• Reported GAAP EPS of -$0.16 down -77.78% YoY • Reported revenue of $446M down -8.98% YoY • Mobileye's full-year 2026 revenue guidance implies flat to 5% year-over-year growth. Adjusted operating income is projected between $170 million and $220 million, with first quarter 2026 revenue growth expected at 19%.
Bullish
Mobileye achieved a 42% increase in its automotive revenue pipeline to $24.5 billion and secured a high-volume ADAS program. The company also expanded into humanoid robotics via acquisition and generated strong cash flow.
Bearish
Mobileye's Q4 revenue declined 9% with compressed gross and operating margins due to lower volumes and higher costs. Geopolitical risks in Israel and flat to 5% revenue guidance for 2026 also present headwinds.