Mobileye

Mobileye shares climbed about 3.9% in pre-market trading after Berenberg raised its rating from "hold" to "buy" and slightly increased the price target from $10.80 to $11.00. The bank cited a market overreaction to the CEO resignation and strong Q2 figures (revenue $508m, adjusted EBIT $155m), and pointed to insider purchases and analyst upgrades. Mobileye now trades well above its 52-week low but remains below its 52-week high, while the market environment slightly supports tech stocks. » Plus sur de.investing.com

At its growth conference Mobileye outlined a repositioning toward higher-priced ADAS products, robotaxi services and humanoid robotics. The company reported three design wins for the Mobileye Surround platform, due to launch in 2028, and expects significantly higher average selling prices from customers such as Volkswagen, which is adopting the full product portfolio. Mobileye named specific price targets (Surround ~125 USD, SuperVision ~1,300 USD, Chauffeur 2,500–3,000 USD) and sees stable customer inventories at Tier‑1 suppliers of around five weeks. At the same time Mobileye is advancing robotaxi tests (MOIA and Mobileye Drive) as well as the humanoid project Mentee, and emphasized the importance of its REM data base of about 8 million vehicles for simulation and validation. » Plus sur de.investing.com

The options market implies a 9.1% price move for Mobileye ahead of the quarterly results on July 23. For three of the last eight quarterly reports, the actual stock move exceeded implied volatility — for example in April 2026 (12.7% vs. 10.2%) and in August 2024 (-27% vs. 5%). The figures will be released before the market opens, which can lead to increased short-term volatility. » Plus sur de.investing.com