🏛️ Company factsSEC filings + FINRA official data
Annual revenue $1.9B · latest quarter up 0.4% YoY · not yet profitable (FY net loss $392M) · short activity below its recent average — bears covering.
FY revenue
$1.9B
2025-12
Latest Q YoY
+0.4%
Gross margin
47.7%
FY net loss
$392M
Diluted EPS
$-0.48
Short volume
32.2%
20d avg 38.6% · shorts covering
🐋 5%+ ownership filings (last 180d)
The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.
- 2026-05-15passive (13G)MANULIFE FINANCIAL CORP
🎯 Market expectations
Expectation reliability Low · 37/100Nasdaq analyst consensus · the pre-news baseline
There is no clear consensus on this stock (thin coverage or wide disagreement) — 'beating expectations' means little here.
- Jun 2026$0.08 vs -$0.04+300%
- Dec 2025-$0.02 vs -$0.01-100%
- Sep 2025$0.01 vs $0.010%
Analyst estimates, not our forecast · not investment advice
What's moving this stock lately
2 direct · 5 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
Direct investment in the Florida shuttle firm broadens Mobileye's autonomous operations exposure and potential data/licensing revenue, though impact is modest against its $1.9B revenue base
Also named: INTC · AUR · WRD · PONY
- #2▲0.66%2nd-orderTesla Vs. Alphabet's Waymo: Battle Of The Robotaxi Behemoths Post Cybercab Launch3d ago
As an independent AV perception supplier, intensifying competition could drive more automakers to seek outside technology partnerships
Also named: TSLA · GOOGL · UBER · LYFT · NVDA
If Tesla's camera-only approach wins EU acceptance, it undercuts Mobileye's sensor-fusion differentiation narrative
Also named: TSLA · LAZR · VOW3.DE · MBG.DE · BMW.DE
- #4▲0.3%2nd-orderWaymo accelerates robotaxi expansion with launches in Denver, San Diego and Tampa11d ago
Broader autonomy expansion supports its perception-stack demand narrative, though it is not a direct Waymo supplier
Also named: GOOGL · GOOG · TSLA · LYFT · UBER
Tesla's end-to-end FSD leadership narrative pressures Mobileye's ADAS/autonomy licensing business competitively.
Also named: TSLA · GOOGL · GM · LAZR · AEVA
- #6▲0.25%DirectBEEP CLOSES SERIES B TO ACCELERATE COMMERCIAL DEPLOYMENT OF AUTONOMOUS MOBILITY NETWORKS3d ago
As the directly named AV technology player, the ecosystem tie with Beep adds marginal positive sentiment to its commercialization narrative, though Beep's scale is immaterial to Mobileye's $1.9B revenue base
Also named: INTC
- #7▲0.15%2nd-orderAustralian judge floats giving court-appointed expert access to Tesla's engineering systems12d ago
As Tesla faces litigation and transparency pressure over its autonomy stack, the market and regulators may lean toward competitors using more conservative, sensor-redundant approaches
Also named: TSLA
🕰️ Price × news · engine report card
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📜 Call history (newest first
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