Mobileye Global Inc.
MBLY- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001910139
No open-market purchases or sales by Mobileye Global Inc. insiders were filed in the last 90 days; 298 institutions reported holding it in 13F filings for Q2 2026, worth $1.78B in total; ARK Invest is the only superinvestor holding it.
Key figures
- Market capClose on Nov 9, 2026
- $1.48B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +6 vs. previous quarter
- 298
- 13F valueReported value at the end of Q2 2026
- $1.78B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $1.89B
- +14.5% year over year
- Net income, FY2025
- -$392.0M
- No comparable prior period
- Free cash flow, FY2025
- $523.0M
- +63.9% year over year
- Revenue, Q3 FY2026
- $492.0M
- −2.4% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2025: $392.0M (20.7% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 15, 2026.
- Short interest
- 50.7M
- Shares sold short
- Change
- +6.11M
- +13.7% vs. previous
- Days to cover
- 8.32
- At average daily volume
Superinvestors holding MBLY, Q2 2026
Go to the superinvestors tab1 superinvestor reports holding Mobileye Global Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Mobileye Global Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Aug 10, 2026 (view filing)4:19 PM ET | Aug 6 | 4 days | Yeboah-Amankwah SafroaduDirector | PPurchaseClass A Common Stock | +11.8K | $8.46 | +$100.2K | +16.3%84.3K after | |
| Aug 3, 2026 (view filing)6:23 PM ET | Jul 30 | 4 days | Yeary Frank DDirector | PPurchaseClass A Common Stock | +12.4K | $7.98 | +$98.6K | New position12.4K after | |
| Jul 14, 2025 (view filing) | Jul 11 | 3 days | Intel Corp10% Owner | SSaleClass A Common Stock | −63.7M | $16.05 | −$1.02B | −56.0%50.0M after | 2 lots |
| May 19, 2025 (view filing) | May 15 | 4 days | Ouriel BoazEVP of EPG Software | SSaleClass A Common Stock | −67.5K | $16.09 | −$1.09M | −38.5%107.9K after | |
| Nov 6, 2024 (view filing) | Nov 4 | 2 days | Gelsinger Patrick PDirector | PPurchaseClass A Common Stock | +6.75K | $14.94 | +$100.8K | +5.1%139.5K after | |
| Aug 6, 2024 (view filing) | Aug 5 | 1 day | Gelsinger Patrick PDirector | PPurchaseClass A Common Stock | +6.40K | $15.48 | +$99.1K | +4.8%139.1K after | |
| Aug 5, 2024 (view filing) | Aug 2 | 3 days | Shashua AmnonCEO and President | PPurchaseClass A Common Stock | +632.0K | $16.51 | +$10.4M | +18.3%4.08M after | 2 lots |
| May 1, 2024 (view filing) | Apr 29-May 1 | 2 days | Gelsinger Patrick PDirector | PPurchaseClass A Common Stock | +3.61K | $27.82 | +$100.4K | +2.8%132.7K after | 2 lots |
| Feb 1, 2024 (view filing) | Feb 1 | Same day | Yeboah-Amankwah SafroaduDirector | PPurchaseClass A Common Stock | +940 | $25.68 | +$24.1K | +2.0%48.5K after | |
| Jan 31, 2024 (view filing) | Jan 29 | 2 days | Gelsinger Patrick PDirector | PPurchaseClass A Common Stock | +3.60K | $27.75 | +$99.9K | +2.9%129.1K after |
Top 10 13F holders, Q2 2026
See all 298 holdersThe largest institutional positions in Mobileye Global Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Intel Corp | 50,000,000 | $484.0M | 77.99% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 10,216,964 | $98.9M | 0.07% | +326,574+3.3% | Added |
| Manufacturers Life Insurance Company, The | 9,708,864 | $94.0M | 0.07% | −596,567−5.8% | Reduced |
| Goldman Sachs Group Inc | 7,180,555 | $69.5M | 0.01% | −2,079,088−22.5% | Reduced |
| BlackRock, Inc. | 6,419,678 | $62.1M | 0.00% | +502,499+8.5% | Added |
| Point72 Asset Management, L.P. | 4,889,226 | $47.3M | 0.07% | +1,991,742+68.7% | Added |
| UBS Group AG | 4,488,574 | $43.4M | 0.01% | +741,502+19.8% | Added |
| Morgan Stanley | 3,839,755 | $37.2M | 0.00% | −175,918−4.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,585,733 | $34.7M | 0.17% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 3,560,446 | $34.5M | 0.05% | +132,500+3.9% | Added |
Holders of 5% or more of MBLY
See all 4 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Mobileye Global Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Intel Corp | 13G/A | 79.80%655.3M shares | – | Feb 10, 20233 filings | Nov 6, 2025 | SEC |
| Shashua Amnon | 13D | 7.30%17.8M shares | New | Feb 10, 20261 filing | Feb 10, 2026 | SEC |
| Barclays PLC | 13G | 5.78%5.81M shares | New | Aug 12, 20251 filing | Aug 12, 2025 | SEC |
| Baillie Gifford & Co | 13G/A | 5.00%10.8M shares | – | Nov 12, 20251 filing | Nov 12, 2025 | SEC |