Seeking AlphaCodex · 实盘不做把握 8/10
北京时间·🕒 发布 07-22 23:49:40时区推断·⟳ 抓取 07-22 23:54:53·⚡ 决策 07-23 00:03:49 +8m56s·96.6 天前
Mobileye将于7月23日美股盘前发布二季度业绩，当前仅为财报预告
这条信号只是Seeking Alpha对Mobileye既定财报日程和一致预期的预告，没有披露实际业绩、指引或超预期增量。
📄 原文Seeking Alpha↗ 原文
Mobileye Global Q2 2026 Earnings Preview
- Mobileye Global (MBLY) is scheduled to announce Q2 earnings results on Thursday, July 23rd, before market open. - The…
不做 Mobileye Global（MBLY.US）
仅为财报预告和一致预期汇总，没有实际业绩、指引或超预期信息；财报类追多/做空需等真实结果相对预期的 surprise，当前不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-22 · 扩散 medium · price-in 风险 high ↗
关键理由
- 这条信号只是Seeking Alpha对Mobileye既定财报日程和一致预期的预告，没有披露实际业绩、指引或超预期增量。
- 一致预期显示EPS和收入同比下滑，但这属于财报前市场已知基准，不构成新的公司级利空或利好。
主要风险
- 若7月23日盘前实际业绩或指引显著偏离一致预期，应由新信号重新研判。
原文全文
展开原文 · 495 字
- Mobileye Global (MBLY) is scheduled to announce Q2 earnings results on Thursday, July 23rd, before market open.
- The consensus EPS Estimate is $0.06 (-53.8% Y/Y) and the consensus Revenue Estimate is $482.2M (-4.7% Y/Y).
- Over the last 2 years, MBLY has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time.
- Over the last 3 months, EPS estimates have seen 6 upward revisions and 4 downward. Revenue estimates have seen 14 upward revisions and 1 downward.
- The consensus EPS Estimate is $0.06 (-53.8% Y/Y) and the consensus Revenue Estimate is $482.2M (-4.7% Y/Y).
- Over the last 2 years, MBLY has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time.
- Over the last 3 months, EPS estimates have seen 6 upward revisions and 4 downward. Revenue estimates have seen 14 upward revisions and 1 downward.
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