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ROUND LED BY AUTONOMOUS VEHICLE TECHNOLOGY LEADER MOBILEYE

, /PRNewswire/ -- Beep, Inc., a leading U.S. provider of autonomous mobility solutions, today announced the close of a Series B funding round, bringing its total capital raised to approximately $130 million. The round was led by Mobileye, a global leader in autonomous vehicle technology and advanced driver-assistance systems, with participation from existing investors.

The new capital will help Beep scale and expand its mobility-as-a-service offerings, deepen its work with technology and public-sector partners, and continue deployment of its AI-driven AutonomOS platform, which builds upon Beep's years of expertise as an AV operator to reduce the complexity required for the management and orchestration of Physical AI networks in transportation.

"Mobileye and Beep have been working closely on AV deployment projects, and our excitement for the future of improving transportation through applied physical AI on the road has never been greater," said Kobi Ohayon, Chief Operations Officer at Mobileye. "Beep plays an essential role in the emerging AV ecosystem across the United States, and its deployment platform will become increasingly important as more AV services come to market across vehicle types and business models."

Mobileye's investment reflects a shared strategic vision for bringing a range of autonomous mobility models, from fixed-route services to on-demand microtransit, to commercial scale in the United States in response to clear customer demand.

"This strategic investment round, led by Mobileye and supported by our longstanding investor partners, positions Beep to deliver fully on its vision," said Kevin Reid, CEO and Chairman of Beep. "The investment enables us to strengthen and expand our shared autonomous mobility solutions, helping communities move people in ways that are safer, smarter, and more connected."

For Beep, the round marks both a financial milestone and a validation of the company's position as the essential transit partner for modern mobility, delivering real-world autonomous service operations enabled by leading-edge technology.

About Beep, Inc.
Beep, Inc. delivers the next generation of autonomous mobility networks through its mobility-as-a-service offerings and AutonomOS mobility operating system. Specializing in planning, deploying, and managing autonomous transportation networks, Beep connects people, places, goods, and services with solutions designed to improve safety, reduce congestion, and expand access to mobility. Leveraging artificial intelligence and real-world operational experience, Beep's U.S.-domiciled, human-in-the-loop platform enables scalable and reliable autonomous transit deployments across public and private communities.

Media Contact: Alex Poirot, [email protected]

About Mobileye
Mobileye (Nasdaq: MBLY) leads the mobility revolution with autonomous driving and driver-assistance technologies, harnessing world-renowned expertise in artificial intelligence, computer vision and integrated software and hardware. Since its founding in 1999, Mobileye has enabled the global adoption of advanced driver-assistance systems that save countless lives and reduce crashes, while pioneering technologies such as REM™ crowdsourced road intelligence, Imaging Radar and Compound AI. In 2026, Mobileye acquired Mentee Robotics to pursue the future of physical AI and humanoid robots. More than 250 million vehicles worldwide have been built with Mobileye's EyeQ technology inside. Since 2022, Mobileye has been listed independently from Intel (Nasdaq: INTC), which retains majority ownership. For more information, visit www.mobileye.com.

Media Contact: Alexis Blais, [email protected]

SOURCE Beep, Inc.

Mobileye Global Inc. (NASDAQ:MBLY – Get Free Report) has received an average rating of “Hold” from the twenty-five ratings firms that are covering the firm, Marketbeat Ratings reports. Two research analysts have rated the stock with a sell rating, eleven have issued a hold rating, eleven have given a buy rating and one has assigned a strong buy rating to the company. The average 12 month price target among brokerages that have updated their coverage on the stock in the last year is $12.6455.

Several research analysts have issued reports on MBLY shares. Canaccord Genuity Group dropped their price objective on Mobileye Global from $17.00 to $12.00 and set a “buy” rating for the company in a research note on Friday, July 24th. Piper Sandler upgraded shares of Mobileye Global from a “neutral” rating to an “overweight” rating and boosted their target price for the company from $10.00 to $12.00 in a research note on Monday, July 27th. TD Cowen lowered their target price on shares of Mobileye Global from $11.50 to $9.00 and set a “buy” rating on the stock in a report on Friday, July 24th. Berenberg Bank upgraded shares of Mobileye Global from a “hold” rating to a “buy” rating and set a $11.00 target price for the company in a research report on Monday, August 17th. Finally, UBS Group cut their price target on shares of Mobileye Global from $10.00 to $9.00 and set a “neutral” rating for the company in a report on Friday, July 24th.

Read Our Latest Analysis on Mobileye Global

Insider Activity at Mobileye Global In other news, Director Frank D. Yeary bought 12,360 shares of the business’s stock in a transaction dated Thursday, July 30th. The stock was bought at an average price of $7.98 per share, for a total transaction of $98,632.80. Following the completion of the purchase, the director owned 12,360 shares of the company’s stock, valued at approximately $98,632.80. The trade was a ∞ increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Safroadu Yeboah-Amankwah bought 11,841 shares of the business’s stock in a transaction dated Thursday, August 6th. The stock was purchased at an average price of $8.46 per share, with a total value of $100,174.86. Following the purchase, the director directly owned 84,336 shares of the company’s stock, valued at $713,482.56. The trade was a 16.33% increase in their position. The SEC filing for this purchase provides additional information. Company insiders own 10.00% of the company’s stock. Hedge Funds Weigh In On Mobileye Global Several institutional investors have recently bought and sold shares of MBLY. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in Mobileye Global in the second quarter worth $104,000. California State Teachers Retirement System increased its stake in shares of Mobileye Global by 797.0% in the second quarter. California State Teachers Retirement System now owns 1,747,308 shares of the company’s stock valued at $180,507,000 after buying an additional 1,552,503 shares in the last quarter. Compass Financial Management LLC bought a new position in shares of Mobileye Global in the second quarter valued at about $795,000. Concurrent Investment Advisors LLC raised its holdings in shares of Mobileye Global by 50.2% in the second quarter. Concurrent Investment Advisors LLC now owns 29,825 shares of the company’s stock valued at $289,000 after buying an additional 9,972 shares during the last quarter. Finally, Nykredit A S bought a new position in shares of Mobileye Global in the second quarter valued at about $77,000. Institutional investors own 13.25% of the company’s stock.

Mobileye Global Trading Down 1.6% MBLY stock opened at $8.54 on Thursday. Mobileye Global has a 1-year low of $6.47 and a 1-year high of $15.81. The business’s 50 day moving average is $8.77 and its 200-day moving average is $8.72. The firm has a market cap of $7.17 billion, a P/E ratio of -1.71, a P/E/G ratio of 2.96 and a beta of 1.20.

Mobileye Global (NASDAQ:MBLY – Get Free Report) last posted its earnings results on Thursday, July 23rd. The company reported $0.19 EPS for the quarter, topping the consensus estimate of $0.06 by $0.13. The business had revenue of $508.00 million during the quarter, compared to the consensus estimate of $480.51 million. Mobileye Global had a positive return on equity of 0.70% and a negative net margin of 201.49%.Mobileye Global’s revenue was up .4% on a year-over-year basis. During the same quarter last year, the company earned ($0.08) EPS. Sell-side analysts forecast that Mobileye Global will post 0.11 EPS for the current year.

Mobileye Global Company Profile (Get Free Report)

Mobileye Global Inc (NASDAQ: MBLY) is a leader in the development of advanced driver-assistance systems (ADAS) and autonomous driving technologies. Headquartered in Jerusalem, Israel, the company designs and supplies computer vision-based solutions that enable vehicles to detect and respond to road conditions, obstacles and signage. Mobileye’s core offering centers on its proprietary EyeQ system-on-a-chip (SoC) family, which processes video streams from automotive cameras to deliver features such as lane-keeping assist, adaptive cruise control, collision prevention and traffic sign recognition.

Founded in 1999 by Prof.

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Safroadu Yeboah-Amankwah, Director of Mobileye Global (MBLY +1.58%), purchased 11,841 shares of the company's Class A Common Stock on Aug. 6, 2026. SEC Form 4 filing

Transaction summaryMetricValueTransaction value$100,175Shares purchased11,841Post-transaction shares (directly held)84,336Post-transaction value$710,109.12Transaction value based on SEC Form 4 weighted average purchase price ($8.46); post-transaction value based on Aug. 6, 2026, market close ($8.42).

Key questionsWhat is the magnitude of this acquisition relative to the insider's total equity position?
The purchase of 11,841 shares expanded the director's direct ownership stake by 16%, bringing their total direct holdings to 84,336 shares.How does the execution price compare to recent market performance?
The acquisition was completed at $8.46 per share, following a one-year decline of 39% as of the Aug. 6, 2026 transaction date, while the stock has since appreciated to $8.73 as of the Aug. 7, 2026, market close.What are the core financial metrics for Mobileye Global following this activity?
The Jerusalem-based company currently maintains a market capitalization of $7.5 billion, supported by trailing twelve-month revenue of $2 billion and a net loss of $4 billion as of the latest reported period.Company OverviewMetricValueShare Price (as of market close 2026-08-07)$8.73Market Capitalization$7.5 billionRevenue (TTM)$2 billionNet Income (TTM)-$4 billionCompany SnapshotMobileye Global develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies, including its flagship Driver Assist suite that provides real-time detection of road users, geometry, semantics, and markings with timely alerts and emergency interventions.The company generates revenue through licensing its proprietary autonomous driving software platforms and ADAS solutions to automotive manufacturers and fleet operators globally, leveraging its cloud-enhanced driver assistance capabilities to create recurring revenue streams.Mobileye serves original equipment manufacturers (OEMs), automotive suppliers, and commercial fleet operators seeking to integrate advanced safety and autonomous driving capabilities into their vehicles and operations.Mobileye Global is a leading provider of autonomous driving and advanced driver assistance technologies with a market capitalization of $7.5 billion and TTM revenue of $2 billion. The company's competitive advantage derives from its sophisticated computer vision algorithms and real-time processing capabilities that enable vehicles to perceive and respond to their environment with minimal latency. Despite current profitability challenges, Mobileye maintains a strategic position in the rapidly expanding autonomous vehicle market, serving a diverse customer base of global automotive manufacturers.

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What this transaction means for investorsMobileye Global has underperformed the S&P 500 over the last 12 months, with shares falling more than 36%. In comparison, the S&P 500 has climbed nearly 20% during the same time. One of the issues currently weighing on the stock price is a leadership transition. On July 23, Mobileye Global shared a press release that its CEO, Amnon Shashua, was stepping down. Shashua co-founded the company in 1999, so he has been steering the ship and shaping its direction for more than 20 years. The announcement came on the heels of the company's 2026 second-quarter earnings, where revenue was mostly flat. The company raised its 2026 full-year revenue guidance by $20 million at the midpoint.

Losing a co-founder will bring its own set of challenges, and the stock may need time to find its footing. That said, the autonomous-vehicles market will continue to grow, and Mobileye could become a key component provider with its computer vision algorithms and real-time processing capabilities. As Yeboah-Amankwah increased his stake by purchasing nearly 12,000 shares, this may be a vote of confidence in what the future might hold for the company, even as the stock price may see some additional short-term volatility.

Jack Delaney has no position in any of the stocks mentioned. The Motley Fool recommends Mobileye Global and recommends the following options: short August 2026 $8 puts on Mobileye Global. The Motley Fool has a disclosure policy.

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of MBLY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Director Frank D. Yeary reported a purchase of 12,360 shares of Class A Common Stock in Mobileye Global Inc. (MBLY -2.20%) on July 30, 2026. SEC Form 4 filing.

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Transaction summaryMetricValueTransaction value~$98,600Shares purchased (indirectly held)12,360Post-transaction shares (total)87,488Post-transaction shares (directly held)75,128Post-transaction shares (indirectly held)12,360Post-transaction value$691,155.20Transaction value based on SEC Form 4 weighted average purchase price ($7.98); post-transaction value based on July 30, 2026 market close ($7.90).

Company snapshotTTM revenue: $2.0 billionTTM net income: ($4.1 billion)Market capitalization: $6.6 billionIndustry: Auto - PartsMobileye Global Inc. is at the forefront of developing and deploying sophisticated advanced driver assistance systems (ADAS) and autonomous driving technologies worldwide. Its diverse array of offerings includes Driver Assist, a suite of ADAS and autonomous vehicle capabilities that prioritize safety by providing real-time detection of road users, geometry, and semantics.

Key questionsHow does this purchase alter the insider's total equity position?
Frank D. Yeary expanded his total holdings by 16% through this acquisition. Prior to this filing, the director's ownership was composed entirely of 75,128 directly held shares, with the current purchase marking the first indirect position reported via this trust entity.What is the structural nature of this indirect holding?
The shares are held by the Sea Turtle Revocable Trust, of which the director serves as trustee. This structure allows for a diversified holding mechanism, though Yeary disclaims beneficial ownership of these shares except to the extent of his pecuniary interest.What is the current market valuation context for this acquisition?
The purchase was executed at $7.98 per share, a level reached after the stock delivered a negative 43% return over the 12 months ending July 30, 2026. As of the Aug. 3, 2026 market close, the stock was priced at $8.08, and the director's total beneficial interest represents approximately one-tenth of one percent of the company.Company OverviewMetricValueShare Price (as of market close 2026-08-03)$8.08Market Capitalization$6.6 billionRevenue (TTM)$2.0 billionNet Income (TTM)-$4.1 billionCompany SnapshotMobileye Global Inc. develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies, with primary offerings including Driver Assist and Cloud-Enhanced Driver Assist that provide real-time detection of road users, geometry, semantics, and markings to enable timely safety alerts and emergency interventions.The company generates revenue through licensing its proprietary autonomous driving software platforms and ADAS technologies to automotive original equipment manufacturers (OEMs) and fleet operators globally, leveraging its computer vision and artificial intelligence capabilities.Mobileye's primary customers include major automotive manufacturers and commercial fleet operators seeking to enhance vehicle safety and advance autonomous driving capabilities across their vehicle portfolios.Mobileye Global Inc. is a leading developer of autonomous driving and advanced driver assistance technologies with a market capitalization of $6.6 billion and trailing twelve-month revenue of $2.0 billion. The company operates at the intersection of automotive safety and autonomous vehicle innovation, delivering sophisticated software solutions that leverage computer vision and artificial intelligence to enable safer driving experiences. Despite current profitability challenges, Mobileye maintains a substantial installed base and strategic partnerships with major automotive manufacturers, positioning it as a key technology provider in the evolving autonomous vehicle ecosystem.

What this transaction means for investorsThere are many reasons an insider may sell shares in a company. One reason could be the need to raise cash to fund a large personal expense. Another reason could be for a reasonable portfolio diversification unrelated to their outlook for the company. A third reason could be what investors fear most: a bearish outlook on the company’s future.

However, there is only one reason an insider buys stock: they believe the share price is going up.

By this measure, Yeary’s purchase of Mobileye shares after a period of steep declines for shares is a positive sign. So, too, is the likelihood that shares will be at higher prices in 30 days: studies show that, more often than not (around 55%), insider purchases foretell a higher stock price 30 days later.

Yeary is a veteran investor, having been in mergers and acquisitions (along with a stint as an administrator at UCal Berkeley). He has been on the board of Mobileye since 2022, so presumably he knows the business well.

Mobileye has been under pressure in the U.S. market for EVs, which use more of its tech, and internal combustion engine cars have been mediocre. So too are trade war concerns that threaten to close off the China market to the business, along with the impact of tariffs on supplies. It has also been pressured by the global shortage of many types of computer chips, including which it uses for its sensor products.

The business believes it is entering a new phase, where driverless vehicles and increased drive-assist technologies will only increase demand for its automotive intelligence products. Revenue for the current fiscal year should tick up aboput 5% to $2 billion. Though a massive net loss of $4 billion is predicted. That’s because the company took a large, $3.6 billion goodwill impairment in the first quarter as it reevaluated a goodwill component put on its balance sheet in 2022 as part of its separation from Intel Corp. (INTC +0.20%). Put simply, the loss is just an accounting that won’t affect the actual cash position of the business. Free cash flow should be well over $300 million.

Overall, Yeary’s purchase is a positive signal that he believes Moobileye is headed in the right direction. It may be a small buy in terms of the company’s market cap, but $100,000 to an individual like Yeary is still a lot of money.

Posted by Defense World Staff on Jul 28th, 2026

SES AI (NYSE:SES – Get Free Report) and Mobileye Global (NASDAQ:MBLY – Get Free Report) are both auto/tires/trucks companies, but which is the superior stock? We will compare the two businesses based on the strength of their dividends, risk, analyst recommendations, profitability, institutional ownership, earnings and valuation.

Profitability This table compares SES AI and Mobileye Global’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets SES AI -331.72% -28.65% -23.21% Mobileye Global -201.49% 0.70% 0.67% Earnings & Valuation This table compares SES AI and Mobileye Global”s gross revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio SES AI $21.00 million 9.67 -$73.04 million ($0.22) -2.52 Mobileye Global $1.89 billion 3.56 -$392.00 million ($4.99) -1.61 SES AI has higher earnings, but lower revenue than Mobileye Global. SES AI is trading at a lower price-to-earnings ratio than Mobileye Global, indicating that it is currently the more affordable of the two stocks.

Risk & Volatility SES AI has a beta of 0.95, indicating that its share price is 5% less volatile than the S&P 500. Comparatively, Mobileye Global has a beta of 1.16, indicating that its share price is 16% more volatile than the S&P 500.

Analyst Recommendations This is a summary of recent ratings and price targets for SES AI and Mobileye Global, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score SES AI 1 1 1 0 2.00 Mobileye Global 2 11 10 2 2.48 SES AI currently has a consensus price target of $2.70, indicating a potential upside of 387.36%. Mobileye Global has a consensus price target of $12.95, indicating a potential upside of 61.73%. Given SES AI’s higher possible upside, equities research analysts plainly believe SES AI is more favorable than Mobileye Global.

Insider and Institutional Ownership 29.8% of SES AI shares are held by institutional investors. Comparatively, 13.3% of Mobileye Global shares are held by institutional investors. 13.8% of SES AI shares are held by company insiders. Comparatively, 10.0% of Mobileye Global shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Summary Mobileye Global beats SES AI on 9 of the 15 factors compared between the two stocks.

About SES AI (Get Free Report)

SES AI Corporation engages in the development and production of high-performance Lithium-metal rechargeable batteries for electric vehicles, electric vehicle take-off and landing, and other applications. The company was founded in 2012 and is headquartered in Woburn, Massachusetts.

About Mobileye Global (Get Free Report)

Mobileye Global Inc. develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies and solutions worldwide. The company operates through Mobileye and Other segments. It offers Driver Assist comprising ADAS and autonomous vehicle solutions that covers safety features, such as real-time detection of road users, geometry, semantics, and markings to provide safety alerts and emergency interventions; Cloud-Enhanced Driver Assist, a solution for drivers with interpretations of a scene in real-time; Mobileye SuperVision Lite, a navigation and assisted driving solution; and Mobileye SuperVision, an operational point-to-point assisted driving navigation solution on various road types and includes cloud-based enhancements, such as road experience management. The company also provides Mobileye Chauffeur, a first-generation solution for eyes-off/hands-off driving with a human driver still in the driver’s seat; Mobileye Drive, a self-driving system comprising of radar and lidar subsystems, as well as collision avoidance systems, including Mobileye 8 Connect for light and medium-duty vehicles, and Mobileye Shield+ for large vehicles. It serves original equipment manufacturers. The company was founded in 1999 and is headquartered in Jerusalem, Israel. Mobileye Global Inc. operates as a subsidiary of Intel Overseas Funding Corporation.

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

In Brief

Posted:

3:40 PM PDT · July 23, 2026

Image Credits:Bridget Bennett / Bloomberg / Getty Images Mobileye founder and CEO Amnon Shashua plans to step down from the top leadership post after nearly three decades, just as the company pushes into robotaxis and humanoid robots.

Shashua will remain CEO until Mobileye hires a replacement, according to a regulatory filing Thursday.

Mobileye got its start making computer vision chips based on Shashua’s academic research at Hebrew University in Israel, and grew into a major supplier of the chips that power automotive safety and driver-assistance features. It had the largest IPO in Israel’s history, was acquired in 2017 by Intel for $15.3 billion, then spun back out as a publicly traded company in 2022, though Intel remains its largest shareholder.

Under Shashua, Mobileye also moved beyond selling chips to automakers and began building its own systems that handle autonomous driving, which it now supplies to Volkswagen and its MOIA subsidiary.

In January, the company acquired Shashua’s humanoid robotics startup Mentee Robotics for $900 million, which Shashua called part of “Mobileye 3.0,” the next phase of the business focused on robotics and automotive AI.

Mobileye also said in June it would expand beyond its supplier status to launch its own robotaxi service in a U.S. city in 2027.

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3 Stocks That Could Benefit as the Robotaxi Race Heats UpMobileye Global NASDAQ: MBLY reported a largely stable second quarter for revenue while profitability improved sharply, as executives pointed to stronger-than-market EyeQ chip volumes, a new Israeli research and development incentive and an expanded push into robotaxis as key themes for the company’s next phase.

On the company’s second-quarter 2026 earnings call, President and Chief Executive Officer Amnon Shashua said Mobileye’s core business “continues to perform very well in 2026,” providing what he called “a strong foundation” for upcoming advanced product launches. For the quarter ended June 27, 2026, EyeQ volume rose 3% year over year, outperforming the production volume of Mobileye’s top 10 customers by more than eight percentage points, Shashua said.

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Netflix, Pulte, and Mobileye Are Buying Their Own Dips—Should You?Revenue was $508 million, which Chief Financial Officer Moran Shemesh said was relatively flat compared with the year-earlier quarter, Mobileye’s highest revenue quarter of 2025. Shemesh said volume totaled 10 million units, above the company’s expectations, driven by higher share within certain automakers, higher ADAS fitment rates in emerging markets and stronger China OEM export volume.

Profitability Boosted by Israeli R&D Incentive Mobileye’s adjusted operating income was $155 million in the second quarter, up 46% from a year earlier, while adjusted operating margin expanded to 31%, up about 10 percentage points from the second quarter of 2025. Shemesh said the increase was more than accounted for by the recognition of $93 million in contra R&D expense tied to a new R&D incentive enacted by the Israeli government during the quarter.

Mobileye's Manic Monday: A Buy Signal in Auto TechAbout half of that benefit related to the second quarter, while the other half reflected the retroactive first-quarter impact, Shemesh said. She added that the new regime became law during the second quarter but is effective from the start of 2026. Mobileye expects the benefit to continue in future years, though Shemesh noted it is subject to potential changes in law and could vary by quarter based on qualifying R&D expenditures, exchange rates and other factors.

Shashua said the first half of the year provides a more representative view of Mobileye’s underlying performance because the second quarter included the first-quarter R&D credit impact. First-half revenue rose 13% year over year, while production volume at the company’s core customers declined 3%, he said. First-half adjusted operating margin was 23%, up six percentage points from a year earlier. Mobileye generated $210 million of operating cash flow in the first half.

Guidance Raised for 2026 Mobileye increased its full-year revenue outlook to a midpoint of $1.995 billion and tightened the range, implying 4% to 7% revenue growth. Shemesh said the midpoint assumes slightly more than 39 million EyeQ units, nearly 1 million more than the company’s prior outlook. The upside is being partially offset by lower expectations in the aftermarket and Moovit businesses and the pushout of some advanced product samples into 2027.

The company also raised its adjusted operating income outlook to a midpoint of $395 million, up from $210 million previously. Mobileye is incorporating $180 million to $200 million of benefit from the R&D incentive in its full-year outlook. Shemesh said this positive impact, along with higher revenue, is being partly offset by increased spending to support early robotaxi expansion activities and a modest rise in operating expenses related primarily to foreign exchange.

For the third quarter, Shemesh said Mobileye expects 9.3 million to 9.5 million EyeQ units and revenue to decline about 5% to 6% year over year. Gross margin is expected to be slightly below second-quarter levels, while operating expenses excluding the R&D incentive are expected to rise slightly from the second quarter due to typical seasonality.

Robotaxi Strategy Expands Beyond Supplying Technology Shashua said Mobileye has decided to establish a “fully vertically integrated robotaxi offering” in which the company will control all aspects of the value chain. The initiative targets a 2027 launch in at least one U.S. city and will proceed in parallel with Mobileye’s existing self-driving system development.

Shashua said Mobileye has gained confidence from the progress of its work with Volkswagen Group company MOIA, including public rider testing with safety drivers in Hamburg, Germany, using vehicles equipped with Mobileye’s self-driving system. He said the company expects additional milestones through 2026 and 2027.

During the question-and-answer portion of the call, Shashua said several factors had changed since Mobileye previously considered whether to operate robotaxi fleets itself. He cited increased availability of level-four-ready base vehicles, more mature compute and sensor stacks, and greater clarity on demand and revenue per robotaxi. He said Mobileye’s calculations indicate revenue of about $125,000 per robotaxi per year, which he called conservative, and a vehicle cost below $100,000 with Mobileye’s sensors and compute.

Shashua said the strategy would give Mobileye flexibility, including operating vehicles in its own service, deploying them on third-party platforms or selling vehicles to robotaxi operators with recurring revenue as vehicles generate rider fares. The company plans to use Moovit, its mobility division, for fleet supply, demand optimization, trip planning and rider engagement. Shashua said Moovit will shift resources away from the B2B side of its business and reduce headcount to focus on the new strategy.

ADAS, China Exports and Advanced Programs Mobileye executives said the company continues to benefit from several secular drivers, including growth in India, exports by Chinese automakers into emerging markets and new customer wins. Shashua said Surround ADAS is expected to drive average selling price growth starting in 2028.

Shashua also discussed recent Stellantis awards, saying Mobileye won a high-volume 2027 program with Cloud-Enhanced ADAS that supports highway hands-free driving in a cost-efficient package. He said a lower-volume, later-timing, higher-risk program was awarded to other suppliers, an outcome he described as consistent with how automakers are allocating risk.

Nimrod Nehushtan, executive vice president of business development and strategy, said the Stellantis program is an upgrade of an existing production project and will introduce REM through Cloud-Enhanced ADAS. He said the implementation is relatively straightforward for the automaker and provides Mobileye with a tailwind in average selling price. Nehushtan said Stellantis intends to adopt the technology broadly across its vehicles beginning in 2027, gradually moving toward standard-fit integration of REM in its fleet.

On China, Nehushtan said Mobileye has benefited from export growth at Chinese automakers including Geely and Chery, with “the vast majority” of those export volumes using Mobileye’s EyeQ system. He said those automakers have also nominated Mobileye for future programs, which he described as a vote of confidence in Mobileye’s system for export markets.

CEO Succession and Long-Term Opportunities Shashua addressed his decision to step down as chief executive once a successor is appointed, saying Mobileye is entering a new phase as SuperVision, Chauffeur and Drive move toward commercialization. He said the board has assembled a search committee and is “casting a wide net” for the company’s next leader.

Following the appointment of a successor, Shashua said he aims to focus on technology strategy, innovation and long-term opportunities. He identified robotaxis and humanoid robotics as major long-term opportunities built on the same “physical AI foundation.”

In response to analyst questions, Shashua said he believes autonomous vehicle technology is “largely solved” from a scientific standpoint for the programs Mobileye has underway, while humanoid robotics remains an area where he wants to spend more time. He said Mobileye is still targeting 2028 for an initial humanoid robot deployment, with a business-to-consumer focus and about 500 units expected to be built that year.

About Mobileye Global (NASDAQ:MBLY)Mobileye Global Inc NASDAQ: MBLY is a leader in the development of advanced driver-assistance systems (ADAS) and autonomous driving technologies. Headquartered in Jerusalem, Israel, the company designs and supplies computer vision-based solutions that enable vehicles to detect and respond to road conditions, obstacles and signage. Mobileye's core offering centers on its proprietary EyeQ system-on-a-chip (SoC) family, which processes video streams from automotive cameras to deliver features such as lane-keeping assist, adaptive cruise control, collision prevention and traffic sign recognition.

Founded in 1999 by Prof.

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Should You Invest $1,000 in Mobileye Global Right Now?Before you consider Mobileye Global, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Mobileye Global wasn't on the list.

While Mobileye Global currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.

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Mobileye Global (MBLY - Free Report) reported $508 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 0.4%. EPS of $0.19 for the same period compares to $0.13 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $484 million, representing a surprise of +4.96%. The company delivered an EPS surprise of +216.67%, with the consensus EPS estimate being $0.06.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Mobileye performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Number of systems shipped: 10 million versus 9.29 million estimated by five analysts on average.Average system price: $48.50 versus $49.08 estimated by four analysts on average.EyeQ and SuperVision revenue: $485 million compared to the $459.04 million average estimate based on four analysts.View all Key Company Metrics for Mobileye here>>>

Shares of Mobileye have returned +12.7% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.

JERUSALEM--(BUSINESS WIRE)--Mobileye Global Inc. (Nasdaq: MBLY) (“Mobileye”) today released its financial results for the three months ended June 27, 2026. “The core business continued its strong momentum in Q2 as we focus our development and execution efforts on a number of advanced product launches in late 2026 and throughout 2027,” said Mobileye President and CEO Prof. Amnon Shashua. “Our foundation is robust and highly profitable, boosted by the recently enacted R&D Law which we expect.

Mobileye Global (MBLY - Free Report) closed the last trading session at $8.95, gaining 7.3% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $13.15 indicates a 46.9% upside potential.

The average comprises 25 short-term price targets ranging from a low of $8.00 to a high of $27.00, with a standard deviation of $5.01. While the lowest estimate indicates a decline of 10.6% from the current price level, the most optimistic estimate points to a 201.7% upside. More than the range, one should note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.

While the consensus price target is highly sought after by investors, the ability and unbiasedness of analysts in setting price targets have long been questionable. And investors making investment decisions solely based on this tool would arguably do themselves a disservice.

But, for MBLY, an impressive average price target is not the only indicator of a potential upside. Strong agreement among analysts about the company's ability to report better earnings than they predicted earlier strengthens this view. While a positive trend in earnings estimate revisions doesn't gauge how much a stock could gain, it has proven to be powerful in predicting an upside.

Price, Consensus and EPS Surprise

Here's What You Should Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.

While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?

They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.

However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.

That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.

Why MBLY Could Witness a Solid UpsideAnalysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

Over the last 30 days, the Zacks Consensus Estimate for the current year has increased 1.5%, as one estimate has moved higher compared to no negative revision.

Moreover, MBLY currently has a Zacks Rank #1 (Strong Buy), which means it is in the top 5% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Therefore, while the consensus price target may not be a reliable indicator of how much MBLY could gain, the direction of price movement it implies does appear to be a good guide.

A logo on the exterior of a Stellantis office building in Poissy, near Paris, France, May 4, 2026. REUTERS/Benoit Tessier Purchase Licensing Rights, opens new tab

CompaniesJuly 21 (Reuters) - Mobileye Global (MBLY.O), opens new tab will supply Stellantis with cloud-driven advanced driver-assistance technology, the Israeli company ​said on Tuesday, as automakers race to meet rising ‌demand for connected safety systems.

The ADAS hardware maker's shares were up about 6% in premarket trading.

Stay up to date with the latest news, trends and innovations that are driving the global automotive industry with the Reuters Auto File newsletter. Sign up here.

The companies said select models from ​Stellantis, the parent of Jeep and Chrysler, will integrate ​Mobileye's Road Experience Management technology from 2027, using ⁠crowdsourced road data to improve lane keeping and hands-free ​driving.

ADAS has become one of the auto industry's fastest-growing technologies ​as carmakers race to offer increasingly sophisticated safety and convenience features and generate higher-margin software revenue.

The technology is widely seen as a ​step toward fully autonomous driving, though regulators still require ​drivers to remain attentive when using hands-free systems.

The first applications are expected ‌in ⁠select U.S. Stellantis models next year, with wider rollout subject to vehicle platform and configuration.

Stellantis will be the fifth of the world's 10 largest automakers to contribute data to ​Mobileye's REM ​platform, which covers ⁠more than 95% of public roads in the United States and Europe. More than ​8 million vehicles logged 34 billion miles ​of data ⁠on the platform last year, Mobileye said.

Jerusalem-based Mobileye's system collects road data through front-facing cameras in EyeQ-equipped vehicles and combines ⁠it ​with cloud-based mapping intelligence. That allows ​vehicles to receive real-time updates on lane markings, road layouts and construction ​zones.

Reporting by Akash Sriram in Bengaluru; Editing by Tasim Zahid

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Listen to the audio version of this article (generated by AI).

Editor’s note: “The Physical AI Proof Points Are Suddenly Everywhere” was previously published in June 2026 with the title “AI Is Leaving the Cloud. Here’s Who Gets Paid When It Does.” It has since been updated to include the most relevant information available.

For the first phase of the AI boom, intelligence lived mostly behind a screen.

You typed a prompt. A model answered. Maybe it wrote code, summarized a document, generated an image, or helped draft an email.

Useful? Absolutely.

Transformational? No doubt.

But it was still trapped behind glass. 

Because intelligence that only lives in software can advise the physical world. It can’t act in it.

That is starting to change.

AI is moving into the devices that see, hear, move, navigate, and manipulate the world around us — robots, wearables, smart glasses, autonomous vehicles, factory systems, and edge devices.

In other words, AI is getting a body.

And once that happens, the investment opportunity changes completely.

The Proof Points Are Piling Up Consider what has happened since this thesis first started coming together:

Microsoft’s (MSFT) new AI laptops — powered by Snapdragon X2 — are now shipping. Nvidia (NVDA) and Hugging Face are bringing Isaac GR00T 1.7, Isaac Teleop, datasets, and robotics workflows into LeRobot, giving developers an open path into Physical AI. 1X just unveiled a new hand for its NEO humanoid robot that can move with far more human-like precision — gripping, adjusting, and manipulating objects in ways earlier robots struggled to do.  Applied Materials (AMAT) and EssilorLuxottica announced a long-term partnership to develop intelligent optical systems for AR and AI-powered smart eyewear. Mobileye (MBLY) is moving from supplier to vertically integrated robotaxi operator, targeting a U.S. launch in 2027 and roughly 17,000 vehicles over five years. Apple’s (AAPL) camera-equipped AirPods timeline remains fluid, but the direction is clear: the next generation of wearables will sense the physical world, not just connect to your phone. Different companies. Different products. Same message.

Physical AI is moving from scattered experiments into a real hardware ecosystem.

What Physical AI Actually Means — and Why the Architecture Is Completely Different From Cloud AI  What makes this cycle different from the AI wave we’ve been riding isn’t the ambition. It’s the architecture. 

Cloud-based AI is about scale — throw compute at a model, let it learn, serve answers via API. Physical AI is about efficiency — get the answer right, in milliseconds, on a device with a 40-watt thermal budget, without a network connection. 

It’s the AI inside your headphones that filters background noise before you even notice it… 

The vision system on a warehouse robot that decides which box to pick next… 

The autonomous vehicle perception stack that identifies a pedestrian at 60 miles per hour.

The requirements are completely different — and that difference runs all the way down the supply chain. 

The Six Pillars of the Physical AI Supply Chain Think of Physical AI not as a single industry but as six distinct hardware categories that all need to scale simultaneously. 

1. Edge AI Silicon This is the foundation. Every physical AI device needs a chip that can run inference locally — fast, cool, and cheap. Qualcomm’s Snapdragon X2, which just launched inside Microsoft’s new Surface lineup, is the clearest proof point that on-device AI silicon has crossed the viability threshold. 

Arm‘s (ARM) architecture underpins virtually every mobile AI chip on the planet. Nvidia (NVDA) is pushing into embedded inference with its Jetson platform. AMD (AMD) and Intel (INTC) are fighting for their share of the AI PC market. The edge silicon war is just beginning, and the winners here get paid on every device that ships. 

Key names: QCOM, ARM, NVDA, AMD, INTC

2. Sensors & Machine Vision Image sensors, depth cameras, radar, lidar, microphones — these are the eyes and ears of every robot, wearable, and autonomous vehicle. 

The AMAT-EssilorLuxottica partnership to develop intelligent optical systems for AR eyewear tells you everything: the optics industry is being recruited into the AI supply chain at the component level. Apple’s forthcoming AI AirPods with embedded cameras will drive a new demand cycle for miniaturized sensor modules. 

Key names: Ambarella (AMBA), ON Semiconductor (ON), STMicroelectronics (STM), Sony (SONY), Cognex (CGNX)

3. Advanced Optics AR glasses and AI eyewear aren’t a consumer curiosity anymore — they’re a hardware category. And the bottleneck? Optics. 

Waveguides, photonic displays, specialty glass, and laser projection systems are what separate a pair of glasses from a heads-up display. Corning (GLW) and Coherent (COHR) are two of the most underappreciated Physical AI plays in the market for precisely this reason. Applied Materials’ pivot into intelligent optics manufacturing signals how seriously the semiconductor equipment industry is taking this category. 

Key names: AMAT, GLW, Lumentum (LITE), COHR

4. Robotics & Industrial Automation Genesis AI’s Eno robot isn’t interesting because it’s humanoid — it’s interesting because it reasons. That’s the leap from industrial automation 1.0 (programmed motion) to Physical AI 1.0 (adaptive intelligence). 

Companies like Symbotic (SYM), Teradyne (TER), Rockwell Automation (ROK), and Honeywell (HON) are already deploying AI-driven automation in factories and warehouses at scale. Tesla‘s (TSLA) Optimus is the flashy version; the boring but lucrative version is already running in distribution centers across America. 

Key names: SYM, TER, ROK, HON, TSLA

5. Memory, Storage & Power On-device AI needs more local memory than anyone planned for. That means Low Power Double Data Rate 6 (LPDDR6) RAM, expanded NAND storage, power management integrated circuits (PMICs) that can handle burst inference workloads, and analog semiconductors for signal processing. 

Micron (MU) is already winning here with its LPCAMM modules for AI PCs. The storage plays — Seagate (STX), Western Digital (WDC), SanDisk (SNDK) — get a demand tailwind as every edge device needs local model storage. 

Key names: MU, STX, WDC, SNDK, Monolithic Power (MPWR), Analog Devices (ADI), Texas Instruments (TXN).

6. Connectivity & Infrastructure Even edge AI needs the cloud. Local inference handles the latency-sensitive tasks; cloud AI handles the heavy lifting — model updates, data sync, fleet coordination for robotaxis, telemetry from billions of wearables. 

That means the optical networking and connectivity layer is a direct beneficiary of Physical AI scaling. Robotaxis syncing to the cloud. AR glasses streaming map data. Industrial robots phoning home with diagnostic telemetry. Broadcom (AVGO), Marvell (MRVL), Arista (ANET), Ciena (CIEN), Credo (CRDO), and Corning are all toll roads on that data highway. 

Key names: AVGO, MRVL, ANET, CRDO, CIEN, GLW

The Investor’s Guide: Own the Picks and Shovels for the Biggest Hardware Cycle Since the Smartphone Nobody made more money in the California Gold Rush by panning for gold. The real fortunes went to the people selling the equipment.

Physical AI follows the same logic — with one important difference. 

In the Gold Rush, you could only sell one pan at a time. In Physical AI, every device that ships — every robot, wearable, AI PC, and autonomous vehicle — needs chips, sensors, optics, memory, power management, and connectivity. The suppliers don’t need to pick the winning application. They get paid on every unit, across every category, regardless of which company’s robot ends up in your warehouse or which AR glasses end up on your face.

The transition from cloud AI to Physical AI is the single biggest hardware cycle since the smartphone. And like the smartphone, the companies that win aren’t just the device makers — they’re the entire supply chain underneath them.

The hype was right. It just took the hardware a few years to catch up. 

The names in this piece — the edge silicon suppliers, the sensor makers, the optics companies, the memory and connectivity plays — are the public-market expression of that thesis. But the smartest money isn’t just moving into the obvious trades. 

Take Peter Thiel’s most recent 13F, for example: zero shares of Nvidia, Apple, Microsoft, or Tesla. Not trimmed — liquidated entirely. His private fund, meanwhile, has been quietly building positions in energy infrastructure, nuclear power, chip fabrication, and natural resources — the physical backbone of everything described in this piece.

He can’t buy most of those positions publicly. 

Seven of them, however, have a backdoor…

And we think they’re among the most compelling AI plays hiding in plain sight.

Mobileye Global Inc. is transitioning from a traditional ADAS supplier to a potential infrastructure provider for robotaxis and humanoid robotics, with major inflection points expected in 2027. The current ~$8B valuation reflects only the legacy ADAS business; new initiatives like Mentee Robotics and robotaxi partnerships could shift revenue models toward recurring income. Despite high gross margins (45%–50%), MBLY remains in heavy R&D mode, with negative operating margins and limited growth catalysts until 2027.

Investor attention may have turned elsewhere in recent weeks, but the autonomous vehicle race is still quietly churning behind the scenes. In just the last few days, for example, Finland took a significant step toward approving key self-driving software, and privately held Terawatt Infrastructure secured $300 million in debt financing to expand driverless vehicle infrastructure, among other developments.

Vehicle sensing technology is critical to the development of this industry, and there is still intense competition among firms developing light detection and ranging (lidar) tools, perception systems, and related components. Many of these companies are on the smaller side and will rely on the success of their R&D to continue growing, making them at least moderately risky ventures. However, the potential for a breakout moment is also strong, and the names below may be top contenders.

Get Hesai Group alerts:

Hesai's Shipments Soar, But Margin Remains a ChallengeHesai Group Today

$14.80 -0.22 (-1.46%)

As of 06/26/2026 04:00 PM Eastern

52-Week Range$14.40▼

$30.85P/E Ratio33.64

Price Target$30.13

With a market capitalization of just over $2 billion, Hesai Group NASDAQ: HSAI is not the largest autonomous vehicle sensing tech firm. However, it may have the most technological momentum, thanks in large part to its May 2026 announcement of a key partnership and supply agreement with Mercedes-Benz. Through this agreement, Hesai's Thai manufacturing facility will support Mercedes' vehicle programs across Europe and China. Hesai has also recently made breakthroughs in 3D perception that give it a crucial advantage over camera-based systems.

In its latest earnings report, the Chinese company noted 30% year-over-year (YOY) revenue growth as lidar shipments topped 471,000 units, helping Hesai achieve a fourth straight quarter of GAAP profitability. The firm sees lidar shipments of 3 million to 3.5 million units this year, putting it on pace to roughly double last year's already-record figure.

One area of potential concern for investors is margin. Hesai's gross margin declined in the latest quarter, and if the company continues to focus on lower-margin products, it may not help it recover. Scaling shipments does not seem to be the issue here—Hesai clearly has products in demand—but the company will have to continue to focus on efficiency to remain competitive. Still, with six Buy ratings and a single Hold, plus upside potential of over 100%, analysts are quite optimistic about this firm.

Mobileye Will Take Its Technology to the Streets With a Robotaxi ServiceMobileye Global Today

$7.85 -0.01 (-0.18%)

As of 06/26/2026 03:59 PM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$6.47▼

$20.18Price Target$13.77

Advanced drive-assistance system developer Mobileye Global Inc. NASDAQ: MBLY has recently made headlines not for its autonomous vehicle technology directly, but rather because it plans to launch a U.S. robotaxi service in 2027. The company is positioned well to expand in this direction, as it already has a robust tech stack and mobility tools. However, it faces intense competition that already has a foothold in the burgeoning industry.

Competitors like Waymo and Tesla Inc. NASDAQ: TSLA are significantly ahead of Mobileye when it comes to driverless taxi services. However, Mobileye does have a solid cash pile and growing top and bottom lines (revenue climbed 27% YOY and adjusted operating income grew by 61% over the same timeframe for the last reported quarter).

Mobileye's valuation remains fairly attractive based on a price-to-sales (P/S) ratio of 3.43, but the venture into robotaxi services is a big gamble. Analysts are split on their assessments of the company, with 10 Buys but 15 combined Holds and Sells.

Aeva: A Riskier Venture With Promising TechAeva Technologies Today

AEVA

Aeva Technologies

$20.89 +0.74 (+3.67%)

As of 06/26/2026 04:00 PM Eastern

52-Week Range$8.83▼

$38.80Price Target$25.33

The smallest company in this list by market cap, Aeva Technologies NASDAQ: AEVA, is a $1.3-billion firm developing and commercializing lidar tools. While the company is still seeking profitability, it has narrowed its net losses progressively over the past several years, and revenue has also trended higher. Q1 2026 revenue, for instance, was $2.9 million above Q1 2025 figures. The company has some breathing room thanks to $100 million in cash and short-term investments.

The company's strength may lie in its partnerships—it announced a major collaboration with NVIDIA Corp. NASDAQ: NVDA early in 2026, for instance. The firm's 4D lidar technology shows significant promise as well, though Aeva has so far had a difficult time translating that potential into revenue growth. If it is able to turn that around, it could see a breakout moment.

On the other hand, Aeva is likely the riskiest play on this list because of its dilution risk, its stretched valuation, and its continued struggles to achieve profitability. It's no surprise, then, that analysts are fairly divided on AEVA shares as well, with two calling it a Buy and another two assigning it either Hold or Sell ratings.

Should You Invest $1,000 in Hesai Group Right Now?Before you consider Hesai Group, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Hesai Group wasn't on the list.

While Hesai Group currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

Discover the 10 Best High-Yield Dividend Stocks for 2026 and secure reliable income in uncertain markets. Download the report now to identify top dividend payers and avoid common yield traps.

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JERUSALEM--(BUSINESS WIRE)--New initiative extends Mobileye beyond self-driving-system supply and is additive to existing automaker and mobility-partner programs.

Mobileye (NASDAQ:MBLY) has announced plans to expand beyond supplying autonomous driving systems and enter direct operation of a robotaxi service, marking a strategic shift toward a vertically integrated mobility business.

The company said it intends to launch a fully driverless ride-hailing service in a major US city in 2027, initially deploying a fleet of roughly 100 vehicles.

The initiative will combine Mobileye’s self-driving technology stack, Mobileye Drive, with its Moovit mobility platform and related fleet-management, rider-facing applications, and teleoperation infrastructure. Mobileye said the program will cover the full ride-hailing value chain, including fleet operations, mission control, and trip planning services.

The company highlighted that the new robotaxi business will operate alongside its existing model of supplying autonomous driving systems to automakers and mobility providers. Mobileye said it continues to view its technology licensing and direct operations as complementary approaches, with both expected to develop in parallel.

Following the initial rollout, Mobileye plans to expand the fleet significantly, targeting approximately 17,000 vehicles over a five-year period, subject to operational validation and scaling.

“The robotaxi revolution has only just begun,” said Amnon Shashua, founder and CEO of Mobileye, adding that combining autonomous driving technology with operational control could support broader deployment and provide additional real-world experience for its platform.

"As interest in autonomous mobility accelerates, the industry has become increasingly dependent on a small number of technology providers and business models,” Shashua said.

“We believe there is an opportunity for a new approach—one built on deep autonomous-driving expertise, strong industry partnerships, and proven capabilities across the mobility ecosystem.

Mobileye said it will work with vehicle platform manufacturers, fleet operators, integration partners, and technology suppliers to build out the service. The company also highlighted the role of Moovit, which provides multimodal trip planning and mobility services across more than 3,500 cities, as part of its consumer-facing infrastructure.

Mobileye Drive, the company’s autonomous driving system, is currently being integrated into partner programs globally. The company said more than 230 million vehicles have been produced with its technology to date.

Mobileye said further details on the planned US launch market and operational timeline will be disclosed closer to deployment.

Shares added 2.7% on the news.

Mobileye (NASDAQ:MBLY) has announced plans to expand beyond supplying autonomous driving systems and enter direct operation of a robotaxi service, marking a strategic shift toward a vertically integrated mobility business.

The company said it intends to launch a fully driverless ride-hailing service in a major US city in 2027, initially deploying a fleet of roughly 100 vehicles.

The initiative will combine Mobileye’s self-driving technology stack, Mobileye Drive, with its Moovit mobility platform and related fleet-management, rider-facing applications, and teleoperation infrastructure. Mobileye said the program will cover the full ride-hailing value chain, including fleet operations, mission control, and trip planning services.

The company highlighted that the new robotaxi business will operate alongside its existing model of supplying autonomous driving systems to automakers and mobility providers. Mobileye said it continues to view its technology licensing and direct operations as complementary approaches, with both expected to develop in parallel.

Following the initial rollout, Mobileye plans to expand the fleet significantly, targeting approximately 17,000 vehicles over a five-year period, subject to operational validation and scaling.

“The robotaxi revolution has only just begun,” said Amnon Shashua, founder and CEO of Mobileye, adding that combining autonomous driving technology with operational control could support broader deployment and provide additional real-world experience for its platform.

"As interest in autonomous mobility accelerates, the industry has become increasingly dependent on a small number of technology providers and business models,” Shashua said.

“We believe there is an opportunity for a new approach—one built on deep autonomous-driving expertise, strong industry partnerships, and proven capabilities across the mobility ecosystem.

Mobileye said it will work with vehicle platform manufacturers, fleet operators, integration partners, and technology suppliers to build out the service. The company also highlighted the role of Moovit, which provides multimodal trip planning and mobility services across more than 3,500 cities, as part of its consumer-facing infrastructure.

Mobileye Drive, the company’s autonomous driving system, is currently being integrated into partner programs globally. The company said more than 230 million vehicles have been produced with its technology to date.

Mobileye said further details on the planned US launch market and operational timeline will be disclosed closer to deployment.

Shares added 2.7% on the news.

Mobileye has pitched itself as an autonomous vehicle technology supplier. Now it wants the operator label, too.

The Intel subsidiary and publicly traded company said Tuesday it plans to launch a robotaxi service in a U.S. city in 2027, marking an expansion beyond its supplier strategy. Mobileye didn’t name the U.S. city. However, the Israeli-based company said it will have an initial fleet of 100 autonomous vehicles, which will be phased in throughout 2027.

If successful, Mobileye said it plans to scale to about 17,000 robotaxis over the following five years.

“The robotaxi revolution has only just begun, and its potential for transforming how we travel around the world continues to increase,” Mobileye founder and CEO Amnon Shashua said in a statement, noting that the industry has become increasingly dependent on a small number of technology providers and business models.

Mobileye rose to prominence supplying automakers with millions of computer vision chips designed to support automotive safety features and advanced driver-assistance systems. The company later began developing chips and software that could handle autonomous driving and tested the tech in several cities. It now supplies its self-driving system to Volkswagen and its MOIA subsidiary.

But Mobileye apparently wants to own some of the robotaxi market, even if that puts it in direct competition with companies it supplies its self-driving system to.

These robotaxi aspirations aren’t entirely new. In a 2020 interview with TechCrunch, Shashua said he believed that the “Holy Grail” was passenger car autonomy — in which consumers could buy a car that could operate fully driverless. But to get there he needed to pursue robotaxis.

“The realization is that you can’t reach that Holy Grail if you don’t go through the robotaxi business,” Shashua said at the time.

Mobileye said it will create a new operating business for its robotaxi service, which will use its self-driving system. Mobileye plans to manage the fleet and will leverage Moovit, the transit and ride-hailing app it owns, for the consumer-facing piece.

Mobileye said this new business will complement its supplier business. The company didn’t name which vehicle will be used in its fleet, only noting that it will work with “AV-ready vehicle platform manufacturers.” However, the company’s press release announcing the partnership shows a photo illustration of what appears to be a modified Ora iQ, the electric crossover produced by the Chinese automaker Great Wall Motors.

“This initiative is not a replacement for our existing partnerships; it is an extension of them,” said Shashua. “We remain deeply committed to enabling automakers and mobility providers with Mobileye Drive. At the same time, operating our own service allows us to accelerate adoption, gain direct operational experience, and showcase the full potential of autonomous mobility.”

When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.

Kirsten Korosec is a reporter and editor who has covered the future of transportation from EVs and autonomous vehicles to urban air mobility and in-car tech for more than a decade. She is currently the transportation editor at TechCrunch and co-host of TechCrunch’s Equity podcast. She is also co-founder and co-host of the podcast, “The Autonocast.” She previously wrote for Fortune, The Verge, Bloomberg, MIT Technology Review and CBS Interactive.

You can contact or verify outreach from Kirsten by emailing [email protected] or via encrypted message at kkorosec.07 on Signal.

Mobileye Global Inc. is upgraded to a Strong Buy, driven by a new vertically integrated U.S. robotaxi launch planned for 2027. MBLY's robust autonomous tech stack and existing mobility tools position it to scale rapidly in a competitive market. Despite formidable competition from Waymo and Tesla, MBLY stock's valuation—8.64x 2029 earnings—remains attractive, with potential for upward EPS revisions.

For the quarter ended March 2026, Mobileye Global (MBLY - Free Report) reported revenue of $558 million, up 27.4% over the same period last year. EPS came in at $0.12, compared to $0.08 in the year-ago quarter.

The reported revenue represents a surprise of +7.36% over the Zacks Consensus Estimate of $519.73 million. With the consensus EPS estimate being $0.08, the EPS surprise was +58.52%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Mobileye performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Number of systems shipped: 10.8 million versus 10.04 million estimated by five analysts on average.Average system price: $49.30 versus the four-analyst average estimate of $49.04.EyeQ and SuperVision revenue: $535 million versus the four-analyst average estimate of $489.95 million.View all Key Company Metrics for Mobileye here>>>

Shares of Mobileye have returned +14% over the past month versus the Zacks S&P 500 composite's +9.7% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.

HomeIndustriesAutomobilesTech StocksTech StocksA key partner also announced expansion plans, which Mobileye said can show off its technologyPublished: April 23, 2026 at 5:02 p.m. ET

Mobileye Global is touting its robotaxi advancements after the autonomous-vehicle technology company saw a stronger-than-expected start to the year.

Mobileye MBLY said on Thursday that its work with Volkswagen XE:VOW XE:VOW3 VWAGY “progressed significantly” in the March quarter, noting that more than 100 of the Germany-based carmaker’s ID. Buzz autonomous buses are now being tested on public roads in six cities in the U.S. and Germany. Meanwhile, Volkswagen’s mobility-services unit, MOIA, has chosen Orlando, Fla., for its initial launch.

Posted by Defense World Staff on Apr 24th, 2026

Shares of Mobileye Global Inc. (NASDAQ:MBLY – Get Free Report) have been given a consensus rating of “Hold” by the twenty-four brokerages that are covering the stock, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell recommendation, twelve have assigned a hold recommendation, ten have given a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12-month target price among brokerages that have updated their coverage on the stock in the last year is $14.7857.

A number of equities research analysts have recently weighed in on the company. Piper Sandler cut their price target on Mobileye Global from $15.00 to $13.00 and set a “neutral” rating for the company in a research note on Thursday, January 8th. Morgan Stanley cut their price target on Mobileye Global from $13.00 to $12.00 and set an “equal weight” rating for the company in a research note on Friday, January 23rd. JPMorgan Chase & Co. lowered their price objective on Mobileye Global from $11.00 to $9.00 and set a “neutral” rating on the stock in a report on Thursday, April 16th. BNP Paribas Exane lowered their price objective on Mobileye Global from $11.50 to $8.50 and set a “neutral” rating on the stock in a report on Wednesday. Finally, Weiss Ratings reissued a “sell (e+)” rating on shares of Mobileye Global in a report on Wednesday, January 28th.

Get Our Latest Stock Analysis on MBLY

Mobileye Global Price Performance MBLY opened at $8.70 on Friday. Mobileye Global has a fifty-two week low of $6.47 and a fifty-two week high of $20.18. The business has a 50-day moving average of $7.92 and a 200-day moving average of $10.35. The company has a market capitalization of $7.32 billion, a PE ratio of -17.75 and a beta of 0.75.

Mobileye Global (NASDAQ:MBLY – Get Free Report) last posted its quarterly earnings results on Thursday, April 23rd. The company reported $0.12 earnings per share for the quarter, topping analysts’ consensus estimates of $0.09 by $0.03. Mobileye Global had a positive return on equity of 0.21% and a negative net margin of 20.70%.The company had revenue of $558.00 million during the quarter, compared to the consensus estimate of $519.34 million. During the same period last year, the business earned $0.08 EPS. The business’s quarterly revenue was up 27.4% on a year-over-year basis. On average, equities research analysts expect that Mobileye Global will post -0.03 earnings per share for the current fiscal year.

Mobileye Global declared that its Board of Directors has approved a share buyback plan on Thursday, April 23rd that authorizes the company to buyback $250.00 million in outstanding shares. This buyback authorization authorizes the company to buy up to 3.8% of its shares through open market purchases. Shares buyback plans are often an indication that the company’s board believes its stock is undervalued.

Trending Headlines about Mobileye Global Here are the key news stories impacting Mobileye Global this week:

Positive Sentiment: Mobileye beat Q1 estimates on both EPS and revenue (EPS $0.12 vs. ~$0.09 expected; revenue $558M vs. ~$519M) and raised its full-year outlook — the core driver behind the stock rally. Mobileye delivers earnings beat, raises full-year outlook Positive Sentiment: Management announced a share repurchase program of up to $250 million, signaling confidence in cash generation and lifting shareholder-return prospects. Mobileye Announces Share Repurchase Program of Up to $250 Million Positive Sentiment: Q1 release highlighted a design win with Mahindra (adds another Surround ADAS customer and second customer for next‑gen SuperVision), supporting future revenue cadence from ADAS and SuperVision products. Mobileye Releases First Quarter 2026 Results, Updates Full-Year Outlook… Positive Sentiment: Company commentary and media coverage emphasize that Mobileye’s robotaxi program “has progressed significantly,” which supports longer-term growth narratives around autonomous-driving revenue streams. Mobileye’s robotaxi ambitions have ‘progressed significantly,’ and the stock surges Neutral Sentiment: Full Q1 earnings details and management commentary are available (earnings call transcript) for deeper diligence on margins, ADAS ASPs and robotaxi cadence — useful for modeling but not an immediate directional catalyst. Mobileye Global Inc. (MBLY) Q1 2026 Earnings Call Transcript Neutral Sentiment: Analysts and coverage pieces are parsing key metrics vs. estimates (margin profile, YoY growth, guidance assumptions) — these analyses will influence medium-term sentiment as models are updated. Mobileye (MBLY) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates Negative Sentiment: BNP Paribas Exane cut its price target from $11.50 to $8.50 and moved to a neutral rating, which could cap upside if other brokers follow with conservative revisions. BNP Paribas Exane lowers MBLY price target Institutional Inflows and Outflows A number of hedge funds have recently made changes to their positions in MBLY. NewEdge Advisors LLC increased its holdings in shares of Mobileye Global by 10.7% during the 1st quarter. NewEdge Advisors LLC now owns 31,228 shares of the company’s stock valued at $450,000 after acquiring an additional 3,019 shares during the last quarter. Rhumbline Advisers acquired a new position in shares of Mobileye Global during the 1st quarter valued at about $27,000. Creative Planning increased its holdings in shares of Mobileye Global by 10.2% during the 2nd quarter. Creative Planning now owns 18,316 shares of the company’s stock valued at $329,000 after acquiring an additional 1,693 shares during the last quarter. Cetera Investment Advisers acquired a new position in shares of Mobileye Global during the 2nd quarter valued at about $351,000. Finally, Northwestern Mutual Wealth Management Co. acquired a new stake in Mobileye Global in the 2nd quarter valued at approximately $31,000. Institutional investors and hedge funds own 13.25% of the company’s stock.

Mobileye Global Company Profile (Get Free Report)

Mobileye Global Inc (NASDAQ: MBLY) is a leader in the development of advanced driver-assistance systems (ADAS) and autonomous driving technologies. Headquartered in Jerusalem, Israel, the company designs and supplies computer vision-based solutions that enable vehicles to detect and respond to road conditions, obstacles and signage. Mobileye’s core offering centers on its proprietary EyeQ system-on-a-chip (SoC) family, which processes video streams from automotive cameras to deliver features such as lane-keeping assist, adaptive cruise control, collision prevention and traffic sign recognition.

Founded in 1999 by Prof.

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Key Takeaways Mobileye posted Q1 EPS of 12 cents, beating estimates as revenues rose 27% on strong EyeQ demand.MBLY shipments jumped to 10.8M units, driven by market share gains and customer inventory restocking.Mobileye raised 2026 revenue outlook and approved a $250M buyback after strong Q1 performance. Mobileye Global Inc. (MBLY - Free Report) reported first-quarter 2026 earnings of 12 cents per share, which beat the Zacks Consensus Estimate of 8 cents. The company delivered an earnings surprise of 58.52%, with the bottom line rising 50% year over year, driven by higher EyeQ system-on-chip shipments.

The company posted revenues of $558 million, which beat the Zacks Consensus Estimate of $520 million by 7.36% and increased 27.4% year over year.

Operating cash flow was $75 million, reflecting the company’s ability to convert its ADAS scale into cash generation.

MBLY’s Volume Upside Driven by Mix and RestockingThe quarter was supported by strong and sustained demand for EyeQ, with this momentum continuing into the second quarter. Shipments increased due to higher market share and stronger ADAS shipment rates among key Western customers, along with a notable boost from solid export volumes by Chinese automakers.

Shipments were also supported by customers rebuilding their inventory. After reducing stock in late 2025, customers raised it from very low levels back to a normal range of about four to five weeks, which helped boost unit shipments during the period.

Progress Across Advanced ProgramsBeyond growth in its core ADAS business, Mobileye made progress on its advanced products. In robotaxis, Volkswagen and MOIA moved forward with the ID. The Buzz self-driving vehicle program includes early production work at Volkswagen’s Hanover plant and ongoing testing on public roads in several cities.

For SuperVision, the EyeQ6 High-based system was used in pre-production vehicles in the United States. It completed a long drive of over 2,000 km on an unplanned route, covering city, suburban, and highway roads, and even tough weather conditions. This confirms that the system functions well upon deployment in a new region.

MBLY’s Profitability Reflects Operating LeverageOn a GAAP basis, results were heavily affected by a non-cash goodwill impairment charge of $3.8 billion, which caused an operating loss of $3.9 billion and a net loss of $3.8 billion. Excluding that charge and other items, non-GAAP profitability showed operating leverage from stronger revenues.

Gross margin improved to 49% from 47% a year ago, aided by similar amortization levels on a higher revenue base, though partially offset by a different EyeQ product mix that lifted cost per unit. Adjusted gross margin was 66%, down from 69% in the prior-year quarter, reflecting the same mix-related cost pressure. Adjusted operating income rose to $95 million from $59 million, lifting adjusted operating margin to 17% from 13% in the year-ago period.

Mobileye’s Product Metrics Show Expanding ScaleSupplemental metrics showed that the quarter’s growth was mainly driven by higher unit shipments. EyeQ and SuperVision revenues totaled $535 million in the first quarter, while systems shipped amounted to 10.8 million, resulting in an average system price of $49.3. Shipments were up from 8.5 million a year ago, showing that growth was mainly due to higher volumes, including some boost from customers restocking inventory.

The company is seeing good growth in India, with new deals from Mahindra for both SuperVision and Surround ADAS. As India remains a developing ADAS market, this win boosts growth prospects.

MBLY Raises 2026 Revenue Outlook & Adds a BuybackAfter a strong start to the year, the company raised its full-year 2026 outlook. It now expects revenues to be between $1,935 million and $2,015 million, up from the previous guidance of $1,900-$1,980 million. It also expects adjusted operating income to be in the band of $185-$235 million, up from the previous estimate of $170-$220 million.

The company has released its GAAP outlook, expecting an operating loss of $4,281 million to $4,331 million for 2026. This includes $346 million in amortization costs, $376 million in stock-based compensation, a large $3,788 million goodwill impairment from the first quarter, and $6 million in acquisition-related expenses.

It has also approved a share buyback program of up to $250 million. By the end of the first quarter, MBLY had $1.21 billion in cash, after spending $591 million (net of cash received) on the Mentee Robotics acquisition.

MBLY stock currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Upcoming Peer ReleasesAeva Technologies, Inc. (AEVA - Free Report) is slated to release first-quarter 2026 results on May 6.The Zacks Consensus Estimate for AEVA’s loss and revenues is pegged at 44 cents per share and $4.67 million, respectively. AEVA surpassed earnings estimates in two of the trailing four quarters, missed once and matched in the other, with the average surprise being 3.28%. The company has a Zacks Rank #3 at present.

Innoviz Technologies Ltd. (INVZ - Free Report) is slated to release first-quarter 2026 results on May 14.The Zacks Consensus Estimate for INVZ’s loss and revenues is pegged at 6 cents per share and $13.81 million, respectively. INVZ surpassed earnings estimates in one of the trailing four quarters, missed once and matched twice, with the average surprise being 6.25%. The company has a Zacks Rank #2 (Buy) at present.