Semiconductors
Mobileye
Mobileye is an Israeli company majority-owned by Intel, developing computer vision chips and software for advanced driver-assistance systems (ADAS) and autonomous driving; its EyeQ technology has shipped in more than 250 million vehicles worldwide. The company is transitioning from base ADAS toward higher-value Surround ADAS (average selling prices of $100-150 versus legacy solutions, at roughly 70% gross margins) and raised full-year 2026 revenue guidance to a $1.97-2.02 billion range. Mobileye is also preparing commercial robotaxi services with Volkswagen's MOIA, which began public user testing in Hamburg in 2026.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentions Intel
“Intel's acquisition of Mobileye in 2017”
SEC 8-K exhibit (0001104659-26-086062) · Jul 23, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 87% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Mobileye Global Inc. FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- Mobileye investor relations / Q1 2026 earnings release — Mobileye raises FY2026 revenue guidance, targets driverless robotaxi launch85% source confidence
- BusinessWire (Mobileye Q1 2026 release) — Mobileye's 8-year automotive revenue pipeline reaches $24.5B, up 42% since 2022, on EyeQ and SuperVision wins82% source confidence
Latest Activity
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Mobileye depends on below, and who depends on Mobileye above — click any node to make it the new center, 2 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.