Mobileye, Tesla's Competitor in Autonomous Driving, Lands Major Deal with US Automaker — MBLY Stock Jumps More Than 8% in Pre-Market Trading
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 23 2026
0mins
Should l Buy MBLY?
Source: stocktwits
Partnership Announcement: Mobileye Global Inc. has secured a deal with a leading U.S. automaker to integrate its Driver Monitoring System into future vehicles equipped with Mobileye's EyeQ6 system, with production targeted for 2027.
Market Reaction: Following the announcement, Mobileye's shares rose by over 8% in pre-market trading, reflecting positive retail sentiment around the company.
Previous Collaboration: Tesla previously partnered with Mobileye to develop the Autopilot driving system, but their partnership ended in 2016 when Mobileye collaborated with BMW instead.
Future Developments: Updates on this story will be available directly on Stocktwits, indicating ongoing interest and potential developments in the autonomous driving sector.
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Analyst Views on MBLY
Wall Street analysts forecast MBLY stock price to rise
18 Analyst Rating
9 Buy
9 Hold
0 Sell
Moderate Buy
Current: 7.870
Low
12.00
Averages
17.59
High
30.00
Current: 7.870
Low
12.00
Averages
17.59
High
30.00
About MBLY
Mobileye Global Inc is an Israel-based company that is primarily actives in field of development and deployment of advanced driver-assistance systems (ADAS) and self-driving system (AV). Company's portfolio Mobileye’s of solutions is built upon a purpose-built software and hardware technologies designed to provide the capabilities to make advanced driver-assistance systems and autonomous driving a reality. These technologies are dedicated to deliver capabilities of advancing the safety of road users, and improving the driving experience and the movement of people and goods globally. The Company's offerings include Driver Assist, Cloud-Enhanced Driver Assist, Mobileye SuperVision Lite, Mobileye Chauffeur, and Mobileye Drive. Mobileye Global Inc operates globally.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Quarter-End Valuation: At quarter-end, the value of Mobileye's stake was $4.13 million, representing 2.02% of QSM's reportable assets under management, indicating its significance within the investment portfolio.
- Market Response: Despite Mobileye's stock being down over 80% from its all-time high, analysts project a forward P/E ratio of 30, suggesting the company is poised for profitability and rapid growth.
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