MBLY Stock Forecast & Price Target

Mobileye Global Inc demonstrated a robust financial performance with a net sales revenue increase of 7.61% year-over-year, reaching $1.94 billion for the 12 months ending September 2025. In the third quarter of 2025, the company reported a 4% year-over-year revenue growth to $504 million, fueled by strong shipments of its EyeQ systems and new wins in the ADAS programs. The ongoing adoption of advanced driving assistance systems is reflected in the forecasted revenue growth of 4.49% for the next twelve months, indicating sustained demand for Mobileye's innovative technology solutions within the automotive market.

Mobileye Global Inc is experiencing significant financial challenges, as evidenced by a decline in Return on Capital (ROC) from -2.33% to -3.17% over the last twelve months (LTM) and a 22.30% year-over-year drop in Net Operating Profit After Tax (NOPAT), moving from a loss of $313.3 million to $383.1 million. Additionally, projections indicate that a lower top-line in Q4 may lead to negative Earnings Before Interest and Taxes (EBIT), casting further uncertainty on the company's financial health. Despite potential operating margin expansion, the overall outlook remains negative due to declining gross margins driven by increased hardware reliance, and the necessity to reassess previous revenue multiples to reflect this lower performance trajectory.