Mobileye's 15% Drop: Why I'm Still Not Buying This Robotaxi PlayMobileye Global Inc. faces heightened uncertainty after founder and long-time CEO Amnon Shashua's abrupt departure, despite solid Q2 results and raised full-year guidance. MBLY's Q2 beat was driven by a $93M Israeli R&D tax credit, boosting adjusted operating income 46% YoY and margins to 31%. The company is transitioning toward vertical integration, launching its own robotaxi service, which increases both long-term revenue potential and operational risk.
Seeking Alpha7/24/2026Neutral