InsightNodes

Executive Summary

Generated July 30, 2026

Semiconductors

Mobileye

Medium64% confidenceProfile verified Jul 17, 2026

Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.

1

Chokepoint Score

1 other entity structurally depend on this one

Steady

Momentum

insider filing activity unchanged since last check

Headquarters

Jerusalem, Israel

Employees

4,200 (as of Dec 27, 2025, FY2025 10-K)

Founded

1999

Listing

MBLY · NASDAQ

Market Cap

$2.13B

Revenue (TTM)

$2.02B

Price

USD8.43 (-6.23%)

Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.

Overview

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.

Strategic Connections

  • Automotive: Mobileye supplies computer vision chips and ADAS software widely used across the automotive industry's autonomous driving transition.
  • Intel: Mobileye is majority-owned by Intel, developing autonomous driving chips and software following Intel's 2017 acquisition.
  • Autonomous Systems & Robotics: Mobileye's EyeQ chips and Mobileye Drive/SuperVision software are part of the broader autonomous systems and robotics technology landscape, alongside robotaxi operators and other self-driving developers.

Strategic Risks

  • Faces intensifying competition from NVIDIA DRIVE and in-house automaker chip programs

Future Outlook

  • Continued expansion of ADAS and autonomous driving software licensing

Sources

3 sources, 87% average source confidence — full citations in the Full Analyst Report.

Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.

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