Mobileye reports Q3 2026 results and lifts full‑year revenue guidance
Mobileye Global Inc. posted Q3 2026 revenue of $492 million, a 2 % year‑over‑year decline, and a GAAP net loss of $67 million. Adjusted diluted EPS was $0.11, beating the non‑GAAP estimate by $0.01. The company raised its full‑year 2026 revenue outlook to a midpoint range of $1.995 billion‑$2.02 billion, implying 5‑7 % growth, and lifted adjusted operating profit guidance to $380‑$420 million. Management highlighted stronger SuperVision deliveries, new design wins and progress on robotaxi deployments.
Why it matters
The higher revenue guidance suggests modest top‑line growth for 2026, which may support analysts’ upgraded price targets (e.g., Piper Sandler’s $12.00 target). The improved operating loss and adjusted profit outlook indicate a narrowing of Mobileye’s losses and a path to profitability in coming years.
Key facts
- 1Q3 2026 revenue was $492 million, down 2 % from the same quarter a year earlier. stocktitan.net
- 2GAAP diluted EPS was $(0.08) and adjusted diluted EPS was $0.11 for Q3 2026. stocktitan.net
- 3GAAP net loss for the quarter was $67 million, a 30.2 % improvement year‑over‑year. globes.co.il
- 4Full‑year 2026 revenue guidance midpoint was raised to $1.995 billion‑$2.02 billion, implying 5‑7 % growth. seekingalpha.com
- 5Adjusted operating profit guidance for 2026 was increased to $380 million‑$420 million, a 42.9 % rise versus the prior year. globes.co.il
- 6Management cited higher SuperVision deliveries and new design wins with a top‑5 Asian automaker and a top‑10 Japanese automaker as drivers of the outlook. stocktitan.net
Summary written by AlphAI AI Desk from 15 of 15 sources. Not investment advice. Figures are as stated by the linked sources.