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Mobileye10-Q: Goodwill impairment

Mobileye takes a $3.79B goodwill impairment charge in Q1 2026, citing stock decline and geopolitical risks.

What happened

The company recorded a massive $3.788 billion non-cash goodwill impairment charge, triggered by a 35% decline in its stock price, macroeconomic uncertainty, and geopolitical risks in the Middle East. This significant write-down reflects a severe reassessment of the business's value and future earnings potential, likely prompting strategic reviews and cost-control initiatives.

Source

SEC EDGARApr 23, 2026

Quarterly report (Form 10-Q)

Mobileye 10-Q

Filing excerpt

During the first quarter of 2026, we performed an interim quantitative goodwill impairment analysis for the “Mobileye” reporting unit due to a 35% decline in the share price of the Company’s Class A common stock and the corresponding decline in market capitalization since the most recent assessment date, as well as increased uncertainty in the macroeconomic and geopolitical environment.

sec.gov/Archives/edgar/data/1910139/000110465926047712/mbly-20260328x...Read the full source

Other signals in this filing (9)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Goodwill impairment

What this signalsFilings often name leadership changes, deals and spending plans.

Filed
Apr 23, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$3.8B (Non-cash goodwill impairment loss recognized in Q1 2026.)
Percent
35% (Decline in the share price of the Company’s Class A common stock leading to the impairment analysis.)

Details

CIK
1910139
Accession number
0001104659-26-047712
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Strategic review underway
Signal category
Financial

Topics and mentions

Regions named

  • Israel
  • Middle East

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Apr 28, 2026
signal_type
sec-10q
signal_subtype
goodwillImpairment

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/9edf475b-e56d-46d2-92b5-ffef3aff80ea returns this record as JSON. POST /v1/companies/enrich returns every signal for mobileye.com.

{
  "signal_id": "9edf475b-e56d-46d2-92b5-ffef3aff80ea",
  "signal_type": "sec-10q",
  "signal_subtype": "goodwillImpairment",
  "detected_at": "2026-04-28T10:05:23.232+00:00",
  "company": {
    "name": "Mobileye",
    "domain": "mobileye.com"
  },
  "data": {
    "detail": "The company recorded a massive $3.788 billion non-cash goodwill impairment charge, triggered by a 35% decline in its stock price, macroeconomic uncertainty, and geopolitical risks in the Middle East. This significant write-down reflects a severe reassessment of the business's value and future earnings potential, likely prompting strategic reviews and cost-control initiatives.",
    "metrics": {
      "pct": 0.35,
      "timeframe": "current_quarter",
      "pct_context": "Decline in the share price of the Company’s Class A common stock leading to the impairment analysis.",
      "dollar_context": "Non-cash goodwill impairment loss recognized in Q1 2026.",
      "dollar_millions": 3788
    },
    "summary": "Mobileye takes a $3.79B goodwill impairment charge in Q1 2026, citing stock decline and geopolitical risks.",
    "excerpts": "During the first quarter of 2026, we performed an interim quantitative goodwill impairment analysis for the “Mobileye” reporting unit due to a 35% decline in the share price of the Company’s Class A common stock and the corresponding decline in market capitalization since the most recent assessment date, as well as increased uncertainty in the macroeconomic and geopolitical environment.",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1910139/000110465926047712/mbly-20260328x10q.htm",
    "filing_date": "2026-04-23",
    "filing_year": 2026,
    "fiscal_year": 0,
    "sales_relevance": "Strategic review underway",
    "signal_category": "financial",
    "regions_mentioned": [
      "Israel",
      "Middle East"
    ]
  }
}

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