Mobileye Global remains in a transitional phase, struggling to capture leadership in the fast-moving robotaxi and autonomous vehicle markets. The company has a promising $24.5B eight-year revenue pipeline, but annual revenues remain stagnant near $2B, with 2026 guidance projecting flat to 5% growth. The recent $900M Mentee Robotics acquisition pushes MBLY into humanoid robotics, but the company faces formidable competition and rising operating expenses.

Berenberg analyst Michael Filatov initiated coverage of Mobileye Global Inc.

NEW YORK and NEW ORLEANS, March 27, 2026 /PRNewswire/ -- The law firm of Kahn Swick & Foti, LLC ("KSF") has commenced an investigation into Mobileye Global Inc. (NasdaqGS: MBLY).  KSF is investigating potential breaches of fiduciary duty by Mobileye's officers and directors in connection with Mobileye's acquisition of Mentee Robotics, a company co-founded by officers of Mobileye.

MBLY lands major DMS deal with U.S. automaker, expanding ADAS reach and boosting in-cabin safety tech ahead of 2027 production rollout.

Mobileye (NASDAQ:MBLY) announced that a leading US automaker will integrate its Driver Monitoring System (Mobileye DMS) into future vehicles using the company's EyeQ6L system-on-chip, with production expected to begin in 2027. The program will cover multiple models and model years, expanding the scope of an existing advanced driver-assistance system (ADAS) initiative.

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Mobileye (NASDAQ:MBLY) announced that a leading US automaker will integrate its Driver Monitoring System (Mobileye DMS) into future vehicles using the...

JERUSALEM--(BUSINESS WIRE)--Mobileye (Nasdaq: MBLY) today announced that a leading U.S. automaker will integrate the Mobileye Driver Monitoring System™ (Mobileye 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. Mobileye's in-cabin sensing platform includes both.

Bamco Inc. NY cut its position in Mobileye Global Inc. (NASDAQ: MBLY) by 96.8% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 13,357 shares of the company's stock after selling 407,843 shares during the quarter. Bamco Inc. NY's holdings in Mobileye Global