MBLY Mobileye Global Inc. Insider Trading

Intel divests 63.73M MBLY shares for $1.0B at $16.05, reducing stake to 50.00M; -56.0% position reduction.

Intel, a 10% owner of Mobileye Global, executed two separate sales totaling 63,731,985 shares for $1,022,662,550.91 at $16.05 per share on 2025-07-11, reducing its holdings from 113.73M to 50.00M shares. This represents a -56.0% reduction in Intel's pre-transaction stake in the autonomous driving technology company. The sale occurred at a price -38.7% below Mobileye's 52-week high of $27.03, despite the stock trading up +8.7% over the past 30 days and +34.2% over the past 90 days. Given the FLAG notation regarding derivative holdings, Intel's real position may extend beyond the Table I shares reported here, and this filing should not be interpreted as a complete exit. The timing context shows Intel's prior sell at this ticker (2023-06-12) subsequently declined -11.2% at 90 days, aligning with a 100% well-timed rate in cross-ticker history, though the current sale's post-trade performance remains to be observed.

EVP Ouriel Boaz sold 67,493 shares of MBLY at $16.09 ($1.1M); retains 107,853 shares; stock now -51.6% from 52-week high on unprofitable fundamentals.

Ouriel Boaz, EVP of EPG Software, sold 67,493 shares of Mobileye Global Inc. at $16.09, reducing his holdings by 38.5% from 175,346 shares to 107,853 shares. The sale occurs as MBLY trades at $15.72, down 51.6% from its 52-week high of $32.47, while the company reported a net income of $-102,000,000.00 on quarterly revenue of $438,000,000.00 and faces an annual revenue decline of -20.4%. The substantial reduction in an executive's ownership stake during a period of significant stock depreciation and negative earnings presents a material shift in insider positioning that merits investor scrutiny given the company's deteriorating financial trajectory.

Director Gelsinger buys 6,750 MBLY shares at $14.94; stock now -64.9% from 52-week high amid $-2.7B annual loss

Patrick Gelsinger, a Director at Mobileye Global, purchased 6,750 shares at $14.94 on 2024-11-04, increasing his holdings by 5.1% to 139,456 shares total. This buy occurred at a price well below the 52-week high of $43.97, and the stock has recovered +25.2% over the past 30 days from its depressed levels. However, Gelsinger's same-ticker history at MBLY reveals a mixed pattern: of his 5 prior buys at this company, only 2 of 5 generated positive 90-day returns, suggesting inconsistent timing precision. Most critically, the company remains deeply unprofitable with a net loss of $-2.7B in its most recent full fiscal year, despite revenue growth of 11.2% year-over-year, raising questions about the fundamental trajectory of the business underlying this transaction.

Director Gelsinger buys 6,400 shares of MBLY at $15.48; stock down 64.5% from 52-week high, trading below entry.

Director Patrick Gelsinger purchased 6,400 shares at $15.48 on 2024-08-05, adding to holdings now totaling 139.1K shares. The purchase occurred as MBLY trades at $15.62, down 64.5% from its 52-week high of $43.97 and down 43.8% over the prior 30 days. His same-ticker history at MBLY shows 5 prior buys, with only 1 of 5 achieving positive 90-day returns—a concerning pattern of poor timing. The company is unprofitable (net income of $-218.0M on $239.0M quarterly revenue) despite 11.2% annual revenue growth. Gelsinger's continued accumulation at MBLY despite prior buy timing failures and near-record lows warrants examination of whether his insider motivation reflects confidence in a turnaround or structural challenges he understands remain unresolved.

CEO Shashu Amnon purchased 631,963 shares for $10,434,093.38 across 2 transactions at MBLY amid -65.5% decline from 52-week high

CEO Amnon purchased 631,963 shares for $10,434,093.38 through 2 separate open-market transactions on 2024-08-02, expanding his holdings by 18.3% to 4,080,097 shares post-transaction. This substantial capital commitment occurred as Mobileye stock trades -65.5% from its 52-week high of $43.97 and has declined -45.4% over the prior 30 days, while the company is unprofitable with net income of $-218,000,000.00 against quarterly revenue of $239,000,000.00. The CEO's willingness to deploy $10.4M at $16.51 blended average price during a steep drawdown, combined with sustained annual revenue growth of +11.2%, warrants scrutiny regarding whether the stock's sharp decline has created a valuation opportunity or whether the company's profitability challenges pose material risk.