Competition & Peer Data API & CSV Delivery Connect to AI Assistant via MCP

Mobileye Global Inc's Competitiveness

A competitive positioning analysis and financial ratio benchmarking of Mobileye Global Inc (MBLY) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.

Peer Data As of Q3 2026
Competitors
64
Named by the company
Peer Group Market Share
100.00 %
vs 100.00 % a year ago
Revenue Growth Y/Y
-2.38 %
Q3 2026
Net Margin
-13.62 %
Q3 2026

Key Findings: Mobileye Global Inc vs Its Competitors

  • TTM: Trailing 12-month revenue of 2,004M vs -M combined for its competitors (100.0% combined share).
  • Trending: Latest-quarter revenue run-rate is holding steady (-1.8% annualized vs trailing 12 months).
  • Scale: Mobileye Global Inc ranks #61 of 255 companies by market capitalization in the Software & Programming industry, holding 0.1% of industry market cap.
  • Peer revenue share: Mobileye Global Inc accounted for 100.0% of combined revenue among its tracked peer group, up from 100.0% a year earlier.
  • Structure: Mobileye Global Inc operates in the following segments: Mobileye, All Other Segments.

Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).

MBLY Sales vs. its Competitors, Q3 2026

Mobileye Global Inc generated 100.00 % of the combined sales of its peer group, up from 100.00 % a year earlier.

API endpoints for this dataset

https://api.csimarket.com/api/v1/companies/MBLY/competitors
https://api.csimarket.com/api/v1/companies/MBLY/relationships
https://api.csimarket.com/api/v1/companies/MBLY/similar
Programmatic access for models, analytics, and integration workflows.
Explore the Financial Data API

For context: the Software & Programming industry grew revenue 16.7% year over year, combined, vs -2.4% for Mobileye Global Inc. Mobileye Global Inc's share of combined industry revenue moved from 0.18% to 0.15%, a loss of 0.03 percentage points.

Mobileye Global Inc's Competitor Quality Breadth

Group definitions: see Methodology: Performance Group Definitions.

Entity Profitable Expanding Above Industry Growth Distressed
Mobileye Global inc - Yes No No
High-Confidence Competitors (41) 71% 80% 56% 24%
Similar-Size Competitors (10) 100% 89% 44% 20%

Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.

Market Share of the Peer Group, Q3 2026

100%market share
  • Mobileye Global Inc100.0%
  • Competitors combined0.0%

Share of combined quarterly revenue of Mobileye Global Inc and its 64 competitors.

See Mobileye Global Inc's full market share breakdown »

MBLY Stock Performance relative to its Competitors

MBLY Competitors (weighted) Percent change over the selected range

Mobileye Global Inc's Share Price Performance vs Peer Groups

Trailing 12-month total share price return, and the share of each group that outperformed the U.S.A. 500 over the same period. Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC.
56.3%beat U.S.A. 500
High-Confidence
(18 of 32)
60%beat U.S.A. 500
Similar-Size
(6 of 10)
Entity TTM Share Price Return
(group: median)
vs U.S.A. 500
Mobileye Global inc -56.40 % Underperformed
Competitors combined (0) 40.4% 63.2%
High-Confidence Competitors (32) 40.4% 63.2%
Similar-Size Competitors (10) 40.4% 63.2%
Similar Growth & Profitability (0) 40.4% 63.2%
Peer Group Share Price Returns

TTM share price return and U.S.A. 500 outperformance for Mobileye Global Inc's competitor groups requires a Commercial License.

Source: CSIMarket API (daily market-structure computation). Outperformance is trailing-12-month total return vs the U.S.A. 500 over the same window, not risk-adjusted.

MBLY Stock Performance relative to High-Confidence Competitors

MBLY High-Confidence Competitors (equal-weighted, 45) Percent change over the selected range

MBLY Stock Performance relative to Similar-Size Competitors

MBLY Similar-Size Competitors (equal-weighted, 10) Percent change over the selected range

Mobileye Global Inc's Comment on Competition and Industry Peers

The company operates in the advanced driver-assistance systems (ADAS) and autonomous driving industry, facing competition from Tier 1 automotive suppliers, silicon providers, and original equipment manufacturers (OEMs) developing in-house solutions. Tier 1 competitors include Bosch, Continental, and Denso. Silicon provider competitors comprise Ambarella, Advanced Micro Devices, Arriver / Qualcomm, Black Sesame Technologies, Horizon Robotics, Huawei, NVIDIA, NXP, Renesas Electronics, and Texas Instruments. OEMs such as Tesla and Mercedes-Benz also compete indirectly through their own autonomous driving developments. Some competitors have announced plans to operate autonomous robotaxi services.

Mobileye Global Inc's Competitors Named by the Company

Competitive relationships identified from Mobileye Global Inc reports and corroborating sources, each with a basis and confidence.
Competitor Basis Confidence Active Sources
Advanced Micro Devices, Inc. Company report 85% 2022 to 2026 3
Quicklogic Corp Company report 85% 2022 to 2026 3
Gsi Technology Inc Company report 85% 2022 to 2026 3
Applied Optoelectronics Inc Company report 85% 2022 to 2026 3
NVIDIA Company report 85% 2022 to 2026 3
Ambarella Inc Company report 85% 2022 to 2026 3
Qualcomm Inc. Company report 85% 2022 to 2026 3
NXP Company report 85% 2022 to 2026 3
Aptiv Plc Company report 85% 2022 to 2026 3
Supercom Ltd Company report 85% 2022 to 2026 3
Continental Company report 85% 2022 to 2026 3
Mercedes-Benz Company report 85% 2022 to 2026 3
Texas Instruments Company report 85% 2022 to 2026 3
Silicom Ltd Company report 85% 2022 to 2026 3
Black Sesame Technologies Company report 85% 2022 to 2026 3
Horizon Robotics Company report 85% 2022 to 2026 3
Renesas Electronics Company report 85% 2022 to 2026 3
Denso Company report 85% 2022 to 2026 3
Corsair Gaming Inc Company report 85% 2022 to 2026 3
Bosch Company report 85% 2022 to 2026 3
Huawei Company report 85% 2022 to 2026 3
Tesla Company report 85% 2022 to 2026 3
Innoviz Technologies Ltd Company report 85% 2022 to 2026 3
Arriver / Qualcomm Company report 85% 2022 to 2026 3
Apple Inc. Company report 85% 2022 to 2026 3
Lightwave Logic Inc Company report 85% 2022 to 2026 3
Leddartech Holdings Inc Company report 85% 2022 to 2026 3
Ase Technology Holding Co Ltd Company report 85% 2022 to 2026 3
Trans lux Corporation Company report 85% 2022 to 2026 3
Rigetti Computing Inc Company report 85% 2022 to 2026 3
Xpeng Motor Company report 85% 2022 to 2026 3
Lam Research Corporation Company report 85% 2022 to 2026 3
Applied Materials Inc Company report 85% 2022 to 2026 3
Aerwins Technologies Inc Company report 85% 2022 to 2026 3
Nxp Semiconductors N v Company report 85% 2022 to 2026 3
Micron Technology Inc Company report 85% 2022 to 2026 3
NIO Company report 85% 2022 to 2026 3
Volvo Cars Company report 85% 2022 to 2026 3
Skywater Technology Inc Company report 85% 2022 to 2026 3
General Motors Company report 85% 2022 to 2026 3
Xilinx Inc Company report 85% 2022 to 2026 3
Luminar Technologies Inc Company report 85% 2022 to 2026 3
Arbe Robotics Ltd Company report 85% 2022 to 2026 3
Western Digital Corporation Company report 85% 2022 to 2026 3
Dsp Group Inc Company report 85% 2022 to 2026 3
Tower Semiconductor Ltd Company report 85% 2022 to 2026 3
Splunk Inc Company report 85% 2022 to 2026 3
SK hynix Company report 85% 2022 to 2026 3
One Stop Systems Inc Company report 85% 2022 to 2026 3
Microvision Inc Company report 85% 2022 to 2026 3
Pmc Sierra Inc Company report 85% 2022 to 2026 3
Broadcom Inc Company report 85% 2022 to 2026 3
Quantum Computing Inc Company report 85% 2022 to 2026 3
Globalfoundries Inc Company report 85% 2022 to 2026 3
Microchip Technology Incorporated Company report 85% 2022 to 2026 3
Rambus Inc Company report 85% 2022 to 2026 3
Microsoft Corporation Company report 85% 2022 to 2026 3
International Business Machines Corporation Company report 85% 2022 to 2026 3
Oracle Corporation Company report 85% 2022 to 2026 3
Asml Holding Nv Company report 85% 2022 to 2026 3
Netapp Inc Company report 85% 2022 to 2026 3
Fastly Inc Company report 85% 2022 to 2026 3
Hp inc Company report 85% 2022 to 2026 3
Akamai Technologies Inc Company report 85% 2022 to 2026 3
Competitor Evidence Detail

Company report basis, confidence, active dates and source counts for Mobileye Global Inc's named competitors require a Commercial License.

Methodology: see Methodology: Peer & Competitor Identification, Sourcing.

Mobileye Global Inc's Business Segment Mix vs Peers

Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).
Company Largest Segment 2nd Segment 3rd Segment
Mobileye Global inc Mobileye 98.17 % All Other Segments 1.83 % -

Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).

Get the full CSIMarket dataset: Subscribe API Connect Your AI