Overview

* Mobileye Global Inc ( MBLY ) 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/Mis Actual Consensu

s s

Estimate

Q3 Beat $504 mln $480.86

Revenue mln (18

Analysts

)

Q3 Beat $0.09 $0.08

Adjusted (20

EPS Analysts

)

Q3 67%

Adjusted

Gross

Margin

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 ( MBLY ) 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:

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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.)