Mobileye Partners with U.S. Automaker to Integrate Driver Monitoring System
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 23 2026
0mins
Should l Buy MBLY?
Mobileye announced that a leading U.S. automaker will integrate the Mobileye Driver Monitoring System, DMS, into future vehicles equipped with Mobileye's EyeQ6L system-on-chip, with start of production targeted for 2027. The newly awarded win expands the scope and feature set of an existing ADAS program and is expected to span millions of vehicles across multiple models and model years.
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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: 6.870
Low
12.00
Averages
17.59
High
30.00
Current: 6.870
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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- Passenger Safety Assurance: Despite the malfunction, local traffic police confirmed that passengers safely exited the vehicles, indicating emergency response capabilities during crises, yet the incident remains under investigation, potentially affecting public trust in driverless technology.
- Competitive Market Pressure: With over 1,000 vehicles deployed in China, Apollo Go faces fierce competition from rivals like WeRide and Pony.AI, which could impact its market share and future investment attractiveness.
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Technological Advancements: Mobileye's technology, particularly its integrated systems that enhance safety and convenience in vehicles, positions the company as a key player in the evolving automotive market, especially as manufacturers transition to electric vehicles.
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- Technology Testing and Partnerships: Zoox is testing its autonomous technology in 10 U.S. cities and has partnered with Uber to provide services through Uber's ride-hailing app in Las Vegas, expected to enhance its market penetration and user experience.
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- Increased Investor Confidence: Huang's remarks not only boosted the market performance of Uber and Lyft but also enhanced investor confidence in the overall prospects of the autonomous driving industry, signaling potential investment opportunities ahead.
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