Mobileye Q4 revenue down 9% on lower EyeQ SoC volumes

Mobileye Global

22/01/2026 12:10

Overview

Autonomous driving tech firm's Q4 revenue fell 9% yr/yr but beat analyst expectations

Adjusted EPS for Q4 met analyst expectations

Company to acquire Mentee Robotics, expanding into humanoid robotics

Outlook

Mobileye expects full-year 2026 revenue growth of flat to 5%

Company anticipates 19% revenue growth in Q1 2026

Mobileye's acquisition of Mentee Robotics expected to close in Q1 2026

Result Drivers

EYEQ SOC VOLUMES - Revenue decline in Q4 2025 attributed to an 11% reduction in EyeQ SoC volumes due to supply-demand balancing, leading to tighter inventory levels

SURROUND ADAS PROGRAM - Secured a high-volume Surround ADAS program with a major U.S. OEM, highlighting strategic momentum

MENTEE ROBOTICS ACQUISITION - Acquisition expected to expand Mobileye's leadership in Physical AI, integrating humanoid robotics with autonomous vehicles

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$446 mln
$432.33 mln (19 Analysts)
Q4 Adjusted EPS
Meet
$0.06
$0.06 (22 Analysts)
Q4 Adjusted Gross Margin
67.00%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 13 "hold" and no "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 $16.00, about 47.1% above its January 21 closing price of $10.88

The stock recently traded at 28 times the next 12-month earnings vs. a P/E of 35 three months ago

Press Release: ID:nBwMHy4ba

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(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.)