Out Fox The $treet

Update - July 23, 2026 Mobileye probably needs new leadership with the stock back down to the lows, but the company is just getting further behind the robotaxi race with this leadership disruption. The company just announced the deal for the  cloud-enhanced advanced driver assistance system technology in select Stellantis N.V. (STLA) vehicles, starting in 2027, but the program involves Mobileye spending too much time on secondary tech, not robotaxis. -Mobileye ( MBLY ) founder Amnon Shashua has informed the board of his intention to step down as CEO upon the appointment of a successor, ending a 27-year tenure. -Mobileye’s board will hire an executive search firm to conduct a comprehensive CEO search. -Shashua has been offered the role of chairman once a new CEO is appointed. Original article posted on Jun. 17 Mobileye Global Inc. is entering the robotaxi market, launching a service in 2027 despite being late compared to established competitors. The ADAS company faces significant co...

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. 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 ...