Mobileye Global Inc. — News

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

defenseworld.net - 2026-07-28 01:15:20

General Motors Co. NYSE: GM and Mobileye Global Inc. NASDAQ: MBLY both reported earnings recently, and between them, they said as much, if not more, about where the car industry is actually heading than any amount of noise around Tesla Inc. NASDAQ: TSLA after its own report.

marketbeat.com - 2026-07-27 09:20:19

MBLY's Q2 earnings beat estimates as an R&D grant boosts profits, while stronger shipments and a raised 2026 outlook point to continued momentum.

zacks.com - 2026-07-24 12:05:18

Mobileye Global Inc. faces heightened uncertainty after founder and long-time CEO Amnon Shashua's abrupt departure, despite solid Q2 results and raised full-year guidance. MBLY's Q2 beat was driven by a $93M Israeli R&D tax credit, boosting adjusted operating income 46% YoY and margins to 31%. The company is transitioning toward vertical integration, launching its own robotaxi service, which increases both long-term revenue potential and operational risk.

seekingalpha.com - 2026-07-24 10:32:27

Mobileye Global Inc. (MBLY) Q2 2026 Earnings Call Transcript

seekingalpha.com - 2026-07-24 01:30:26

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.

techcrunch.com - 2026-07-23 18:40:08

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.

youtube.com - 2026-07-23 13:17:29

Mobileye 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.

marketbeat.com - 2026-07-23 11:08:07

The headline numbers for Mobileye (MBLY) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

zacks.com - 2026-07-23 10:31:15

Mobileye Global (MBLY) 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.

zacks.com - 2026-07-23 08:41:07

Mobileye Global said on Thursday that founder ​Amnon Shashua plans to ‌step down as chief executive officer once a successor is appointed, ​as the autonomous driving technology ​maker launched a search for ⁠its next leader.

reuters.com - 2026-07-23 06:49:35

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.

businesswire.com - 2026-07-23 06:30:00

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.

businesswire.com - 2026-07-23 06:30:00

The consensus price target hints at a 46.9% upside potential for Mobileye (MBLY). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

zacks.com - 2026-07-21 10:55:15

Mobileye Global 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.

reuters.com - 2026-07-21 07:03:22

JERUSALEM--(BUSINESS WIRE)--Select Stellantis vehicles will use Mobileye's REM Road Experience Management technology, expanding key ADAS features such as hands-free driving.

businesswire.com - 2026-07-21 07:00:00

Mobileye (MBLY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

zacks.com - 2026-07-16 11:06:23

Physical AI has crossed from hype to product. Six supply chain layers - edge silicon to connectivity - and the stocks at every level.

investorplace.com - 2026-07-14 00:00:00

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.

businesswire.com - 2026-07-09 07:30:00

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.

seekingalpha.com - 2026-07-08 13:41:57

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?

zacks.com - 2026-07-08 12:41:12

Intel (NASDAQ: INTC) stock is trading at $130.60 midday Monday, up 2% on the session. The move follows a major price-target hike from Cantor Fitzgerald, which raised its target on the shares to $150 from $90 while keeping its rating at Neutral. That nuance matters. A supersized target without a rating change signals strong conviction in... Wall Street Just Supersized Its Price Target on Intel. Is the Stock Still Too Cheap?

247wallst.com - 2026-06-29 13:49:19

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.

marketbeat.com - 2026-06-27 10:51:14

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  TEL AVIV, Israel, June 22, 2026 /PRNewswire/ -- Innoviz Technologies Ltd.

prnewswire.com - 2026-06-22 08:00:00

Physical AI has crossed from hype to product. Six supply chain layers - edge silicon to connectivity - and the stocks at every level.

investorplace.com - 2026-06-22 00:00:00

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

seekingalpha.com - 2026-06-16 14:49:51

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

techcrunch.com - 2026-06-16 13:50:23

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

techcrunch.com - 2026-06-16 13:06:52

Mobileye plans to launch a robo-taxi service but faces competition from the likes of Alphabet's Waymo and Tesla.

barrons.com - 2026-06-16 12:59:00

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.

proactiveinvestors.com - 2026-06-16 12:26:37

Self-driving technology supplier Mobileye Global announced it would launch its own robotaxi service in the U.S. The company is planning to deploy an initial 100-vehicle fleet into a major U.S. city in 2027.

cnbc.com - 2026-06-16 10:22:10

Mobileye (NASDAQ:MBLY) has announced plans to expand beyond supplying autonomous driving systems and enter direct operation of a robotaxi service, marking a...

proactiveinvestors.com - 2026-06-16 08:22:00

Mobileye ​Global said on Tuesday ‌it would launch its own robotaxi service in ​the United States, putting ​the self-driving technology supplier ⁠in direct competition with ​some of the very ​customers it serves.

reuters.com - 2026-06-16 07:23:07

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

businesswire.com - 2026-06-16 07:00:00

Robotics and industrial automation are in a classic consolidation cycle. Hyperscalers are pushing into physical AI, automakers need autonomy stacks they lack time to build, and semicap buyers want exposure to AI accelerators.

247wallst.com - 2026-06-10 07:20:33

With numerous partnerships and widespread autonomous vehicle technology and services, these three stocks are poised to thrive as driverless vehicles and robotaxis take over the roads.

fool.com - 2026-06-03 10:15:00

Mobileye (Nasdaq: MBLY) has been named the 2026 Frost and Sullivan Global Company of the Year in the Passenger Vehicle ADAS Industry for the Excellence in Best P

gurufocus.com - 2026-06-01 08:00:00

JERUSALEM--(BUSINESS WIRE)--Mobileye (Nasdaq: MBLY) has been named the 2026 Frost & Sullivan Global Company of the Year in the Passenger Vehicle ADAS Industry for the Excellence in Best Practices category. The recognition highlights Mobileye's position in AI-powered ADAS solutions that successfully address the evolving safety and scalability needs of global automakers. Frost & Sullivan's analysis found that Mobileye stands out in ADAS as the leading provider delivering across four criti.

businesswire.com - 2026-06-01 07:00:00

I rate Mobileye (MBLY) a buy due to its superior technology, broad physical AI applications, positive FCF, and reasonable valuation versus Ouster (OUST). MBLY's mobility-focused sensors and 25 years of experience position it for long-term demand and higher returns as AV and AI adoption accelerates. MBLY's growth inflects meaningfully in 2028+ when Chauffeur and Drive systems are deployed in robotaxis, potentially driving a valuation re-rating.

seekingalpha.com - 2026-05-29 11:49:17

Shares of BlackBerry (NYSE:BB) are up 18% in midday trading Friday, leading a sharp rotation into automotive AI software names.

247wallst.com - 2026-05-22 12:35:18

Mobileye's strong first quarter was driven by customer inventory restocking and sales to Chinese OEMs. This strength hasn't been extrapolated through the rest of the year though. Surround ADAS platform is slowly gaining traction, which should lead to improved ASPs and margins in coming years. The status of more advanced products remains up in the air, although Mobileye is now testing SuperVision with OEMs and its robotaxi efforts appear to be progressing.

seekingalpha.com - 2026-05-06 17:10:21

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 second quarter of 2026. Deutsche Bank 2026 Global Autos, Mobility & Robotics Conference, May 20, 2026 TD Cowen 54th Annual Technology, Media & Telecom Conference, May 28, 2026 Mizuho Technology Conference, June 9, 2026 Wolfe Research Autos and Mobility Conference, June 18, 2026 Mobileye plans to webcast its “fir.

businesswire.com - 2026-05-06 16:15:00

Struggling stocks are signaling confidence ahead, recently announcing substantial share buyback authorizations. These names are looking to buy shares at what they likely view as depressed prices, providing positive signals to investors going forward.

marketbeat.com - 2026-05-04 13:36:23

Investors with an interest in Automotive - Original Equipment stocks have likely encountered both China Yuchai (CYD) and Mobileye Global (MBLY). But which of these two stocks presents investors with the better value opportunity right now?

zacks.com - 2026-04-28 12:42:13