Mobileye's ADAS business remains solid, but the lack of advanced program wins is weighing on the stock. This appears to be more due to a lack of OEM appetite than Mobileye-specific issues, though. Even just with current Surround ADAS, SuperVision and Chauffer wins, Mobileye's revenue should start to move meaningfully higher in 2027.
Baron Fifth Avenue Growth Fund gained 5.7% during the third quarter, lagging the 10.5% gain for the Russell 1000 Growth Index and the 8.1% gain for the S&P 500 Index, the Fund's benchmarks. NVIDIA reported mid-term visibility of tens of GWs in AI buildouts, with each GW representing an estimated $35 billion total addressable market. Growth was broad-based across Shopify's core e-commerce mercha...
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 fourth quarter of 2025. Baird's 2025 Global Industrial Conference, November 11, 2025 Wells Fargo 9th Annual TMT Summit, November 19, 2025 UBS Global Industrials and Transportation Conference 2025, December 3, 2025 Mobil...
GURUGRAM, India--(BUSINESS WIRE)--Mobileye, a global leader in advanced driver assistance systems and autonomous driving technologies, announced today it has signed a Memorandum of Understanding (MoU) with VVDN Technologies Pvt. Ltd., a leading Indian Tier 1, engineering and manufacturing services company, to localize and offer Mobileye's ADAS technologies to India-based automakers. The collabo...
Mobileye Global Inc. has evolved from a speculative play on autonomous driving into a profitable leader integrating hardware, software, and data for the automotive industry. Strong revenue momentum and expanding MBLY market share reflect structural ADAS demand, independent of overall vehicle production trends. Strategic partnerships, especially around the EyeQ6 platform and surround ADAS, posit...
Mobileye Global Inc. (NASDAQ:MBLY ) Q3 2025 Earnings Call October 23, 2025 8:00 AM EDT Company Participants Daniel Galves - Chief Communications Officer Amnon Shashua - Co-Founder, CEO, President & Director Moran Rojansky - Chief Financial Officer Nimrod Nehushtan - Executive VP of Business Development & Strategy Conference Call Participants Aaron Rakers - Wells Fargo Securities, LLC, Research ...
Mobileye Global beat Wall Street expectations for third-quarter revenue on Thursday, as automakers ramped up orders of the company's driver-assisted chips in a rush to adopt autonomous software.
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