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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) 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.

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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.

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Mobileye (Nasdaq: MBLY) will release first-quarter 2026 results on Thursday, April 23, 2026, before market open. A conference call to review results and provide a business update will be held at 8:00am ET (3:00pm IT).

Executives hosting the call include Professor Amnon Shashua (CEO), Moran Shemesh Rojansky (CFO), Nimrod Nehushtan (EVP Business Development and Strategy), and Dan Galves (CCO). The event will be webcast live at https://ir.mobileye.com, with a replay available after the event.

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Mobileye (INTC) secured a major Driver Monitoring System (DMS) production program with a leading U.S. automaker, targeting start of production in 2027. The win expands an existing ADAS program, is expected to span millions of vehicles across models and model years, and integrates DMS and Occupant Monitoring on the EyeQ6L system-on-chip.

The unified in-cabin and exterior-sensing platform aims to reduce hardware complexity, improve distraction detection by correlating gaze with road context, and support Euro NCAP 2026 scoring and potential 2029 protocol evolution.

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Elektrobit and Mobileye (INTC) announced on Feb 24, 2026 that EB corbos Linux for Safety Applications will be integrated into Mobileye Drive, a scalable Level 4 self-driving system.

The open-source EB corbos solution has a positive TÜV Nord technical assessment for ASIL B and SIL2 and will provide automotive-grade features, field updates and safety-compliant Linux support for OEM and robotaxi deployments.

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Mobileye (Nasdaq: MBLY) was selected by Mahindra for SuperVision and Surround ADAS on at least six upcoming models, with production expected to begin in 2027. Both solutions use Mobileye's EyeQ6 High SoC, consolidate multiple functions on a single ECU, and aim to support local ADAS production in India.

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Mobileye Global Inc (Nasdaq: MBLY) announced participation in multiple investor conferences in Q1 2026, including Wolfe Research (Feb 11), Morgan Stanley TMT (Mar 4), and Loop Capital (Mar 10). Mobileye said it plans to webcast its fireside chats when possible and will post exact times closer to each event.

Investors can register and access webcasts via the company’s Events & Presentations section on its investor relations site. Mobileye noted that participation and dates are subject to change and that any additional events will be announced in due course.

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Mobileye (NASDAQ:INTC) reported full-year 2025 revenue of $1,894M, up 15% year-over-year, and Q4 2025 revenue of $446M, down 9% year-over-year. The company generated $602M of operating cash flow in 2025 (up 51% YoY) and ended the year with $1.8B cash, excluding a expected $612M cash outlay for the pending Mentee Robotics acquisition.

Mobileye announced a high-volume Surround ADAS win with a major U.S. OEM, an expanded Volkswagen robotaxi roadmap, an 8-year expected automotive pipeline of $24.5B, and full-year 2026 guidance of $1,900M–$1,980M revenue (flat to +5% YoY) with adjusted operating income of $170M–$220M.

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Mobileye (INTC) entered a definitive agreement to acquire humanoid robotics developer Mentee Robotics for approximately $900 million (about $612M cash plus up to 26.2M Mobileye Class A shares, subject to adjustments). Mobileye said the deal aligns with its push into “Physical AI,” combining Mentee’s vertically integrated humanoid platform and rapid few-shot learning with Mobileye’s autonomy, safety models, and manufacturing scale.

Mobileye reported a current automotive revenue pipeline of $24.5 billion over the next eight years (+40% vs Jan 2023). First on-site proof-of-concept humanoid deployments are targeted in 2026, with series production/commercialization targeted for 2028. The transaction is expected to close in Q1 2026 and modestly raise Mobileye operating expenses in 2026 by a low-single-digit percentage.

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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.