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Mobileye Global Inc. Stock Price, News & Analysis

MBLY Nasdaq

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. (Nasdaq: MBLY) is frequently in the news for developments in advanced driver-assistance systems (ADAS), autonomous driving technologies, and what it describes as Physical Artificial Intelligence. Founded in 1999, the company reports that more than 200 million vehicles worldwide have been built with its EyeQ technology inside, and it regularly issues updates on product progress, partnerships, and financial performance.

News about Mobileye often covers quarterly earnings releases and outlook updates, where the company discusses revenue trends, EyeQ volumes, and the performance of products such as SuperVision and Mobileye Drive. These announcements are typically accompanied by conference calls and investor presentations, and are furnished to the SEC via Form 8-K filings that summarize results of operations and financial condition.

Mobileye’s news flow also includes partnership and program announcements with automotive manufacturers, public transport agencies, and mobility providers. Recent communications describe deployments of vehicles equipped with the Mobileye Drive self-driving system in shared, on-demand transport services, as well as collaborations to localize ADAS technologies for specific markets, such as its memorandum of understanding with VVDN Technologies Pvt. Ltd. to support India-based automakers.

Another recurring theme in Mobileye’s news is its technology roadmap and broader vision. The company highlights progress across its assisted and autonomous driving product portfolio, next-generation chip architecture, and its move toward Physical AI, including a definitive agreement to acquire Mentee Robotics Ltd., an AI-first humanoid robotics company. Press releases around industry events, such as Mobileye Live at CES, provide additional context on how the company sees AI shaping its products and future mobility solutions.

This MBLY news page aggregates such updates, giving investors and observers a single place to review Mobileye’s earnings announcements, strategic agreements, program milestones, and technology disclosures as they are reported.

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Mobileye (Nasdaq: MBLY) announced a U.S. automaker selected its EyeQ6H-powered Mobileye Surround ADAS as standard across mainstream and premium models, estimating future delivery of more than 19 million EyeQ6H-based Surround systems worldwide, including 9 million from the newly announced automaker.

The system consolidates multiple sensors onto a single chip/ECU, supports hands-free, eyes-on driving up to 81 mph (130 kph), leverages REM crowdsourced mapping (harvested by >8 million vehicles), and enables OTA updates and cybersecurity protections.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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FAQ

What is the current stock price of Mobileye Global (MBLY)?

The current stock price of Mobileye Global (MBLY) is $9.22 as of April 24, 2026.

What is the market cap of Mobileye Global (MBLY)?

The market cap of Mobileye Global (MBLY) is approximately 7.3B.