Equity Profile

MBLY

Mobileye Global Inc.

Consumer DiscretionaryAutomotive Parts & Equipment$7.9B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Mobileye Global Inc. is a leading company in the automotive parts and equipment sector, specializing in advanced driver-assistance systems and autonomous driving technologies....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well Mobileye is managing its costs and generating income.

$0.12

Revenue Growth

Revenue growth will indicate how well Mobileye is expanding its business and capturing market share in the competitive automotive sector.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

MBLY Q2-2026 Earnings Preview

Context

Company Snapshot

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 technology plays a crucial role in shaping the future of transportation.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+1071.80%

Avg Stock Reaction

-0.03%

Last Quarter Recap

In Q1 2026, Mobileye reported an EPS of $0.12, significantly exceeding expectations. The stock reacted positively, gaining over 10% the following day.

Management Promises & Guidance

Continued focus on innovation in autonomous driving technologies.
Commitment to expanding partnerships with automotive manufacturers.
Plans to enhance product offerings in the ADAS market.

Expectations

Wall Street Expectations

Overall, analysts expect Mobileye to continue its strong performance, building on recent earnings surprises. Investors are particularly focused on EPS and revenue growth.

Bull Case

If Mobileye can demonstrate strong demand for its products and maintain its profitability, the stock could see significant upward movement.

Bear Case

Conversely, if the company fails to meet earnings expectations or shows signs of slowing growth, the stock may face downward pressure.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.12

EPS is a key indicator of profitability and will show how well Mobileye is managing its costs and generating income.

Revenue Growth

N/A

Revenue growth will indicate how well Mobileye is expanding its business and capturing market share in the competitive automotive sector.

Market Demand for ADAS

N/A

Understanding the demand for advanced driver-assistance systems will provide insight into Mobileye's future growth potential.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected EPS for Q2-2026?

The EPS figure will be crucial in assessing Mobileye's profitability and could significantly impact investor sentiment.

How is Mobileye addressing the increasing competition in the ADAS market?

Understanding the company's competitive strategy will help gauge its ability to maintain market share and growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Mobileye's growth potential in the ADAS market, especially given its recent innovations and partnerships.

Supporting Evidence

Mobileye's recent EPS surprises indicate strong operational performance.

The options market is pricing a smaller move than historical averages, suggesting potential upside.

The company's commitment to innovation may not be fully reflected in current valuations.

Key Risk

If Mobileye demonstrates significant revenue growth in the ADAS segment, it could challenge current market expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be closely watched as it reflects Mobileye's ability to navigate a competitive landscape and meet investor expectations.

Bull Confirmed If

An EPS of $0.15 or higher would confirm strong profitability and growth potential.

Bear Confirmed If

An EPS below $0.10 would raise concerns about profitability and market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±5.2%

Historical Avg

±7.9%

Pricing cheap

The options market is pricing in a potential movement of about 5.2% in either direction following the earnings report.

Options are pricing ±5.2% while MBLY has averaged ±7.9% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.7%

30d HV

61.8%

Calls (1.8M)P/C Ratio: 0.08Puts (148K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options pricing cheap setup in Consumer Discretionary

n=30

Fade rate: 8 of 21 (38%)

This setup has occurred 30 times across Consumer Discretionary in the last 2 years. 13 of 21 (62%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.9%, with a raw directional average of +2.2% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Mobileye beats expectations, history suggests the stock could rise by around 7.88%, confirming strong demand and profitability.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

A miss could lead to a decline, with historical patterns suggesting a drop of around 4.22%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on partnerships with automotive manufacturers.
2Details on new product launches in the ADAS space.
3Insights into market demand for autonomous driving technologies.
4Management's outlook on competition within the industry.
5Guidance on future revenue growth and profitability.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Mobileye Global Inc. is a leading company in the automotive parts and equipment sector, specializing in advanced driver-assistance systems and autonomous driving technologies....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well Mobileye is managing its costs and generating income.

$0.12

Revenue Growth

Revenue growth will indicate how well Mobileye is expanding its business and capturing market share in the competitive automotive sector.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

MBLY Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+1071.80%

Avg Stock Reaction

-0.03%

Last Quarter Recap

In Q1 2026, Mobileye reported an EPS of $0.12, significantly exceeding expectations. The stock reacted positively, gaining over 10% the following day.

Management Promises & Guidance

Continued focus on innovation in autonomous driving technologies.
Commitment to expanding partnerships with automotive manufacturers.
Plans to enhance product offerings in the ADAS market.

Expectations

Wall Street Expectations

Overall, analysts expect Mobileye to continue its strong performance, building on recent earnings surprises. Investors are particularly focused on EPS and revenue growth.

Bull Case

If Mobileye can demonstrate strong demand for its products and maintain its profitability, the stock could see significant upward movement.

Bear Case

Conversely, if the company fails to meet earnings expectations or shows signs of slowing growth, the stock may face downward pressure.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.12

EPS is a key indicator of profitability and will show how well Mobileye is managing its costs and generating income.

Revenue Growth

N/A

Revenue growth will indicate how well Mobileye is expanding its business and capturing market share in the competitive automotive sector.

Market Demand for ADAS

N/A

Understanding the demand for advanced driver-assistance systems will provide insight into Mobileye's future growth potential.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected EPS for Q2-2026?

The EPS figure will be crucial in assessing Mobileye's profitability and could significantly impact investor sentiment.

How is Mobileye addressing the increasing competition in the ADAS market?

Understanding the company's competitive strategy will help gauge its ability to maintain market share and growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Mobileye's growth potential in the ADAS market, especially given its recent innovations and partnerships.

Supporting Evidence

Mobileye's recent EPS surprises indicate strong operational performance.

The options market is pricing a smaller move than historical averages, suggesting potential upside.

The company's commitment to innovation may not be fully reflected in current valuations.

Key Risk

If Mobileye demonstrates significant revenue growth in the ADAS segment, it could challenge current market expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be closely watched as it reflects Mobileye's ability to navigate a competitive landscape and meet investor expectations.

Bull Confirmed If

An EPS of $0.15 or higher would confirm strong profitability and growth potential.

Bear Confirmed If

An EPS below $0.10 would raise concerns about profitability and market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±5.2%

Historical Avg

±7.9%

Pricing cheap

The options market is pricing in a potential movement of about 5.2% in either direction following the earnings report.

Options are pricing ±5.2% while MBLY has averaged ±7.9% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.7%

30d HV

61.8%

Calls (1.8M)P/C Ratio: 0.08Puts (148K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options pricing cheap setup in Consumer Discretionary

n=30

Fade rate: 8 of 21 (38%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Mobileye beats expectations, history suggests the stock could rise by around 7.88%, confirming strong demand and profitability.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

A miss could lead to a decline, with historical patterns suggesting a drop of around 4.22%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on partnerships with automotive manufacturers.
2Details on new product launches in the ADAS space.
3Insights into market demand for autonomous driving technologies.
4Management's outlook on competition within the industry.
5Guidance on future revenue growth and profitability.