Mobileye (Nasdaq: MBLY) leads the mobility revolution with its autonomous driving and driver-assistance technologies, harnessing world-renowned expertise in computer vision, artificial intelligence, mapping, and data analysis. Since its founding in 1999, Mobileye has pioneered such groundbreaking technologies as REM™ crowdsourced mapping, True Redundancy™ sensing, and Responsibility Sensitive Safety (RSS). These technologies are driving the ADAS and AV fields towards the future of mobility – enabling self-driving vehicles and mobility solutions, powering industry-leading advanced driver-assistance systems and delivering valuable intelligence to optimize mobility infrastructure. To date, more than 150 million vehicles worldwide have been built with Mobileye technology inside. In 2022 Mobileye listed as an independent company separate from Intel (Nasdaq: INTC), which retains majority ownership. For more information, visit https://www.mobileye.com.
Company profile
Ticker
MBLY
Exchange
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Microsoft • Oracle • Activision Blizzard • Gen Digital • Vmware • Adobe • Salesforce • BlackBerry • Dayforce • McAfee ...
Former names
Mobileye Holdings Inc.
SEC CIK
Corporate docs
Subsidiaries
Cyclops Holdings Corporation • Mobileye B.V. • Mobileye Inc. • Mobileye Technologies Limited • Mobileye Vision Technologies Ltd. • Mobileye Japan Ltd. • Mobileye Germany GmbH • Mobileye Automotive Products & Services (Shanghai) Company Limited • GG Acquisitions Ltd. • Moovit App Global Ltd. ...
MBLY stock data
Latest filings (excl ownership)
ARS
2023 FY
Annual report to shareholders
26 Apr 24
DEFA14A
Additional proxy soliciting materials
26 Apr 24
DEF 14A
Definitive proxy
26 Apr 24
8-K
Mobileye Releases First Quarter 2024 Results and Provides Business Overview
25 Apr 24
S-3ASR
Automatic shelf registration
14 Mar 24
8-K
Mobileye Announces Change to its Board of Directors
7 Mar 24
10-K
2023 FY
Annual report
23 Feb 24
8-K
Mobileye Releases Fourth-Quarter and Full-Year 2023 Results and provides Business Overview
25 Jan 24
8-K
Mobileye Releases Preliminary FY2023 Financial Results and Initial 2024 Outlook
4 Jan 24
10-Q
2023 Q3
Quarterly report
9 Nov 23
Latest ownership filings
SC 13G/A
BAILLIE GIFFORD & CO
4 Apr 24
SC 13G
Southpoint Capital Advisors LP
1 Apr 24
SC 13G/A
T. Rowe Price Investment Management, Inc.
11 Mar 24
SC 13G/A
GENERAL ATLANTIC, L.P.
13 Feb 24
SC 13G/A
PRUDENTIAL FINANCIAL INC
12 Feb 24
SC 13G/A
PRUDENTIAL FINANCIAL INC
12 Feb 24
SC 13G/A
T. Rowe Price Investment Management, Inc.
12 Feb 24
SC 13G/A
T. Rowe Price Investment Management, Inc.
12 Feb 24
SC 13G/A
JENNISON ASSOCIATES LLC
9 Feb 24
SC 13G/A
INTEL CORP
9 Feb 24
Financial summary
Quarter (USD) | Sep 23 | Jul 23 | Apr 23 | Dec 22 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | |
---|---|---|
Revenue | ||
Cost of revenue | ||
Operating income | ||
Operating margin | ||
Net income | ||
Net profit margin | ||
Cash on hand | ||
Change in cash | ||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 1.21 bn | 1.21 bn | 1.21 bn | 1.21 bn | 1.21 bn | 1.21 bn |
Cash burn (monthly) | (no burn) | (no burn) | (no burn) | 4.75 mm | (no burn) | (no burn) |
Cash used (since last report) | n/a | n/a | n/a | 32.85 mm | n/a | n/a |
Cash remaining | n/a | n/a | n/a | 1.17 bn | n/a | n/a |
Runway (months of cash) | n/a | n/a | n/a | 247.2 | n/a | n/a |
Institutional ownership, Q3 2023
11.8% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 241 |
Opened positions | 53 |
Closed positions | 41 |
Increased positions | 95 |
Reduced positions | 61 |
13F shares | Current |
---|---|
Total value | 3.91 tn |
Total shares | 95.74 mm |
Total puts | 2.58 mm |
Total calls | 895.47 k |
Total put/call ratio | 2.9 |
Largest owners | Shares | Value |
---|---|---|
Jennison Associates | 15.20 mm | $631.53 bn |
Baillie Gifford & Co | 8.46 mm | $351.36 bn |
T. Rowe Price Investment Management | 8.11 mm | $336.03 bn |
General Atlantic | 4.76 mm | $197.86 bn |
IVZ Invesco | 4.43 mm | $184.12 bn |
Millennium Management | 2.95 mm | $122.70 bn |
BEN Franklin Resources | 2.08 mm | $86.60 bn |
Primecap Management | 2.01 mm | $83.59 bn |
Fred Alger Management | 1.94 mm | $80.79 bn |
DAVENPORT & Co | 1.92 mm | $79.33 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
1 Feb 24 | Safroadu Yeboah-Amankwah | Class A Common Stock | Buy | Acquire P | No | No | 25.6787 | 940 | 24.14 k | 48,459 |
29 Jan 24 | Patrick P Gelsinger | Class A Common Stock | Buy | Acquire P | Yes | No | 27.7542 | 3,600 | 99.92 k | 129,095 |
5 Dec 23 | Jon M Huntsman Jr | Class A Common Stock | Grant | Acquire A | No | No | 0 | 5,186 | 0.00 | 14,709 |
5 Dec 23 | Eyal Desheh | Class A Common Stock | Grant | Acquire A | No | No | 0 | 5,186 | 0.00 | 24,709 |
5 Dec 23 | Claire C. McCaskill | Class A Common Stock | Grant | Acquire A | No | No | 0 | 5,186 | 0.00 | 55,709 |
News
Mobileye Global Hit By Surprise EV Slowdown; This Analyst Turns Bearish
26 Apr 24
TD Cowen Maintains Buy on Mobileye Global, Raises Price Target to $37
26 Apr 24
Piper Sandler Maintains Neutral on Mobileye Global, Raises Price Target to $32
26 Apr 24
Canaccord Genuity Maintains Buy on Mobileye Global, Raises Price Target to $37
26 Apr 24
Needham Reiterates Buy on Mobileye Global, Maintains $36 Price Target
26 Apr 24
Press releases
Mobileye Releases First Quarter 2024 Results and Provides Business Overview
25 Apr 24
INVESTOR ACTION NOTICE: Moore Law PLLC Encourages Investors in Mobileye Global Inc. to Contact Law Firm
23 Apr 24
MOBILEYE ALERT: Bragar Eagel & Squire, P.C. is Investigating Mobileye Global Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
22 Apr 24
Mobileye EyeQ6 Lite Launches to Speed ADAS Upgrades Worldwide
17 Apr 24
Mobileye Announces Timing of its First Quarter 2024 Results
10 Apr 24