$MBLY

Mobileye (MBLY) announced plans to enter the autonomous ride-hailing business, starting with 100 vehicles in a U.S. city in 2027. The company aims to leverage its existing technologies and partnerships to tap into the growing robotaxi market. MBLY stock rose nearly 4% premarket, with bullish retail sentiment on Stocktwits. The stock is down 5% YTD and 36% over the past year.

Winnebago (WGO) reported Q2 revenue of $698.7M, down 9.9% YoY, missing estimates. Mobileye (MBLY) reported $508M revenue, flat YoY, beating estimates. General Motors (GM) reported $48.03B revenue, up 1.9% YoY, beating estimates. All stocks rose post-results.

Mobileye plans to operate a robotaxi fleet by 2027, with analysts split on its $12.64 consensus target. Ondas shows strong revenue growth and defense contract wins, with an 80% upside target. Palladyne AI focuses on AI-driven robotics, with thin analyst coverage and wide price target spreads. All three stocks are under $10.

Mobileye shares rose about 3.9% in pre-open trading after Berenberg upgraded the stock from Hold to Buy and lifted its price target to $11.00 from $10.80. Berenberg cited Mobileye’s Q2 2026 results, with revenue of $508 million (about 5% above consensus) and adjusted EBIT of $155 million versus $41 million expected, plus a reassessment of CEO Amnon Shashua’s resignation.

Berenberg upgraded Mobileye Global (MBLY) to buy from hold and raised its price target to $11 from $10.80, citing an overreaction to CEO Amnon Shashua’s resignation and a margin uplift from an Israeli R&D incentive law. Mobileye reported Q2 2026 revenue of $508M (5% beat) and adjusted EBIT of $155M. Berenberg forecasts FY2026 sales $2.01B and adjusted EPS $0.49.

Intel said its unchanged Q2 2026 stakes gained on higher share prices. Intel held 15.3M Joby shares and 50M Mobileye Class A shares, with combined value rising from about $471M at March 31 to $621M at June 30, adding roughly $150M in unrealized gains. Joby and Mobileye rallied on company-specific progress and results.

Mobileye Global Inc. (MBLY) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers (b) On August 8, 2026, Mr. Patrick Bombach informed Mobileye Global Inc. (the “Company”) of his resignation from the board o

Yeboah-Amankwah Safroadu purchased 11,841 shares of Mobileye Global Inc. (MBLY) at $8.46 ($0.10M total) on 2026-08-06.

Yeary Frank D purchased 12,360 indirectly-held shares of Mobileye Global Inc. (MBLY) at $7.98 on 2026-07-30.

The relentless sell-off in Uber Technologies (UBER) created an entry point for patient investors. UBER stock broke down in mid-July. The odds are great that its foray into the autonomous driving sector will end in disappointment. Waymo, owned by Alphabet (GOOG), might end its ties with Uber, according to the Financial Times. If Waymo enters the Austin and Atlanta markets on its own, it would compete with Uber. That would cut Uber’s addressable market.