MBLY
Mobileye Global Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Apr 23 Mobileye reported Q1 2026 revenue of $558M, a 27% year-over-year inc…
- R Jul 23 Mobileye reported Q2 2026 revenue of $508M (flat YoY but 5.4% above…
- A Jul 27 Piper Sandler upgrades
- B Jul 30 to Aug 6 2 days of insider buys: $198.8K by 2 insiders, avg $8.21
- A Sep 30 Barclays downgrades
- A Oct 16 Citigroup initiates
- A Oct 21 RBC Capital downgrades
Signal stack
Where each data set points today.
- InsidersBULLISH
2 insiders bought $198.8K at an average $8.21. No open-market sales. Price is 16% below their cost.
- InstitutionsMIXED
Q2 2026: 30 added (1 new), 26 trimmed or exited. Largest new: Assenagon Asset Management S.A $23.4M.
- AnalystsBULLISH
15 of 31 rate it Buy or better.
- TrendDOWNTREND
12% below its 50-day average. New closing low $6.54 on Oct 23.
- SocialQUIET
Crowd 50° (neutral) this week from 1 mention: 0 bullish, 0 bearish. No setup call.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| Point72 Asset Management, L.P. | ADD | $47.3M |
| MACKENZIE FINANCIAL CORP | DOUBLED | $28.9M |
| Assenagon Asset Management S.A. | NEW | $23.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | TRIM | $20.9M |
| DIMENSIONAL FUND ADVISORS LP | TRIM | $20.3M |
| STATE STREET CORP | ADD | $18.5M |
| Connor, Clark & Lunn Investment Management Ltd. | DOUBLED | $16.9M |
| JANE STREET GROUP, LLC | DOUBLED | $13.7M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
31 analysts| Date | Firm | Rating |
|---|---|---|
| Oct 21, 2026 | RBC Capital DOWNGRADE | Underperform |
| Oct 19, 2026 | Evercore ISI Group MAINTAIN | Outperform |
| Oct 19, 2026 | TD Cowen MAINTAIN | Buy |
| Oct 16, 2026 | Citigroup INITIATE | Buy |
| Oct 15, 2026 | Morgan Stanley MAINTAIN | Equal-Weight |
| Oct 7, 2026 | UBS MAINTAIN | Neutral |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 10, 2026 | Ohayon Yaacov Chief Operating Officer | AWARD | 116,550 sh |
| Aug 6, 2026 | Yeboah-Amankwah Safroadu Director | BUY | $100.2K |
| Jul 30, 2026 | Yeary Frank D Director | BUY | $98.6K |
| Jul 10, 2026 | Shashua Amnon CEO and President | AWARD | 1,618,743 sh |
| Jul 10, 2026 | Shemesh Rojansky Moran Chief Financial Officer | AWARD | 212,992 sh |
| Jul 10, 2026 | Nehushtan Nimrod EVP Business Dev. & Strategy | AWARD | 199,680 sh |
| Jul 10, 2026 | Ouriel Boaz EVP of EPG Software | AWARD | 266,240 sh |
| Jul 10, 2026 | Shalev-Shwartz Shai Chief Technology Officer | AWARD | 1,064,962 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
8 filings · 2 bullish · 0 bearish · 6 neutral- NEUTRAL 8-KSep 10, 2026
Mobileye Global Inc. filed an 8-K to formally designate COO Yaacov Kobi Ohayon as the company's…
This filing is purely administrative with no trading implications. Monitor future filings for any changes to Mobileye's operational strategy or executive compensation structure.
- NEUTRAL 8-KSep 10, 2026
Mobileye's EVP of Business Development & Strategy, Nimrod Nehushtan, transitioned to a part-time…
This is a routine organizational change with no financial implications. Monitor the next quarterly earnings for any updates on business development strategy or deal pipeline, but no immediate…
- NEUTRAL CLUSTERAug 10, 2026
Two Mobileye directors made open-market purchases totaling $199K over a 7-day window, representing…
No actionable signal from this cluster. Monitor for larger insider activity or C-suite participation to confirm directional conviction. The next quarterly filing (10-Q) will provide more meaningful…
- BULLISH 8-KJul 23, 2026
Mobileye reported Q2 2026 revenue of $508M (flat YoY but 5.4% above consensus of $482.2M), while…
The massive adjusted EPS beat and 88% midpoint hike in AOI guidance should drive near-term bullish momentum. However, flat YoY revenue and reliance on the R&D grant for margin improvement warrant…
All MBLY filing & press-release reports (8)
- 8-K reportSep 10, 2026
- 8-K reportSep 10, 2026
- CLUSTER reportAug 10, 2026
- 8-K reportJul 23, 2026
- 8-K reportJul 23, 2026
- INST-CLUSTER reportJun 11, 2026
- DEFA14A reportApr 24, 2026
- 8-K reportApr 23, 2026