MBLY Stock Forecast & Price Target

Mobileye Global Inc. has reported a year-over-year increase in net sales revenue of 7.61%, rising from $1.80 billion to $1.94 billion for the 12 months ending September 2025, indicating strong demand for its advanced driving-assistance systems. Additionally, the company’s EBITDAR increased by 8.88% year-over-year, highlighting the robust operational performance and efficiency in generating cash flow, which supports the financial health of the organization. Furthermore, the 8% growth in EyeQ system volume, which significantly outpaces the 1% increase in global vehicle production among its top customers, underscores the company's successful market penetration and the accelerating adoption of its technologies in new vehicle models.

Mobileye Global Inc has experienced a decline in Return on Capital (ROC), decreasing from -2.33% to -3.17% over the last twelve months, indicating worsening efficiency in capital utilization. Additionally, the company's Net Operating Profit After Tax (NOPAT) saw a significant drop of 22.30% year-over-year, with losses worsening from $313.3 million to $383.1 million. Furthermore, expectations of a lower top-line performance in the fourth quarter, potentially leading to negative EBIT, underscore the challenges facing the company's financial outlook.