Mobileye and Volkswagen Advance Robotaxi Production
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy MBLY?
Source: stocktwits
- Robotaxi Production Launch: Mobileye, in collaboration with Volkswagen and MOIA, commenced pre-series production at the Hanover plant in March, marking a significant advancement for its robotaxi platform and potentially accelerating the commercialization of autonomous driving technology.
- Increase in Testing Vehicles: Over 100 Volkswagen ID.BUZZ autonomous vehicles are currently undergoing road testing in six cities, with plans to add more testing locations soon, providing Mobileye with valuable real-world data to optimize its technology.
- Growth Potential in India: Mobileye secured design wins for its SuperVision and Surround ADAS with Indian automaker Mahindra, highlighting the company's focus on the Indian market, which is expected to drive business expansion in the region.
- 2026 Revenue Forecast Raised: Mobileye raised its 2026 revenue forecast to $1.9 billion to $2 billion, a 2% increase from previous guidance, reflecting the company's confidence in its Drive technology and an optimistic outlook for future growth.
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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: 7.900
Low
12.00
Averages
17.59
High
30.00
Current: 7.900
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.
MOBILEYE REPORTS Q1 2026 RESULTS, REVISES ANNUAL FORECAST, AND INTRODUCES $250 MILLION SHARE BUYBACK INITIATIVE
Quarterly Results Announcement: Mobileye has released its financial results for the first quarter of 2026, providing insights into its performance.
Full-Year Outlook Update: The company has also updated its full-year outlook, indicating expectations for future performance.
Share Repurchase Program: Mobileye announced a $250 million share repurchase program, aimed at enhancing shareholder value.
Strategic Focus: The announcements reflect Mobileye's strategic focus on growth and shareholder returns in the evolving tech landscape.
See More
Mobileye to Announce Q1 Earnings on April 23
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- Earnings Expectations: The consensus EPS estimate stands at $0.09, reflecting a 12.5% year-over-year increase, indicating ongoing improvements in profitability that may attract more investor interest.
- Revenue Expectations: The anticipated revenue for Q1 is $519.54 million, representing an 18.6% year-over-year growth, suggesting Mobileye's continued expansion in the autonomous driving technology market and increasing demand.
- Performance Beat Record: Over the past two years, Mobileye has beaten EPS estimates 88% of the time and revenue estimates 100% of the time, showcasing its strong market competitiveness and management capabilities.
See More
Mobileye and Volkswagen Advance Robotaxi Production
- Robotaxi Production Launch: Mobileye, in collaboration with Volkswagen and MOIA, commenced pre-series production at the Hanover plant in March, marking a significant advancement for its robotaxi platform and potentially accelerating the commercialization of autonomous driving technology.
- Increase in Testing Vehicles: Over 100 Volkswagen ID.BUZZ autonomous vehicles are currently undergoing road testing in six cities, with plans to add more testing locations soon, providing Mobileye with valuable real-world data to optimize its technology.
- Growth Potential in India: Mobileye secured design wins for its SuperVision and Surround ADAS with Indian automaker Mahindra, highlighting the company's focus on the Indian market, which is expected to drive business expansion in the region.
- 2026 Revenue Forecast Raised: Mobileye raised its 2026 revenue forecast to $1.9 billion to $2 billion, a 2% increase from previous guidance, reflecting the company's confidence in its Drive technology and an optimistic outlook for future growth.
See More
Mobileye (MBLY) Q1 2026 Earnings Transcript
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- Clear Funding Source: The program will be financed through existing cash on hand and future cash flows, ensuring that the company maintains financial stability while executing the buyback, thereby reinforcing its market position.
- Stock Price Surge: On the New York Stock Exchange, Mobileye shares gained 13.04% in pre-market trading, reaching $43.99, indicating a positive market reaction to the repurchase plan and reflecting investor confidence in the company's future prospects.
- Improved Market Performance: Following a 0.38% increase in regular trading on Wednesday, the implementation of this repurchase program is expected to further enhance the company's stock performance, increasing investor recognition of its long-term value.
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- Significant Revenue Growth: The company achieved Q1 revenue of $558 million, a 27.4% year-over-year increase, surpassing market expectations by $38.46 million, reflecting a sustained rise in demand for smart driving solutions that drove overall performance.
- Optimistic Future Outlook: Mobileye projects revenue for 2026 to range between $1.935 billion and $2.015 billion, although it anticipates an operating loss of $4.331 billion, the company is actively investing in technological innovation and market expansion to achieve long-term growth.
- Share Buyback Plan: The company announced a $250 million share buyback, which not only helps enhance EPS but also reflects management's confidence in the company's future value, potentially attracting more investor interest.
See More
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Quarterly Results Announcement: Mobileye has released its financial results for the first quarter of 2026, providing insights into its performance.
Full-Year Outlook Update: The company has also updated its full-year outlook, indicating expectations for future performance.
Share Repurchase Program: Mobileye announced a $250 million share repurchase program, aimed at enhancing shareholder value.
Strategic Focus: The announcements reflect Mobileye's strategic focus on growth and shareholder returns in the evolving tech landscape.
See More
Mobileye to Announce Q1 Earnings on April 23
- Earnings Announcement Date: Mobileye is set to release its Q1 earnings on April 23 before the market opens, with expectations that the results will positively impact its stock price.
- Earnings Expectations: The consensus EPS estimate stands at $0.09, reflecting a 12.5% year-over-year increase, indicating ongoing improvements in profitability that may attract more investor interest.
- Revenue Expectations: The anticipated revenue for Q1 is $519.54 million, representing an 18.6% year-over-year growth, suggesting Mobileye's continued expansion in the autonomous driving technology market and increasing demand.
- Performance Beat Record: Over the past two years, Mobileye has beaten EPS estimates 88% of the time and revenue estimates 100% of the time, showcasing its strong market competitiveness and management capabilities.
See More
Mobileye and Volkswagen Advance Robotaxi Production
- Robotaxi Production Launch: Mobileye, in collaboration with Volkswagen and MOIA, commenced pre-series production at the Hanover plant in March, marking a significant advancement for its robotaxi platform and potentially accelerating the commercialization of autonomous driving technology.
- Increase in Testing Vehicles: Over 100 Volkswagen ID.BUZZ autonomous vehicles are currently undergoing road testing in six cities, with plans to add more testing locations soon, providing Mobileye with valuable real-world data to optimize its technology.
- Growth Potential in India: Mobileye secured design wins for its SuperVision and Surround ADAS with Indian automaker Mahindra, highlighting the company's focus on the Indian market, which is expected to drive business expansion in the region.
- 2026 Revenue Forecast Raised: Mobileye raised its 2026 revenue forecast to $1.9 billion to $2 billion, a 2% increase from previous guidance, reflecting the company's confidence in its Drive technology and an optimistic outlook for future growth.
See More
Mobileye (MBLY) Q1 2026 Earnings Transcript
See More
Mobileye Authorizes $250 Million Share Repurchase Program
- Repurchase Program Initiated: Mobileye's board has authorized a share repurchase program of up to $250 million for Class A common stock, aimed at partially offsetting dilution from share-based compensation and the Mentee Robotics acquisition, while enhancing financial flexibility for investments in its core automotive business and physical AI platform.
- Clear Funding Source: The program will be financed through existing cash on hand and future cash flows, ensuring that the company maintains financial stability while executing the buyback, thereby reinforcing its market position.
- Stock Price Surge: On the New York Stock Exchange, Mobileye shares gained 13.04% in pre-market trading, reaching $43.99, indicating a positive market reaction to the repurchase plan and reflecting investor confidence in the company's future prospects.
- Improved Market Performance: Following a 0.38% increase in regular trading on Wednesday, the implementation of this repurchase program is expected to further enhance the company's stock performance, increasing investor recognition of its long-term value.
See More
Mobileye Q1 Earnings Beat Expectations with Strong Revenue Growth
- Earnings Surprise: Mobileye reported a Q1 non-GAAP EPS of $0.12, beating expectations by $0.03, indicating strong performance in the autonomous driving sector and boosting market confidence in its future growth prospects.
- Significant Revenue Growth: The company achieved Q1 revenue of $558 million, a 27.4% year-over-year increase, surpassing market expectations by $38.46 million, reflecting a sustained rise in demand for smart driving solutions that drove overall performance.
- Optimistic Future Outlook: Mobileye projects revenue for 2026 to range between $1.935 billion and $2.015 billion, although it anticipates an operating loss of $4.331 billion, the company is actively investing in technological innovation and market expansion to achieve long-term growth.
- Share Buyback Plan: The company announced a $250 million share buyback, which not only helps enhance EPS but also reflects management's confidence in the company's future value, potentially attracting more investor interest.
See More
