Welcome to our dedicated page for Mobileye Global news (Ticker: MBLY), a resource for investors and traders seeking the latest updates and insights on Mobileye Global stock.
Mobileye Global Inc. develops advanced driver-assistance and autonomous driving technologies built around software, computer vision, artificial intelligence and purpose-built hardware. News for MBLY commonly covers EyeQ system-on-chip programs, OEM design wins, driver monitoring and occupant monitoring, SuperVision and Surround ADAS, and Mobileye Drive for Level 4 self-driving applications. Updates also track collaborations with automotive software suppliers and automakers, along with technology areas such as REM crowdsourced road intelligence, Imaging Radar and Compound AI.
Company announcements also include earnings releases, outlook updates, investor conference appearances, capital allocation actions such as Class A share repurchases, and integration of Mentee Robotics into Mobileye's physical AI and humanoid robotics work. Mobileye has been listed independently from Intel since 2022, while Intel retains majority ownership.
Mobileye Global (Nasdaq: MBLY) reported Q2 2026 revenue of $508 million, roughly flat year over year versus $506 million, with GAAP operating loss improving to $(30) million from $(74) million and GAAP diluted EPS of $(0.03). Non-GAAP adjusted operating income rose to $155 million, up 46% year over year, and adjusted diluted EPS increased to $0.19 from $0.13.
Gross margin declined to 46% (GAAP) and 66% (non-GAAP), pressured by lower EyeQ ASPs tied to higher China OEM volumes and a greater SuperVision mix. Mobileye raised its full‑year 2026 revenue outlook to $1.97–$2.02 billion (4%–7% growth) and increased the midpoint of adjusted operating income guidance by 88%, while reducing the midpoint of GAAP operating loss guidance by 4%, mainly due to a new Israeli R&D Law incentive grant. The company recognized approximately $110 million GAAP and $93 million non‑GAAP of R&D incentives in Q2 (covering H1), and now expects $197–$217 million GAAP and $180–$200 million non‑GAAP for 2026. For the first half, operating cash flow was $210 million, capex was $51 million, cash and investments totaled about $1.4 billion, and Mobileye repurchased $24 million of shares after launching its buyback on April 23, 2026.
Mobileye Global (Nasdaq: MBLY) announced that founder and CEO Prof. Amnon Shashua has informed the Board of his intention to step down as Chief Executive Officer once a successor is appointed. The Board will retain an executive search firm and run a comprehensive CEO selection process.
Prof. Shashua will remain on the Board and has been offered the role of Chairman after the new CEO is in place, focusing on long-term technology trends, innovation, and the company’s humanoid robotics business. According to Mobileye, its driver-assistance and autonomous driving technology has been deployed in over 250 million vehicles across more than 1,400 models worldwide. Intel, which beneficially owns about 77% of Mobileye and is represented by CFO David Zinsner, expressed continued confidence in Mobileye’s trajectory and plans to work with the future CEO and leadership team.
Mobileye (Nasdaq: MBLY) announced that its Cloud-Enhanced Advanced Driver Assist technology, powered by REM Road Experience Management and EyeQ6L, will be integrated into select future Stellantis vehicles starting in 2027. Initial applications are planned for select U.S. models, with further rollout depending on vehicle platform and configuration.
According to Mobileye, REM crowdsourced road intelligence already covers more than 95% of public roads in the United States and Europe, aggregates data from over 8 million vehicles and 34 billion miles annually, and receives contributions from five of the world’s ten largest automakers.
Mobileye Global (Nasdaq: MBLY) will release its Q2 2026 financial results on Thursday, July 23, 2026, before market open. Management will discuss results and a business update on a conference call at 8:00 a.m. ET, with a live and replay webcast on the investor relations site.
Innoviz Technologies (NASDAQ: INVZ) highlighted its role supplying LiDAR for the Mobileye Drive™ robotaxi platform as Mobileye plans a vertically integrated robotaxi business.
The configuration uses nine InnovizTwo LiDARs per vehicle, creating an opportunity of over 150,000 units as fleets scale to about 17,000 vehicles after 2027.
Mobileye (Nasdaq: MBLY) plans to move beyond supplying self-driving systems to fully owning and operating a vertically integrated robotaxi business. An initial fleet of about 100 vehicles is targeted for a major U.S. city in 2027, with plans to scale to approximately 17,000 vehicles over the following five years.
The service will combine Mobileye Drive with Moovit’s mobility platform, apps, multimodal trip planning, AV mission control, fleet management and teleoperation integration, while continuing to support existing automaker and mobility-operator customers.
Intel (Nasdaq: INTC) subsidiary Mobileye was named Frost & Sullivan 2026 Global Company of the Year in the passenger vehicle ADAS industry. The award recognizes Mobileye’s AI-powered, scalable ADAS platform, spanning base driver assistance to full autonomy, and its safety-focused deployment in both mature and emerging markets.
Frost & Sullivan cites Mobileye’s modular EyeQ6 chips, REM crowdsourced mapping from over 8 million vehicles, and flexible collaboration models with automakers as key strengths.
Mobileye (Nasdaq: MBLY) will participate in multiple investor conferences in Q2 2026: Deutsche Bank Global Autos (May 20), TD Cowen TMT (May 28), Mizuho Technology (June 9) and Wolfe Research Autos (June 18).
Mobileye said it plans to webcast fireside chats when possible and will post exact times and registration details on its Events & Presentations IR page.
Mobileye (Nasdaq: MBLY) reported Q1 2026 revenue of $558 million, up 27% year-over-year, and raised the midpoint of full-year 2026 revenue guidance by 2%.
GAAP diluted EPS was $(4.68) and GAAP operating loss included a $3,788 million non-cash goodwill impairment. Mobileye generated $75 million of operating cash flow and closed the acquisition of Mentee Robotics, and announced up to $250 million share repurchase authorization.
Mobileye (Nasdaq: MBLY) announced a Board‑authorized share repurchase program to buy up to $250 million of Class A common stock. The program is intended to partially offset dilution from share‑based compensation and the Mentee Robotics acquisition, and will be funded from cash on hand and future cash flows.
Repurchases may occur via open‑market trades, privately negotiated transactions, or accelerated share repurchase agreements, are subject to market and legal conditions, have no fixed expiration, and may be modified, suspended, or discontinued. Mobileye will not directly repurchase shares from related parties, including Intel.