
• Reported GAAP EPS of -$4.68 down -3500.00% YoY • Reported revenue of $558M up 27.40% YoY • Mobileye is raising the midpoint of its full-year 2026 revenue guidance by 2% due to better-than-expected demand in Q1, and its outlook for Adjusted Operating Income is increased by 8% at the midpoint.
Bullish
Mobileye achieved 27% revenue growth to $558 million, secured new ADAS design wins with Mahindra, and significantly progressed its robotaxi ecosystem with VW and MOIA.
Bearish
Mobileye faced a significant goodwill impairment of $3.79B and a $591M cash balance reduction from an acquisition, alongside a decrease in Adjusted Gross Margin to 66%.