Mobileye Global (MBLY) Stock Analysis & Winston Score
Mobileye makes the computer chips and software that help cars see the road and drive themselves. Its technology powers features like automatic braking, lane-keeping, and advanced driver assistance systems (ADAS) in vehicles from automakers like BMW, Volkswagen, and General Motors. The company was originally part of Intel before going public again in 2022 and is one of the most widely used ADAS suppliers in the world. Mobileye earns money by selling its EyeQ chips and software systems to automakers, who install them in new vehicles before they reach customers. It operates globally, with most revenue coming from Europe and Asia, and generated roughly $1.7 billion in revenue in fiscal 2024. Its moat comes from deep integration with automakers and years of real-world driving data, but the company is currently unprofitable and faces a key risk: a sharp inventory correction caused major customers to pull back orders in 2024, and recovering that volume is critical to returning to growth.
Winston Score: 25/100 — Below Average
Below-average fundamentals — multiple weak pillars.
- Quality: Weak (6/30)
- Growth: Mixed (5/20)
- Cash Flow: Mixed (3/10)
- Stability: Data not available (0/10)
- Valuation: Data not available (0/10)
- Ownership: Good (10/15)

