Mobileye

MBLY

Market cap $8.71B

I rate Mobileye (MBLY) a buy due to its superior technology, broad physical AI applications, positive FCF, and reasonable valuation versus Ouster (OUST). MBLY's mobility-focused sensors and 25 years of experience position it for long-term demand and higher returns as AV and AI adoption accelerates. MBLY's growth inflects meaningfully in 2028+ when Chauffeur and Drive systems are deployed in robotaxis, potentially driving a valuation re-rating.

Shares of BlackBerry (NYSE:BB) are up 18% in midday trading Friday, leading a sharp rotation into automotive AI software names.

Mobileye's strong first quarter was driven by customer inventory restocking and sales to Chinese OEMs. This strength hasn't been extrapolated through the rest of the year though. Surround ADAS platform is slowly gaining traction, which should lead to improved ASPs and margins in coming years. The status of more advanced products remains up in the air, although Mobileye is now testing SuperVision with OEMs and its robotaxi efforts appear to be progressing.

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 second quarter of 2026. Deutsche Bank 2026 Global Autos, Mobility & Robotics Conference, May 20, 2026 TD Cowen 54th Annual Technology, Media & Telecom Conference, May 28, 2026 Mizuho Technology Conference, June 9, 2026 Wolfe Research Autos and Mobility Conference, June 18, 2026 Mobileye plans to webcast its “fir.

Struggling stocks are signaling confidence ahead, recently announcing substantial share buyback authorizations. These names are looking to buy shares at what they likely view as depressed prices, providing positive signals to investors going forward.

Investors with an interest in Automotive - Original Equipment stocks have likely encountered both China Yuchai (CYD) and Mobileye Global (MBLY). But which of these two stocks presents investors with the better value opportunity right now?

Mobileye is initiated at a buy rating, citing long-term growth opportunities despite recent stock weakness and near-term guidance softness. Q1 delivered robust 27% YoY revenue growth and 51% adjusted EPS increase, with raised full-year guidance, though profitability is expected to decline short term. Strategic moves into robotaxis and robotics, including the Mentee Robotics acquisition and MOIA partnership, position Mobileye for leadership in physical AI.

Mobileye beats Q1 estimates on strong EyeQ shipments, raises 2026 outlook and approves $250M buyback.

Mobileye Global Inc (NASDAQ:MBLY) reported better-than-expected first-quarter financial results and raised FY26 revenue outlook on Thursday.

Mobileye Global Inc. (MBLY) Q1 2026 Earnings Call Transcript