Mobileye Global Inc. - Class A Common Stock (MBLY)

Mobileye stock rises as analyst highlights robotaxi momentum with Uber and Lyft, but trims 2026 forecast on SuperVision delays tied to tariffs.

Volkswagen and Uber announced a partnership to deploy self-driving vehicles in the US, with first launch in LA by 2026. Other recent deals also noted.

Mobileye reported a quarterly revenue growth of 83% year-on-year to $438 million, beating the analyst consensus estimate of $435.2 million.

Lyft's 8% market share of the global ride-hailing market trails behind Uber's 25% market share, but its acquisition of FreeNow mobility platform adds Europe

Tesla is defying gravity again.

Lyft is going to Europe after a big acquisition.

One analyst expects Mobileye's guidance updates to be more challenging due to the likely disruption caused by President Trump's trade policies.

Valens Semiconductor (VLN) initiated with Buy rating and $4 price target by Needham analyst Quinn Bolton. Company is a leader in fabless semiconductor, dominating pro-AV market with expanding reach into mainstream.

Lyft stock was double-downgraded to an underperform rating from a previous buy call by analysts at Bank of America, citing robotaxi risk.

Valens Semiconductor stock is rising after announcing its VA7000 chipsets will power Mobileye's EyeQ6 High system-on-chip. These MIPI A-PHY-compliant chipsets will enhance high-speed connectivity in automated and autonomous vehicle production, improving sensor-to-compute communication for major automakers.

Intel's new CEO, Lip-Bu Tan, offered his strategy for turning around the troubled chipmaker in a speech late Monday. But Intel stock fell.

Mobileye will power VW's Level 2+ systems in the future.

Needham analyst reaffirms Buy on Mobileye, noting its first Surround ADAS design win with Volkswagen and Valeo.

Volkswagen is partnering with Valeo and Mobileye to enhance its driver assistance systems to Level 2+ in upcoming models built on the MQB platform.

Volkswagen AG has partnered with Valeo and Mobileye Global to enhance its upcoming MQB-based vehicle lineup. The collaboration will introduce Level 2+ autonomous driving features like traffic jam assist and parking assist, boosting vehicle safety, comfort, and meeting regulatory standards.

Mobileye Global Inc (NASDAQ:MBLY) shares are trading higher Tuesday after Volkswagen and the company announced a partnership to upgrade driver assistance systems.

GM is going to lean on Nvidia for autonomous vehicle chips and technology.

Rivian doesn't have the scale to build autonomy itself.

Robotaxis are on their way as the new administration will accelerate their arrival, but these autonomous vehicles need key components to operate smoothly.