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Mobileye: Stuck In Neutral

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Update - June 16, 2026

Mobileye seems very late to the robotaxi business. The frustration over the last couple of years was the lack of leadership in the autonomous vehicle shift. 

-Mobileye (MBLY) on Tuesday said it plans to launch its own autonomous ride-hailing service in a U.S. city in 2027, expanding beyond supplying self-driving technology to operating robotaxi fleets directly.

-The company aims to deploy around 100 driverless vehicles initially, with plans to scale to about 17,000 vehicles over the following five years.

Finviz Chart


Original article posted on Apr. 4

  • 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.
  • I maintain a Neutral rating, awaiting a clear inflection point or competitive breakthrough before considering a position in MBLY.
Mobileye Global Inc. (MBLY) is still struggling to transition from a leader in advanced driver assistance features for vehicles to fully autonomous driving. A prime issue is that the market has shifted to where passenger vehicles haven't moved forward with autonomous driving goals at the same speed as robotaxis, where Mobileye isn't as heavily involved. My investment thesis remains Neutral on the stock, looking for an inflection point in the market. 


Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 

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