Consumer Discretionary·Automotive Parts & Equipment·$7.8B
Mobileye Global Inc is a leading company in the automotive parts and equipment sector, specializing in advanced driver-assistance systems and autonomous driving technologies. As the automotive industry increasingly focuses on safety and automation, Mobileye's innovations are critical for vehicle manufacturers and consumers alike.
EPS
Earnings per share is a key indicator of the company's profitability and financial health.
Revenue Growth
Revenue growth will provide insight into how well Mobileye is capturing market demand for its products.
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EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+1071.80%
Avg Stock Reaction
-0.03%
In Q1 2026, Mobileye reported an impressive EPS of $0.12, significantly exceeding expectations. However, revenue figures were not disclosed, leaving some uncertainty about overall performance.
Management Promises & Guidance
Overall, investors are optimistic about Mobileye's upcoming earnings, especially given its strong EPS surprises in previous quarters. However, the lack of revenue guidance creates uncertainty.
Bull Case
If Mobileye continues its trend of beating EPS estimates and provides positive commentary on revenue growth, it could signal strong demand for its products.
Bear Case
Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a decline in investor confidence and stock price.
EPS
$0.12Earnings per share is a key indicator of the company's profitability and financial health.
Revenue Growth
N/ARevenue growth will provide insight into how well Mobileye is capturing market demand for its products.
Market Share
N/AUnderstanding Mobileye's market share in the automotive technology sector can indicate its competitive position.
The print will turn on these two things.
Q1
What will be the reported revenue for Q2-2026?
Revenue figures are crucial for assessing the company's growth trajectory and market demand for its products.
Q2
Will Mobileye provide any guidance on future earnings or market share?
Guidance on future performance will help investors gauge the company's outlook and strategic direction.
Why consensus could be wrong
The Street may be underestimating Mobileye's ability to capitalize on the growing demand for autonomous driving technologies, especially given its recent strong EPS surprises.
Supporting Evidence
Mobileye has consistently beaten EPS estimates, indicating strong operational execution.
The company's focus on partnerships with major automakers could drive future revenue growth.
Historical trends suggest that Mobileye's innovations are well-positioned to capture market share.
Key Risk
If revenue growth exceeds expectations, it could significantly alter the market's perception of Mobileye's future prospects.
Pre-commit to what would confirm each case.
This quarter's performance is pivotal as it will reflect Mobileye's ability to sustain growth in a competitive automotive technology landscape.
Bull Confirmed If
An EPS of $0.15 or higher would confirm strong operational performance and demand.
Bear Confirmed If
An EPS below $0.10 would raise concerns about profitability and market competitiveness.
Implied Move
±4.2%
Currently, there is no options market data available, making it difficult to gauge investor sentiment through options pricing.
Cross-company pattern from 30 similar setups.
Prior-quarter beat setup in Consumer Discretionary
n=30Fade rate: 6 of 17 (35%)
This setup has occurred 30 times across Consumer Discretionary in the last 2 years. 11 of 17 (65%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 5.4%, with a raw directional average of +0.2% (modestly positive historical bias).
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Mobileye beats expectations and raises guidance, history suggests a potential stock increase of around 7.88% based on past performance.
In-Line / Cautious
If results are in line but management offers cautious commentary, the stock may see a muted reaction as investors digest the information.
Miss
A miss on EPS could lead to a decline, with historical data suggesting an average drop of around 0.03% following such outcomes.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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ENTERPRISE FINL SVCS
Jul 27, 2026