Mobileye's Robotaxi Push Gains Speed With Uber And Lyft, But Analyst Cuts 2026 Forecast On Tariff-Led SuperVision Delays
1. Mobileye revenue grew 83% year-on-year, indicating strong market performance. 2. Lyft's robotaxi collaboration with Mobileye is progressing, with Dallas rollout by 2026. 3. Adjustments to Mobileye's earnings projections may affect related partnerships. 4. Continuous improvements in ADAS contracts highlight opportunities in autonomous driving. 5. Uber and Lyft partnerships could reshape the ride-hailing industry by 2027.