Wall Street expects a year-over-year increase in earnings on lower revenues when Mobileye Global (MBLY - Free Report) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 29. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis maker of driver-assistance systems and autonomous driving technologies is expected to post quarterly earnings of $0.10 per share in its upcoming report, which represents a year-over-year change of +11.1%.
Revenues are expected to be $473.84 million, down 6% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 50% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Mobileye?For Mobileye, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -7.35%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Mobileye will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Mobileye would post earnings of $0.06 per share when it actually produced earnings of $0.19, delivering a surprise of +216.67%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Mobileye doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsAnother stock from the Zacks Automotive - Original Equipment industry, Camping World (CWH - Free Report) , is soon expected to post earnings of $0.16 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of -62.8%. Revenues for the quarter are expected to be $1.68 billion, down 6.8% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Camping World has been revised 12.5% down to the current level. Nevertheless, the company now has an Earnings ESP of 0.00%, reflecting an equal Most Accurate Estimate.
When combined with a Zacks Rank of #4 (Sell), this Earnings ESP makes it difficult to conclusively predict that Camping World will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
JERUSALEM--(BUSINESS WIRE)--Mobileye, a global leader and pioneer in advanced driving assistance tech, has achieved the first inspection certificate from safety auditor TÜV SÜD for its automatic emergency braking development, a new milestone that reflects the increasing impact of the technology in saving lives around the world. The independent audit by TÜV SÜD inspected that Mobileye's AEB development process conforms with ISO 21448, the international Safety of the Intended Functionality, or SO.
Mobileye Global Inc. (NASDAQ: MBLY - Get Free Report) gapped down before the market opened on Wednesday after TD Cowen lowered their price target on the stock from $9.00 to $8.00. The stock had previously closed at $7.30, but opened at $7.04. TD Cowen currently has a buy rating on the stock. Mobileye Global shares last
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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.
Investors with an interest in Automotive - Original Equipment stocks have likely encountered both Adient (ADNT) and Mobileye Global (MBLY). But which of these two companies is the best option for those looking for undervalued stocks?
Counterpoint Mutual Funds LLC acquired a new position in shares of Mobileye Global Inc. (NASDAQ:MBLY – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 1,227,876 shares of the company’s stock, valued at approximately $9,074,000. Counterpoint Mutual Funds LLC owned about 0.15% of Mobileye Global as of its most recent SEC filing.
Several other institutional investors have also added to or reduced their stakes in MBLY. Harel Insurance Investments & Financial Services Ltd. boosted its stake in shares of Mobileye Global by 24.5% in the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 3,585,733 shares of the company’s stock valued at $24,634,000 after buying an additional 705,400 shares during the period. Assenagon Asset Management S.A. increased its stake in Mobileye Global by 6.9% in the third quarter. Assenagon Asset Management S.A. now owns 2,586,131 shares of the company’s stock valued at $19,112,000 after acquiring an additional 166,392 shares during the last quarter. Bank of America Corp DE raised its position in Mobileye Global by 5.8% during the first quarter. Bank of America Corp DE now owns 2,036,548 shares of the company’s stock valued at $13,991,000 after purchasing an additional 111,215 shares in the last quarter. Pacer Advisors Inc. bought a new stake in shares of Mobileye Global during the 4th quarter worth $15,290,000. Finally, First Trust Advisors LP boosted its stake in Mobileye Global by 27.7% in the first quarter. First Trust Advisors LP now owns 1,152,499 shares of the company’s stock valued at $7,918,000 after buying an additional 249,921 shares in the last quarter. 13.25% of the stock is currently owned by institutional investors.
Wall Street Analyst Weigh In A number of research firms recently issued reports on MBLY. Zacks Research upgraded shares of Mobileye Global from a “hold” rating to a “strong-buy” rating in a research report on Monday, September 21st. Barclays reiterated an “equal weight” rating and issued a $9.00 price objective (down from $14.00) on shares of Mobileye Global in a report on Wednesday, September 30th. UBS Group reduced their price objective on shares of Mobileye Global from $9.00 to $7.50 and set a “neutral” rating on the stock in a research note on Wednesday, October 7th. The Goldman Sachs Group reduced their price target on Mobileye Global from $9.00 to $8.00 and set a “neutral” rating on the stock in a research report on Tuesday, October 6th. Finally, Morgan Stanley cut their price objective on Mobileye Global from $10.00 to $9.00 and set an “equal weight” rating on the stock in a research note on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $11.23.
Check Out Our Latest Analysis on MBLY Insider Buying and Selling In other Mobileye Global news, Director Frank Yeary purchased 12,360 shares of the company’s stock in a transaction that occurred on Thursday, July 30th. The shares were acquired at an average cost of $7.98 per share, for a total transaction of $98,632.80. Following the completion of the acquisition, the director owned 12,360 shares of the company’s stock, valued at $98,632.80. The trade was a ∞ increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Safroadu Yeboah-Amankwah bought 11,841 shares of the stock in a transaction dated Thursday, August 6th. The shares were acquired at an average price of $8.46 per share, for a total transaction of $100,174.86. Following the completion of the purchase, the director directly owned 84,336 shares in the company, valued at approximately $713,482.56. This trade represents a 16.33% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 10.00% of the company’s stock.
Mobileye Global Stock Down 2.8% Shares of MBLY opened at $7.22 on Friday. The stock has a market cap of $6.06 billion, a P/E ratio of -1.45, a P/E/G ratio of 2.43 and a beta of 1.25. The business’s fifty day moving average is $8.10 and its 200 day moving average is $8.59. Mobileye Global Inc. has a 12-month low of $6.47 and a 12-month high of $15.19.
Mobileye Global (NASDAQ:MBLY – Get Free Report) last released its quarterly earnings results on Thursday, July 23rd. The company reported $0.19 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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%. The company’s quarterly revenue was up .4% on a year-over-year basis. During the same quarter in the previous year, the business earned ($0.08) EPS. On average, analysts expect that Mobileye Global Inc. will post 0.11 EPS for the current year.
Mobileye Global News Summary Here are the key news stories impacting Mobileye Global this week:
Positive Sentiment: Citigroup initiated coverage with a Buy rating and an $11 price target, implying substantial upside from MBLY’s recent $7.22 level. Citi highlighted Mobileye’s position as a global leader in vehicle-vision technology and its long-term opportunity in advanced driver-assistance systems. Citigroup Initiates Mobileye Global at Buy Rating, $11 Price Target Positive Sentiment: Analyst estimates compiled in a separate report put Mobileye’s average price target at approximately $11.25, suggesting that analysts collectively see meaningful recovery potential from current levels. Mobileye Global Inc. Stock Has Average Target Price of $11.25 Neutral Sentiment: A Zacks industry outlook featured Mobileye alongside Hesai Group, keeping MBLY in focus within the vehicle-sensing and autonomous-driving technology sector. However, the available information does not identify a new earnings forecast or specific company catalyst. Zacks Industry Outlook Highlights Mobileye Global and Hesai Group Negative Sentiment: Morgan Stanley lowered its price target from $10 to $9 and maintained an Equal Weight rating. Although the revised target remains above the recent share price, the cut signals more limited near-term conviction and offsets some of Citi’s optimism. Morgan Stanley Lowers Mobileye Price Target (Free Report)
Mobileye Global Inc is a technology company focused on advanced driver-assistance systems (ADAS) and autonomous driving. Its technologies are designed to help improve road safety and support automated driving through computer vision, artificial intelligence, sensor fusion and mapping.
The company develops and supplies products for automakers and mobility providers, including EyeQ system-on-chips, camera-based driver-assistance features, SuperVision hands-free driving technology, and autonomous driving platforms.
Further Reading Five stocks we like better than Mobileye Global Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery Want to see what other hedge funds are holding MBLY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Mobileye Global Inc. (NASDAQ:MBLY – Free Report).
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The Zacks Automotive - Original Equipment industry is navigating a challenging landscape. Vehicle demand remains below pre-pandemic levels, with affordability limiting any meaningful volume recovery. At the same time, electrification and software-led vehicles are shifting revenues toward technology-heavy components, while higher spending on R&D and retooling puts pressure on margins. Tariffs add further cost uncertainty and favor suppliers with established regional manufacturing. We therefore see returns concentrating in companies with strong engineering capabilities, disciplined cost control and localized footprints, while those with narrow portfolios or limited flexibility face a more difficult environment.
Despite a weak industry backdrop, select industry players such as Mobileye Global (MBLY - Free Report) and Hesai Group (HSAI - Free Report) are positioned to benefit from the growing adoption of advanced driver-assistance systems and the shift toward higher-value, technology-led content per vehicle.
About the Industry The Zacks Automotive - Original Equipment Industry comprises companies that design, engineer, and manufacture components and systems for vehicle manufacturers. These products span powertrain, driveline, metal forming, safety, and structural technologies supporting electric, hybrid, and internal combustion vehicles. OEM suppliers focus on improving vehicle safety, performance, efficiency, and cost competitiveness while meeting increasingly stringent regulatory and emissions standards. The industry primarily serves global automotive manufacturers, with demand closely tied to vehicle production volumes and model mix.
Themes Shaping the Industry Dynamics Weak Buying Power Holding Back Demand: Even with supply chains largely repaired, vehicle sales are yet to return to pre-pandemic levels. Mobility Global, as reported by Tirereview, forecasts U.S. light-vehicle sales of 16.1 million units in 2026, still short of the 17 million SAAR seen before the pandemic. The core issue is cost of ownership. Households are stretched by pricier food, housing, energy, insurance and fuel, while car payments sit well above earlier levels. With budgets squeezed, fewer buyers can commit to a vehicle, which weighs on equipment makers whose revenues track vehicle volumes.
Shift to Electrified, Software-Led Vehicles: As automakers move toward electric, hybrid and software-defined models, the components they buy are changing. Redesigned platforms need lighter structures, EV-specific driveline parts, advanced safety systems and integrated electronics. This is shifting supplier revenue toward newer, technology-heavy products, while parts tied to older vehicle designs lose importance. Full autonomy is still distant, but electrification and driver assistance are already changing the component mix. Suppliers with strong engineering and matching portfolios gain share, while slower adapters risk falling behind.
Rising Costs of Staying Competitive: Keeping pace with new technology is expensive. Suppliers face higher spending on research, skilled labor and factory retooling for new platforms and materials. New features and tougher performance standards typically demand large upfront outlays before any payback. This makes lean operations, disciplined use of capital and optimized supply chains essential. Firms that hold down costs while continuing to invest in innovation can better protect their margins through market ups and downs.
Tariffs Forcing Sourcing and Production Changes: Trade policy is reshaping how and where U.S. auto parts are made. A 25% Section 232 tariff covers certain imported components, including engines, transmissions and electrical parts. This makes costs harder to predict and pushes automakers to have suppliers build nearer to assembly plants. Local production cuts long-term tariff and supply-chain exposure, but requires more capital and adds execution risk. Suppliers already operating regional facilities hold an edge over smaller, more concentrated competitors.
Zacks Industry Rank Indicates Gloomy Picture The Zacks Automotive - Original Equipment Industry is part of the broader Zacks Autos/ Tires/ Trucks sector. It carries a Zacks Industry Rank #197, which places it in the bottom 20% of roughly 250 Zacks industries.
The group’s Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates mixed to dull near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.
The industry’s position in the bottom 50% of the Zacks-ranked industries is a result of a negative earnings outlook for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts are losing confidence about this group’s earnings growth potential. Over the past year, the industry’s earnings estimates for the current year have declined 9.6%.
Before we present a few stocks that you may still want to consider for your portfolio, let’s take a look at the industry’s recent stock market performance and valuation picture.
Industry Lags Sector and S&P 500 The Zacks Automotive - Original Equipment Industry has underperformed the S&P 500 and its sector over the past year. The industry has lost 11.5% over this period compared with the sector’s 6% decline. In contrast, the S&P 500 has risen 18.6%.
One-Year Price Performance
Industry's Current Valuation Since automotive companies are debt-laden, it makes sense to value them based on the Enterprise Value/ Earnings before Interest Tax Depreciation and Amortization (EV/EBITDA) ratio.
Based on the trailing 12-month enterprise value to EBITDA (EV/EBITDA), the industry is currently trading at 17.68X compared with the S&P 500’s 18.22X and the sector’s 25.51X.
Over the past five years, the industry has traded as high as 22.86X and as low as 8.45X, with the median being 18.21X, as the chart below shows.
EV/EBITDA Ratio (Past 5 Years)
2 Stocks Worth Buying Mobileye: The company builds technology for driver assistance and self-driving cars. Its product range includes EyeQ chips, along with Supervision, Chauffeur and Drive, which keeps it well placed as the auto industry moves toward autonomy. The core EyeQ business is gaining from the growing use of camera-based driver-assistance systems, share gains with customers and rising exports from Chinese automakers.
In the first half of 2026, revenues grew 13%, even though production at its main customers fell 3%. This shows the company is growing faster than its end market. Mobileye has raised its 2026 revenue forecast to $1.97-$2.02 billion and expects slightly more than 39 million EyeQ units to ship. Its product mix is also shifting toward higher-value offerings. A new high-volume Cloud-Enhanced ADAS award from Stellantis begins in 2027, and its profit per unit is expected to match Surround ADAS and be more than double that of base ADAS. Surround ADAS should lift average selling prices from 2028.
Mobileye currently sports a Zacks Rank #1 (Strong Buy). The Zacks Consensus Estimate for MBLY’s 2026 and 2027 EPS implies year-over-year growth of 36% and 7%, respectively.
You can see the complete list of today’s Zacks #1 Rank stocks here.
Price & Consensus: MBLY
Hesai: The company designs and sells 3D lidar sensors for passenger cars, commercial vehicles and robots. It is strengthening its position by expanding beyond cars into robotics. More than 50 embodied AI companies worldwide work with its JT128 lidar, and GGII ranks it No. 1 in China’s humanoid and quadruped robot lidar market. In automotive, Hesai held a 44% share of China’s long-range ADAS lidar market in June 2026, and it has led that market for 17 months in a row.
It also won new design deals with Great Wall Motor, Li Auto, GAC Toyota and Volkswagen, which shows growing acceptance from both Chinese and global automakers. Looking ahead, its Picasso 6D SPAD-SoC chip is ready for the start of production. Lidar built on Picasso, called ETX, is being validated by customers and is moving toward information and quotation requests from global automakers and robotaxi operators, which could open new growth avenues.
HSAI currently has a Zacks Rank #2 (Buy). The Zacks Consensus Estimate for HSAI’s 2026 and 2027 EPS implies year-over-year growth of 42% and 74%, respectively.
JERUSALEM--(BUSINESS WIRE)--Mobileye Global Inc. (Nasdaq: MBLY) (“Mobileye”) today announced that it will release its financial results for the third quarter 2026 on Thursday, October 29th, 2026, before market open. Mobileye will host a conference call at 8:00am ET (2:00pm IT) to review its results and provide a general business update. The call will be hosted by Professor Amnon Shashua, CEO, Moran Shemesh Rojansky, CFO, Nimrod Nehushtan, EVP - Corporate Strategy, and Dan Galves, CCO. The confe.
Mobileye Global Inc. (NASDAQ:MBLY – Get Free Report)’s stock price gapped down prior to trading on Wednesday. The stock had previously closed at $7.57, but opened at $7.31. Mobileye Global shares last traded at $7.6250, with a volume of 976,026 shares trading hands.
Wall Street Analyst Weigh In A number of equities analysts have recently weighed in on the company. Tigress Financial lowered their price target on Mobileye Global from $25.00 to $18.00 and set a “buy” rating for the company in a report on Thursday, July 30th. Zacks Research upgraded shares of Mobileye Global from a “hold” rating to a “strong-buy” rating in a report on Monday, September 21st. UBS Group decreased their target price on shares of Mobileye Global from $10.00 to $9.00 and set a “neutral” rating on the stock in a research report on Friday, July 24th. Needham & Company LLC reaffirmed a “buy” rating and set a $13.00 target price on shares of Mobileye Global in a research note on Friday, July 24th. Finally, Mizuho dropped their price target on shares of Mobileye Global from $9.00 to $8.00 and set a “neutral” rating for the company in a research report on Friday, July 24th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, Mobileye Global presently has a consensus rating of “Hold” and an average price target of $11.91.
View Our Latest Stock Report on MBLY
Mobileye Global Price Performance The stock has a 50 day moving average price of $8.32 and a two-hundred day moving average price of $8.62. The firm has a market capitalization of $6.17 billion, a price-to-earnings ratio of -1.47, a PEG ratio of 2.43 and a beta of 1.25. Mobileye Global (NASDAQ:MBLY – Get Free Report) last posted its earnings results on Thursday, July 23rd. The company reported $0.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.06 by $0.13. The firm had revenue of $508.00 million for the quarter, compared to analyst estimates 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 in the prior year, the company earned ($0.08) EPS. As a group, research analysts expect that Mobileye Global Inc. will post 0.11 earnings per share for the current fiscal year.
Insider Activity at Mobileye Global In other Mobileye Global news, Director Safroadu Yeboah-Amankwah acquired 11,841 shares of the stock in a transaction dated Thursday, August 6th. The stock was acquired at an average price of $8.46 per share, with a total value of $100,174.86. Following the completion of the purchase, the director owned 84,336 shares in the company, valued at $713,482.56. This trade represents a 16.33% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Frank Yeary bought 12,360 shares of the business’s stock in a transaction that occurred on Thursday, July 30th. The shares were acquired at an average cost 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 in the company, valued at $98,632.80. This trade represents a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Company insiders own 10.00% of the company’s stock.
Institutional Trading of Mobileye Global Several hedge funds have recently modified their holdings of the stock. Tidal Investments LLC increased its holdings in Mobileye Global by 17.8% during the 2nd quarter. Tidal Investments LLC now owns 159,149 shares of the company’s stock worth $1,541,000 after purchasing an additional 24,088 shares during the period. WINTON GROUP Ltd grew its position in shares of Mobileye Global by 185.7% during the second quarter. WINTON GROUP Ltd now owns 147,700 shares of the company’s stock worth $1,430,000 after buying an additional 96,000 shares in the last quarter. Integrated Wealth Concepts LLC increased its stake in shares of Mobileye Global by 11.0% during the second quarter. Integrated Wealth Concepts LLC now owns 17,421 shares of the company’s stock worth $169,000 after buying an additional 1,732 shares during the period. Allworth Financial LP increased its stake in shares of Mobileye Global by 63.6% during the second quarter. Allworth Financial LP now owns 3,947 shares of the company’s stock worth $38,000 after buying an additional 1,535 shares during the period. Finally, Nykredit A S acquired a new stake in Mobileye Global in the second quarter valued at approximately $77,000. 13.25% of the stock is currently owned by institutional investors and hedge funds.
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Mobileye Global Inc is a technology company focused on advanced driver-assistance systems (ADAS) and autonomous driving. Its technologies are designed to help improve road safety and support automated driving through computer vision, artificial intelligence, sensor fusion and mapping.
The company develops and supplies products for automakers and mobility providers, including EyeQ system-on-chips, camera-based driver-assistance features, SuperVision hands-free driving technology, and autonomous driving platforms.
See Also Five stocks we like better than Mobileye Global Everyone in AI Is Quietly Copying Palantir’s Playbook Advanced Micro Devices Is Spending $8.2 Billion to Learn What AI Needs Next JPMorgan Bets on Genius Sports as the Market Loses Patience Apple’s $5.7 Billion Patent Verdict Raises a Bigger Royalty Question Receive News & Ratings for Mobileye Global Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Mobileye Global and related companies with MarketBeat.com's FREE daily email newsletter.
BlackBerry Shifts Gears With Coretura DealMobileye Global NASDAQ: MBLY said its core advanced driver-assistance systems business has strengthened in 2026, while the company works to expand its higher-content hands-free driving offerings and develop a more vertically integrated robotaxi strategy.
Speaking with Evercore ISI Head of Global Auto and Mobility Chris McNally, Chief Communications Officer Dan Galves acknowledged that several anticipated SuperVision partnerships “didn't really materialize” in their first round. Still, he said the company sees reasons for optimism in its core ADAS business, emerging-market growth and planned launches with automakers including Porsche.
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Core ADAS Volume Outlook Improves 3 Robotics Stocks Under $10: Value, Momentum, or Bet?Galves said Mobileye expects approximately 10% volume growth based on its July guidance, compared with an original expectation for 4% growth. He attributed the projected growth to roughly 3% from China exports, 3% from first-quarter safety-stock increases and 4% growth among its top 10 customers.
That customer growth compares with an estimated 5% decline in global production among those top 10 OEM customers, according to Galves. He said the company’s growth relative to customer production reflects strong performance despite a sluggish broader auto-production environment.
Forget Tesla: These 2 Earnings Reports Reveal Where the Auto Market Is HeadingChina-based automakers have increased exports as their domestic market remains weak, Galves said. Mobileye has stronger share on export vehicles, particularly with Chery and Geely, than it does on vehicles sold in China. He said exports are reaching markets including Russia, Brazil, Malaysia and Australia, rather than being concentrated in Western Europe.
According to Galves, low ADAS penetration in those markets is prompting legacy automakers to standardize more ADAS content. He cited S&P data showing about 1 million to 1.5 million units of emerging-market ADAS adoption growth this year and said Mobileye expects that figure could be revised higher.
Looking further ahead, Galves identified India as a significant potential growth market, citing Mobileye’s position with Mahindra and Tata as well as regulations expected in 2027. However, he said growth beyond roughly 40 million units will not be easy because of production declines among some major customers and already-high ADAS penetration in North America and Western Europe.
Hands-Free Systems Offer Higher Content Opportunity Mobileye sees highway hands-free Level 2+ systems as the largest near-term growth opportunity in ADAS. Galves distinguished those products from point-to-point systems, which can drive a vehicle to a destination across varied road types and conditions.
While point-to-point systems such as Tesla’s Full Self-Driving receive considerable attention, Galves said highway hands-free systems are expected to account for more volume over the next several years. He cited an estimated 18% compound annual growth rate for the segment over the next two to three years.
The company has secured two major new “Surround ADAS” programs with Volkswagen and a large U.S. OEM, Galves said, while BMW elected to continue working with Qualcomm. Surround ADAS includes multiple cameras, radars, an EyeQ6 High processor and Mobileye-provided software for capabilities including parking and driver monitoring.
Galves said the systems can lower costs for automakers. In one program, he said Mobileye expects to reduce the OEM’s current cost to approximately $400 from about $1,200. The company expects Surround ADAS to generate two to three times the average selling price of a base system while maintaining the same gross-margin profile.
Mobileye also discussed its Cloud-Enhanced ADAS offering, which Stellantis selected to add REM road intelligence to an existing EyeQ6 Lite program. Galves said the upgrade can increase average selling price to about $90 from $50, while gross profit per unit is similar to the more comprehensive Surround ADAS system.
Porsche Launch Seen as SuperVision Proof Point Galves said Mobileye’s SuperVision system with Porsche is scheduled to launch next year and could become an important proof point for its point-to-point capabilities. He said the Porsche program continues to indicate annual volume of roughly 300,000 to 350,000 units after several years, rather than in the initial 2027 launch year.
He said the launch could provide evidence that Mobileye can execute a next-generation system that competes with Tesla’s FSD. The company has also received calls concerning possible fallback programs, Galves said, as automakers pursue multi-supplier approaches and seek to retain their own intellectual property in point-to-point autonomy programs.
For its Chauffeur program with Audi, Galves said development is making good progress and remains on track for a planned second-quarter 2028 launch, though “a lot of work” remains.
Robotaxi Efforts Expand Beyond OEM Partnerships Mobileye said its existing robotaxi partnerships are advancing. Closed-user-group testing with Volkswagen ID. Buzz vehicles has begun in Orlando and has been underway for months in Hamburg, both with safety drivers. Los Angeles testing is occurring in Santa Monica and West Hollywood, while Oslo and Berlin are also target cities.
Galves said Mobileye’s partner HOLON, owned by BENTELER Group, has been selected as the production autonomous-vehicle partner for Deutsche Bahn’s KIRA initiative. The program is intended to integrate autonomous vehicles into public transportation in multiple German regions.
Mobileye is also pursuing its own vertically integrated robotaxi platform. Galves said the company intends to have vehicles delivered from automakers without self-driving equipment to an upfit facility, after which Mobileye would own the completed vehicle. That structure would allow the company to sell or lease vehicles to operators, deploy them in its own service, or use them in third-party services.
The company does not intend to necessarily operate a fully vertically integrated service in direct competition with Waymo, Galves said. Instead, it aims to establish a complete service and demonstrate driverless operation to improve its negotiating position with potential fleet-scale partners.
Galves said Mobileye expects to have AV-ready vehicles by the end of the year or early 2027 and believes an OEM could produce a purpose-designed variation of an existing vehicle platform in the thousands annually. He said the company believes it can bring the bill of materials cost for its self-driving system below $10,000, excluding the cost of the vehicle itself.
About Mobileye Global (NASDAQ:MBLY)Mobileye Global Inc is a technology company focused on advanced driver-assistance systems (ADAS) and autonomous driving. Its technologies are designed to help improve road safety and support automated driving through computer vision, artificial intelligence, sensor fusion and mapping.
The company develops and supplies products for automakers and mobility providers, including EyeQ system-on-chips, camera-based driver-assistance features, SuperVision hands-free driving technology, and autonomous driving platforms.
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BlackBerry just posted a record quarter from its QNX automotive unit and raised its full-year outlook, yet the stock is sinking fast as traders question whether the company can actually deliver the growth it is promising.
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Profit-taking is overshadowing a strong earnings report at BlackBerry (NYSE:BB), where a record quarter from the QNX automotive software unit triggered a rally that is fading. BlackBerry stock trades at $8.14 this afternoon, down 7%. Even after the pullback, BlackBerry stock is up 115% year to date, a run that gave holders a large cushion of gains to protect.
BlackBerry’s slide stands out against a calmer backdrop for technology shares. The iShares Expanded Tech-Software Sector ETF (NYSEARCA:IGV) is down 0.3%, a mild dip across the software group. Meanwhile, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is up 0.5%, leaving the broad market shifted higher while BlackBerry stock is sinking.
That divergence points to a reaction rooted in BlackBerry’s own report. The quarter itself was strong. The pressure traces to a current-quarter outlook that only matches Wall Street’s expectations, plus a sharp run in BlackBerry stock right after the results came out.
A Beat and Raise Meets a Cautious Outlook BlackBerry reported adjusted earnings of $0.07 per share for its fiscal second quarter of 2027, ahead of Wall Street expectations, on revenue that also topped forecasts. QNX, BlackBerry’s automotive software unit, posted record quarterly revenue of $80 million, above the high end of the company’s own guidance. Management raised the full-year revenue and adjusted earnings outlook on the strength of those results.
However, BlackBerry’s revenue guidance for the fiscal third quarter of 2027 brackets what Wall Street had been modeling, and its adjusted earnings range for the period tops out at the consensus figure. BlackBerry stock also climbed right after the report, and that gain is fading as holders lock in profits. Chief executive John Giamatteo stated that the quarter “provides further evidence that BlackBerry’s profitable growth model is working,” and the selloff leaves that verdict intact.
QNX Royalties Anchor the Bull Case The bull case rests on QNX royalties finally moving from backlog into reported revenue. Chief financial officer Tim Foote told analysts that QNX was the standout of the quarter and that royalties led the way within QNX. He added that the design-win backlog the company last reported is starting to convert. According to chief executive John Giamatteo, the value of QNX design wins secured in the first half of fiscal 2027 has already passed BlackBerry’s previous record for any full year.
The Alloy Kore platform pushes BlackBerry further up the vehicle software stack. Its first Alloy Kore design win went to Coretura. The venture, formed by Volvo Group and Daimler Truck, is targeting next-generation commercial vehicles, and John Giamatteo estimated the award will generate more than $100 million in future royalties. He added that the average selling price per instance is roughly three times that of Coretura’s current QNX deployment.
Giamatteo called the award “the largest design win in QNX history” in the earnings release, framing it as a commercial milestone for BlackBerry. Management also cautioned on the earnings call that commercial vehicle volumes run smaller than those for passenger cars, so the company expects most of that value to arrive later through production royalties. BlackBerry expects the win to leave its current fiscal-year revenue profile largely unchanged.
Across the automotive software group, Mobileye (NASDAQ:MBLY | MBLY Price Prediction) stands as a natural listed peer; MBLY stock is up 2% to $7.82. BlackBerry presents QNX as safety-certified base software underneath vehicle applications, and management expects that opportunity to extend as more cars adopt high-performance centralized compute architectures. Industry forecasts cited by BlackBerry show that segment expanding from roughly one third of global vehicle production to roughly three quarters over the next five years.
What to Watch Next The problem for BlackBerry is that guidance for the fiscal third quarter lines up with what Wall Street already expected, leaving the raised full-year outlook resting on a second half the company hasn’t delivered yet. BlackBerry stock also has a history of giving back strong first reactions to earnings beats, which adds pressure when expectations run this high.
Whether BlackBerry’s design-win backlog converts on the timeline management describes is the question these figures leave open. BlackBerry management called QNX “a long-term business with long sales cycles and long production cycles,” a reminder that quarter-to-quarter results can swing. Any delay in programs reaching production could push back the royalty growth at the heart of BlackBerry’s story.
The next quarterly report could show whether royalties keep climbing as more design wins ship in vehicles. With BlackBerry stock already up sharply and prone to big swings around earnings, holders should keep their positions moderate and add to their exposure gradually.
Contact [email protected] for any questions or corrections.
BlackBerry just posted record QNX results and raised its full-year outlook, yet the stock is sliding anyway. Understanding what is spooking investors reveals a tension at the heart of the company's growth story.
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BlackBerry Limited (NYSE:BB) stock is falling Thursday despite the company reporting quarterly results that beat expectations, posting record QNX performance and raising its full-year outlook. BlackBerry stock is down 2% to $8.23, while Mobileye Global (NASDAQ:MBLY | MBLY Price Prediction) stock is up 0.33% to $7.64.
The decline comes as investors weigh BlackBerry’s stronger results against more cautious commentary around the near-term outlook. Broader market weakness is also part of the backdrop, with iShares Expanded Tech-Software Sector ETF (BATS:IGV) down 0.75% to $107.29 and SPDR S&P 500 ETF Trust (NYSE ARCA:SPY) down 0.52% to $763.80.
Record QNX Results Stand Out BlackBerry’s QNX business delivered record quarterly performance, helping drive an earnings report that exceeded expectations. BlackBerry also raised its full-year outlook, reinforcing the argument that the company’s push toward profitable growth is gaining traction.
Even with those positives, BlackBerry stock is moving lower as traders look beyond the headline results. Some market participants are pointing to profit-taking and broader weakness, while others appear focused on the more cautious near-term outlook and commentary surrounding Secure Communications.
Secure Communications Remains A Question BlackBerry’s Secure Communications business is creating a more complicated picture for investors evaluating the quarter. Stronger QNX performance can support the overall growth story, yet concerns about Secure Communications could make investors less willing to assign a higher valuation to BlackBerry stock until the business shows clearer momentum.
The Alloy Kore design win offers another potential source of longer-term opportunity for BlackBerry. The win could expand the company’s reach as customers adopt its technology, although investors may need additional evidence of commercial traction before that opportunity meaningfully changes sentiment toward BlackBerry stock.
Mobileye Offers A Different Setup MobilEye stock is holding relatively steady as investors assess the broader technology market and developments across automotive software. MobilEye’s business gives investors exposure to advanced driver-assistance and autonomous-driving technology, creating a different set of growth opportunities and risks from BlackBerry’s mix of automotive software and secure communications.
The contrast between BlackBerry stock and MobilEye stock is notable because both companies operate in technology markets tied to vehicles and software. BlackBerry is dealing with an immediate disconnect between strong reported results and the stock’s reaction, while MobilEye’s modest gain suggests less dramatic repositioning by investors today.
Investors Weigh Results Against Expectations BlackBerry’s quarter demonstrates why strong financial results don’t always translate into an immediate stock gain. BlackBerry beat expectations, delivered record QNX performance and raised its full-year outlook, yet the shares remain sensitive to expectations for Secure Communications and the company’s near-term trajectory.
MobilEye stock’s steadier trading provides a broader comparison for investors considering automotive technology exposure during a weaker market session. Investors should watch for signs that BlackBerry’s QNX momentum is broadening across the business and that Secure Communications concerns are easing, while keeping position sizes modest as BlackBerry stock remains sensitive to shifting expectations.
Contact [email protected] for any questions or corrections.
Mobileye Global Inc. (NASDAQ:MBLY – Get Free Report) has received a consensus recommendation of “Hold” from the twenty-three research firms that are currently covering the company, Marketbeat.com reports. Two analysts have rated the stock with a sell recommendation, ten have assigned a hold recommendation, ten have given a buy recommendation and one has given a strong buy recommendation to the company. The average 12-month price target among analysts that have issued a report on the stock in the last year is $12.16.
Several equities research analysts recently commented on the company. Mizuho reduced their price objective on Mobileye Global from $9.00 to $8.00 and set a “neutral” rating for the company in a report on Friday, July 24th. JPMorgan Chase & Co. dropped their target price on shares of Mobileye Global from $10.00 to $9.00 and set a “neutral” rating on the stock in a report on Friday, July 24th. Canaccord Genuity Group cut their target price on shares of Mobileye Global from $17.00 to $12.00 and set a “buy” rating for the company in a research report on Friday, July 24th. Zacks Research lowered shares of Mobileye Global from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 18th. Finally, Tigress Financial lowered their price target on Mobileye Global from $25.00 to $18.00 and set a “buy” rating on the stock in a report on Thursday, July 30th.
Check Out Our Latest Report on MBLY
Insider Activity In related news, Director Frank D. Yeary bought 12,360 shares of the business’s stock in a transaction that occurred on Thursday, July 30th. The stock was bought at an average cost of $7.98 per share, with a total value 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 acquisition was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Safroadu Yeboah-Amankwah purchased 11,841 shares of Mobileye Global stock in a transaction on Thursday, August 6th. The stock was bought at an average price of $8.46 per share, for a total transaction of $100,174.86. Following the completion of the acquisition, the director owned 84,336 shares in the company, valued at $713,482.56. The trade was a 16.33% increase in their position. The SEC filing for this purchase provides additional information. 10.00% of the stock is owned by company insiders. Institutional Investors Weigh In On Mobileye Global Large investors have recently made changes to their positions in the company. Leonteq Securities AG purchased a new stake in shares of Mobileye Global during the 4th quarter worth approximately $33,000. Allworth Financial LP increased its position in Mobileye Global by 63.6% in the second quarter. Allworth Financial LP now owns 3,947 shares of the company’s stock worth $38,000 after purchasing an additional 1,535 shares during the last quarter. Bogart Wealth LLC increased its position in Mobileye Global by 5,000.0% in the first quarter. Bogart Wealth LLC now owns 5,100 shares of the company’s stock worth $35,000 after purchasing an additional 5,000 shares during the last quarter. Nykredit A S purchased a new stake in Mobileye Global during the second quarter valued at $77,000. Finally, PNC Financial Services Group Inc. raised its stake in Mobileye Global by 204.9% during the first quarter. PNC Financial Services Group Inc. now owns 8,686 shares of the company’s stock valued at $60,000 after purchasing an additional 5,837 shares in the last quarter. 13.25% of the stock is owned by institutional investors.
Mobileye Global Price Performance Shares of NASDAQ:MBLY opened at $8.02 on Monday. The company has a market capitalization of $6.74 billion, a PE ratio of -1.61, a PEG ratio of 2.63 and a beta of 1.22. Mobileye Global has a 1-year low of $6.47 and a 1-year high of $15.81. The business has a fifty day moving average price of $8.57 and a 200-day moving average price of $8.63.
Mobileye Global (NASDAQ:MBLY – Get Free Report) last issued its earnings results on Thursday, July 23rd. The company reported $0.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.06 by $0.13. Mobileye Global had a negative net margin of 201.49% and a positive return on equity of 0.70%. The firm had revenue of $508.00 million for the quarter, compared to the consensus estimate of $480.51 million. During the same quarter in the prior year, the firm posted ($0.08) earnings per share. The business’s revenue was up .4% on a year-over-year basis. On average, sell-side analysts anticipate that Mobileye Global will post 0.11 earnings per share for the current fiscal year.
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Mobileye Global Inc is a technology company that develops advanced driver-assistance systems (ADAS) and autonomous driving solutions for vehicle manufacturers and mobility providers. Its technologies use computer vision, artificial intelligence, mapping and sensor systems to help vehicles detect road conditions, identify hazards and support safer driving.
The company’s product portfolio includes EyeQ system-on-chip platforms, camera-based safety features such as automatic emergency braking and lane-keeping assistance, and more advanced systems marketed under names including Mobileye SuperVision and Mobileye Drive.
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Investors interested in stocks from the Automotive - Original Equipment sector have probably already heard of China Yuchai (CYD) and Mobileye Global (MBLY). But which of these two stocks presents investors with the better value opportunity right now?
Mobileye is losing money, trading below book value, and largely absent from Intel's investor pitch, yet it just led a venture round for a Florida shuttle startup with ambitions far beyond Orlando. What that check reveals about the future of…
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Here is a split screen inside one corporate family that you have to see to believe. Intel (NASDAQ:INTC | INTC Price Prediction) is up 317% over the past year, one of the loudest comeback stories on Wall Street. The autonomous driving business Intel still majority owns, Mobileye (NASDAQ:MBLY), is down 43% over the same year, trades below book value, and posted a trailing loss of $4.97 per share.
And this morning, that money losing unit wrote a venture check.
Florida Shuttle Bet Lands Inside a Comeback Story Mobileye led the Series B for Beep, the Lake Nona, Florida operator of driverless shuttles, bringing Beep’s total capital raised to approximately $130 million. The release does not disclose Mobileye’s specific check size. Beep already sits inside Mobileye’s orbit through the Volkswagen MOIA robotaxi program, which announced Orlando as its initial driverless launch location in collaboration with Beep.
Kobi Ohayon, Mobileye’s Chief Operations Officer, framed it this way:
“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.”
Physical AI is the connective tissue. I have been following Mobileye since the Intel acquisition and the pattern in 2026 is unmistakable. Earlier this year, Mobileye acquired Mentee Robotics for approximately $612 million to push into humanoid robots. Now it is anchoring a Florida shuttle operator’s growth round. This is a company spending like a platform.
Why an Impaired Asset Is Writing Checks Intel already told the market what it thinks Mobileye is worth today. Q1 2026 included a $4.07 billion restructuring charge tied primarily to a Mobileye goodwill impairment. Mobileye itself recognized a $3,788 million goodwill impairment in H1 2026. The stock now carries a $7.2 billion market cap and a price-to-book ratio near 0.9x.
Meanwhile, CEO Lip-Bu Tan is pointing Intel’s spotlight elsewhere. Q2 2026 delivered $16.13 billion in revenue, up 25%, with Data Center and AI up 59% year over year to $6.26 billion. Tan told investors:
“AI is driving unprecedented demand for compute, and as we continue to execute, Intel is well-positioned to capture sustainable growth across our CPU franchise, ASICs, advanced packaging and vast wafer foundry network.”
Mobileye does not appear once in that Q2 script. CFO David Zinsner did allude to roughly $10 billion of “non-core assets” that “can still be monetized on the balance sheet”, adding Intel is “not anxious in any stretch to do anything there.” Read that with the Beep news and a strategic question surfaces for Intel holders.
What Intel Shareholders Should Actually Watch The Beep round tells you Mobileye is deploying capital into Orlando shuttles, Mentee robots, and a Volkswagen ecosystem targeting a 100,000+ self-driving fleet by end of 2033. If you believe physical AI will actually earn its keep, the impaired stub inside a $562.9B parent might be the most mispriced piece of the Intel story. If you do not, today’s venture check just extended the burn. That is the split screen, and Mobileye just picked a side.
Contact [email protected] for any questions or corrections.
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.
Compass Financial Management LLC purchased a new position in shares of Mobileye Global Inc. (NASDAQ:MBLY – Free Report) in the second quarter, according to its most recent disclosure with the SEC. The firm purchased 82,383 shares of the company’s stock, valued at approximately $795,000.
Several other institutional investors have also made changes to their positions in the company. BCGM Wealth Management LLC raised its position in Mobileye Global by 56.7% during the first quarter. BCGM Wealth Management LLC now owns 368,763 shares of the company’s stock valued at $2,533,000 after acquiring an additional 133,471 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. grew its position in Mobileye Global by 24.5% in the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 3,585,733 shares of the company’s stock worth $24,634,000 after acquiring an additional 705,400 shares in the last quarter. Bank of America Corp DE grew its position in Mobileye Global by 5.8% in the first quarter. Bank of America Corp DE now owns 2,036,548 shares of the company’s stock worth $13,991,000 after acquiring an additional 111,215 shares in the last quarter. Assenagon Asset Management S.A. acquired a new position in shares of Mobileye Global during the 2nd quarter worth $23,423,000. Finally, Royal Bank of Canada increased its stake in shares of Mobileye Global by 129.6% during the 1st quarter. Royal Bank of Canada now owns 224,315 shares of the company’s stock worth $1,541,000 after purchasing an additional 126,634 shares during the last quarter. 13.25% of the stock is currently owned by institutional investors and hedge funds.
Mobileye Global Price Performance MBLY opened at $8.56 on Monday. The stock’s 50 day moving average price is $8.83 and its two-hundred day moving average price is $8.68. The firm has a market capitalization of $7.19 billion, a P/E ratio of -1.72, a price-to-earnings-growth ratio of 2.81 and a beta of 1.22. Mobileye Global Inc. has a 12-month low of $6.47 and a 12-month high of $15.81.
Mobileye Global (NASDAQ:MBLY – Get Free Report) last issued its quarterly earnings results on Thursday, July 23rd. The company reported $0.19 EPS for the quarter, topping analysts’ consensus estimates of $0.06 by $0.13. Mobileye Global had a positive return on equity of 0.70% and a negative net margin of 201.49%.The company had revenue of $508.00 million during the quarter, compared to analyst estimates of $480.51 million. During the same period in the previous year, the company earned ($0.08) earnings per share. The company’s quarterly revenue was up .4% compared to the same quarter last year. As a group, analysts anticipate that Mobileye Global Inc. will post 0.11 earnings per share for the current year. Insider Buying and Selling at Mobileye Global In related news, Director Safroadu Yeboah-Amankwah purchased 11,841 shares of the firm’s stock in a transaction on Thursday, August 6th. The shares were bought at an average cost of $8.46 per share, for a total transaction of $100,174.86. Following the transaction, the director directly owned 84,336 shares of the company’s stock, valued at approximately $713,482.56. This trade represents a 16.33% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, Director Frank D. Yeary bought 12,360 shares of the firm’s stock in a transaction that occurred on Thursday, July 30th. The shares were purchased at an average cost of $7.98 per share, for a total transaction of $98,632.80. Following the completion of the transaction, the director owned 12,360 shares of the company’s stock, valued at $98,632.80. This represents a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 10.00% of the company’s stock.
Analysts Set New Price Targets Several equities research analysts recently issued reports on MBLY shares. TD Cowen reduced their price objective on shares of Mobileye Global from $11.50 to $9.00 and set a “buy” rating for the company in a research note on Friday, July 24th. Weiss Ratings raised shares of Mobileye Global from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Wednesday, July 8th. Zacks Research lowered Mobileye Global from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 18th. Tigress Financial reduced their price target on Mobileye Global from $25.00 to $18.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Finally, Royal Bank Of Canada decreased their price target on Mobileye Global from $10.00 to $7.00 and set a “sector perform” rating for the company in a research note on Friday, July 24th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average target price of $12.34.
Read Our Latest Research Report on Mobileye Global
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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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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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Stock to Watch: Mobileye Global (MBLY - Free Report) Founded in Israel in 1999, Mobileye Global Inc. develops autonomous driving and driver-assistance technologies. Its solutions comprise advanced perception technologies, precise mapping, redundant sensor fusion, cost-effective imaging radars and a robust safety framework geared toward creating safer and economically viable autonomous driving solutions.
MBLY is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Auto-Tires-Trucks stock. MBLY has a Momentum Style Score of B, and shares are up 3.6% over the past four weeks.
Seven analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.21 to $0.50 per share. MBLY also boasts an average earnings surprise of +69.8%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, MBLY should be on investors' short list.
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.
3 Robotics Stocks Under $10: Value, Momentum, or Bet?Mobileye Global NASDAQ: MBLY said inventory held by its Tier 1 customers stood at roughly five weeks, compared with a typical range of four to five weeks, as automakers maintain somewhat higher safety stock amid supply-chain constraints.
Speaking at Canaccord Genuity’s growth conference, Chief Communications Officer Dan Galves said the company shipped about 1 million units in the first quarter, contributing to the increase in safety stock but keeping inventory within normal levels. He said Mobileye has accounted in its second-half guidance for the possibility that Tier 1 suppliers reduce inventory late in the year before replenishing it in the first quarter.
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Surround ADAS Wins Target Higher Selling Prices Forget Tesla: These 2 Earnings Reports Reveal Where the Auto Market Is HeadingGalves said Mobileye has secured three design wins for its Mobileye Surround ADAS system, all scheduled to launch in 2028. The system uses one EyeQ6 High chip to manage five or six cameras and several radars.
The company’s core advanced driver-assistance systems business has an average selling price of about $46, while Surround ADAS is expected to generate between 2.5 times and three times that level. Galves later characterized the product’s price at about $125 per unit. The three programs represent approximately 30% to 40% of each automaker’s volumes on average, though the conversion will occur over time as new vehicle models are introduced.
3 Stocks That Could Benefit as the Robotaxi Race Heats UpGalves said Surround ADAS carries a similar percentage margin to the core business, which he described as in the mid- to high-60% range. If 30% to 40% of Mobileye’s volume transitions to these systems over the next four to five years, he said average selling prices could reach $80 to $90.
He described Surround ADAS as a second-generation highway hands-free system, positioned as a potentially lower-cost and more integrated alternative to first-generation systems that may involve multiple suppliers for radar, driver monitoring, parking software and other functions. He also said emerging European safety regulations for 2029 would require expanded capabilities, including the ability to identify pedestrians alongside a vehicle, increasing the need for side-view cameras.
Mapping Data and Volkswagen Launch Plans Galves highlighted Mobileye’s Road Experience Management, or REM, mapping technology, which collects anonymized telemetry data from vehicles equipped with Mobileye chips and front-facing cameras. He said about 8 million cars consistently send data to the company across the U.S. and Europe, amounting to billions of miles of information.
The data includes details such as road curvature, lane markings, typical vehicle behavior around stop signs and common driving speeds. Galves said the information can improve driving comfort and support simulation by providing a closer representation of real-world road conditions.
Volkswagen Group is adopting Mobileye’s product portfolio, according to Galves. Mobileye SuperVision is set to launch in the first Porsche vehicle in the first quarter of 2027, with a more significant volume ramp expected in the second half of that year. The program is intended to reach roughly 300,000 to 350,000 vehicles annually by its third year, he said.
Mobileye Chauffeur, a Level 3 system designed to enable driver disengagement on highways under certain conditions, is scheduled to launch in the first half of 2028. Galves said the company and Volkswagen are working through 30,000 requirements for SuperVision to create a validated production system.
Mobileye Surround ADAS: about $125 per unit, according to Galves. Mobileye SuperVision: about $1,300 per unit. Mobileye Chauffeur: between $2,500 and $3,000 per unit. Mobileye Drive robotaxi system: approximately $40,000, under a different business model. Excluding the lower-volume robotaxi business, Galves said Mobileye expects its average selling price with Volkswagen to double by around 2030, based on approximately 7 million units. He said the company has already made substantial investments in the higher-value products and expects operating leverage to be strong as volumes increase.
Robotaxi Expansion and Mentee Synergies Mobileye expects vehicles using its Mobileye Drive autonomous system to operate without safety drivers in Florida by the end of the year. Volkswagen plans to deploy a robotaxi service through its MOIA division in five or six cities by the end of 2027, including Los Angeles and Orlando in the U.S. and four cities in Europe, Galves said.
Mobileye also plans to operate an end-to-end service in an unannounced city in the southeastern U.S. around the middle of next year. Galves said the company expects to generate demand itself in that initial market. He said the first several hundred vehicles could cost about $100,000 each and could be funded within Mobileye’s cash flow, with potential securitized financing and off-balance-sheet arrangements considered for broader scaling.
Galves also discussed Mentee, a humanoid robotics business that he said is developing systems with vertically integrated hardware, computing and software. He said Mentee aims to train robots through a small number of demonstrations rather than teleoperation, and that Mobileye sees potential synergies in perception, planning, data access and simulation technologies.
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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Dimensional Fund Advisors LP reduced its stake in Mobileye Global Inc. (NASDAQ:MBLY – Free Report) by 4.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,838,520 shares of the company’s stock after selling 138,367 shares during the quarter. Dimensional Fund Advisors LP owned about 0.34% of Mobileye Global worth $19,495,000 at the end of the most recent reporting period.
Other hedge funds have also recently bought and sold shares of the company. Two Sigma Investments LP boosted its position in shares of Mobileye Global by 131.9% in the third quarter. Two Sigma Investments LP now owns 4,383,735 shares of the company’s stock valued at $61,898,000 after acquiring an additional 2,493,181 shares during the period. Harel Insurance Investments & Financial Services Ltd. increased its position in Mobileye Global by 24.5% during the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 3,585,733 shares of the company’s stock worth $24,634,000 after acquiring an additional 705,400 shares during the period. Engineers Gate Manager LP increased its position in Mobileye Global by 140.9% during the fourth quarter. Engineers Gate Manager LP now owns 3,577,407 shares of the company’s stock worth $37,348,000 after acquiring an additional 2,092,250 shares during the period. DNB Asset Management AS raised its stake in Mobileye Global by 23.1% in the 4th quarter. DNB Asset Management AS now owns 3,506,480 shares of the company’s stock worth $36,608,000 after purchasing an additional 658,585 shares in the last quarter. Finally, Vanguard Group Inc. boosted its holdings in Mobileye Global by 65.5% in the 3rd quarter. Vanguard Group Inc. now owns 3,065,586 shares of the company’s stock valued at $43,286,000 after purchasing an additional 1,213,448 shares during the period. 13.25% of the stock is currently owned by institutional investors and hedge funds.
Mobileye Global Trading Up 3.7% NASDAQ:MBLY opened at $8.73 on Friday. The stock’s 50-day moving average is $9.01 and its 200-day moving average is $8.80. Mobileye Global Inc. has a 1-year low of $6.47 and a 1-year high of $15.81. The stock has a market cap of $7.33 billion, a P/E ratio of -1.75, a price-to-earnings-growth ratio of 2.87 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. Mobileye Global had a negative net margin of 201.49% and a positive return on equity of 0.70%. The business had revenue of $508.00 million for the quarter, compared to the consensus estimate of $480.51 million. During the same period last year, the company earned ($0.08) EPS. The firm’s revenue was up .4% compared to the same quarter last year. As a group, equities analysts forecast that Mobileye Global Inc. will post 0.11 EPS for the current year.
Mobileye Global declared that its board has initiated 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 stock through open market purchases. Stock buyback plans are often a sign that the company’s leadership believes its shares are undervalued.
Insider Activity In other news, Director Frank D. Yeary acquired 12,360 shares of Mobileye Global stock in a transaction dated Thursday, July 30th. The shares were bought at an average cost of $7.98 per share, with a total value of $98,632.80. Following the purchase, the director owned 12,360 shares in the company, valued at $98,632.80. This trade represents a ∞ increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this hyperlink. Company insiders own 10.00% of the company’s stock.
Analyst Upgrades and Downgrades MBLY has been the subject of a number of analyst reports. Canaccord Genuity Group dropped their price target on shares of Mobileye Global from $17.00 to $12.00 and set a “buy” rating for the company in a research report on Friday, July 24th. Tigress Financial dropped their price objective on Mobileye Global from $25.00 to $18.00 and set a “buy” rating for the company in a report on Thursday, July 30th. Berenberg Bank downgraded Mobileye Global from a “buy” rating to a “hold” rating and set a $10.80 target price for the company. in a research report on Thursday, May 21st. Zacks Research raised Mobileye Global from a “hold” rating to a “strong-buy” rating in a report on Monday, July 20th. Finally, Mizuho decreased their price target on Mobileye Global from $9.00 to $8.00 and set a “neutral” rating on the stock in a research report on Friday, July 24th. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $12.64.
Read Our Latest Research Report on MBLY
Mobileye Global Company Profile (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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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.
JERUSALEM--(BUSINESS WIRE)--Mobileye Global Inc. (Nasdaq: MBLY) (“Mobileye”) announced today that it is scheduled to participate in the following upcoming investor events in the third quarter of 2026. Canaccord Genuity 46th Annual Growth Conference, August 12, 2026 Goldman Sachs Communacopia + Technology Conference, September 8, 2026 Evercore's 9th Annual ADAS, AV & AI Forum, September 29, 2026 Mobileye plans to webcast its “fireside chats” when possible, with exact time to be posted closer.
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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Key Takeaways Mobileye's Q2 earnings beat estimates, helped by an Israeli R&D incentive grant that cut expenses.Systems shipped rose 3%, but lower EyeQ pricing and a less favorable mix pressured margins.Mobileye raised 2026 revenue guidance and sharply lifted adjusted operating income expectations. Mobileye Global Inc. (MBLY - Free Report) reported second-quarter 2026 adjusted earnings of 19 cents per share, beating the Zacks Consensus Estimate of 6 cents by 216.7%. Adjusted earnings increased 50% year over year, aided by an Israeli R&D incentive grant that reduced research and development expenses.
Revenues of $508 million surpassed the consensus estimate of $484 million by 5% and edged up 0.4% year over year. Systems shipped rose 3% to 10 million, though lower EyeQ pricing limited revenue growth.
MBLY's Shipment Growth Meets Pricing PressureEyeQ and SuperVision revenues totaled $485 million compared with $481 million in the year-ago quarter. The number of systems shipped increased from 9.7 million, reflecting higher customer demand.
Average system price declined to $48.50 from $49.70. Mobileye attributed the pressure mainly to higher-than-expected export volumes from China-based automakers, which carry lower EyeQ average selling prices.
Mobileye's Margins Reflect Product MixGAAP gross profit declined 7% to $235 million, while gross margin contracted to 46% from 50%. The lower EyeQ average selling price and a larger share of SuperVision revenues weighed on profitability because SuperVision includes more hardware content.
Adjusted gross profit fell 4% to $333 million. Adjusted gross margin narrowed 303 basis points to 66%, showing that shipment growth did not fully offset the less favorable pricing and product mix.
MBLY Benefits From the New R&D LawAdjusted operating income climbed 46% to $155 million, lifting adjusted operating margin to 31% from 21%. The improvement primarily reflected the R&D incentive grant recognized in the quarter for the entire first half of 2026.
Mobileye recorded roughly $110 million on a GAAP basis and $93 million on a non-GAAP basis as an offset to second-quarter R&D expenses. The law applies from the beginning of 2026 and has no scheduled expiration date.
Mobileye Advances ADAS and Robotaxi ProgramsThe company added a high-volume Cloud-Enhanced ADAS design win with Stellantis. Gross profit per unit for the program is expected to be roughly in line with Surround ADAS and more than twice Mobileye's current average base ADAS profitability.
Robotaxi preparations with Volkswagen Group's MOIA remained on track. MOIA began public user testing in Hamburg with safety drivers, while Mobileye advanced vendor discussions and Moovit applications for its planned vertically integrated mobility service.
MBLY's GAAP Results Continue to ImproveThe GAAP operating loss narrowed to $30 million from $74 million, while operating margin improved to negative 6% from negative 15%. Net loss narrowed to $21 million from $67 million, and GAAP loss per share narrowed to 3 cents from 8 cents.
Mobileye Maintains Strong LiquidityOperating cash flow totaled $210 million in the first six months of 2026, while capital expenditures were $51 million. The company repurchased $24 million of shares through the end of the second quarter under its $250 million authorization.
As of June 27, 2026, Mobileye had $1.31 billion in cash and cash equivalents, down from $1.84 billion as of Dec. 27, 2025. Inventories declined to $310 million from $327 million at the end of 2025, while accounts receivable increased to $208 million from $131 million.
MBLY Raises Its 2026 OutlookMBLY now expects 2026 revenues of $1.97-$2.02 billion, up from the prior range of $1.94-$2.02 billion. The new midpoint is $20 million higher and implies year-over-year growth of 4-7%.
Adjusted operating income is projected at $365-$425 million, sharply above the previous estimated range of $185-$235 million. The revision mainly reflects an expected non-GAAP R&D grant benefit of $180-$200 million for the year.
MBLY currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Key Releases From Auto SpaceGeneral Motors Company (GM - Free Report) reported second-quarter 2026 adjusted earnings of $3.57 per share, up 41.3% year over year. The figure beat the Zacks Consensus Estimate of $3.13 by 14.06%. Revenues increased 1.9% to $48.03 billion and surpassed the consensus estimate of $46.56 billion by 3.15%. Strong pricing, lower costs and disciplined incentives supported results. General Motors raised its full-year adjusted EBIT guidance to $14-$16 billion from $13.5-$15.5 billion. Adjusted earnings are now projected at $12-$14 per share, up from the prior range of $11.50-$13.50.
Tesla, Inc. (TSLA - Free Report) reported second-quarter 2026 adjusted earnings of 33 cents per share, which declined 17.5% year over year. The figure missed the Zacks Consensus Estimate of 50 cents by 34%. Revenues advanced 25.5% to $28.24 billion and surpassed the consensus estimate of $25.81 billion by 9.41%. Tesla expects 2026 capital expenditures to exceed $25 billion and rise further over the next two to three years.
Genuine Parts (GPC - Free Report) reported second-quarter 2026 adjusted earnings of $2.15 per share, beating the Zacks Consensus Estimate of $2.10 by 2.38%. The bottom line increased 2.4% from $2.10 in the year-ago quarter. Revenues rose 6% year over year to $6.54 billion and surpassed the consensus estimate of $6.39 billion by 2.36%. Genuine Parts reaffirmed its 2026 adjusted earnings guidance of $7.50-$8 per share and total sales growth outlook of 3-5.5%. Genuine Parts ended June with $2.3 billion of liquidity, including $559 million in cash.
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.
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.
Amnon Shashua is stepping down as CEO of Mobileye, after 27 years leading the autonomous driving pioneer. The news comes as the company released its second quarter earnings earlier today, beating analyst estimates with reported revenue of $508 million.
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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Mobileye Global (MBLY - Free Report) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.13 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +216.67%. A quarter ago, it was expected that this maker of driver-assistance systems and autonomous driving technologies would post earnings of $0.08 per share when it actually produced earnings of $0.12, delivering a surprise of +50%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Mobileye, which belongs to the Zacks Automotive - Original Equipment industry, posted revenues of $508 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.96%. This compares to year-ago revenues of $506 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Mobileye shares have lost about 15.9% since the beginning of the year versus the S&P 500's gain of 9.6%.
What's Next for Mobileye?While Mobileye has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Mobileye was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.05 on $472.29 million in revenues for the coming quarter and $0.28 on $1.98 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Automotive - Original Equipment is currently in the bottom 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Innoviz Technologies Ltd. (INVZ - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.
This company is expected to post quarterly loss of $0.06 per share in its upcoming report, which represents a year-over-year change of +33.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Innoviz Technologies Ltd.'s revenues are expected to be $16.33 million, up 67.5% from the year-ago quarter.
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), a leading global provider of autonomous driving and advanced driver assistance technologies, announced today its founder, Prof. Amnon Shashua, has informed the Board of Directors of his intention to step down as Chief Executive Officer upon the appointment of a successor. Mobileye's Board of Directors will hire an executive search firm and will conduct a comprehensive process to select a new CEO. Prof. Shashua will remain a direct.
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.
Item 1 of 2 Mobileye's CEO Amnon Shashua speaks during a news conference for Mobileye driverless technology at the Nasdaq Market site in New York, U.S., July 20, 2021. REUTERS/Jeenah Moon
[1/2]Mobileye's CEO Amnon Shashua speaks during a news conference for Mobileye driverless technology at the Nasdaq Market site in New York, U.S., July 20, 2021. REUTERS/Jeenah Moon Purchase Licensing Rights, opens new tab
CompaniesJuly 23 (Reuters) - Mobileye Global (MBLY.O), opens new tab founder Amnon Shashua plans to step down as chief executive officer after the appointment of a successor, the autonomous driving technology maker said on Thursday, as it reported second-quarter results that topped Wall Street estimates.
Mobileye said its board would hire an executive search firm and conduct a comprehensive process to select a new CEO. Shashua will remain a director and has been offered the role of chairman once a successor is appointed.
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The Israeli company also reported second-quarter revenue of $508 million, beating analysts' estimates of $481.24 million, according to LSEG data.
The ADAS hardware maker's shares were up about 8% in premarket trading.
Mobileye said demand for next-generation ADAS remains strong, highlighting a new high-volume design win with Stellantis (STLAM.MI), opens new tab, days after the carmaker became the fifth of the world's 10 largest carmakers to contribute data to its Road Experience Management (REM) platform.
Automakers have ramped up focus on equipping their vehicles with advanced driver-assistance systems, boosting demand for microprocessors made by Mobileye, which works with more than 50 original equipment manufacturers, including Ford (F.N), opens new tab and Volkswagen (VOWG.DE), opens new tab.
The company reported strong momentum in Mobileye's core business driving a 3% increase in system shipments during the quarter.
It said the increase was partly offset by lower average selling prices for its EyeQ chips mainly due to higher-than-expected export volumes from Chinese automakers, which typically buy lower-priced chips.
"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," Shashua said.
The company also narrowed its 2026 revenue forecast range to $1.97 billion to $2.02 billion, raising the midpoint by $20 million. Adjusted earnings per share of 19 cents also topped estimates of 6 cents.
Reporting by Rashika Singh in Bengaluru; Editing by Vijay Kishore
Our Standards: The Thomson Reuters Trust Principles., opens new tab
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.
JERUSALEM--(BUSINESS WIRE)--Select Stellantis vehicles will use Mobileye's REM Road Experience Management technology, expanding key ADAS features such as hands-free driving.
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.
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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
The market expects Mobileye Global (MBLY - Free Report) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on July 23, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis maker of driver-assistance systems and autonomous driving technologies is expected to post quarterly earnings of $0.05 per share in its upcoming report, which represents a year-over-year change of -61.5%.
Revenues are expected to be $484 million, down 4.4% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Mobileye?For Mobileye, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -6.25%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Mobileye will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Mobileye would post earnings of $0.08 per share when it actually produced earnings of $0.12, delivering a surprise of +50.00%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Mobileye doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
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.
JERUSALEM--(BUSINESS WIRE)--Mobileye Global Inc. (Nasdaq: MBLY) (“Mobileye”) today announced that it will release its financial results for the second quarter 2026 on Thursday, July 23rd, 2026, before market open. Mobileye will host a conference call at 8:00am ET (3:00pm IT) to review its results and provide a general business update. The call will be hosted by Professor Amnon Shashua, CEO, Moran Shemesh Rojansky, CFO, Nimrod Nehushtan, EVP – Business Development and Strategy, and Dan Galves, C.
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.
Investors interested in stocks from the Automotive - Original Equipment sector have probably already heard of China Yuchai (CYD) and Mobileye Global (MBLY). But which of these two companies is the best option for those looking for undervalued stocks?
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.
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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.
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Innoviz sees an over 150,000 LiDAR unit opportunity in this program. Mobileye's initial fleet is targeted for deployment in 2027, scaling to 17,000 vehicles over the following 5 years
, /PRNewswire/ -- Innoviz Technologies Ltd. (NASDAQ: INVZ), a leading supplier of high-performance, automotive-grade LiDAR sensors, today highlighted its role as a LiDAR supplier for Mobileye Drive™, following the announcement by Mobileye (NASDAQ: MBLY) that it will establish a vertically integrated robotaxi business, targeting launch in a U.S. city in 2027.
Mobileye Drive™ is a standalone self-driving system that enables mobility service providers and vehicle manufacturers to make robotaxis, ride-pooling, public transport, and goods delivery fully autonomous. Innoviz LiDARs are integrated into the platform alongside Mobileye's imaging radars and high-resolution cameras, providing the 3D sensing layer that enables safe and reliable operation across complex urban environments. The Mobileye Drive™ configuration integrates a suite of nine InnovizTwo Long-Range and Short-to-Mid-Range LiDARs per vehicle, delivering comprehensive 360-degree coverage.
Under the new initiative, Mobileye will operate its own autonomous ride-hailing service, combining Mobileye Drive™ with its Moovit subsidiary's mobility platform, fleet management, and teleoperation infrastructure. Mobileye plans to deploy an initial fleet of approximately 100 vehicles in a major U.S. metropolitan market in 2027, scaling to approximately 17,000 vehicles over the following five years. The current configuration of the Drive™ platform integrates nine InnovizTwo LiDARs, representing a potential opportunity of more than 150,000 units.
"We are proud that Innoviz LiDARs are part of the technology making the robotaxi revolution possible," said Omer Keilaf, CEO and Founder of Innoviz Technologies. "Mobileye Drive™ is already operating in the real world today, and Mobileye's decision to take direct ownership of a robotaxi service at scale reflects the maturity of the platform and the confidence they have in the full technology stack. This is Physical AI in practice: intelligence acting in the real world, in real time, in real cities. We look forward to seeing it continue to scale."
About Innoviz
Innoviz is a leading provider of LiDAR technology, serving as a Tier-1 supplier to the world's leading automotive manufacturers and working towards a future with safe autonomous vehicles on the world's roads.
Innoviz's LiDAR and perception software "see" better than a human driver and reduce the possibility of error, meeting the automotive industry's strictest expectations for performance and safety. Innoviz's LiDAR sensors are designed to deliver exceptional range, resolution, and reliability, providing accurate 3D sensing in harsh weather conditions. Operating across the U.S., Europe, and Asia, Innoviz designs solutions for automotive OEMs, system integrators, municipalities, commercial enterprises, and other use cases worldwide. InnovizSMART is an off-the-shelf solution for security, defense and homeland security, intelligent traffic management, mobility, robotics, and aerial applications.
For more information, visit https://innoviz.tech/
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Forward Looking Statements
This announcement contains certain forward-looking statements within the meaning of the federal securities laws, including statements regarding the services and products offered by Innoviz, the anticipated technological capability of Innoviz's products, and the markets in which Innoviz operates. These forward-looking statements generally are identified by the words "believe," "project," "expect," "anticipate," "estimate," "intend," "strategy," "future," "opportunity," "plan," "may," "should," "will," "would," "will be," "will continue," "will likely result," and similar expressions. Forward-looking statements are predictions, projections and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties.
Many factors could cause actual future events to differ materially from the forward-looking statements in this announcement, including but not limited to, the ability to implement business plans, forecasts, and other expectations, the ability to convert design wins into definitive orders and the magnitude of such orders, the ability to achieve broader market adoption of Innoviz's products and solutions, the ability to maintain and scale initial deployments into long-term commercial relationships, the ability of preliminary arrangements, including evaluation engagements and letters of intent, to result in definitive supply, development, or commercial agreements on expected terms and volumes, the ability to identify and realize additional opportunities, potential changes and developments in the highly competitive LiDAR technology and related industries, and our expectations regarding the impact of geopolitical developments in the Middle East including the evolving conflict in Israel on our ongoing operations. The foregoing list is not exhaustive. You should carefully consider such risk and the other risks and uncertainties described in Innoviz's annual report on Form 20-F for the year ended December 31, 2025, filed with the U.S. Securities and Exchange Commission ("SEC") on March 4, 2026, and in other documents filed by Innoviz from time to time with the SEC. These filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. There can be no assurances as to the number of Innoviz LiDARs, if any, that will be incorporated into vehicles deployed in connection with the project referenced in this announcement, or as to the volumes, timing, or commercial terms of any related order, all of which depend on Mobileye's deployment plans and commercial decisions. Forward-looking statements speak only as of the date they are made. Readers are cautioned not to put undue reliance on forward-looking statements, and Innoviz assumes no obligation and does not intend to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise. Innoviz gives no assurance that it will achieve its expectations.
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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 logo is seen near computer motherboard in this illustration taken January 8, 2024. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab
SummaryCompaniesMobileye plans about 100 robotaxis in a major US city starting in 2027Aims to scale the fleet to roughly 17,000 over the next five yearsCompany said robotaxi push will not alter existing customer supply commitmentsJune 16 (Reuters) - Mobileye Global (MBLY.O), opens new tab said on Tuesday it would launch its own robotaxi service in the United States next year, putting the self-driving technology supplier in direct competition with some of the very customers it serves.
The Jerusalem, Israel-based company, which provides advanced driver-assistance systems to automakers, plans to deploy about 100 robotaxis in a major U.S. city starting in 2027, with ambitions to scale the fleet to roughly 17,000 over the next five years. Shares of Mobileye rose more than 2%.
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The move will put Mobileye in direct competition with Alphabet's (GOOGL.O), opens new tab Waymo, Amazon's (AMZN.O), opens new tab Zoox and Tesla's (TSLA.O), opens new tab self-driving vehicles, as they jostle to emerge as leaders in a market with huge potential.
"Operating our own service allows us to accelerate adoption, gain direct operational experience, and showcase the full potential of autonomous mobility," Mobileye CEO Amnon Shashua said.
The company said it would build this service by combining Mobileye Drive, its self-driving system, with the digital infrastructure of its Moovit subsidiary, which provides urban mobility data, trip-planning tools and a global passenger network.
While Mobileye will own and operate the ride-hailing service under a unified business division, it will collaborate with external vehicle platform makers and fleet integration partners rather than manufacturing its own vehicles.
Analysts said the move was unlikely to affect client relationships, but noted execution remains key. "The pressure point is whether Mobileye can keep data boundaries, customer economics and engineering focus clearly separated," said Parth Talsania, CEO of Equisights Research.
The company said the initiative does not change its supply commitments to customers, and that direct robotaxi operations would complement its existing business and run alongside it.
U.S. ride-hailing platform Lyft (LYFT.O), opens new tab said last year it would deploy fully autonomous robotaxis as soon as 2026 in Dallas, powered by Mobileye's technology.
Reporting by Anhata Rooprai in Bengaluru; Editing by Shilpi Majumdar and Anil D'Silva
Our Standards: The Thomson Reuters Trust Principles., opens new tab
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.
