Ruter and Holo Choose MOIA with Mobileye Drive for Next Stage of AVs

OSLO, Norway--(BUSINESS WIRE)--In a significant step for autonomous driving in Europe, Ruter, the public transport agency of Oslo, Norway, and Holo, a company specialized in the operation of autonomous vehicles, have announced they are partnering with MOIA to deploy the ID. Buzz AD, to be equipped with the Mobileye Drive™ self-driving system, planned for as early as spring 2026. This step follows extensive testing by Ruter and Holo of autonomous development vehicles with Mobileye Drive™ over th.

Business Wire • Dec 10, 2025

Mobileye Global Inc. (MBLY) Presents at UBS Global Industrials and Transportation Conference Transcript

Mobileye Global Inc. (MBLY) Presents at UBS Global Industrials and Transportation Conference Transcript

Seeking Alpha • Dec 3, 2025

Mobileye: ADAS Thrives While Advanced Products Stuck In Neutral, Still Undervalued

Mobileye's ADAS business remains solid, but the lack of advanced program wins is weighing on the stock. This appears to be more due to a lack of OEM appetite than Mobileye-specific issues, though. Even just with current Surround ADAS, SuperVision and Chauffer wins, Mobileye's revenue should start to move meaningfully higher in 2027.

Seeking Alpha • Nov 21, 2025

Baron Fifth Avenue Growth Fund Q3 2025 Performance Update

Baron Fifth Avenue Growth Fund gained 5.7% during the third quarter, lagging the 10.5% gain for the Russell 1000 Growth Index and the 8.1% gain for the S&P 500 Index, the Fund's benchmarks. NVIDIA reported mid-term visibility of tens of GWs in AI buildouts, with each GW representing an estimated $35 billion total addressable market. Growth was broad-based across Shopify's core e-commerce merchant base and supported by successful expansion into offline, international, and business-to-business channels, which grew 29%, 42%, and 101%, respectively.

Seeking Alpha • Nov 14, 2025

Mobileye Announces Participation in Upcoming Fourth Quarter 2025 Investor Conferences

JERUSALEM--(BUSINESS WIRE)--Mobileye Global Inc. (Nasdaq: MBLY) (“Mobileye”) announced today that it is scheduled to participate in the following upcoming investor events in the fourth quarter of 2025. Baird's 2025 Global Industrial Conference, November 11, 2025 Wells Fargo 9th Annual TMT Summit, November 19, 2025 UBS Global Industrials and Transportation Conference 2025, December 3, 2025 Mobileye plans to webcast its “fireside chats” when possible, with exact time to be posted closer to the ev.

Business Wire • Nov 7, 2025

Mobileye Global's Shares Decline 10% Since Q3 Earnings Beat

Shares of Mobileye Global Inc.  MBLY have fallen 10.2% since it reported third-quarter 2025 results. It reported adjusted earnings per share of 9 cents, which beat the Zacks Consensus Estimate of 8 cents.The company reported earnings per share of 10 cents in the year-ago quarter.

Zacks Investment Research • Oct 31, 2025

Mobileye Expands India Footprint, to Collaborate with VVDN Technologies to Localize Next-Generation ADAS Tech for India and Beyond

GURUGRAM, India--(BUSINESS WIRE)--Mobileye, a global leader in advanced driver assistance systems and autonomous driving technologies, announced today it has signed a Memorandum of Understanding (MoU) with VVDN Technologies Pvt. Ltd., a leading Indian Tier 1, engineering and manufacturing services company, to localize and offer Mobileye's ADAS technologies to India-based automakers. The collaboration is intended to leverage Mobileye's global product and system expertise with VVDN's local engine.

Business Wire • Oct 29, 2025

Mobileye: Stabilizing Cash Flow And Rising Sales Trend Justify The Buy

Mobileye Global Inc. has evolved from a speculative play on autonomous driving into a profitable leader integrating hardware, software, and data for the automotive industry. Strong revenue momentum and expanding MBLY market share reflect structural ADAS demand, independent of overall vehicle production trends. Strategic partnerships, especially around the EyeQ6 platform and surround ADAS, position the company as the default technology choice for next-generation vehicles.

Seeking Alpha • Oct 24, 2025

Mobileye beats quarterly revenue estimates

Mobileye Global beat Wall Street expectations for third-quarter revenue on Thursday, as automakers ramped up orders of the company's driver-assisted chips in a rush to adopt autonomous software.

Reuters • Oct 23, 2025

Mobileye Global Inc. (MBLY) Q3 2025 Earnings Call Transcript

Mobileye Global Inc. (NASDAQ:MBLY ) Q3 2025 Earnings Call October 23, 2025 8:00 AM EDT Company Participants Daniel Galves - Chief Communications Officer Amnon Shashua - Co-Founder, CEO, President & Director Moran Rojansky - Chief Financial Officer Nimrod Nehushtan - Executive VP of Business Development & Strategy Conference Call Participants Aaron Rakers - Wells Fargo Securities, LLC, Research Division Yan Dong Joshua Buchalter - TD Cowen, Research Division Chris McNally - Evercore ISI Institutional Equities, Research Division Mark Delaney - Goldman Sachs Group, Inc., Research Division Joseph Spak - UBS Investment Bank, Research Division Shreyas Patil - Wolfe Research, LLC Luke Junk - Robert W. Baird & Co. Incorporated, Research Division Dan Levy - Barclays Bank PLC, Research Division Colin Rusch - Oppenheimer & Co. Inc., Research Division Presentation Operator Greetings, and welcome to the Mobileye 3Q '25 Earnings Call.

Seeking Alpha • Oct 23, 2025