Mobileye (MBLY) Leans on EyeQ Shipments as 2026 ‘Transition Year’ Guidance Reshapes Its Narrative

Simply Wall St.02-06

In January 2026, Mobileye Global Inc. reported full-year 2025 results showing sales of US$1,894 million and a net loss of US$392 million, alongside guidance for 2026 that points to flat to 5% revenue ...

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Management has described 2026 as a transition year, with analysts highlighting ongoing demand for EyeQ and SuperVision products even as next-generation OEM partnerships face delays. Against this backdrop, we’ll explore how the company’s transition-year guidance and emphasis on EyeQ shipment growth shape Mobileye’s investment narrative. Outshine the giants: these 30 early-stage AI stocks could fund your retirement.AdvertisementWhat Is Mobileye Global's Investment Narrative?To own Mobileye today, you have to believe that its core ADAS franchise, particularly EyeQ, can convert strong unit demand into a sustainable, profitable business even as the company works through a difficult reset. The latest full-year 2025 numbers show higher sales but continuing losses, while management’s 2026 guidance for flat to low-single-digit revenue growth reinforces that this is a transition year rather than a clean inflection. The near-term catalysts now sit squarely in execution: hitting the implied 19% Q1 revenue growth, delivering on the targeted 37 million-plus EyeQ shipments, and proving that new OEM wins like the EyeQ6H programs and VW collaboration can offset delays in next-generation partnerships. On the risk side, persistent losses, higher capital intensity and recent share price weakness underline that the market is questioning how quickly those volumes can translate into attractive returns. However, investors should also weigh how ongoing losses and OEM timing risks could reshape the story.  \n\nDespite retreating, Mobileye Global's shares might still be trading 49% above their fair value. Discover the potential downside here.Exploring Other PerspectivesMBLY 1-Year Stock Price Chart Five Simply Wall St Community members see fair value between US$10 and about US$28.89, yet recent results, flat 2026 guidance and OEM delays remind you that execution risk still looms over Mobileye’s path forward.Explore 5 other fair value estimates on Mobileye Global - why the stock might be worth over 3x more than the current price!Build Your Own Mobileye Global NarrativeDisagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Mobileye Global research is our analysis highlighting 2 key rewards that could impact your investment decision.Our free Mobileye Global research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Mobileye Global's overall financial health at a glance.Seeking Other Investments?Opportunities like this don't last. These are today's most promising picks. Check them out now:Trump has pledged to \"unleash\" American oil and gas and these 22 US stocks have developments that are poised to benefit.Explore 22 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.We've found 11 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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