Israeli autonomous driving firm Mobileye beats Q3 revenue estimates; lifts FY outlook

Mobileye Global

23/10/2025 12:14

Overview

Mobileye Global Inc Q3 revenue rises 4% yr/yr, beating analyst expectations

Adjusted EPS for Q3 beats analyst expectations

Company raises full-year 2025 revenue outlook, reflecting stable supply-demand conditions

Outlook

Mobileye raises full-year 2025 revenue outlook to $1,845 mln - $1,885 mln

Company expects higher EyeQ and SuperVision shipments in Q4 2025

Mobileye sees decrease in full-year operating loss and increase in adjusted operating income

Result Drivers

EYEQ DEMAND - Strong EyeQ volumes, especially in China, contributed to revenue growth, despite lower SuperVision volumes

ADAS PROGRAMS - Steady ramp-ups of new ADAS programs and new wins drove growth

SUPPLY-DEMAND STABILITY - Stability in auto production conditions led to an upward revision of full-year revenue outlook

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$504 mln
$480.86 mln (18 Analysts)
Q3 Adjusted EPS
Beat
$0.09
$0.08 (20 Analysts)
Q3 Adjusted Gross Margin
67%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 13 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the integrated hardware & software peer group is "buy"

Wall Street's median 12-month price target for Mobileye Global Inc is $18.00, about 16.6% above its October 21 closing price of $15.02

The stock recently traded at 36 times the next 12-month earnings vs. a P/E of 51 three months ago

Press Release: ID:nBw1vXkC1a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)