Mobileye Global Inc. (NASDAQ:MBLY) is one of the Best Autonomous Vehicle Stocks to Buy Now. On January 23, Brian Gesuale from Raymond James reiterated a Buy rating on the stock with a $16 price target. On the same day, Canaccord Genuity reiterated a Buy rating on Mobileye Global Inc. (NASDAQ:MBLY) but lowered the price target from $30 to $24. ​The ratings follow the company’s Q4 2025 earnings, released on January 22. The company posted quarterly revenue of $446 million, which decreased 8.98% year-over-ye ...

Key Takeaways Mobileye closed 2025 with $1.89B in revenues, 15% growth and $602M in operating cash flow.MBLY's EyeQ6 High chip secured major OEM deals, targeting 19M units in initial Surround ADAS programs.VWAGY robotaxis and Mentee Robotics acquisition expand Mobileye's reach in autonomy and physical AI.Mobileye Global Inc. (MBLY) closed 2025 on a stronger footing than expected, even as short-term pressures weighed on its quarterly numbers. The company remains a key enabler of advanced driver assistance sy ...

Core Insights - Robotaxis are seen as the future of transportation, but the reliance on remote operators poses a significant challenge that needs to be addressed [1] - Goldman Sachs predicts that by 2030, one remote operator will manage 10 robotaxis, increasing to 35 by 2040, necessitating technological advancements [2] Company Innovations - Mobileye has proposed a solution to reduce the need for remote operators, aiming to make them largely unnecessary [3] - The company introduced a "fast-think, slow-think" AI architecture that separates AI workloads for autonomous driving, utilizing cloud-based AI for complex reasoning [4] Safety and Decision-Making - Mobileye's system processes environmental perception at a rate of 10 times per second to ensure rapid responses to safety-critical situations [5] - For less urgent decisions, the system can leverage more powerful AI models from the cloud, which enhances decision-making without immediate safety implications [6] Economic Implications - The new architecture allows for offloading non-safety computations to the cloud, potentially reducing the need for remote operators, which are a costly aspect of robotaxi operations [8] - If successful, this innovation could significantly improve the economics of the robotaxi business model [7]

Group 1 - IKEA launches instant retail service in partnership with JD.com, marking its entry into the instant retail sector, covering 13 stores across 9 cities in China [7] - Bubble Mart's Valentine's Day limited edition series "Star People" sees prices surge nearly 7 times, with popular hidden items selling for up to 699 yuan [5] - Ideal Auto plans to close underperforming stores as part of a strategic evaluation, with the number of closures yet to be determined [4] Group 2 - Tencent's anti-fraud department reported over 90 employees were dismissed for violating company policies, with some cases referred to law enforcement [4] - Intel's CFO indicates the company is operating at a "hand to mouth" state, focusing on high-end products due to supply constraints, which may affect market share in lower-end segments [4] - Amazon is set to initiate another round of layoffs affecting thousands of employees as part of a broader plan to reduce its workforce by approximately 30,000 [5] Group 3 - Tesla's Full Self-Driving (FSD) system is expected to be approved in China as early as next month, although the company has not confirmed any specific updates [6] - The Chinese securities regulator imposed a record fine exceeding 1 billion yuan on individual Yu Han for manipulating the stock market [7] - Toyota has incurred an additional cost of approximately 5.1 trillion yen over the past four and a half years due to rising prices in the automotive industry [10]

Mobileye Global Inc. (NASDAQ:MBLY) reported in-lien earnings for its fiscal fourth-quarter on Thursday.The firm reported a 9% year-on-year decline in quarterly revenue to $446.000 million, beating the analyst consensus estimate of $432.329 million.EyeQ volumes declined 11% in the quarter due to demand-supply imbalances, leading to tighter-than-normal inventory levels at its Tier 1 customers exiting 2025. Adjusted EPS of 6 cents was in line with the analyst consensus estimate.Mobileye CEO Prof. Amnon Shashua ...

January 22, 2026 09:48 PM GMT Humanoids Humanoid Horizons: Gaining Momentum Globally The sector is entering 2026 with new players, new products, and more verified use cases, and we expect this momentum to continue, lifting our China humanoid volume forecast for 2026. For stocks, we think the Optimus Gen 3 update in Feb/Mar remains the key catalyst for the broader sector. We provide our latest thoughts as developments in humanoids and embodied AI continue to evolve rapidly. | M January 22, 2026 09:48 PM GMT ...

Core Insights - Mobileye Global Inc. is a leader in self-driving technology, known for its EyeQ system-on-chip, and competes with major tech companies in the autonomous vehicle sector [1] Financial Performance - Goldman Sachs set a price target of $12 for Mobileye, indicating a potential increase of 14.18% from the current trading price of $10.51 [2][6] - Mobileye reported adjusted earnings per share of $0.06, which fell short of the expected $0.24, leading to a 3% drop in share price [2][6] - The company's revenue for the quarter was $446 million, exceeding the forecast of $431.85 million, but represented a 9% decline from the previous year due to an 11% reduction in EyeQ system-on-chip volumes [3][6] - Mobileye's adjusted operating margin declined to 9% from 21% the previous year [4] Future Outlook - The company provided revenue guidance for fiscal year 2026, projecting between $1.9 billion and $1.98 billion, which is above the analyst consensus of $1.87 billion, suggesting potential growth of up to 5% year-over-year [4][6] Market Activity - Mobileye's stock has experienced volatility, recently decreasing by 3.40% to a price of $10.51, with a market capitalization of approximately $8.55 billion and a trading volume of 17.92 million shares [5]

In this article MBLY SPX DJIA INTC Coming into Thursday trading, Mobileye stock was down 36% over the past 12 months. (PATRICK T. FALLON/AFP via Getty Images) AI-trained humanoid robots couldn't save Mobileye's quarter. Shares are lower following disappointing financial guidance. ...

Core Viewpoint - Mobileye Global Inc. is a significant player in the advanced driver assistance systems (ADAS) and autonomous driving technologies sector, gaining traction with major automakers and facing competition from tech giants like Nvidia and Intel [1] Group 1: Stock Performance and Analyst Sentiment - The consensus price target for Mobileye's stock has shown an upward trend, with the average price target rising to $18.25 last month, reflecting positive analyst sentiment [2] - In the last quarter, the average price target was $17.36, indicating growing confidence in Mobileye's prospects due to impressive earnings surprises and strong performance history [3] - A year ago, the average price target was $17.55, showing a moderate increase over the year, supported by the company's advanced ADAS technology [4] Group 2: Earnings and Valuation - Mobileye is anticipated to surpass earnings estimates in its upcoming fourth-quarter report, with expected earnings of $0.06 per share and revenue of approximately $430 million [3] - The company's projected earnings per share (EPS) is expected to be between $0.60 and $0.80 by 2027, underscoring its potential for long-term growth [4] - Mobileye's stock is currently rated as a Strong Buy, with a 12-month price target increased to between $20 and $22, reflecting its attractive valuation [5] Group 3: Market Position and Growth Potential - Mobileye's technology is gaining significant traction with major automakers, highlighting its growth potential in the autonomous driving sector [6] - The company's forward price-to-earnings growth (PEG) ratio is well below one, trading at only 15 to 20 times its forward earnings, indicating an attractive valuation [5]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists across key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered by the team includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Utilization - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company employs automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans to maintain best practices in content production and search engine optimization [5]