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Mobileye Global Inc. (MBLY) Stock Analysis

Recovery setup

SellVALUE-TRAP 1/5High Confidence

Consumer Cyclical · Auto Parts

Sell if holding. Momentum 4.4/10 is below the 5.0 floor at $9.65 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: V7 low-quality RISK_OFF penalty: -0.5 (Q=4.3); Sector modifier (Consumer Cyclical): -1.5.

Mobileye develops ADAS and autonomous driving solutions, primarily EyeQ SoC-based, deployed in 230M+ vehicles with 50+ OEM partners globally. Revenue was $1.9B in fiscal 2025 (15% YoY growth), driven mainly by EyeQ SoC shipments of 35.7M units.

$9.65+23.3% A.UpsideScore 5.8/10#6 of 27 Auto Parts
QualityF-score8 / 9FCF yield7.52%
Stop $8.98Target $11.91(analyst − 10%)A.R:R 1.6:1
Analyst target$13.24+37.2%29 analysts
$11.91our TP
$9.65price
$13.24mean
$27

Sell if holding. Momentum 4.4/10 is below the 5.0 floor at $9.65 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: V7 low-quality RISK_OFF penalty: -0.5 (Q=4.3); Sector modifier (Consumer Cyclical): -1.5. Chart setup: Death cross but MACD improving, RSI 62. Score 5.8/10, high confidence.

Passes 7/9 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 72d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: moderate.

Recent Developments — Mobileye Global Inc.

Generated 2026-05-20T20:21:21Z.

Thesis

Rewards
Attractive valuation
Strong growth profile
Analyst upside: 23%
Risks
V7 low-quality RISK_OFF penalty: -0.5 (Q=4.3)
Sector modifier (Consumer Cyclical): -1.5
Elevated risk factors

Key Metrics

P/E (TTM)
P/E (Fwd)25.9
Mkt Cap$7.9B
EV/EBITDA-22.9
Profit Mgn-204.0%
ROE-40.6%
Rev Growth27.4%
Beta1.05
DividendNone
Rating analysts36

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C2.08bearish
IV80%elevated

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

52w Position
0.0
Bollinger
3.0
Support Resistance
3.8
GatesMomentum 4.4<4.5Death cross (50MA < 200MA)A.R:R 1.6 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 72d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRecoverySuitability: Moderate
RSI
62 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $7.79Resistance $10.81

Price Targets

$9
$12
A.Upside+23.4%
A.R:R1.6:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Momentum score 4.4/10 — below 4.5 minimum
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-07-30 (72d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is MBLY stock a buy right now?

Sell if holding. Momentum 4.4/10 is below the 5.0 floor at $9.65 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: V7 low-quality RISK_OFF penalty: -0.5 (Q=4.3); Sector modifier (Consumer Cyclical): -1.5. Chart setup: Death cross but MACD improving, RSI 62. Prior stop was $8.98. Score 5.8/10, high confidence.

What is the MBLY stock price target?

Take-profit target: $11.91 (+23.3% upside). Prior stop was $8.98. Stop-loss: $8.98.

What are the risks of investing in MBLY?

V7 low-quality RISK_OFF penalty: -0.5 (Q=4.3); Sector modifier (Consumer Cyclical): -1.5; Elevated risk factors.

Is MBLY overvalued or undervalued?

Mobileye Global Inc. trades at a P/E of N/A (forward 25.9). TrendMatrix value score: 7.5/10. Verdict: Sell.

What do analysts say about MBLY?

36 analysts cover MBLY with a consensus score of 3.7/5. Average price target: $13.

What does Mobileye Global Inc. do?Mobileye develops ADAS and autonomous driving solutions, primarily EyeQ SoC-based, deployed in 230M+ vehicles with 50+...

Mobileye develops ADAS and autonomous driving solutions, primarily EyeQ SoC-based, deployed in 230M+ vehicles with 50+ OEM partners globally. Revenue was $1.9B in fiscal 2025 (15% YoY growth), driven mainly by EyeQ SoC shipments of 35.7M units.

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