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Qualcomm (NASDAQ:QCOM) signed a long-term deal on July 29 to supply chips for BMW’s future digital cockpit and advanced driver-assistance systems through the next decade. The agreement builds on a partnership that already put the Snapdragon Ride Pilot system into BMW’s iX3, and it arrives while investors are still deciding whether Qualcomm’s push beyond smartphones […]
Yeary's $98,600 purchase through a revocable trust increased his total holdings by 16%, signaling confidence in the autonomous driving technology leader despite recent weakness.
Innoviz Technologies (NASDAQ:INVZ) reported record second-quarter revenue of $18.1 million as higher recognition of non-recurring engineering, or NRE, revenue tied to customer milestones helped lift results. The lidar developer also said it is expanding into defense and homeland-security application
Qualcomm said on Wednesday it has signed a long-term deal to supply chips for German luxury automaker BMW's future digital cockpit and advanced driver-assistance systems through the next decade. The agreement comes as competition intensifies in the automated driving market, with Nvidia and Mobileye Global also aiming to supply chips and software platforms to automakers. • The deal includes Qualcomm's Snapdragon Digital Chassis solutions, including cockpit processors, automated driving chips and AI accelerators, which the companies said would establish the hardware basis for BMW's AI-led platforms.
Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at recent market action in the semiconductor sector (^SOX).
Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at recent market action in the semiconductor sector (^SOX).
The S&P 500 Index ($SPX ) (SPY ) today is up +0.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.56%. September E-mini S&P futures (ESU26 ) are up +0.65%, and September E-mini Nasdaq futures...
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.
Autonomous driving technology company Mobileye (NASDAQ:MBLY) reported Q2 CY2026 results exceeding the market’s revenue expectations, but sales were flat year on year at $508 million. The company’s full-year revenue guidance of $2 billion at the midpoint came in 0.8% above analysts’ estimates. Its non-GAAP profit of $0.19 per share was significantly above analysts’ consensus estimates.
Mobileye Global (NASDAQ:MBLY) shares surged nearly 10% in premarket trading on Thursday after the autonomous driving technology company reported second-quarter earnings well above Wall Street expectations and increased its revenue and profit guidance for the full year. The stronger outlook was supported by solid operational performance and the financial benefits of Israel’s new research and development incentive programme.
Investing.com - U.S. stock index futures pointed lower on Thursday as investors digested another round of technology earnings and monitored escalating tensions in the Middle East that pushed oil prices back above $98 a barrel, renewing concerns over inflation and global growth.
Mobileye (MBLY) delivered earnings and revenue surprises of +216.67% and +4.96%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
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...
The consensus price target hints at a 46.9% upside potential for Mobileye (MBLY). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Cloud-based ADAS agreement boosts investor sentimentMobileye Global Inc. (NASDAQ:MBLY) shares gained 5% on Tuesday after the company announced that its Cloud-Enhanced Advanced Driver Assist technology will be deployed in selected future Stellantis (NYSE:STLA) vehicles beginning in 2027.
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.
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