Mobileye Global Inc.
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.
Over the past 7 days, alphai's AI scored 4 news stories mentioning MBLY (Mobileye Global Inc.). Coverage has skewed bullish: 3 bullish, 1 neutral, and 0 bearish.
Recent MBLY coverage spans financial news, market movers and insider activity.
In the last 30 days, MBLY insiders filed 2 SEC Form 4 transactions — 2 purchases ($199K) and no sales. The most active reporter was Yeboah-Amankwah Safroadu with 1 filing.
The upgrade plus cited earnings outperformance and CEO transition re-rating is a near-term bullish catalyst for MBLY sentiment and positioning.
Analyst upgrade plus a specific margin catalyst (Israeli R&D incentive law) frames a near-term sentiment rebound and supports upside bias versus prior valuation.
MBLY’s Q2 fundamentals and outlook raise are presented as the driver of the stake revaluation and the stock’s sharper rise.
Board/leadership change is likely low-to-moderate near-term impact unless it signals governance or strategic shifts.
This is a routine insider buy disclosure with limited incremental signal for near-term fundamentals.
alphai scores every news story that mentions MBLY with an AI model for sentiment and relevance, and aggregates insider trades from Mobileye Global Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
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.
4 min readBerenberg 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.
4 min readIntel 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.
3 min readMobileye 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. false 0001910139 0001910139 2026-08-08 2026-08-08 iso4217:USD xbrli:shares iso4217:USD xbrli:shares UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Repor
2 min readYeboah-Amankwah Safroadu purchased 11,841 shares of Mobileye Global Inc. (MBLY) at $8.46 ($0.10M total) on 2026-08-06.
1 min readYeary Frank D purchased 12,360 indirectly-held shares of Mobileye Global Inc. (MBLY) at $7.98 on 2026-07-30.
1 min readThe 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.
3 min readGeneral Motors (GM) reported earnings showing strong traditional auto profitability, steady pricing, and truck and SUV strength, and it raised full-year profit guidance while trimming net income guidance due to ongoing EV costs. Mobileye (MBLY) reported growing unit shipments for driver-assistance systems but lower average selling prices, with flat revenue guidance and founder Amnon Shashua planning to step down.
7 min readMobileye Global (MBLY) reported a US$23.47 million buyback of 2,505,096 shares in July 2026, raised its full-year 2026 revenue outlook to about US$1.995 billion at the midpoint, and guided for a mid-single-digit year-on-year revenue decline in Q3. It reported narrower Q2 losses and higher first-half sales, while CEO Prof. Amnon Shashua plans to step down as CEO/President and potentially become Chair.
6 min readMobileye Global Inc (Nasdaq: MBLY) said founder and CEO Prof. Amnon Shashua will step down. In an employee talk, he outlined plans to expand operations abroad, including overseas R&D centers in the US, and to focus more on robotics. The board will use an external search firm to find a successor with commercialization and marketing skills to scale robotaxi plans targeting a 17,000-vehicle fleet.
4 min read
