Why Mobileye (MBLY) Is Up 17.2% After Landing a 19 Million-Unit ADAS Chip Deal

• In early January 2026, Mobileye announced that a major U.S.-based automaker will use its EyeQ6H chip to power Surround ADAS hands-free driving systems as standard on millions of mainstream and premium vehicles worldwide.
• The deal lifts Mobileye’s estimated future EyeQ6H Surround ADAS deliveries to more than 19 million units, underlining how software-defined, single-chip architectures are increasingly central to automakers’ next-generation safety and automation plans.
• We’ll now examine how this large Surround ADAS design win, and its more than 19 million-unit outlook, could reshape Mobileye’s investment narrative.

Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 39 best rare earth metal stocks of the very few that mine this essential strategic resource.

Mobileye Global Investment Narrative Recap

To own Mobileye, you need to believe assisted and automated driving will be built around scalable, software-defined chips, and that Mobileye can win and keep key OEM programs. The latest EyeQ6H Surround ADAS deal reinforces the near term catalyst around design wins and volume visibility, while underlying risks such as OEM purchasing sensitivity to tariffs and broader auto demand remain largely unchanged in the short term.

The recent announcement that Mobileye will acquire humanoid robotics startup Mentee Robotics for about US$900 million adds another layer to the story. While the core near term catalyst still sits with Surround ADAS and SuperVision type design wins, this move expands Mobileye’s use of its AI and compute platforms, which could matter if robotaxis and adjacent automation businesses become more important contributors over time.

But investors should also be aware that rising tariffs or trade frictions could still...

Read the full narrative on Mobileye Global (it's free!)

Mobileye Global's narrative projects $3.0 billion revenue and $111.5 million earnings by 2028. This requires 15.6% yearly revenue growth and an earnings increase of about $3.1 billion from -$3.0 billion today.

Uncover how Mobileye Global's forecasts yield a $19.11 fair value, a 56% upside to its current price.

Exploring Other Perspectives

Five Simply Wall St Community fair value estimates for Mobileye currently span roughly US$12 to US$28.89, showing how far apart individual views can be. Set those against the recent Surround ADAS win that boosts long term volume visibility, and you can see why it may pay to weigh several different opinions on what really drives the business over time.

Explore 5 other fair value estimates on Mobileye Global - why the stock might be worth just $12.00!

Build Your Own Mobileye Global Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Mobileye Global research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free Mobileye Global research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Mobileye Global's overall financial health at a glance.

Ready For A Different Approach?

Markets shift fast. These stocks won't stay hidden for long. Get the list while it matters:

• AI is about to change healthcare. These 29 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.
• Uncover the next big thing with financially sound penny stocks that balance risk and reward.
• The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 26 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com