Mobileye makes the 'eyes' and 'brain' for car safety systems—cameras and chips that help vehicles see road users and alert drivers or brake automatically, like a co-pilot that never blinks.
Money comes from selling its Driver Assist and SuperVision systems to automakers, with gross margins around 47% (USD 0.90B on USD 1.89B revenue in 2025), but the business is deeply unprofitable, posting a net loss of USD 0.39B that year.
Its decades of mapping data and automaker design wins create switching costs, but Tesla, Qualcomm, and NVIDIA are pushing cheaper, integrated alternatives, eroding its lead in ADAS.
Sell (sector percentile 15) — value D, growth C+, profitability D, momentum C-, revisions A-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Founder & CEO Amnon Shashua plans to step down once successor appointed, as company pushes into robotaxis and robotics
Revenue $508M beat, adj EPS $0.19, raises adj op income guidance to $365-425M
Multiple sources report Mobileye's deal with Stellantis to deploy REM technology from 2027, enabling hands-free driving.
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Analysts discuss the competitive landscape for autonomous rideshare, highlighting Waymo's current lead and Tesla's potential to become a major player based on consumer perception of safety.
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