Mobileye Global Inc. (MBLY) reported third-quarter 2026 revenue of $492 million, down 2% from $504 million a year earlier. The company posted a GAAP net loss of $67 million, or $0.08 per basic and diluted share, compared with a $96 million loss, or $0.12 per share, in the prior-year quarter.
Mobileye raised the midpoint of its full-year 2026 revenue outlook by $13 million and narrowed its forecast range to $1.995 billion to $2.020 billion. The company said higher-than-expected SuperVision deliveries and higher memory-cost pass-through contributed to the update.
- GAAP operating loss was $82 million, compared with an operating loss of $109 million in Q3 2025.
- GAAP gross profit was $261 million and gross margin was 53%, versus $243 million and 48% a year earlier.
- Mobileye generated $303 million in operating cash flow during the nine months ended September 26, 2026.
- Full-year 2026 adjusted operating income guidance was set at $380 million to $420 million.
- EyeQ and SuperVision revenue was $468 million in Q3, with 9.5 million systems shipped.
$MBLY Insider Trading Activity
$MBLY insiders have traded $MBLY stock on the open market 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $MBLY stock by insiders over the last 6 months:
- SAFROADU YEBOAH-AMANKWAH purchased 11,841 shares for an estimated $100,174
- FRANK D YEARY purchased 12,360 shares for an estimated $98,632
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$MBLY Hedge Fund Activity
We have seen 165 institutional investors add shares of $MBLY stock to their portfolio, and 145 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAILLIE GIFFORD & CO removed 7,371,722 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $71,358,268
- MACKENZIE FINANCIAL CORP added 2,972,387 shares (+22919.2%) to their portfolio in Q2 2026, for an estimated $28,772,706
- VICTORY CAPITAL MANAGEMENT INC added 2,336,507 shares (+9745.6%) to their portfolio in Q2 2026, for an estimated $22,617,387
- GOLDMAN SACHS GROUP INC removed 2,079,088 shares (-22.5%) from their portfolio in Q2 2026, for an estimated $20,125,571
- BURKEHILL GLOBAL MANAGEMENT, LP removed 2,000,000 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $19,360,000
- POINT72 ASSET MANAGEMENT, L.P. added 1,991,742 shares (+68.7%) to their portfolio in Q2 2026, for an estimated $19,280,062
- ALYESKA INVESTMENT GROUP, L.P. removed 1,613,389 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $15,617,605
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
