Robotics and Physical AI Play is on sale finally- MBLYMobileye Global, Inc. Class ABATS:MBLYValuePigMBLY is oversold technically and fundamentally, with multi year growth potential in the next decade. 1. price to sales is low, price to gross profit is low 2. analysts expect earnings and sales to grow at high rate potentially 3. geo politics is pressuring the stock price 4. current multiples are depressed and could see better days ahead My trade idea- Im buying and holding long term. If and when stock rises, I will trim and keep the rest for free long term as an owner. "Mobileye Global Inc. (MBLY) is currently in a transitional phase as of early 2026, balancing its core automotive chip business with a new expansion into humanoid robotics. Financial Summary The company reported 2025 revenue of $1.894 billion, a 15% increase year-over-year. However, the fourth quarter of 2025 saw a revenue decline of 9% to $446 million, largely due to Tier-1 customers reducing their inventories of EyeQ chips. While the company maintains a strong cash position of approximately $1.8 billion, it recently completed a $612 million acquisition of Mentee Robotics to pivot toward "Physical AI." Price, Sales, and Gross Profit The stock has recently faced pressure, trading in the $6.00 to $7.50 range. The average system price stood at $50.80 at the end of 2025, with margins shifting as the product mix evolves. Annual gross profit for 2025 was $904 million. Adjusted gross margins, which were 69% in 2024, fell to 67% in late 2025 and are projected to land around 65% for 2026 as the company integrates new hardware and navigates a changing market. Growth Potential The long-term outlook is supported by a massive 8-year revenue pipeline valued at $24.5 billion, a 42% increase over the last two years. Growth is expected to accelerate between 2027 and 2029 as high-volume contracts for the EyeQ6L chip and SuperVision systems go into production with major U.S. and European automakers. Additionally, Mobileye is targeting the robotaxi market through a partnership with Volkswagen, aiming for commercial services in six cities by 2027 and a fleet of over 100,000 vehicles by 2033. The acquisition of Mentee Robotics represents a strategic move to apply its computer vision expertise to the burgeoning field of general-purpose humanoid robots." -ai summary