Volkswagen: Mobileye: Volkswagen Announcement Is A Step In The Right Direction

Summary Mobileye's collaboration with Volkswagen eases doubts about Surround ADAS, but its financial impact will be fairly modest. Upside remains more dependent on SuperVision and Chauffer adoption, and there have been no updates on this front. While tariffs are likely to be a headwind, Mobileye's 2025 guidance is conservative, meaning revenue growth should still be expected, absent large changes in China. Mobileye's reasonable valuation and solid cash flows mean that any traction with more advanced products should create significant upside. Hiroshi Watanabe Mobileye's ( NASDAQ: MBLY ) stock bounced after the company announced that it is collaborating with Volkswagen ( OTCPK:VWAGY ) on driver assistance technology for the company's MQB platform vehicles. While the direct financial impact of this may be somewhat modest, it does help Hiroshi Watanabe Mobileye's ( NASDAQ: MBLY ) stock bounced after the company announced that it is collaborating with Volkswagen ( OTCPK:VWAGY ) on driver assistance technology for the company's MQB platform vehicles. While the direct financial impact of this may be somewhat modest, it does help