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What is Mobileye Global Inc. worth?

With the base-case assumptions below, a discounted cash flow model on Mobileye Global Inc.'s reported free cash flow gives $22.13 per share. The share price was $5.60 on November 10, 2026, 75% below that value.

Inputs from the filings

Free cash flow, fiscal 2025
$523M
Average free cash flow, last 5 years
$405.8M
Cash
$1.35B
balance sheet of September 26, 2026
Debt
$0
not reported, counted as 0
Diluted shares, fiscal 2025
813,000,000
Revenue growth per year, last 5 years
14.4%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear9.5%6.0%2.0%10.0%$14.31+155%
Base14.5%8.5%2.5%9.0%$22.13+295%
Bull19.5%11.5%3.0%8.0%$37.71+573%

Sensitivity: base case value per share

Discount rate down the side, growth after year 10 across the top. Everything else as in the base case.

1.5%2.0%2.5%3.0%3.5%
7.0%$28.18$30.06$32.36$35.24$38.94
8.0%$23.64$24.86$26.30$28.03$30.15
9.0%$20.33$21.17$22.13$23.25$24.58
10.0%$17.83$18.42$19.09$19.86$20.75
11.0%$15.86$16.30$16.78$17.33$17.95

Where the presets come from

Base: years 1 to 5 grow at Mobileye Global Inc.'s revenue growth rate over the last 5 fiscal years (14.4% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.

Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.

Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.

This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.

Adjust the assumptions

Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.

Adjust the assumptions

Mobileye Global Inc. company page