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MBLY

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Mobileye Global

$7.90-0.11 (-1.37%)
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Quality15/100

research_scan theme='autonomous-mobility'; value_chain_position='Layer 1 (REM crowdsourced mapping) + Layer 2 (EyeQ6H silicon + integrated Chauffeur/SuperVision stack)'; Six-nameplate Chauffeur/SuperVision production pipeline as of prior scan (VW Group, Polestar 4, second top-10 EQ6H OEM Jan 2026, Oslo MOIA Drive, imaging-radar eyes-off pre-2028, ADAS breadth). Cash-generative on ADAS; insulated from C-23 rate-cycle stress. Hybrid architecture resolving as 2026 leader for OEM-led robotaxi services. Near-IPO-high multiple is calibration risk.

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