In June 2026, Mobileye Global announced plans to launch a fully owned, vertically integrated autonomous ride-hailing business in a major U.S. city from 2027, starting with about 100 robotaxis and aiming to scale materially over the following five years. This move shifts Mobileye closer to an end-to-end mobility operator, combining its Mobileye Drive system with Moovit’s massive user base and global multimodal mobility platform. The new plan introduces meaningful capital intensity and regulatory risk on top of already volatile earnings. Among recent announcements, the 2026 guidance upgrade and stronger revenue outlook stand out. Mobileye Global's narrative projects $3.2 billion revenue and $6.2 million earnings by 2029, requiring 16.3% yearly revenue growth and about a $4.1 billion earnings increase from -$4.1 billion today. Some of the most optimistic analysts were already assuming revenue could reach about US$4,100,000,000 and earnings turn positive by 2029.