Mobileye's Robotaxi Push Gains Speed With Uber And Lyft, But Analyst Cuts 2026 Forecast On Tariff-Led SuperVision Delays
Needham analyst Quinn Bolton reiterated the Buy rating on Mobileye Global Inc. MBLY, lowering the price forecast from 18.On Thursday, the company reported first-quarter revenue growth of 83% year-on-year to 435.2 million. Adjusted EPS of 8 cents was in line with the analyst consensus estimates. The analyst highlighted several positives from the quarter, including strong design win momentum, such as Mobileye's first Surround ADAS win and a sign ...