• Mobileye Global Inc. has reported its 2025 results, with full-year revenue rising to US$1.89 billion and the annual net loss narrowing to US$392 million, while fourth-quarter revenue of US$446 million came alongside a higher quarterly net loss of US$127 million.
• Alongside the earnings release, Mobileye issued 2026 guidance for flat to 5% revenue growth to between US$1.90 billion and US$1.98 billion, which, combined with weaker margins, has sharpened investor focus on the balance between growth investment and profitability.
• We’ll now examine how Mobileye’s cautious 2026 revenue guidance and rising operating expenses shape the company’s evolving investment narrative.

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What Is Mobileye Global's Investment Narrative?

To own Mobileye today, you really have to believe that its ADAS and autonomous driving technology can translate rising design wins into a durable, high-margin business, even though the company is still loss-making. The latest 2025 results support the “top-line momentum, profitability later” story, with revenue up to US$1.89 billion and losses shrinking for the year, but the Q4 step-up in net loss and the flat to 5% 2026 revenue guidance put the spotlight back on execution. Near term, the key catalysts remain volume ramp-ups with major automakers, successful integration of the Menti Robotics acquisition and early progress on advanced ADAS launches and robotaxis. Against that, rising operating expenses, weaker margins and a share price that has already dropped sharply suggest the new guidance is a material reminder of how tight the balance is between growth spending and financial discipline.

Although the tech is promising, Mobileye’s widening quarterly losses are a risk investors should not overlook. Despite retreating, Mobileye Global's shares might still be trading 37% above their fair value. Discover the potential downside here.

Exploring Other Perspectives

Five Simply Wall St Community fair value estimates span roughly US$12 to almost US$29 per share, highlighting how differently individual investors weigh Mobileye’s cautious 2026 guidance and rising costs when thinking about future performance and risk.

Explore 5 other fair value estimates on Mobileye Global - why the stock might be worth just $12.00!

Build Your Own Mobileye Global Narrative

Disagree 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 and 1 important warning sign 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.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data 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 financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.