc. Class A Common Stock worth?
What do the bullish and bearish scenarios say about MBLY?
What is the PEG ratio of MBLY?
How solid is the balance sheet of Mobileye Global Inc. Class A (MBLY)?
How far is MBLY from its 52-week high?
Which stocks are comparable to Mobileye Global Inc. Class A Common Stock?
Is Mobileye Global Inc. Class A Common Stock stock attractive at the current price?
How is the fair value of MBLY calculated?
Is it still worth investing in stocks now?
What is the share price of Mobileye Global Inc. Class A (MBLY)?
What should I pay attention to with Mobileye Global Inc. Class A Common Stock right now?
Key figures of Mobileye Global Inc. Class A Common Stock
How large is the market capitalisation of Mobileye Global Inc. Class A (MBLY)?
What is the P/E ratio of Mobileye Global Inc. Class A (MBLY) excluding one-off items?
What is the P/S ratio of Mobileye Global Inc. Class A (MBLY)?
What are the earnings per share of Mobileye Global Inc. Class A (MBLY)?
What is the net margin of Mobileye Global Inc. Class A (MBLY)?
What is the return on equity of Mobileye Global Inc. Class A (MBLY)?
What is the EBIT return on assets of Mobileye Global Inc. Class A (MBLY)?
What is the operating margin of Mobileye Global Inc. Class A (MBLY)?
How fast is revenue growing at Mobileye Global Inc. Class A (MBLY)?
How fast are earnings growing at Mobileye Global Inc. Class A (MBLY)?
How much net cash does Mobileye Global Inc. Class A (MBLY) hold?
Watch Mobileye Global Inc. Class A Common Stock in the live analysis
One click puts Mobileye Global Inc. Class A Common Stock on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 27,000+ stock screener.
Watch for free →Zero risk: nothing is ever charged. Your watchlist is yours, with or without an account.