Mobileye Global NASDAQ: MBLY said inventory held by its Tier 1 customers stood at roughly five weeks, compared with a typical range of four to five weeks, as automakers maintain somewhat higher safety stock amid supply-chain constraints.
Mobileye remains an asymmetric opportunity, with announced product wins poised to drive upside as they scale from 2027/2028. The company's recent advanced autonomy progress has been disappointing though, with limited design wins undermining the bull case. In addition to an expected return to growth, Mobileye's ability to scale its robotaxi business will be an important proof point over the next 12-18 months.
Dimensional Fund Advisors LP reduced its stake in Mobileye Global Inc. (NASDAQ: MBLY) by 4.6% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,838,520 shares of the company's stock after selling 138,367 shares during the quarter. Dimensional Fund
Acquisition of 12,360 shares at $7.98 per share on July 30, 2026, for a total transaction value of ~$98,600. The purchase increased the director's total equity position by 16% relative to his existing direct holdings.
As the auto industry shifts toward electrification and autonomy, NIO, Mobileye, Hesai and Ouster are positioned to capitalize on the next era of transportation.
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 third quarter of 2026. Canaccord Genuity 46th Annual Growth Conference, August 12, 2026 Goldman Sachs Communacopia + Technology Conference, September 8, 2026 Evercore's 9th Annual ADAS, AV & AI Forum, September 29, 2026 Mobileye plans to webcast its “fireside chats” when possible, with exact time to be posted closer.
SES AI (NYSE: SES - Get Free Report) and Mobileye Global (NASDAQ: MBLY - Get Free Report) are both auto/tires/trucks companies, but which is the superior stock? We will compare the two businesses based on the strength of their dividends, risk, analyst recommendations, profitability, institutional ownership, earnings and valuation. Profitability This table compares SES AI and Mobileye