MBLY

JERUSALEM, July 09, 2026--(BUSINESS WIRE)--Mobileye Global Inc. (Nasdaq: MBLY) ("Mobileye") today announced that it will release its financial results for the second quarter 2026 on Thursday, July 23rd, 2026, before market open. Mobileye will host a conference call at 8:00am ET (3:00pm IT) to review its results and provide a general business update. The call will be hosted by Professor Amnon Shashua, CEO, Moran Shemesh Rojansky, CFO, Nimrod Nehushtan, EVP – Business Development and Strategy, and Dan Galves, CCO. The conference call will be accessible live via a webcast on Mobileye’s investor relations site, which can be found at https://ir.mobileye.com, and a replay of the webcast will be made available shortly after the event’s conclusion. About Mobileye Global Inc. Mobileye (Nasdaq: MBLY) leads the mobility revolution with our autonomous driving and driver-assistance technologies, harnessing world-renowned expertise in artificial intelligence, computer vision and integrated software and hardware. Since our founding in 1999, Mobileye has enabled the global adoption of advanced driver-assistance systems that save countless lives and reduce crashes, while pioneering groundbreaking technologies such as REM™ crowdsourced road intelligence, Imaging Radar and Compound AI. These technologies drive the ADAS and AV fields towards the future of mobility – enabling self-driving vehicles and mobility solutions at scale, and powering industry-leading ADAS products. Through 2025, more than 230 million vehicles worldwide have been built with Mobileye’s EyeQ technology inside. In 2026, Mobileye acquired Mentee Robotics to pursue the future of physical AI and humanoid robots. Since 2022, Mobileye has been listed independently from Intel (Nasdaq: INTC), which retains majority ownership. For more information, visit https://www.mobileye.com. "Mobileye," the Mobileye logo and Mobileye product names are registered trademarks of Mobileye Global. All other marks are the property of their respective owners. View source version on businesswire.com: https://www.businesswire.com/news/home/20260709180887/en/ Contacts Dan GalvesInvestor [email protected] Justin HydeMedia [email protected]

A month has gone by since the last earnings report for Aeva Technologies, Inc. (AEVA). Shares have added about 78.6% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Aeva Technologies due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for Aeva Technologies, Inc. before we dive into how investors and analysts have reacted as of late. Aeva posted a narrower-than-expected loss for the first quarter of 2026 as growing commercial deployments drove another record revenue quarter. The company reported an adjusted loss of 41 cents per share, narrower than the Zacks Consensus Estimate of a loss of 44 cents, delivering a 7.51% earnings surprise. The loss also improved 8.9% from a loss of 45 cents a year ago.Revenues came in at $6 million, up 76.5% from $3.4 million in the year-ago quarter, and topped the Zacks Consensus Estimate of $5 million by 34.21%. Aeva exited the quarter with total available liquidity of $224.5 million, which provided flexibility as it advances multiple automotive and commercial programs. Product revenues were $2.4 million in the quarter, essentially flat with the prior-year period, while professional service revenues rose to $3.8 million from $0.9 million a year ago, lifting total gross profit to $1.9 million from $0.3 million.Cost discipline remains a key swing factor. Research and development expense increased to $22.8 million from $21.6 million, while general and administrative expense rose to $12.4 million from $7.2 million. Aeva reported an operating loss of $35.1 million. Aeva demonstrated continued execution across automotive and “physical AI” end markets in the first quarter.In autonomous trucking, the company delivered production-intent Atlas sensors to Daimler Truck, marking a key milestone toward series production. It is working with Daimler Truck and Torc on stack validation with additional deliveries planned in 2026 to support fleet rollout.In passenger vehicles, Aeva delivered first Atlas Ultra sensors to a top-10 European passenger OEM for vehicle integration and AV stack development. It completed initial milestones for a separate development program with a top-five passenger OEM—supporting a growing ADAS and L3 pipeline across passenger and commercial...

Copart, Inc. CPRT delivered third-quarter fiscal 2026 earnings of 43 cents per share, which rose 2.4% year over year and beat the Zacks Consensus Estimate of 41 cents by 4.9%. Quarterly revenues rose 2.1% year over year to $1.24 billion and topped the Zacks Consensus Estimate of $1.21 billion by 2.4%.The quarter reflected resilient pricing amid softer volumes. Average selling prices (ASPs) increased 4.6% while unit volumes declined 2.4%, helping lift revenues despite pressure in global insurance units, which fell 2.7%. Copart, Inc. price-consensus-eps-surprise-chart | Copart, Inc. Quote Service revenues remained the primary engine, rising 2.1% year over year to $1.06 billion. Vehicle sales advanced 2.3% to $181 million, adding a modest but helpful tailwind to consolidated growth.The continued expansion in average selling prices across channels more than offset lower volumes. The company reported low-single-digit growth in global assignment volumes, even as global inventory declined by 2% from the prior year. Gross profit increased 3.7% to $572.6 million, and gross margin expanded 71 basis points to 46.3%. Cost of vehicle sales declined 5.6% to $160.3 million, helping offset higher facility operations expenses, which rose 2.5% to $450.3 million.Operating leverage was mixed below the gross line. General and administrative expenses increased 7.2% to $93.7 million, and total operating expenses rose 1.7% to $772.8 million. Even with that uptick, operating income grew 2.8% to $464.3 million, reflecting the benefit of stronger gross profit and continued operating discipline. The United States segment posted total revenues of $1 billion, down 0.4% year over year, as higher revenue per unit was offset by lower volumes. The U.S. insurance volumes decreased 4.2%, consistent with softer claims activity tied to consumer insurance affordability dynamics.Beyond insurance, the company noted encouraging momentum across parts of its diversified seller base. Dealer Services and powersports units increased 1%, BluCar commercial consignment expanded more than 4%, and combined fleet and finance seller volume grew at a double-digit pace, partly offset by higher repair activity among rental customers. International revenues climbed 14.1% year over year to $234.2 million, supported by a 5.9% increase in total units sold and solid fee momentum. Service revenues in the international s...

Westport Fuel Systems Inc. WPRT reported a first-quarter 2026 loss of 33 cents per share, narrower than the Zacks Consensus Estimate of a loss of 44 cents. The loss widened from 14 cents in the year-ago quarter, reflecting a tougher consolidated revenue base after the prior-year period included activity that is no longer in continuing operations. Revenues in the quarter came in at $2.29 million, down 68.8% year over year, but above the Zacks Consensus Estimate of $1.9 million, delivering a 20.3% surprise. Operationally, Westport pointed to continued momentum in Cespira, its HPDI joint venture with Volvo Group, which lifted revenues 33% from a year ago. The company incurred an adjusted EBITDA loss of $4.86 million compared with a loss of $7,000 recorded in the year-ago period. Westport Fuel Systems Inc. price-consensus-eps-surprise-chart | Westport Fuel Systems Inc. Quote While the per-share result topped expectations, WPRT still posted a net loss from continuing operations of $5.7 million compared with a $5.3 million loss in the first quarter of 2025. The quarter also included a $1 million foreign exchange loss versus a gain in the year-ago period, which added pressure to bottom-line performance. Below operating income, the company recorded a $1.38 million loss from investments accounted for under the equity method, down from $3.88 million a year earlier. Interest and other income, net of bank charges, totaled $0.74 million, partially offsetting the quarter’s operating and equity-method losses. Cespira remained the key operational bright spot. The joint venture generated total revenues of $22.25 million, up 33% year over year, supported by stronger demand for LNG HPDI trucks and higher systems volumes. Product revenues climbed 48% to $19.49 million, showing that shipments, rather than milestone-based service work, drove the step-up. The mix shift showed up in profitability. Cespira’s gross profit rose to $1.58 million from $0.45 million a year ago, while gross margin improved to 7% from 3%. Net loss at Cespira narrowed to $2.52 million from $7.11 million, reflecting higher product volume and a cost base. On the consolidated reporting side, WPRT’s High-Pressure Controls segment posted revenues of $2.29 million, up 21% from $1.89 million in the first quarter of 2025. Westport attributed the increase primarily to higher service revenues tied to product testing...

Interested in Innoviz Technologies Ltd.? Here are five stocks we like better. Innoviz reaffirmed its 2026 revenue outlook of $67 million to $73 million after reporting first-quarter revenue of $7.1 million. Some NRE revenue shifted into later quarters, but management said the delayed amounts are already backed by purchase orders. Defense and homeland security are becoming a major growth area for Innoviz, with the company actively discussing opportunities with tens of potential customers and system integrators. It highlighted use cases like border surveillance, drone detection, and autonomous defense systems, and said these programs carry significantly higher average selling prices than automotive work. Automotive programs and new LiDAR products remain on track, including work with Volkswagen, Mobileye, Daimler Truck and LOXO, while InnovizTwo Ultra Long-Range and InnovizThree expand the product lineup. The company also said unit shipments hit a record in Q1 and are expected to accelerate in the second half of 2026. The 3 Penny Stocks You Swore You’d Never Buy (But You’ll Check Anyway) Innoviz Technologies (NASDAQ:INVZ) reported first-quarter 2026 revenue of $7.1 million and reiterated its full-year revenue outlook, while emphasizing new momentum in defense, homeland security and autonomous vehicle programs. Chief Executive Officer and Co-Founder Omer Keilaf said some non-recurring engineering, or NRE, milestones shifted into future quarters after customers requested additional content. He said purchase orders are in place for the delayed revenue and that the company expects to recognize it in coming quarters. → Rocket Lab Just Hit a New All-Time High—Time to Buy or Let It Breathe? “Our outlook for the full year remains unchanged as we continue to target revenues of $67 million-$73 million,” Keilaf said. He added that the company’s longer-term outlook is also unchanged, citing Innoviz’s view that LiDAR is “indispensable to the rise of Physical AI.” A major theme of the call was Innoviz’s entry into the defense and homeland security market. Keilaf described the segment as a “rapidly expanding and high-margin space” that requires performance, reliability and resilience. → MP Materials Is Quietly Building a Rare Earth Powerhouse Innoviz said its InnovizSMART and newly launched InnovizTwo Ultra Long-Range products are now available for defense and security applic...

JERUSALEM, May 06, 2026--(BUSINESS WIRE)--Mobileye Global Inc. (Nasdaq: MBLY) ("Mobileye") announced today that it is scheduled to participate in the following upcoming investor events in the second quarter of 2026. Deutsche Bank 2026 Global Autos, Mobility & Robotics Conference, May 20, 2026 TD Cowen 54th Annual Technology, Media & Telecom Conference, May 28, 2026 Mizuho Technology Conference, June 9, 2026 Wolfe Research Autos and Mobility Conference, June 18, 2026 Mobileye plans to webcast its "fireside chats" when possible, with exact time to be posted closer to the event. For more information on and to register for and access the webcasts, please visit the "Events & Presentations" section of Mobileye’s investor relations (IR) site at https://ir.mobileye.com/. Please note that event participation and specific dates are subject to change. Any additional events will be announced in due time. For the latest information, please visit the IR site. About Mobileye Global Inc. Mobileye (Nasdaq: MBLY) leads the mobility revolution with our autonomous driving and driver-assistance technologies, harnessing world-renowned expertise in artificial intelligence, computer vision and integrated software and hardware. Since our founding in 1999, Mobileye has enabled the global adoption of advanced driver-assistance systems that save countless lives and reduce crashes, while pioneering groundbreaking technologies such as REM™ crowdsourced road intelligence, Imaging Radar and Compound AI. These technologies drive the ADAS and AV fields towards the future of mobility – enabling self-driving vehicles and mobility solutions at scale, and powering industry-leading ADAS products. Through 2025, more than 230 million vehicles worldwide have been built with Mobileye’s EyeQ technology inside. In 2026, Mobileye acquired Mentee Robotics to pursue the future of physical AI and humanoid robots. Since 2022, Mobileye has been listed independently from Intel (Nasdaq: INTC), which retains majority ownership. For more information, visit https://www.mobileye.com. "Mobileye," the Mobileye logo and Mobileye product names are registered trademarks of Mobileye Global. All other marks are the property of their respective owners. View source version on businesswire.com: https://www.businesswire.com/news/home/20260506053505/en/ Contacts Dan Galves Investor Relations [email protected] Justin Hyde...

Rivian Automotive RIVN posted a reported loss of 55 cents per share in the first quarter of 2026, narrower than the Zacks Consensus Estimate of a loss of 60 cents, delivering a positive earnings surprise of 7.7%. Quarterly revenues came in at $1.38 billion, topping the consensus mark of $1.37 billion by 1% and rising 11.4% year over year. Higher delivery volumes and strong software and services execution were key supports for the quarter. Rivian Automotive, Inc. price-consensus-eps-surprise-chart | Rivian Automotive, Inc. Quote RIVN delivered 10,365 vehicles in the quarter, representing a 20% increase from the year-ago period. Cumulative deliveries reached 175,565, underscoring the company’s expanding on-road fleet and broader customer base. Production totaled 10,236 units, down 30% year over year. Operationally, Rivian achieved a major milestone with the start of saleable R2 production at its Normal, IL, facility and has already begun delivering R2 vehicles to employees, with external customer deliveries expected in the coming weeks. Rivian’s automotive segment generated $908 million of revenues in the quarter, down from $922 million a year ago. The year-over-year decline was largely attributable to a $100 million decrease in sales of automotive regulatory credits, along with lower automotive revenue per unit delivered, tied to a higher mix of commercial vans. Profitability in the segment also moved in the wrong direction. Automotive gross profit was a loss of $62 million versus a $92 million profit in the first quarter of 2025, reflecting the reduced regulatory credit contribution and lower production volumes. Higher depreciation and stock-based compensation expenses within the segment were also contributing factors. Software and services continued to be a bright spot. Segment revenues rose to $473 million from $318 million in the year-ago quarter, driven by higher vehicle electrical architecture and software development services from RV Tech, alongside growth in vehicle repair and maintenance services and remarketing activities. The margin profile remained attractive. Software and services gross profit increased to $181 million from $114 million a year ago, supported by RV Tech-related services and higher contribution from service and remarketing. Segment gross margin was 38% for the quarter. Gross profit amounted to $119 million compared with $206 millio...

LKQ Corporation LKQ posted first-quarter 2026 adjusted earnings of 67 cents per share, matching the Zacks Consensus Estimate and declining 15.2% from the year-ago quarter. Quarterly revenues came in at $3.47 billion, beating the consensus mark of $3.42 billion by 1.46% and remaining flat year over year. Parts and Services organic revenues decreased 1.6% year over year. LKQ Corporation price-consensus-eps-surprise-chart | LKQ Corporation Quote LKQ’s North American segment generated $1,440 million of revenues in the first quarter, up from $1,412 million a year ago, as actions on pricing and mix helped offset softer underlying volumes. The repairable claims were down about 2% to 4% versus the prior year, a dynamic that weighed on demand in some product lines. Profitability in the segment also faced tariff and mix headwinds. North America's gross margin was 42.4% versus 44.4% a year ago, due to lower vendor rebates, an unfavorable customer mix, and cost inflation, partially offset by pricing initiatives and stronger other revenues. The segment’s EBITDA was $203 million, down from $217 million generated in the first quarter of 2025. LKQ’s European segment reported revenues of $1.62 billion compared with $1.52 billion in the year-ago period, with foreign exchange acting as a key contributor. Organic parts-and-services revenues declined 4% in Europe, reflecting near-term economic pressure and intensified competition in certain markets. Margins remained under pressure as pricing competitiveness and input costs flowed through. Europe's gross margin was 38.3% versus 38.8% a year ago, while SG&A rose to $500 million from $459 million. The segment’s EBITDA came in at $126 million, which was down from the year-ago level of $141 million. LKQ’s Specialty segment continued to post organic growth, with revenues rising to $409 million from $394 million in the prior-year quarter. Volume growth in marine and RV product lines was the key driver behind the 3.4% organic increase. Despite the higher revenues, profitability moved lower. Segment EBITDA declined to $18 million from $21 million a year ago, as SG&A increased to $84 million from $76 million. The company attributed the higher cost base primarily to a $6 million increase in credit loss reserves on non-trade receivables. LKQ had cash and cash equivalents of $335 million as of March 31, 2026, up from $319 million recorded as...

With $262 million in investment from billionaires, Mobileye Global Inc. (NASDAQ:MBLY) earns a place among the best dip stocks according to billionaires. Source: Mobileye Global As of April 22, 2026, Mobileye Global Inc. (NASDAQ:MBLY) remains a “Buy” according to roughly 60% of covering analysts. The stock has upside potential of 50.85% after a difficult run over the past year, during which it declined roughly 33%. The company’s Q1 2026 beat and higher fiscal 2026 guidance lifted the already strong analyst sentiment. On April 24, 2026, analysts at TD Cowen raised the price target on Mobileye Global Inc. (NASDAQ:MBLY) from $14 to $16. TD Cowen cited solid first-half commentary, particularly China export volumes, while Raymond James’ analysts emphasized that the company could surprise investor expectations for 2026 despite the year being transitional. However, Raymond James trimmed its price target from $16 to $14 due to an uncertain macro backdrop. As of April 24, 2026, TD Cowen and Raymond James maintain ratings of “Buy” and “Outperform,” respectively. Mobileye Global Inc. (NASDAQ:MBLY) noted stronger demand for advanced driver-assistance systems as automakers started placing orders again. Last year, excess inventory built up, which forced automakers to slow new orders. That stronger-than-expected recovery allowed the company’s management to raise its 2026 revenue forecast to $1.94 billion to $2.02 billion, up from $1.90 billion to $1.98 billion. That optimism also stems from strong top-line performance, with revenue of $558 million, ahead of the $515.6 million analyst estimate. Adjusted earnings of $0.12 per share also surpassed analyst forecasts of $0.09 per share. Mobileye Global Inc. (NASDAQ:MBLY) designs and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies and solutions. The company operates through the Moovit and Mobileye segments. It provides end-to-end ADAS and autonomous driving solutions, Cloud-Enhanced ADAS, and Mobileye Surround ADAS. While we acknowledge the potential of MBLY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should...

Mobileye Global Inc. MBLY reported first-quarter 2026 earnings of 12 cents per share, which beat the Zacks Consensus Estimate of 8 cents. The company delivered an earnings surprise of 58.52%, with the bottom line rising 50% year over year, driven by higher EyeQ system-on-chip shipments. The company posted revenues of $558 million, which beat the Zacks Consensus Estimate of $520 million by 7.36% and increased 27.4% year over year. Operating cash flow was $75 million, reflecting the company’s ability to convert its ADAS scale into cash generation. Mobileye Global Inc. price-consensus-eps-surprise-chart | Mobileye Global Inc. Quote The quarter was supported by strong and sustained demand for EyeQ, with this momentum continuing into the second quarter. Shipments increased due to higher market share and stronger ADAS shipment rates among key Western customers, along with a notable boost from solid export volumes by Chinese automakers. Shipments were also supported by customers rebuilding their inventory. After reducing stock in late 2025, customers raised it from very low levels back to a normal range of about four to five weeks, which helped boost unit shipments during the period. Beyond growth in its core ADAS business, Mobileye made progress on its advanced products. In robotaxis, Volkswagen and MOIA moved forward with the ID. The Buzz self-driving vehicle program includes early production work at Volkswagen’s Hanover plant and ongoing testing on public roads in several cities. For SuperVision, the EyeQ6 High-based system was used in pre-production vehicles in the United States. It completed a long drive of over 2,000 km on an unplanned route, covering city, suburban, and highway roads, and even tough weather conditions. This confirms that the system functions well upon deployment in a new region. On a GAAP basis, results were heavily affected by a non-cash goodwill impairment charge of $3.8 billion, which caused an operating loss of $3.9 billion and a net loss of $3.8 billion. Excluding that charge and other items, non-GAAP profitability showed operating leverage from stronger revenues. Gross margin improved to 49% from 47% a year ago, aided by similar amortization levels on a higher revenue base, though partially offset by a different EyeQ product mix that lifted cost per unit. Adjusted gross margin was 66%, down from 69% in the prior-year quarter, reflectin...

This article first appeared on GuruFocus. Revenue: $558 million, up 27% year-over-year. Adjusted Operating Income: $95 million, up 61% year-over-year. Operating Cash Flow: $75 million. Adjusted Operating Margin: 17%, up about 4 percentage points versus Q1 2025. Full Year Revenue Outlook: Increased to $1.975 billion at the midpoint. Full Year Adjusted Operating Income Outlook: Increased to $210 million at the midpoint. EyeQ Units: Approximately 10 million units shipped in Q1. Operating Expenses: Represent about 25% of the full year expectation of around $1.1 billion. Second Quarter Revenue Forecast: Expected to decrease approximately 6% year-over-year. Second Quarter EyeQ Units Forecast: Approximately 9.3 million units. Warning! GuruFocus has detected 2 Warning Signs with MBLY. Is MBLY fairly valued? Test your thesis with our free DCF calculator. Release Date: April 23, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Mobileye Global Inc (NASDAQ:MBLY) reported a 27% year-over-year increase in revenue for Q1 2026, demonstrating strong financial performance. The company raised its 2026 revenue outlook towards the high end of its original guidance, indicating confidence in future growth. Mobileye's ADAS business continues to be strong, with high margins and cash generation, securing long-term positions with main customers. The company is making significant progress with advanced product programs, such as SuperVision with Porsche and the Drive robotaxi with MOIA. Mobileye announced a share buyback program, leveraging its strong cash flow to benefit shareholders by offsetting dilution from stock-based compensation. Geopolitical and economic volatility remains a concern, potentially impacting future performance. The company faces lower revenue per unit and profitability from increased China OEM volumes, which could affect overall margins. Operating expenses are expected to grow by approximately 10% year-over-year, which may impact profitability. There is limited visibility on the China OEM export market, leading to conservative forecasts for the second half of 2026. The amortization and stock-based compensation from the Mentee acquisition are expected to impact GAAP operating income. Q: Can you provide an update on the ADAS side and the conditions you're seeing in the channel and customer demand? A: Moran Roj...

Mobileye Global (MBLY) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.08 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +58.52%. A quarter ago, it was expected that this maker of driver-assistance systems and autonomous driving technologies would post earnings of $0.06 per share when it actually produced earnings of $0.06, delivering no surprise. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Mobileye, which belongs to the Zacks Automotive - Original Equipment industry, posted revenues of $558 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 7.36%. This compares to year-ago revenues of $438 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Mobileye shares have lost about 24.3% since the beginning of the year versus the S&P 500's gain of 4.3%. While Mobileye has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Mobileye was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #5 (Strong Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can se...