Mobileye Global (NASDAQ:MBLY) Stock

MOBILEYE GLOBAL INC-A

Mobileye Global

Mobileye Global Inc engages in the development and deployment of ADAS and autonomous driving technologies and solutions. It is building a portfolio of end-to-end ADAS and autonomous driving solutions to provide the capabilities needed for the future of autonomous driving, leveraging a comprehensive suite of purpose-built software and hardware technologies. The company's reportable operating segment are Mobileye and Others. Its solutions comprise Driver Assist, Cloud-Enhanced Driver Assist, Mobileye SuperVision Lite, Mobileye SuperVision, Mobileye Chauffeur, Mobileye Drive, Self-Driving System & Vehicles. It derives maximum revenue from Mobileye Segment.

Mobileye Global Inc. - Class A Common Stock

Mobileye Global Inc

WIIM

MBLY

Mobileye Global shares are trading lower after Goldman Sachs downgraded its rating on the stock from Buy to Neutral.

Goldman Sachs analyst Mark Delaney downgrades Mobileye Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) from Buy to Neutral and maintains the price target from $17 to $17.

News

Downgrades

Price Target

Analyst Ratings

Goldman Sachs Downgrades Mobileye Global to Neutral, Maintains Price Target to $17

Mobileye Global Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) stock traded higher on Wednesday after it announced a deal with <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/b45639314/mobileye-imaging-radar-chosen-by-global-automaker-for-eyes-off-driving" rel="noreferrer noopener">a global automaker</a>.
For the first time, the automaker has chosen Mobileye Imaging Radar as a key component of its upcoming eyes-off, hands-off automated driving system in personal vehicles, following an extensive years-long evaluation of Mobileye&#8217;s technology and competing systems.
Starting in 2028, this new Mobileye customer plans to use the imaging radar to deliver SAE Level 3 automated driving at highway speeds.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44978234/intel-autonomous-driving-firm-mobileye-reaffirms-2025-outlook-after-record-q1-growth-in-system-shipments-and-design-wins" rel="noreferrer noopener">Intel Autonomous Driving Firm Mobileye Reaffirms 2025 Outlook After Record Q1 Growth</a>
The radar is designed to provide exceptional detection of vehicles, people, and objects in conditions that challenge existing sensors.
In development since 2018, Mobileye&#8217;s 4D imaging radar was designed to provide sensor redundancy through superior perception in challenging lighting, environmental, and traffic scenarios, complementing camera-based perception at affordable costs. This is intended to enable safe and scalable autonomous driving systems, from robotaxis to consumer AVs.
Mobileye Global stock plunged 15% year-to-date. Multiple Wall Street analysts cut their <a href="https://www.benzinga.com/quote/MBLY/analyst-ratings" target="_blank" rel="noreferrer noopener">price targets on</a> the stock, including a rating downgrade by Barclays. Needham analyst Quinn Bolton cut his price target on the stock in April after reducing his 2026 forecasts <a href="https://www.benzinga.com/25/04/45021299/mobileyes-robotaxi-push-gains-speed-with-uber-and-lyft-but-analyst-cuts-2026-forecast-on-tariff-led-supervision-delays" target="_blank" rel="noreferrer noopener">to reflect anticipated</a> delays in SuperVision and CAV unit volumes, which are influenced by uncertainty around tariffs.
However, the analyst also highlighted several positives from the quarter, including strong design win momentum, such as Mobileye&#8217;s first Surround ADAS win and a significant ADAS contract with a Korean automaker.
The analyst also noted continued progress in robotaxi partnerships with Uber Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) and Lyft, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LYFT#NASDAQ">LYFT</a>), which could become meaningful by 2027.
Price Action: MBLY shares are trading higher by 4.6% to $16.99 at last check Wednesday.
Read Next:
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<li><a href="https://www.benzinga.com/news/asset-sales/25/05/45522354/intel-eyes-exit-from-networking-and-edge-business-to-refocus-on-pc-data-center-dominance-report" target="_blank" rel="noreferrer noopener">Intel Eyes Exit From Networking And Edge Business To Refocus On PC, Data Center Dominance: Report</a></li>
</ul>
Photo: Brandon Woyshnis/Shutterstock

LYFT

UBER

Mobileye Just Locked In A New Automaker, And It's For Hands-Off Driving At Highway Speeds

Mobileye Global shares are trading higher after the company announced it landed an automaker deal to power hands-free driving.

For the first time, a leading global automaker has chosen Mobileye Imaging Radar&#x2122; as a key component of its upcoming eyes-off, hands-off automated driving system in personal vehicles, following an extensive years-long evaluation of Mobileye's technology and competing systems. Starting in 2028, this new customer for Mobileye plans to use the imaging radar to deliver SAE Level 3 automated driving at highway speeds, designed to provide exceptional detection of vehicles, people and objects in conditions such as fog or rain, and at long distances, that challenge existing sensors.
&nbsp;
Colored dots simulate the dense data generated by Mobileye Imaging Radar&#x2122;, offering higher precision than previous systems.
In development since 2018, Mobileye's 4D imaging radar was designed to provide sensor redundancy, through superior perception in challenging lighting, environmental and traffic scenarios, to complement camera-based perception at affordable costs. This is intended to enable safe and scalable autonomous driving systems, from robotaxis to consumer AVs.
"The selection of our imaging radar by this new customer validates the groundbreaking work we undertook to develop our imaging radar," said Mobileye President and CEO Prof. Amnon Shashua. "After recognizing how important this sensing modality would be to autonomous driving, we built what we believe is the industry's standard for imaging radar that can deliver the safety and accuracy self-driving systems require."
Existing automotive radars provide estimates of distance from an object, their rough direction on a horizontal plane and a relative velocity. Imaging radars add an additional dimension – height.
Built on a breakthrough architecture, the next-generation Mobileye Imaging Radar processes the entire signal digitally — end-to-end — through a Mobileye-designed radar processor. This is intended to enable unprecedented levels of accuracy, detail, and reliability in environmental perception, strengthening the positioning of Mobileye at the forefront of autonomous driving technology.
At the core of the Mobileye Imaging Radar are Mobileye-designed, radar radio-frequency integrated circuits (RFIC). These advanced components allow exceptional flexibility in signal transmission and the ability to receive and sample the entire radar signal in a wide bandwidth while keeping noise at a low level, designed to support object detection with high confidence.
Those RFICs are embedded in a unique architecture where the entire radar signal is sampled and digitally processed by a dedicated proprietary processor, with exceptionally powerful computing capability of 11 TOPS. This processor can handle more than 1,500 virtual channels at a high frame rate of 20 frames per second. The massive antenna array also delivers exceptional angular resolution below 0.5 degrees and ultra-low side-lobe levels of -40 dBc, and market-leading dynamic range of 100 dB, versus 60 dB in other automotive radars.
This is designed to enable the Mobileye Imaging Radar to detect small, distant objects, even in complex scenarios with large nearby vehicles such as trucks or buses, along with precise detection of small hazards like a tire near a guardrail at a far distance, critical for safe highway driving autonomously at speeds above 75 mph or 130 kph. The system works to detect road users -- pedestrians, motorcycles, and cyclists -- at up to 315 meters and identify potential hazards up to 230 meters away. Crucially, where traditional radar systems often fail, such as in tunnels, construction zones, and other complex, cluttered environments, Mobileye Imaging Radar excels.

INTC

Mobileye Lands Major Automaker Deal for Next-Gen Radar That Powers Hands-Free Driving by 2028

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Shares of companies within the broader consumer discretionary sector are trading higher, possibly amid overall market strength after President Trump delayed 50% EU tariffs to July.

Tigress Financial analyst Ivan Feinseth maintained Lyft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LYFT#NASDAQ">LYFT</a>) with a Buy and <a target="_blank" href="https://www.benzinga.com/quote/LYFT/analyst-ratings" rel="noreferrer noopener">raised the price target</a> from&nbsp;$26&nbsp;to&nbsp;$28 on Wednesday.
Feinseth noted that Lyft reported a record start to the year, driven by its multifaceted strategy focused on service quality, innovation, and market expansion. This strategy drove records in active rides, riders, driver hours, and gross bookings, driven by strong service demand in both commuting and weekend travel.
Lyft reported first-quarter revenue increased 14% to $1.5 billion. Gross bookings increased 13% to $4.2 billion. Rides increased 16% to a record 218.4 million. Active Riders increased 11% to a record 24.2 million.
Also Read: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45325248/lyft-is-executing-well-but-analysts-caution-about-uber-and-waymo-competition" target="_blank" rel="noreferrer noopener">Lyft Is Executing Well But Analysts Caution About Uber And Waymo Competition</a>
Lyft continues to invest in AI-driven technologies to enhance its Rider and Driver experience while increasing operational efficiency and safety. Advertising continues to drive expanding Rider connections and incremental revenue growth, as per the analyst.
He noted that Lyft has introduced several key growth initiatives, including launching its Earnings Assistant, an industry-first tool powered by AI that helps drivers maximize their time on the road and optimize their earnings through personalized driving plans and real-time guidance.
He said Lyft has also introduced its Smooth Cruiser score, which gives drivers feedback on their performance and suggests ways to provide better rides.
Lyft continues to invest in multiple key growth initiatives, including targeting unrepresented demographics and geographies, along with ongoing technology innovation, as per Feinseth.
Lyft launched Lyft Silver, a service designed for adults 65 or older, an untapped demographic that makes up about 5% of Lyft riders. He noted that 70 million Americans are expected to reach 65 years or older by 2030.
The analyst said that Lyft focuses on targeted geographic growth, emphasizing smaller, car-dependent cities like Indianapolis, where rides grew 37% in the first quarter.
He noted that Lyft is actively expanding its advertising initiatives through its dedicated Lyft Media, which includes in-app ads, in-car displays, and exterior vehicle signage to engage riders and generate additional revenue.
Feinseth said Lyft is expanding internationally for the first time with the recent acquisition of the European taxi-handling app FREENOW.
The analyst noted that autonomous vehicle service will be a significant growth driver and catalyst as Lyft prepares to launch autonomous vehicle rides in cities including Atlanta and Dallas through partnerships with companies such as Mobileye Global Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) and May Mobility.
Other growth drivers include Wait &amp; Save, which allows consumers to choose to wait a little longer and save some money. This indicates a willingness to offer discounts to attract demand, as per Feinseth.
Increases in ride volume and service initiatives combined with operating efficiencies and target market expansion are accelerating business performance trends, including increasing return on capital, positive economic profit, and a significant increase in shareholder value creation, as per the analyst.
He said that Lyft increased its share repurchase authorization to $750 million, with plans to purchase $500 million in stock over the next twelve months and $200 million within the next three months.
Feinseth noted that the shares have a significant upside, and his 12-month target price of $28 represents a potential return of close to 70% from current levels.
Price Action: LYFT stock is down 3.84% at $16.25 at last check on Wednesday.
Read Next:
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</ul>
Image: Shutterstock

Reiteration

Trading Ideas

Lyft's AV Plans, Rider Increase, Ads Drive Fuel Up To 70% Upside: Analyst

A sharp jump in Treasury yields following Wednesday's weak 20-year bond auction triggered a swift market reaction, with several high-growth and tech names plunging between 1:05 p.m. and 2:05 p.m. ET—the exact window 30-year <a href="https://www.benzinga.com/news/treasuries">yields spiked above 5.08%.</a>
Tempus AI Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEM#NASDAQ">TEM</a>) led the decline, falling 6.9%, followed by Hims &amp; Hers Health Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NYSE">HIMS</a>), which dropped 5%, data from <a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a> platform shows. 
AI infrastructure firm CoreWeave Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) slid 4.4%, while Bitcoin-linked Strategy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>) tumbled 4.3%. 
Trading platform Robinhood Markets Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) lost 3.7%.
The selloff came as investors repriced risk across equities amid fears of persistently higher rates, sparked by soft demand at the 20-year Treasury auction. 
The bid-to-cover ratio of 2.46 landed near the bottom quartile of the past 50 auctions, with the iShares 20+ Year Treasury Bond ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLT#NASDAQ">TLT</a>), sliding to a 19-month low.
Notable losers among the 20 movers with at least $10 billion market cap also included Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>), Coinbase Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) and Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), with declines of 3.1%, 2.9% and 2.7%, respectively. 
Semiconductor names also came under pressure, as ON Semiconductor Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>) fell 2.8%, while Super Micro Computer Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) lost 3% during the hour-long selloff. Other high-beta tech stocks such as Credo Technology Group Holding Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRDO#NASDAQ">CRDO</a>) and Mobileye Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) each dropped over 3%, reflecting broad-based risk aversion triggered by the Treasury market spike. 
The weakness extended into biotech and aerospace sectors as well, with Summit Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMMT#NASDAQ">SMMT</a>) and Rocket Lab USA Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>) down 2.7% and 3.5%, respectively.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Name</th>
<th>Price</th>
<th>% Change</th>
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</thead>
<tbody>
<tr>
<td>Tempus AI</td>
<td>$60.39</td>
<td>-6.91%</td>
</tr>
<tr>
<td>Hims &amp; Hers Health</td>
<td>$58.27</td>
<td>-5.00%</td>
</tr>
<tr>
<td>CoreWeave</td>
<td>$104.33</td>
<td>-4.44%</td>
</tr>
<tr>
<td>Strategy</td>
<td>$399.58</td>
<td>-4.15%</td>
</tr>
<tr>
<td>Robinhood Markets</td>
<td>$64.11</td>
<td>-3.73%</td>
</tr>
<tr>
<td>Aurora Innovation</td>
<td>$6.17</td>
<td>-3.60%</td>
</tr>
<tr>
<td>Rocket Lab USA</td>
<td>$25.48</td>
<td>-3.51%</td>
</tr>
<tr>
<td>Credo Technology Group</td>
<td>$60.98</td>
<td>-3.24%</td>
</tr>
<tr>
<td>Mobileye Global</td>
<td>$15.88</td>
<td>-3.23%</td>
</tr>
<tr>
<td>Astera Labs Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALAB#NASDAQ">ALAB</a>)</td>
<td>$92.15</td>
<td>-3.21%</td>
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<tr>
<td>ServiceTitan Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTAN#NASDAQ">TTAN</a>)</td>
<td>$123.13</td>
<td>-3.07%</td>
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<tr>
<td>Palantir Technologies</td>
<td>$122.40</td>
<td>-3.05%</td>
</tr>
<tr>
<td>Super Micro Computer</td>
<td>$42.16</td>
<td>-3.04%</td>
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<tr>
<td>Estee Lauder Cos Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EL#NYSE">EL</a>)</td>
<td>$64.11</td>
<td>-2.96%</td>
</tr>
<tr>
<td>Coinbase Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>)</td>
<td>$260.26</td>
<td>-2.92%</td>
</tr>
<tr>
<td>Toll Brothers Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOL#NYSE">TOL</a>)</td>
<td>$103.95</td>
<td>-2.89%</td>
</tr>
<tr>
<td>ON Semiconductor</td>
<td>$44.03</td>
<td>-2.82%</td>
</tr>
<tr>
<td>Summit Therapeutics</td>
<td>$25.59</td>
<td>-2.69%</td>
</tr>
<tr>
<td>Nvidia Corp. </td>
<td>$133.27</td>
<td>-2.69%</td>
</tr>
<tr>
<td>Kinsale Capital Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KNSL#NYSE">KNSL</a>)</td>
<td>$460.03</td>
<td>-2.64%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Benzinga Pro</figcaption></figure>
<h3 class="wp-block-heading">Wall Street Extend Lows</h3>
The S&amp;P 500 Index, tracked by the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), deepened losses, falling 1.3% by 2:17 p.m. ET, while small caps were hit harder, with the Russell 2000 plunging 2.4%. 
All S&amp;P 500 sectors traded in negative territory, led by real estate, which dropped 2.7% under pressure from rising yields.
Gold miners, tracked by the VanEck Gold Miners ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GDX#NYSE">GDX</a>), were the only industry group holding gains, supported by a rise in bullion prices as investors sought safety amid Treasury volatility. 
The clean energy industry was the day's worst performer, with the Invesco WilderHill Clean Energy ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PBW#NYSE">PBW</a>) sliding 3.4%.
Read now: 
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</ul>
Photo: Shutterstock

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Broad U.S. Equity ETFs

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Market Vectors ETF Trust Market Vectors Gold Miners

Hims & Hers Health, Inc. Class A Common Stock

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PowerShares Exchange Traded Fund Trust WilderHill Clean Energy Portfolio

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iShares Trust Barclays 20+ Year Treasury Bond Fund

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Treasury Yields Top 5%: These 20 Stocks Tanked In Just One Hour

Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) <a target="_blank" href="https://www.benzinga.com/topic/intel" rel="noreferrer noopener">explored selling its</a> network and edge businesses to focus on its core competencies, namely PC and data center chips.
Intel CEO Lip-Bu Tan voiced his plans to expand and build on its core competencies during Intel&#8217;s 40th-year celebration in Computex, Taipei, Reuters reported on Tuesday. He highlighted the firm&#8217;s share of ~68% of the PC chip market and 55% of that for data centers.
Also Read: <a target="_blank" href="https://www.benzinga.com/media/25/05/45496055/intels-next-gen-ai-tech-steals-the-show-at-computex-2025" rel="noreferrer noopener">Intel&#8217;s Next-Gen AI Tech Steals The Show At Computex 2025</a>
Intel weighed the timing and mode of divestment of its NEX group, which makes chips for telecom equipment, Reuters reported, citing unnamed sources familiar with the matter.
Intel also explored selling its networking business due to the dominance of rivals like Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Reuters reported, citing unnamed sources familiar with the matter.
Intel stock has plunged over 33% in the last 12 months as it grappled with losses in its share in the data center and PC areas, which once served as its moat. It failed to tap the AI shift, akin to rivals like Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>).
Intel <a target="_blank" href="https://www.benzinga.com/media/25/05/45456613/intel-cfo-says-new-chip-output-for-clients-will-be-minimal-eyes-foundry-breakeven-by-2027" rel="noreferrer noopener">fired its chief</a> Pat Gelsinger&nbsp;in 2024 after his turnaround plan to take on Taiwan Semiconductor failed to impress the board. Intel&nbsp;struggled as rivals&nbsp;Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) captured market share in data centers, AI, and GPUs.
Recently Intel CFO David Zinsner said&nbsp;Intel foundry is on track to break even in 2027 and would require external customers to generate low to mid-single digit billions in revenue to accomplish that.
In April, Intel&nbsp;sold a majority stake&nbsp;in its Altera unit to SilverLake for $4.46 billion.
Before the SilverLake sale, the company had been preparing to&nbsp;spin out&nbsp;Altera through a public offering under former CEO Pat Gelsinger, akin to Mobileye Global Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>), in 2022.
Price Actions:&nbsp;INTC stock is down 0.30% at $21.32 at last check Tuesday.
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</ul>
Photo Courtesy Ascannio via Shutterstock

Asset Sales

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AVGO

Intel Eyes Exit From Networking And Edge Business To Refocus On PC, Data Center Dominance: Report

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Shares of auto and auto parts stocks are trading higher after the US and China agreed to a temporary reduction in most tariffs on each other's goods. This could alleviate supply chain uncertainty in the sector.

These eleven large-cap stocks were the best performers in the last week. Are they in your portfolio?
<ol>
<li>Mobileye Global Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) shares jumped 27.23% after the company reported better-than-expected first-quarter sales results and issued second-quarter <a href="https://www.benzinga.com//node/44978234" target="_blank" rel="noreferrer noopener">sales guidance above estimates</a>. Analysts revised the<a href="https://www.benzinga.com/quote/mbly/analyst-ratings" target="_blank" rel="noreferrer noopener"> price forecast on the stock</a>.</li>
<li>Reddit, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>) shares rose 22.82%.</li>
<li>ServiceNow, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) stock rocketed 22.42% after the company reported better-than-expected financial results and <a href="https://www.benzinga.com//node/44986106" target="_blank" rel="noreferrer noopener">analysts boosted the price forecast</a>.</li>
<li>Microchip Technology Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>) shares were up 21.60%, probably amid overall market strength due to March&#8217;s strong durable goods orders economic data and President Trump&#8217;s announcement that he met with China.</li>
<li>Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) stock gained 20.26% last week amid recent defense partnerships.</li>
<li>Robinhood Markets, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) shares increased 20.08% as broader financial sector stocks gained amid overall market strength.</li>
<li>Coinbase Global, Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) stock was up 19.77% after the company expanded its partnership with PayPal Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PYPL#NASDAQ">PYPL</a>). The partnership aims to increase the <a href="https://www.benzinga.com//node/44991653" target="_blank" rel="noreferrer noopener">adoption and utility</a> of PayPal&#8217;s U.S. dollar-backed stablecoin (CRYPTO: PYUSD).</li>
<li>Vertiv Holdings, LLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>) stock upped 18.77% after the company reported better-than-expected financial results and raised <a href="https://www.benzinga.com//node/44953772" target="_blank" rel="noreferrer noopener">its full-year sales guidance</a>.</li>
<li>Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) stock gained 18.06% last week. The company reported <a href="https://www.benzinga.com//node/44937440" target="_blank" rel="noreferrer noopener">underwhelming Q1 results</a>, but the hype about a low-cost EV and Robotaxi had a positive impact.</li>
<li>Entegris, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENTG#NASDAQ">ENTG</a>) stock gained 17.46% last week as shares of semiconductor companies gained amid overall market strength.</li>
<li>SoFi Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOFI#NASDAQ">SOFI</a>) shares rose 16.94%.</li>
</ol>
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Earnings

Equities

Movers

ENTG

MCHP

PYPL

RDDT

SOFI

Tesla, Palantir And Coinbase Are Among Top 11 Large-Cap Gainers Last Week (Apr 21-Apr 25): Are The Others In Your Portfolio?

Needham analyst Quinn Bolton reiterated the Buy rating on Mobileye Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>),<a target="_blank" href="https://www.benzinga.com/quote/MBLY/analyst-ratings" rel="noreferrer noopener"> lowering the price forecast from $20 to $18.</a>
On Thursday, the company reported first-quarter revenue growth of 83% year-on-year to $438 million,<a href="https://www.benzinga.com/news/earnings/25/04/44978234/intel-autonomous-driving-firm-mobileye-reaffirms-2025-outlook-after-record-q1-growth-in-system-shipments-and-design-wins" target="_blank" rel="noreferrer noopener"> beating the analyst consensus estimate of $435.2 million</a>. Adjusted EPS of 8 cents was in line with the <a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noreferrer noopener">analyst consensus estimates</a>. 
The analyst highlighted several positives from the quarter, including strong design win momentum, such as Mobileye's first Surround ADAS win and a significant ADAS contract with a Korean automaker. The analyst also noted continued progress in robotaxi partnerships with Uber and Lyft, which could become meaningful by 2027.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/25/04/44988070/autonomous-ride-hailing-just-got-real-vw-and-uber-reveal-first-us-city" rel="noreferrer noopener">Autonomous Ride-Hailing Just Got Real: VW And Uber Reveal First US City</a>
Bolton writes that the Lyft collaboration is progressing, with Marubeni set to operate the fleet, and initial rollouts are expected in Dallas by 2026.
For Uber, Mobileye's Drive technology will be part of its joint robotaxi initiative with Volkswagen.
Both partnerships will follow a business model involving a one-time upfront system fee, followed by recurring licensing fees based on mileage. This offers solid average selling prices and favorable margins, the analyst writes.
Although 2025 estimates remain mostly intact, slight adjustments were made to gross margin and operating expenses. In contrast, 2026 forecasts were reduced due to anticipated delays in SuperVision and CAV unit volumes, which are influenced by uncertainty around tariffs, Bolton writes.
The analyst also pointed out that Porsche remains the only driver of incremental SV volume in the near term.
Bolton projects FY25 earnings per share of 27 cents. The analyst lowered FY26 EPS estimate to 35 cents from 40 cents.
Price Action: MBLY shares are trading higher by 1.66% to $14.74 at last check Friday.
Read Next:
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</ul>

Markets

General

Mobileye's Robotaxi Push Gains Speed With Uber And Lyft, But Analyst Cuts 2026 Forecast On Tariff-Led SuperVision Delays

Baird analyst Luke Junk maintains Mobileye Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) with a Outperform and raises the price target from $17 to $18.

Baird Maintains Outperform on Mobileye Global, Raises Price Target to $18

Needham analyst Quinn Bolton maintains Mobileye Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) with a Buy and lowers the price target from $20 to $18.

Needham Maintains Buy on Mobileye Global, Lowers Price Target to $18

Volkswagen Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/VWAGY#OTC">VWAGY</a>) of America&#8217;s autonomous mobility subsidiary Volkswagen ADMT and Uber Technologies, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) on Thursday announced a collaboration to deploy a fleet of thousands of all-electric, fully autonomous ID. Buzz AD vehicles within multiple U.S. markets, starting in Los Angeles <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/b44976550/volkswagen-and-uber-launch-long-term-strategic-partnership-to-deploy-autonomous-id-buzz-vehicles-o" rel="noreferrer noopener">over the next decade</a>.
Volkswagen and Uber announced a strategic partnership to deploy autonomous vehicles on the Uber platform.
Testing will likely begin later this year, with the first commercial launch in Los Angeles by 2026.
Also Read: <a href="https://www.benzinga.com/25/04/44634129/lyft-downgraded-as-analyst-warns-of-autonomous-vehicle-risk-from-waymo-tesla-competition" target="_blank" rel="noreferrer noopener">Lyft Stock Downgraded On Autonomous Vehicle Risk From Waymo, Tesla Competition</a>
During the initial testing and launch phases, ID. Buzz AD vehicles will have human operators onboard to help refine the technology and ensure safety.
MOIA, a Volkswagen AG autonomous mobility brand, will provide an integrated solution for autonomous driving, including the ID. Buzz AD and software-based system for the deployment on the Uber platform.
Now, let us look at some recent autonomous driving deals.
In March, Mobileye Global Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) <a target="_blank" href="https://www.benzinga.com/analyst-ratings/price-target/25/03/44498506/mobileye-lands-vw-deal-for-advanced-driving-tech-paving-way-to-higher-margins-market-share-analyst" rel="noreferrer noopener">bagged its first</a> Surround ADAS win with Volkswagen, marking a key step in monetizing advanced driver-assist tech.
In April, Uber and WeRide Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WRD#NASDAQ">WRD</a>) partnered with Dubai&#8217;s RTA to launch autonomous vehicles, advancing Dubai&#8217;s <a href="https://www.benzinga.com/tech/25/04/44605125/uber-teams-up-with-weride-to-bring-self-driving-cars-to-dubai" target="_blank" rel="noreferrer noopener">self-driving transport goals.</a>
Tesla Inc&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) <a href="https://x.com/Tesla_AI/status/1915080322862944336">tweeted</a> Wednesday that it has started testing its autonomous ride-hail service with employees in Austin and the Bay Area ahead of the company's planned robotaxi launch this summer.
Bank of America analyst John Murphy expects Tesla&#8217;s robotaxi segment to account for 50% of the EV company&#8217;s valuation and be worth $420 billion in the U.S. and over <a href="https://www.benzinga.com/25/01/42859391/uber-and-lyft-adapt-robotaxi-strategy-to-compete-in-tesla-and-waymos-market" target="_blank" rel="noreferrer noopener">$800 billion globally</a>.
Tesla chief Elon Musk expects the EV giant&#8217;s robotaxi fleet to function like a combination of Airbnb, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABNB#NASDAQ">ABNB</a>) and Uber.
Price Actions: At the last check on Thursday, UBER stock is up 4.3% to $76.97.
Read Next:
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<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/03/44519930/tesla-turmoil-analyst-pins-hope-new-era-robotics-fsd" target="_blank" rel="noreferrer noopener">Tesla In Turmoil: Analyst Pins Hope On &#8216;New Era&#8217; Robotics, Self-Driving</a></li>
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Photo: JHVEPhoto / Shutterstock

ABNB

VWAGY

Autonomous Ride-Hailing Just Got Real: VW And Uber Reveal First US City

Mobileye Global shares are trading higher after the company reported better-than-expected Q1 sales results and issued Q2 sales guidance above estimates.

Mobileye Global Inc&nbsp;(NASDAQ:&nbsp;MBLY)&nbsp;stock gained Thursday after it reported its <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/b44974988/mobileye-releases-first-quarter-2025-results-and-reaffirms-full-year-outlook" rel="noreferrer noopener">fiscal first-quarter</a> 2025 results.
The company reported a quarterly revenue growth of 83% year-on-year to $438 million, beating the analyst consensus estimate of $435.2 million. 
Adjusted EPS of 8 cents was in line with the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">analyst consensus estimates</a>.&nbsp;
Also Read: <a href="https://www.benzinga.com/25/04/44769198/valens-gets-buy-rating-on-pro-av-dominance-auto-chip-wins-with-mercedes-and-mobileye" target="_blank" rel="noreferrer noopener">Semiconductor Firm Valens &#8216;Dominates&#8217; Pro-AV, Scores Wins With Mercedes And Mobileye: Analyst</a>
EyeQ and SuperVision revenue was $415 million versus $219 million a year ago.&nbsp;
The Average System Price was $49.00, down from $61.00 in the prior year. The number of systems shipped rose to 8.5 million from 3.6 million a year ago.
Gross margin climbed by 2,467 bps to 47%
Adjusted gross margin improved by 680 bps to 69% due to changes in the volume mix between EyeQ SoC and SuperVision. 
The adjusted operating margin was 13%, up from (27)% a year ago. 
Mobileye held $1.51 billion in cash and equivalents as of March 29, and generated a quarterly operating cash flow of $109 million.
Mobileye CEO Amnon Shashua said the first quarter was one of the largest quarters on record regarding projected future volumes.
Among the company&#8217;s milestones: 
<ul>
<li>An ADAS design win with a customer it had not had since 2016</li>
<li>The first Surround ADAS design win with Volkswagen (OTC:<a class="ticker" href="https://www.benzinga.com/stock/VWAGY#OTC">VWAGY</a>), and </li>
<li>Acceleration for its Mobileye Drive robotaxi solution.</li>
</ul>
Outlook: Mobileye <a target="_blank" href="https://www.benzinga.com/news/earnings/25/01/43337413/intel-owned-autonomous-driving-company-mobileye-beats-q4-estimates-revenue-drops-23" rel="noreferrer noopener">reiterated fiscal 2025</a> revenue of $1.69 billion-$1.81 billion versus the&nbsp;$1.76 billion&nbsp;analyst consensus estimate and adjusted operating income to $175 million-$260 million.
The company expects second-quarter revenue of $469.73 million compared to <a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">analyst estimates of</a> $432.42 million.
Price Action:&nbsp;Mobileye stock is up 4.55% at $13.80 premarket at the last check Thursday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/03/44498506/mobileye-lands-vw-deal-for-advanced-driving-tech-paving-way-to-higher-margins-market-share-analyst" target="_blank" rel="noreferrer noopener">Mobileye Lands VW Deal For Advanced Driving Tech, Paving Way To Higher Margins, Market Share: Analyst</a></li>
</ul>
Image: Shutterstock

Guidance

Intel Autonomous Driving Firm Mobileye Reaffirms 2025 Outlook After Record Q1 Growth

We expect Q2 2025 revenue to increase approximately 7% year over year compared to Q2 2024.

Mobileye Global Expects Q2 Revenue Of ~$469.73M Vs $432.42M Est

Mobileye Global Affirms FY2025 Sales Guidance of $1.69B-$1.81B vs $1.76B Est

Earnings Beats

Mobileye Global Q1 Adj. EPS $0.08, Inline, Sales $438M Beat $435.20M Estimate

Press Releases

Mobileye Releases Fourth-Quarter and Full-Year 2024 Results and Provides Business Overview

Legal

Kuehn Law Encourages Investors of Mobileye Global Inc. to Contact Law Firm

Mobileye Announces Participation in Upcoming First Quarter 2025 Investor Conferences

Volkswagen Group cooperates with Valeo and Mobileye to enhance driver assistance in future MQB vehicles

Mobileye selects Valens Semiconductor's VA7000 MIPI A-PHY chipsets for automated and autonomous driving projects

Mobileye Announces Timing of its First Quarter 2025 Results

Mobileye Releases First Quarter 2025 Results and Reaffirms Full-Year Outlook

Mobileye Announces Participation in Upcoming Second Quarter 2025 Investor Conferences

Mobileye Imaging Radar Chosen by Global Automaker for Eyes-Off Driving

MOBILEYE GLOBAL INVESTOR ALERT: Scott+Scott Attorneys at Law LLP Investigates Mobileye Global Inc.'s Directors and Officers for Breach of Fiduciary Duties – MBLY

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