MBLY Stock Forecast & Price Target

Mobileye Global Inc. displayed a positive financial trajectory with a 7.61% year-over-year increase in net sales revenue, rising from $1.80 billion to $1.94 billion, alongside a 4% growth in Q3 2025 revenues driven by strong EyeQ system shipments and successful new ADAS program implementations. The company anticipates further revenue growth, projecting a 4.49% increase over the next twelve months, supported by significant adoption of its technologies in new vehicle models. Additionally, the company’s economic operating cash flow (EBITDAR) rose by 8.88% year-over-year, highlighting its operational efficiency and profitability amid increasing ADAS adoption rates.

The analysis indicates a negative outlook for Mobileye Global's stock, primarily due to a decline in key financial metrics such as Return on Capital (ROC), which worsened from -2.33% to -3.17% over the last twelve months. Furthermore, the company's Net Operating Profit After Tax (NOPAT) decreased significantly by 22.30% year-over-year, indicating a worsening financial position with losses increasing from $313.3 million to $383.1 million. Lastly, expectations of a lower top-line in Q4, potentially resulting in negative EBIT, raise concerns about the company's ability to maintain profitability and growth in the near future.