Mobileye Global Inc. Stock Price, News & Analysis

Mobileye (INTC) said Ruter and AV operator Holo will partner with MOIA to deploy the ID. Buzz AD equipped with the Mobileye Drive self-driving system as early as spring 2026 in Groruddalen, Oslo.

The move follows two years of local testing with Mobileye Drive and uses a second-generation system based on EyeQ 6H. Ruter has envisioned adding up to 30,000 shared autonomous vehicles to Oslo’s network. Trials since 2023 included snow-covered-road testing; Mobileye plans further updates on January 6, 2026 at CES.

Mobileye (Nasdaq: MBLY) will participate in multiple investor conferences in Q4 2025, including Baird Global Industrial Conference on Nov 11, 2025, Wells Fargo TMT Summit on Nov 19, 2025, and UBS Global Industrials and Transportation Conference on Dec 3, 2025.

The company plans to webcast its fireside chats when possible and will post exact times and registration details in the Events & Presentations section of its investor relations site. Event dates and participation are subject to change; additional events will be announced as needed.

Mobileye (INTC) signed a Memorandum of Understanding with VVDN Technologies on Oct. 29, 2025 to localize Mobileye's ADAS technologies for Indian automakers.

The partnership pairs Mobileye's EyeQ™ SoC and sensor product roadmap with VVDN's local engineering, testing, and manufacturing capabilities to support Made-in-India and export-ready platforms, aiming to accelerate time-to-market, customization, and manufacturing readiness for ADAS in India.

Mobileye (Nasdaq:MBLY) reported Q3 2025 revenue of $504M, up 4% year-over-year, and GAAP diluted EPS of $(0.12) with adjusted diluted EPS of $0.09. The company raised its full-year 2025 revenue outlook to $1,845M–$1,885M, implying 12%–14% revenue growth. Operating cash flow for the nine months ended Sept 27, 2025 was $489M, and cash and equivalents were $1.7B after a $100M Q3 share buyback. Operating margin improved to (22%) from (578%) in Q3 2024, primarily due to the non-recurrence of a prior goodwill impairment. Adjusted operating income guidance was raised to a range of $263M–$286M for 2025.

Mobileye (Nasdaq: MBLY) will release third quarter 2025 financial results on Thursday, October 23, 2025, before market open.

The company will host a conference call at 8:00 AM ET / 3:00 PM IT to review results and provide a business update. Presenters include Amnon Shashua (CEO), Moran Shemesh Rojansky (CFO), Nimrod Nehushtan (EVP – Business Development and Strategy), and Dan Galves (CCO). The call will be streamed live via webcast on Mobileye’s investor relations site and a replay will be available shortly after the event.

Mobileye (NASDAQ:MBLY) has announced its participation in five major investor conferences during Q3 2025. The scheduled events include the Oppenheimer Technology Conference (August 12), Truist Technology Symposium (September 4), Deutsche Bank IAA Cars Conference (September 8), RBC Capital Markets Global Industrials Conference (September 16), and Evercore ISI's Autonomous, ADAS & AI Forum (September 30).

The company plans to webcast its fireside chat sessions where possible, with specific timing details to be announced closer to each event. Investors can access the webcasts through Mobileye's investor relations website.

Mobileye (NASDAQ:MBLY) reported strong Q2 2025 results with revenue reaching $506 million, up 15% year-over-year, driven by a 28% increase in EyeQ volumes. The company raised its full-year 2025 revenue guidance to $1,765-$1,885 million, representing 7-14% growth.

Key financial metrics include Adjusted Operating Income of $106 million (up 34%) and Adjusted EPS of $0.13. The company maintains a strong balance sheet with $1.7 billion in cash and zero debt. Operating cash flow reached $322 million for the first half of 2025.

Strategic highlights include progress on advanced product programs, particularly with Volkswagen Group, and plans for fully driverless deployments in the US by 2026. The company secured its first imaging radar design win and expanded partnerships with Uber and Lyft for robotaxi deployments.

Mobileye (NASDAQ: MBLY) has announced the pricing of a secondary public offering by Intel's subsidiary, involving 50 million shares of Class A common stock at $16.50 per share. The underwriters have a 30-day option to purchase an additional 7.5 million shares.

Concurrent with the offering, Mobileye will repurchase 6.23 million shares at the same price as the underwriters. Additionally, Intel's subsidiary plans to convert 50 million shares of Class B common stock into Class A common stock. The offering is expected to close on July 11, 2025.

Goldman Sachs and BofA Securities are leading the offering as joint book-running managers. Mobileye will not receive any proceeds from the sale as it is not selling any shares in this offering.

Mobileye (NASDAQ: MBLY) has announced a significant secondary public offering and share restructuring involving its major stockholder Intel. The offering includes 45 million shares of Class A common stock by Intel Overseas Funding Corporation, with an additional 30-day option for 6.75 million shares.

Concurrent with the offering, Mobileye will repurchase $100 million of its Class A common stock from Intel at the same price as the underwriters. Additionally, Intel plans to convert 50 million shares of Class B common stock into Class A common stock. Goldman Sachs and BofA Securities are serving as joint lead book-running managers for the offering.