News

Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at recent market action in the semiconductor sector (^SOX).

Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at recent market action in the semiconductor sector (^SOX).

GM raised profit guidance on steady pricing and strong truck sales, while Mobileye's unit growth masked falling per-system prices and a founder's planned departure.

Mobileye beat second-quarter expectations while raising full-year guidance, but shares plunged roughly 15% after founder and CEO Amnon Shashua announced he is stepping down once a successor is named.

Mobileye Global has seen its fair value estimate adjusted from US$13.29 to US$12.66, mirroring a price target range that is now more clustered in the high single digits to low teens. This shift lines up with research that has turned more cautious, pointing to CEO transition risk, changing expectations for the second half of 2026, and a wider debate over how much to credit robotaxis and humanoid robotics in current valuations. Read on to see how these moving pieces shape the evolving analyst...

INTC is reshaping around AI, foundry services and enterprise infrastructure as improving execution and customer adoption reinforce its turnaround strategy.

Mobileye sinks as CEO steps down and the company reports its Q2 earnings. Here’s what the announcements mean for MBLY shares moving forward.

MBLY's Q2 earnings beat estimates as an R&D grant boosts profits, while stronger shipments and a raised 2026 outlook point to continued momentum.

Moby summary of Mobileye Global Inc.'s Q2 2026 earnings call

Shashua has been invited to take the chairman of the board seat.

Mobileye Global Inc (MBLY) reports a 46% increase in adjusted operating profit and expands its operating margin, while navigating challenges in revenue growth and robotaxi scaling.

Mobileye Global (NASDAQ:MBLY) reported a largely stable second quarter for revenue while profitability improved sharply, as executives pointed to stronger-than-market EyeQ chip volumes, a new Israeli research and development incentive and an expanded push into robotaxis as key themes for the company

The headline numbers for Mobileye (MBLY) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Mobileye Global said on Thursday that founder ‌Amnon Shashua plans to ‌step down as chief executive officer once ​a successor is appointed, as the autonomous driving technology maker launched a search for its next ‌leader. The board ⁠will hire an executive search firm to select ⁠a new CEO, Mobileye said. Mobileye also reported second-quarter revenue of $508 million, beating LSEG estimates ‌of $481.24 million, helped ​by what CEO Amnon ​Shashua ​described as "strong momentum" in ‌the company's core business ​as it ​prepares for a number of advanced product launches in ​late 2026 ‌and throughout 2027.

PulteGroup (NYSE:PHM) reported higher second-quarter orders and reaffirmed its full-year delivery and margin outlook, even as revenue and earnings declined from a year earlier amid fewer closings and a lower average sales price. On the company’s earnings call for the quarter ended June 30, 2026, Pr

Earlier in 2026, Stellantis announced it would integrate Mobileye Global’s cloud‑enhanced advanced driver-assistance and Road Experience Management technologies into select models starting in 2027, initially rolling out features like enhanced lane keeping and hands-free driving in certain U.S. vehicles. This deal underscores Mobileye’s position as a key ADAS software and data provider as automakers seek richer safety features and recurring software revenue streams. Next, we’ll examine how...

Mobileye Global (MBLY) is back in focus after Stellantis selected its cloud-driven advanced driver-assistance technology, including Road Experience Management, for select future vehicles that aim to use crowdsourced road data for lane keeping and hands-free driving. See our latest analysis for Mobileye Global. At a share price of US$8.99, Mobileye Global has seen short-term pressure, with the 7-day share price return down 10.9%, even as the 90-day share price return is up 13.8% and the 1-year...

Mobileye Global’s valuation is caught between two messages right now, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to meaningful upside while traditional market multiples suggest the stock is not obviously cheap, all on the back of a steep share price decline over the past three years. Mobileye Global shares have declined 78.1% over the past three years, which sets a cautious backdrop for any claim that the stock now offers value. The recently announced plan to...

Mobileye Global will supply Stellantis with cloud-driven advanced driver-assistance technology, the Israeli company said ‌on Tuesday, as automakers race to meet rising demand ‌for connected safety systems. The companies said select models from Stellantis, the parent of Jeep and Chrysler, will integrate Mobileye's Road Experience Management technology from 2027, using crowdsourced road data to improve ‌lane keeping and hands-free ⁠driving. ADAS has become one of the auto industry's fastest-growing technologies as carmakers race to offer ⁠increasingly sophisticated safety and convenience features and generate higher-margin software revenue.

Mobileye (MBLY) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

CYD vs. MBLY: Which Stock Is the Better Value Option?

Given its significant hedge fund backing and attractive upside potential, Mobileye Global Inc. (NASDAQ:MBLY) is one of the most promising robotics stocks. Mobileye Global Inc. (NASDAQ:MBLY) is expanding beyond supplying autonomous driving technology to operating its own robotaxi service. On June 16, 2026, Mobileye Global Inc. (NASDAQ:MBLY) announced plans to launch its own ride-hailing service […]

Intel (NASDAQ:INTC) stock is trading at $130.60 midday Monday, up 2% on the session. The move follows a major price-target hike from Cantor Fitzgerald, which raised its target on the shares to $150 from $90 while keeping its rating at Neutral. That nuance matters. A supersized target without a rating change signals strong conviction in ... Wall Street Just Supersized Its Price Target on Intel. Is the Stock Still Too Cheap?

Autonomous vehicle technology continues to develop, and these companies could make the next stage of the driverless car revolution possible.

Mobileye Global Inc. (NASDAQ:MBLY) is one of the 10 best robotics and automation stocks to invest in. On June 16, Mobileye Global Inc. (NASDAQ:MBLY) revealed plans to expand its robotaxi service by creating a fully owned autonomous ride-hailing entity, which goes beyond its conventional role as a supplier of self-driving technology. The project, which combines […]

In June 2026, Mobileye Global announced plans to move beyond supplying autonomous driving systems and into fully owning and operating a vertically integrated robotaxi service, starting with about 100 driverless vehicles in a major U.S. city in 2027 and potentially scaling to around 17,000 vehicles over five years. This shift positions Mobileye to participate across the entire autonomous mobility value chain by combining its Mobileye Drive self-driving platform with Moovit’s large-scale urban...

The Israeli company intends to bring together autonomous driving technology, fleet and rider services, and mobility management within a single vertically integrated division.

Mobileye shares extend gains as the company reveals plans of a robotaxi fleet rollout. Here’s why the announcement is largely bullish for MBLY stock.

The Israeli tech company and Intel subsidiary said it will launch its own robotaxi service in a U.S. city in 2027.

Mobileye plans to launch a robo-taxi service but faces competition from the likes of Alphabet’s Waymo and Tesla.