Mobileye

MBLY

Market cap $9.62B

Mobileye's ADAS business remains solid, but the lack of advanced program wins is weighing on the stock. This appears to be more due to a lack of OEM appetite than Mobileye-specific issues, though. Even just with current Surround ADAS, SuperVision and Chauffer wins, Mobileye's revenue should start to move meaningfully higher in 2027.

Baron Fifth Avenue Growth Fund gained 5.7% during the third quarter, lagging the 10.5% gain for the Russell 1000 Growth Index and the 8.1% gain for the S&P 500 Index, the Fund's benchmarks. NVIDIA reported mid-term visibility of tens of GWs in AI buildouts, with each GW representing an estimated $35 billion total addressable market. Growth was broad-based across Shopify's core e-commerce merchant base and supported by successful expansion into offline, international, and business-to-business channels, which grew 29%, 42%, and 101%, respectively.

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 fourth quarter of 2025. Baird's 2025 Global Industrial Conference, November 11, 2025 Wells Fargo 9th Annual TMT Summit, November 19, 2025 UBS Global Industrials and Transportation Conference 2025, December 3, 2025 Mobileye plans to webcast its “fireside chats” when possible, with exact time to be posted closer to the ev.

Shares of Mobileye Global Inc.  MBLY have fallen 10.2% since it reported third-quarter 2025 results. It reported adjusted earnings per share of 9 cents, which beat the Zacks Consensus Estimate of 8 cents.The company reported earnings per share of 10 cents in the year-ago quarter.

GURUGRAM, India--(BUSINESS WIRE)--Mobileye, a global leader in advanced driver assistance systems and autonomous driving technologies, announced today it has signed a Memorandum of Understanding (MoU) with VVDN Technologies Pvt. Ltd., a leading Indian Tier 1, engineering and manufacturing services company, to localize and offer Mobileye's ADAS technologies to India-based automakers. The collaboration is intended to leverage Mobileye's global product and system expertise with VVDN's local engine.

Mobileye Global Inc. has evolved from a speculative play on autonomous driving into a profitable leader integrating hardware, software, and data for the automotive industry. Strong revenue momentum and expanding MBLY market share reflect structural ADAS demand, independent of overall vehicle production trends. Strategic partnerships, especially around the EyeQ6 platform and surround ADAS, position the company as the default technology choice for next-generation vehicles.

Mobileye Global Inc. (NASDAQ:MBLY ) Q3 2025 Earnings Call October 23, 2025 8:00 AM EDT Company Participants Daniel Galves - Chief Communications Officer Amnon Shashua - Co-Founder, CEO, President & Director Moran Rojansky - Chief Financial Officer Nimrod Nehushtan - Executive VP of Business Development & Strategy Conference Call Participants Aaron Rakers - Wells Fargo Securities, LLC, Research Division Yan Dong Joshua Buchalter - TD Cowen, Research Division Chris McNally - Evercore ISI Institutional Equities, Research Division Mark Delaney - Goldman Sachs Group, Inc., Research Division Joseph Spak - UBS Investment Bank, Research Division Shreyas Patil - Wolfe Research, LLC Luke Junk - Robert W. Baird & Co. Incorporated, Research Division Dan Levy - Barclays Bank PLC, Research Division Colin Rusch - Oppenheimer & Co. Inc., Research Division Presentation Operator Greetings, and welcome to the Mobileye 3Q '25 Earnings Call.

Mobileye Global (MBLY) came out with quarterly earnings of $0.09 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.1 per share a year ago.

Mobileye Global beat Wall Street expectations for third-quarter revenue on Thursday, as automakers ramped up orders of the company's driver-assisted chips in a rush to adopt autonomous software.

JERUSALEM--(BUSINESS WIRE)--Mobileye Global Inc. (Nasdaq: MBLY) (“Mobileye”) today released its financial results for the three months ended September 27, 2025. “The business delivered another strong quarter, with solid revenue growth and disciplined cost management. Continued auto production stability gives us confidence to again raise our full-year outlook, removing conservatism we had embedded earlier due to macro uncertainty,” said Mobileye President and CEO Prof. Amnon Shashua. “We see tre.