Mobileye (Nasdaq: MBLY) leads the mobility revolution with its autonomous driving and driver-assistance technologies, harnessing world-renowned expertise in computer vision, artificial intelligence, mapping, and data analysis. Since its founding in 1999, Mobileye has pioneered such groundbreaking technologies as REM™ crowdsourced mapping, True Redundancy™ sensing, and Responsibility Sensitive Safety (RSS). These technologies are driving the ADAS and AV fields towards the future of mobility – enabling self-driving vehicles and mobility solutions, powering industry-leading advanced driver-assistance systems and delivering valuable intelligence to optimize mobility infrastructure. To date, more than 150 million vehicles worldwide have been built with Mobileye technology inside. In 2022 Mobileye listed as an independent company separate from Intel (Nasdaq: INTC), which retains majority ownership. For more information, visit https://www.mobileye.com.
Company profile
Ticker
MBLY
Exchange
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Microsoft • Oracle • Gen Digital • Activision Blizzard • Vmware • Adobe • Salesforce • BlackBerry • Dayforce • McAfee ...
Former names
Mobileye Holdings Inc.
SEC CIK
Corporate docs
Subsidiaries
Cyclops Holdings Corporation • Mobileye B.V. • Mobileye Inc. • Mobileye Technologies Limited • Mobileye Vision Technologies Ltd. • Mobileye Japan Ltd. • Mobileye Germany GmbH • Mobileye Automotive Products & Services (Shanghai) Company Limited • GG Acquisitions Ltd. • Moovit App Global Ltd. ...
MBLY stock data
Latest filings (excl ownership)
8-K
Departure of Directors or Certain Officers
9 May 24
10-Q
2024 Q1
Quarterly report
8 May 24
ARS
2023 FY
Annual report to shareholders
26 Apr 24
DEFA14A
Additional proxy soliciting materials
26 Apr 24
DEF 14A
Definitive proxy
26 Apr 24
8-K
Mobileye Releases First Quarter 2024 Results and Provides Business Overview
25 Apr 24
S-3ASR
Automatic shelf registration
14 Mar 24
8-K
Mobileye Announces Change to its Board of Directors
7 Mar 24
10-K
2023 FY
Annual report
23 Feb 24
8-K
Mobileye Releases Fourth-Quarter and Full-Year 2023 Results and provides Business Overview
25 Jan 24
Transcripts
MBLY
Earnings call transcript
2024 Q1
25 Apr 24
MBLY
Earnings call transcript
2023 Q4
25 Jan 24
MBLY
Earnings call transcript
2023 Q3
26 Oct 23
MBLY
Earnings call transcript
2023 Q2
27 Jul 23
MBLY
Earnings call transcript
2023 Q2
27 Jul 23
MBLY
Earnings call transcript
2023 Q1
27 Apr 23
MBLY
Earnings call transcript
2022 Q4
26 Jan 23
Latest ownership filings
4
PATRICK P GELSINGER
1 May 24
SC 13G/A
BAILLIE GIFFORD & CO
4 Apr 24
SC 13G
Southpoint Capital Advisors LP
1 Apr 24
SC 13G/A
T. Rowe Price Investment Management, Inc.
11 Mar 24
SC 13G/A
GENERAL ATLANTIC, L.P.
13 Feb 24
SC 13G/A
PRUDENTIAL FINANCIAL INC
12 Feb 24
SC 13G/A
PRUDENTIAL FINANCIAL INC
12 Feb 24
SC 13G/A
T. Rowe Price Investment Management, Inc.
12 Feb 24
SC 13G/A
T. Rowe Price Investment Management, Inc.
12 Feb 24
SC 13G/A
JENNISON ASSOCIATES LLC
9 Feb 24
Financial summary
Quarter (USD) | Sep 23 | Jul 23 | Apr 23 | Dec 22 | |
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Operating income | |||||
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Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | |
---|---|---|
Revenue | ||
Cost of revenue | ||
Operating income | ||
Operating margin | ||
Net income | ||
Net profit margin | ||
Cash on hand | ||
Change in cash | ||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 1.21 bn | 1.21 bn | 1.21 bn | 1.21 bn | 1.21 bn | 1.21 bn |
Cash burn (monthly) | (no burn) | (no burn) | (no burn) | 4.75 mm | (no burn) | (no burn) |
Cash used (since last report) | n/a | n/a | n/a | 36.17 mm | n/a | n/a |
Cash remaining | n/a | n/a | n/a | 1.17 bn | n/a | n/a |
Runway (months of cash) | n/a | n/a | n/a | 246.5 | n/a | n/a |
Institutional ownership, Q4 2023
98.6% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 187 |
Opened positions | 36 |
Closed positions | 90 |
Increased positions | 71 |
Reduced positions | 54 |
13F shares | Current |
---|---|
Total value | 2.82 tn |
Total shares | 800.75 mm |
Total puts | 176.40 k |
Total calls | 273.40 k |
Total put/call ratio | 0.6 |
Largest owners | Shares | Value |
---|---|---|
INTC Intel | 711.50 mm | $0.00 |
Jennison Associates | 14.01 mm | $606.97 bn |
Norges Bank | 10.11 mm | $0.00 |
T. Rowe Price Investment Management | 8.93 mm | $0.00 |
Baillie Gifford & Co | 8.42 mm | $364.94 bn |
IVZ Invesco | 4.37 mm | $189.43 bn |
Kodai Capital Management | 3.44 mm | $148.92 bn |
Wellington Management | 3.40 mm | $147.21 bn |
BEN Franklin Resources | 2.62 mm | $113.62 bn |
Pictet Asset Management Holding | 2.51 mm | $108.61 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
1 May 24 | Patrick P Gelsinger | Class A Common Stock | Buy | Acquire P | Yes | No | 28.1679 | 1,611 | 45.38 k | 132,706 |
29 Apr 24 | Patrick P Gelsinger | Class A Common Stock | Buy | Acquire P | Yes | No | 27.53 | 2,000 | 55.06 k | 131,095 |
1 Feb 24 | Safroadu Yeboah-Amankwah | Class A Common Stock | Buy | Acquire P | No | No | 25.6787 | 940 | 24.14 k | 48,459 |
29 Jan 24 | Patrick P Gelsinger | Class A Common Stock | Buy | Acquire P | Yes | No | 27.7542 | 3,600 | 99.92 k | 129,095 |
5 Dec 23 | Jon M Huntsman Jr | Class A Common Stock | Grant | Acquire A | No | No | 0 | 5,186 | 0.00 | 14,709 |
5 Dec 23 | Eyal Desheh | Class A Common Stock | Grant | Acquire A | No | No | 0 | 5,186 | 0.00 | 24,709 |
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10 May 24
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5 May 24
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2 May 24
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2 May 24
Looking Into Mobileye Global's Recent Short Interest
29 Apr 24
Press releases
Generative AI Market Set for Meteoric Rise, Expected to Reach $266 Billion by 2032
6 May 24
Generative AI Market Set for Meteoric Rise, Expected to Reach $266 Billion by 2032
6 May 24
Mobileye Releases First Quarter 2024 Results and Provides Business Overview
25 Apr 24
INVESTOR ACTION NOTICE: Moore Law PLLC Encourages Investors in Mobileye Global Inc. to Contact Law Firm
23 Apr 24
MOBILEYE ALERT: Bragar Eagel & Squire, P.C. is Investigating Mobileye Global Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
22 Apr 24