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 $22.09 per share. The share price was $8.03 on September 25, 2026, 64% below that value.
Inputs from the filings
Three sets of assumptions
| Case | Growth yrs 1-5 | Discount rate | Value per share | Value vs price |
|---|---|---|---|---|
| Bear | 9.5% | 10.0% | $14.26 | +78% |
| Base | 14.5% | 9.0% | $22.09 | +175% |
| Bull | 19.5% | 8.0% | $37.67 | +369% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | $28.14 | $30.02 | $32.32 | $35.20 | $38.90 |
| 8.0% | $23.60 | $24.82 | $26.26 | $27.99 | $30.11 |
| 9.0% | $20.29 | $21.13 | $22.09 | $23.21 | $24.54 |
| 10.0% | $17.78 | $18.38 | $19.05 | $19.82 | $20.71 |
| 11.0% | $15.82 | $16.25 | $16.74 | $17.29 | $17.91 |
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