Mobileye Global Inc. (NASDAQ:MBLY) is among the 12 Best Autonomous Driving Stocks to Buy Right Now.
Mobileye Global Inc. (NASDAQ:MBLY)’s 2026 revenue projection fell short of Wall Street’s expectations, according to a January 22, 2026, Reuters story. The company cited the uncertain demand for its assisted-driving chips as automakers confront a challenging environment characterized by high tariffs. The outlook caused a 5% decline in shares. Analysts predict $2 billion in revenue, while the company anticipates $1.90 billion to $1.98 billion. According to Executive Vice President Nimrod Nehushtan, the projection was made cautiously rather than to incite panic, reflecting industry unpredictability.
The projection comes as manufacturers modify their supply chains and scale back production plans in response to U.S. levies on imported cars and parts. Mobileye Global Inc. (NASDAQ:MBLY) stated that tariffs have no direct impact on its business because customers incur import expenses, but demand may suffer if output is reduced. The fourth-quarter revenue totaled $446 million, exceeding analyst expectations of $432.3 million. Based on the company, North American automakers are also reducing their electric vehicle strategy. It is in response to Chinese competition, reduced tax benefits, and a move toward less expensive models and hybrids.
Mobileye Global Inc. (NASDAQ:MBLY) develops and implements autonomous driving technologies and solutions as well as driver assistance systems.
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.
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Disclosure: None. This article is originally published at Insider Monkey.
