MobilEye Global Inc vs Sea Limited — how do they compare? MobilEye Global Inc trades at $8.9 (market cap $7.44B), while Sea Limited trades at $130.6 (market cap $70.31B). The key difference: Sea Limited is far larger — about 9.5× MobilEye Global Inc's market cap, and Sea Limited is trading nearer its 52-week high, MobilEye Global Inc nearer its low. Which is the better fit depends on your goals.
| MBLY | SE | |
|---|---|---|
Market Cap | $7.44B | $70.31B |
Sector | Technology | Media |
52-Week High | $15.54 | $196.50 |
52-Week Low | $6.56 | $78.16 |
Enterprise Value | $6.00B | $63.36B |
Signals from Pluang's Aura AI — not financial advice
Mobileye Global (MBLY) trades at $8.73, up 3.68% with a bullish technical outlook despite negative profitability metrics. The stock shows strong analyst support with 61.5% buy ratings and an $11.40 consensus target, representing 30.6% upside potential. Recent Q2 2026 earnings beat expectations with $0.19 EPS versus $0.06 estimate, while the company faces leadership transition as founder Amnon Shashua steps down after 27 years.
The investment case balances strong revenue growth and market positioning in autonomous driving technology against significant profitability challenges and leadership uncertainty. While the company benefits from expanding partnerships like the Stellantis ADAS deal, investors must weigh the -201.49% net margin and negative cash flow projections for 2026 against the substantial upside potential indicated by analyst targets.
Sea Limited (SE) trades at $113.43, up 2.19% on the day, with a bullish technical signal from moving averages and strong revenue growth from $22.94B in 2025. The company's net income margin improved to 6.36%, and cash flow turned positive to $2.34B in 2025. Recent news highlights an AI partnership with OpenAI to enhance Shopee's capabilities, though margin pressures from investments persist.
Outlook remains positive with a consensus price target of $128.33, offering ~13% upside, supported by analyst buy ratings at 70.45%. Risks include competitive pressures from TikTok Shop and elevated spending impacting near-term profitability. The stock's valuation at a P/E of 44.66 reflects growth expectations but requires sustained execution.
Trailing returns across standard periods
Latest headlines on both assets
Mobileye Global Inc. is a global leader in the development and deployment of Advanced Driver Assistance Systems (ADAS) and autonomous driving technologies. The company specializes in computer vision, machine learning, and data analysis to create sensing, mapping, and driving policy solutions. Mobileye's technology, including its EyeQ system-on-chips and its crowd-sourced mapping platform (REM), is integrated into vehicles worldwide, aiming to improve road safety and enable the future of autonomous mobility.
Read more on MBLY →Sea Limited offers information technology services. The Company provides online personal computer and mobile digital content, e-commerce, and payment platforms. Sea serves customers worldwide.
Read more on SE →