Mobileye Forecasts Lower 2026 Revenue as Tariffs Hit Automotive Demand

Mobileye Global expects 2026 revenue below analyst targets due to trade policy. The firm cites shifting demand as carmakers adjust to vehicle and parts tariffs.

Insights:
Mobileye Global Inc. , the IL ILILbased semiconductor firm, announced its financial outlook on January 22, 2026, forecasting full-year 2026 revenue between $1.90 billion and $1.98 billion. This guidance fell short of the Wall Street analyst consensus estimate of $2.00 billion, causing shares to drop 6% in premarket trading. The company attributed the lower projections to uncertain demand for assisted-driving chips amid a volatile environment for the global automotive industry.
FILE PHOTO: Mobileye logo is seen near computer motherboard in this illustration taken January 8, 2024. REUTERS/Dado Ruvic/Illustration/File Photo
FILE PHOTO: Mobileye logo is seen near computer motherboard in this illustration taken January 8, 2024. REUTERS/Dado Ruvic/Illustration/File Photo
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