Mobileye Global, Inc. Class A (MBLY)

Mobileye's stock price has declined, trading near its 52-week low, with a 44.58% decrease over the past year. In January 2026, the company reported a 9% year-over-year revenue decline, leading to further stock decline and investor uncertainty. Short interest in MBLY surged by 24.0% to 27.9 million shares, indicating growing bearish sentiment. Despite these headwinds, Mobileye announced a new high-volume Surround ADAS program win with a major U.S. OEM in early January 2026, adding an estimated 9 million units to its pipeline.

While specific seasonal patterns are not detailed, Mobileye noted that its customers ended 2025 with lower than normal inventory levels. This is anticipated to lead to strong demand in early 2026, with Mobileye expecting a 19% year-over-year revenue growth in the first quarter, primarily driven by restocking efforts.

Mobileye Global, Inc., founded in 1999 and based in Jerusalem, specializes in ADAS and autonomous driving solutions for the automotive industry. Operating as an Intel subsidiary since 2017, it is a leader in computer vision and machine learning. Its product portfolio includes end-to-end ADAS and autonomous driving solutions and EyeQ system-on-chip solutions, operating within the Technology Services sector.

Mobileye Global, Inc. operates worldwide, with its EyeQ technology integrated into over 230 million vehicles as of 2025. The company has a significant presence in China, the USA, Germany, South Korea, and the United Kingdom.

Mobileye has a strong brand reputation as a leader in AI, computer vision, mapping, and integrated software and hardware for autonomous driving and driver-assistance technologies. Its products are deployed in millions of vehicles worldwide and integrated with most mainstream automakers. Recent deals with a top-10 U.S. automaker and Volkswagen have bolstered its reputation. However, the acquisition of Mentee Robotics has raised investor skepticism.

Mobileye Global, Inc. has a significant number of institutional owners and shareholders, with 406 institutions holding a total of 213,075,341 shares. Intel Corp is the largest shareholder, holding 80.52% of the company's shares. Other major institutional owners include Manufacturers Life Insurance Company, The, Baillie Gifford & Co, Renaissance Technologies Llc, BlackRock, Inc., Two Sigma Advisers, Lp, Two Sigma Investments, Lp, Point72 Asset Management, L.P., Goldman Sachs Group Inc, and Healthcare Of Ontario Pension Plan Trust Fund.