Mobileye Global (NASDAQ:MBLY) Azioni

MOBILEYE GLOBAL INC-A

Mobileye Global

Mobileye Global Inc engages in the development and deployment of ADAS and autonomous driving technologies and solutions. It is building a portfolio of end-to-end ADAS and autonomous driving solutions to provide the capabilities needed for the future of autonomous driving, leveraging a comprehensive suite of purpose-built software and hardware technologies. The company's reportable operating segment are Mobileye and Others. Its solutions comprise Driver Assist, Cloud-Enhanced Driver Assist, Mobileye SuperVision Lite, Mobileye SuperVision, Mobileye Chauffeur, Mobileye Drive, Self-Driving System & Vehicles. It derives maximum revenue from Mobileye Segment.

Mobileye Global Inc. - Class A Common Stock

Mobileye Global Inc

When Alphabet Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Waymo announced a robotaxi rollout in Dallas via Avis without Uber Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>), investors got nervous, sending <a href="https://www.benzinga.com/quote/UBER/news">Uber shares into a mini tailspin</a>. But while Uber scurried, LYFT Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LYFT#NASDAQ">LYFT</a>) quietly stuck to its playbook: smart partnerships, controlled risk, and expansion without drama.
Track LYFT stock&#8217;s performance <a href="https://www.benzinga.com/quote/LYFT">here</a>.
The question now: is Lyft the better bet in the autonomous future?
<h2 class="wp-block-heading">When Expansion Becomes A Sting</h2>
Uber has long leaned on partnerships with Waymo, General Motors Co&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) Cruise, Nuro, and others to bring robotaxis into its ride-hail app. Despite aggressive backing, Waymo's latest expansion into Dallas—<a href="https://www.avisbudgetgroup.com/avis-budget-group-announces-multi-year-strategic-partnership-with-waymo/">announced </a><a href="https://www.avisbudgetgroup.com/avis-budget-group-announces-multi-year-strategic-partnership-with-waymo/" target="_blank" rel="noopener">in conjunction with Avis</a>—didn&#8217;t include Uber, rattling the markets.
Uber's shares slid over 3.5% as investors questioned whether Waymo might bypass it entirely in future deals.
Read Also: <a href="https://www.benzinga.com/news/topics/25/07/46709711/the-button-women-riders-have-been-waiting-for-ubers-women-matching-feature-arrives-in-the-u-s">The Button Women Riders Have Been Waiting For—Uber&#8217;s Women-Matching Feature Arrives In The U.S.</a>
<h2 class="wp-block-heading">Lyft's Lean-And-Mean Partnership Playbook</h2>
Lyft, by contrast, is forging its AV (autonomous vehicle) future through alliances with Mobileye Global Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>), May Mobility, Marubeni Corp (ORCPK:MARUY), and Baidu Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>). Its robotaxi rollout in Dallas, Atlanta and next year in Europe, with Baidu's Apollo Go shows a carefully curated set of partners and clearly mapped execution.
Lyft also <a href="https://www.lyft.com/blog/posts/shaping-the-future-of-rideshare-together">launched</a> its Driver Autonomous Forum in Atlanta, tapping experienced drivers to shape rollout planning—a signal that it&#8217;s thinking long-term and inclusively.
<h2 class="wp-block-heading">Why Investors Should Care</h2>
<figure class="wp-block-table"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Metric</th>
<th>Uber</th>
<th>Lyft</th>
</tr>
</thead>
<tbody>
<tr>
<td>Market Confidence</td>
<td>Strong brand scale, but vulnerable to Waymo shifts</td>
<td>Leaner, diversified partnerships build trust</td>
</tr>
<tr>
<td>Execution Risk</td>
<td>High exposure if Waymo sidelines it</td>
<td>Limited fleet burden but scalable AV rollout</td>
</tr>
<tr>
<td>Valuation Leverage</td>
<td>Limited upside as AV expectations are priced in</td>
<td>Underdog potential with breakout AV sentiment</td>
</tr>
</tbody>
</table>
</figure>
Uber's heavy reliance on Waymo makes it vulnerable to sudden strategic exclusions. 
Lyft, while smaller, is methodically building an AV moat through partnerships and multiregional deployment. 
As robotaxis go mainstream, investors may find Lyft's approach more balanced—and potentially more rewarding—for the long haul.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/25/08/46830581/baidu-lyft-partner-to-bring-self-driving-taxis-to-europe-starting-in-2026">Baidu, Lyft Partner To Bring Self-Driving Taxis To Europe, Starting In 2026</a></li>
</ul>
Photo: Shutterstock

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Tech

Trading Ideas

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GOOG

GOOGL

LYFT

MARUY

MBLY

UBER

Waymo's Expansion Spooks Uber — Is Lyft The Smarter AV Play?

Cathie Wood's bold forecast that <a href="https://www.benzinga.com/topic/autonomous-vehicles">autonomous taxi networks</a> could generate $8-10 trillion in revenue over the next 5 to 10 years is capturing Wall Street's imagination. At the heart of this robotaxi revolution are Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), each uniquely positioned to ride the wave and reap massive rewards.
Track NVDA&#8217;s AI-driven surge <a href="https://www.benzinga.com/quote/NVDA">here</a>.
To put this in perspective, $10 trillion is nearly 9% of the entire world's current GDP—a transformative economic force. 
<h2 class="wp-block-heading">Tesla: Driving The Autonomous Future</h2>
Tesla leads the pack with its cutting-edge full self-driving technology and expanding fleet. 
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Cathie Wood says Tesla is largest AI Project on Earth. "We believe that the entire ecosystem associated with autonomous taxi networks is going to worth $8-10 Trillion in terms of revenue generation in the next 5-10 years. To put that in context, the entire GDP of the world… <a href="https://t.co/EhMonzpCWR">pic.twitter.com/EhMonzpCWR</a>
&mdash; Nic Cruz Patane (@niccruzpatane) <a href="https://twitter.com/niccruzpatane/status/1951831193596404160?ref_src=twsrc%5Etfw">August 3, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Called the "largest AI project on Earth" by Wood, Tesla is betting big on autonomous ride-hailing to unlock new, recurring revenue streams. If successful, Tesla's robotaxi network could disrupt traditional transportation, boosting revenues well beyond current projections.
Read Also: <a href="https://www.benzinga.com/markets/tech/25/07/46686037/nvidia-is-now-worth-twice-tesla-amd-palantir-and-intel-combined">Nvidia Is Now Worth Twice Tesla, AMD, Palantir, And Intel Combined</a>
<h2 class="wp-block-heading">Nvidia: Powering The AI Engine</h2>
The robotaxi boom hinges on powerful AI chips, and Nvidia is the undisputed king of this space. Its GPUs provide the heavy computational muscle for Tesla's self-driving systems and numerous other autonomous platforms. 
As demand for autonomous vehicle AI grows, Nvidia is poised to experience exponential revenue growth, solidifying its role as a critical infrastructure provider for this trillion-dollar market.
<h2 class="wp-block-heading">Alphabet: Mapping Out The Competition</h2>
Alphabet's Waymo combines sophisticated AI software with deep expertise in mapping and real-world testing, making it a formidable competitor in autonomous ride services. 
With substantial financial backing and a broad tech ecosystem, Alphabet is positioned to scale its robotaxi business rapidly, competing head-to-head with Tesla in multiple markets.
<h2 class="wp-block-heading">Qualcomm, Mobileye, Uber Positioned To Benefit</h2>
Beyond Tesla, Nvidia and Alphabet, companies like Uber Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>), Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), and Mobileye Global Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) are also gearing up to profit from the robotaxi boom.
Uber's investments in autonomous vehicle partnerships position it as a potential major operator in driverless ride-hailing. Meanwhile, Qualcomm's chips power many connected vehicles, and Mobileye (an Intel Corp (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/intc#NASDAQ">INTC</a>) subsidiary) leads in autonomous driving tech.
Together, these players form a vast ecosystem set to capture significant revenue from the $10 trillion opportunity ahead.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46640586/every-time-musk-ships-a-tesla-these-ev-sidekicks-quietly-profit">Every Time Musk Ships A Tesla, These EV Sidekicks Quietly Profit</a></li>
</ul>
Photo: Shutterstock

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NVDA

QCOM

TSLA

How Tesla, Nvidia, Alphabet Could Cash In On Cathie Wood's $10-Trillion Robotaxi Boom

RBC Capital analyst Tom Narayan maintains Mobileye Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) with a Sector Perform and raises the price target from $14 to $17.

News

Price Target

Analyst Ratings

RBC Capital Maintains Sector Perform on Mobileye Global, Raises Price Target to $17

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Consumer Discretionary sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$325.00</td>
<td>$45.9K</td>
<td>15.3K</td>
<td>71.4K</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$230.00</td>
<td>$28.5K</td>
<td>25.2K</td>
<td>3.7K</td>
</tr>
<tr>
<td>SBUX</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$90.00</td>
<td>$450.1K</td>
<td>3.6K</td>
<td>3.1K</td>
</tr>
<tr>
<td>MBLY</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$12.00</td>
<td>$278.0K</td>
<td>2.5K</td>
<td>2.0K</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$140.00</td>
<td>$26.9K</td>
<td>9.5K</td>
<td>1.3K</td>
</tr>
<tr>
<td>NIO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$3.50</td>
<td>$33.0K</td>
<td>18.6K</td>
<td>1.0K</td>
</tr>
<tr>
<td>NKE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$75.00</td>
<td>$50.0K</td>
<td>8.0K</td>
<td>978</td>
</tr>
<tr>
<td>PII</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$45.00</td>
<td>$105.0K</td>
<td>2.0K</td>
<td>858</td>
</tr>
<tr>
<td>BYON</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$5.00</td>
<td>$42.5K</td>
<td>2.9K</td>
<td>328</td>
</tr>
<tr>
<td>RCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$350.00</td>
<td>$25.2K</td>
<td>395</td>
<td>138</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we observe a call option trade with bullish sentiment. It expires in 4 day(s) on August 1, 2025. Parties traded 50 contract(s) at a $325.00 strike. The total cost received by the writing party (or parties) was $45.9K, with a price of $920.0 per contract. There were 15322 open contracts at this strike prior to today, and today 71412 contract(s) were bought and sold. 
• Regarding AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we observe a call option sweep with bearish sentiment. It expires in 18 day(s) on August 15, 2025. Parties traded 30 contract(s) at a $230.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $28.5K, with a price of $950.0 per contract. There were 25248 open contracts at this strike prior to today, and today 3707 contract(s) were bought and sold. 
• For SBUX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>), we notice a put option sweep that happens to be bearish, expiring in 53 day(s) on September 19, 2025. This event was a transfer of 1516 contract(s) at a $90.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $450.1K, with a price of $297.0 per contract. There were 3618 open contracts at this strike prior to today, and today 3115 contract(s) were bought and sold. 
• For MBLY (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>), we notice a put option trade that happens to be bullish, expiring in 325 day(s) on June 18, 2026. This event was a transfer of 2000 contract(s) at a $12.00 strike. The total cost received by the writing party (or parties) was $278.0K, with a price of $139.0 per contract. There were 2599 open contracts at this strike prior to today, and today 2002 contract(s) were bought and sold. 
• For BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we notice a call option sweep that happens to be bearish, expiring in 53 day(s) on September 19, 2025. This event was a transfer of 100 contract(s) at a $140.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $26.9K, with a price of $269.0 per contract. There were 9575 open contracts at this strike prior to today, and today 1312 contract(s) were bought and sold. 
• For NIO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>), we notice a call option sweep that happens to be bullish, expiring in 172 day(s) on January 16, 2026. This event was a transfer of 199 contract(s) at a $3.50 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $33.0K, with a price of $166.0 per contract. There were 18667 open contracts at this strike prior to today, and today 1023 contract(s) were bought and sold. 
• For NKE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>), we notice a call option trade that happens to be bullish, expiring in 18 day(s) on August 15, 2025. This event was a transfer of 100 contract(s) at a $75.00 strike. The total cost received by the writing party (or parties) was $50.0K, with a price of $500.0 per contract. There were 8038 open contracts at this strike prior to today, and today 978 contract(s) were bought and sold. 
• For PII (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PII#NYSE">PII</a>), we notice a put option sweep that happens to be bearish, expiring in 18 day(s) on August 15, 2025. This event was a transfer of 700 contract(s) at a $45.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $105.0K, with a price of $150.0 per contract. There were 2036 open contracts at this strike prior to today, and today 858 contract(s) were bought and sold. 
• Regarding BYON (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BYON#NYSE">BYON</a>), we observe a call option trade with bullish sentiment. It expires in 172 day(s) on January 16, 2026. Parties traded 75 contract(s) at a $5.00 strike. The total cost received by the writing party (or parties) was $42.5K, with a price of $567.0 per contract. There were 2964 open contracts at this strike prior to today, and today 328 contract(s) were bought and sold. 
• For RCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>), we notice a call option sweep that happens to be bullish, expiring in 53 day(s) on September 19, 2025. This event was a transfer of 12 contract(s) at a $350.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $25.2K, with a price of $2100.0 per contract. There were 395 open contracts at this strike prior to today, and today 138 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AMZN

BABA

BYON

SBUX

10 Consumer Discretionary Stocks With Whale Alerts In Today's Session

Mobileye Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) stock fell on Thursday after it reported its&nbsp;<a target="_blank" href="https://www.benzinga.com/node/46610781" rel="noreferrer noopener">fiscal second-quarter</a> 2025 results.
The autonomous firm reported a quarterly revenue growth of 15% year-on-year to $506.00 million, beating the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">analyst consensus estimate</a> of $463.26 million.&nbsp;Adjusted EPS of 13 cents topped the&nbsp;analyst consensus estimate of 9 cents.&nbsp;
Mobileye&nbsp;raised its fiscal 2025&nbsp;revenue outlook to $1.765 billion- $1.885 billion (prior $1.690 billion-$1.810 billion) versus the&nbsp;$1.770 billion&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">analyst consensus estimate</a> and adjusted operating income of $210 million-$286 million (<a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44978234/intel-autonomous-driving-firm-mobileye-reaffirms-2025-outlook-after-record-q1-growth-in-system-shipments-and-design-wins" rel="noreferrer noopener">prior $175 million-$260 million</a>).
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46610781/autonomous-driving-player-mobileye-stock-drops-despite-raising-outlook-margin-growth" rel="noreferrer noopener">Autonomous Driving Player Mobileye Stock Drops Despite Raising Outlook, Margin Growth</a>
Reacting to the earnings report, Needham analyst Quinn Bolton reiterated a buy rating on Mobileye Global <a target="_blank" href="https://www.benzinga.com/quote/MBLY/analyst-ratings" rel="noreferrer noopener">with a</a> $18&nbsp;price forecast. The stock continued its decline on Friday.
Mobileye&#8217;s second-quarter 2025 results aligned mainly with its July 9 pre-announcement. Still, Bolton noted that the market reacted negatively due to what appears to be a conservative fourth-quarter revenue outlook.
While third-quarter revenue guidance came in significantly above consensus, the analyst noted management adopted a cautious stance on fourth-quarter visibility.
His fourth-quarter revenue projection stands $20 million above management&#8217;s implied figures, suggesting room for upside if demand trends continue.
Bolton stated that the management noted that customer inventory levels align well with actual demand, reducing the risk of customers pulling forward orders in anticipation of potential tariffs.
He said Mobileye boosted its full-year revenue and operating income guidance, raising the midpoints by 4% and 14%, respectively. This reflects stronger-than-expected shipments: EyeQ volumes were revised upward to 33.5–35.5 million units (from 32–34 million), and SuperVision units are now expected to hit 40,000 (up from low-20,000).
The analyst modeled third-quarter 2025 gross margin at 68.2%, slightly down from second-quarter 2025 but still above Street expectations.
Shipments of ~9.7 million EyeQ units beat the analyst&#8217;s ~9 million estimate, supported by strong demand across OEMs, including China-based automakers.
Adjusted gross margin was 68.6%, slightly ahead of his 68.4% estimate and nearly matching the Street&#8217;s 68.8%. Operating expenses came in lower than expected at $241 million, driving adjusted operating income to $106 million, surpassing both his expectations and the top end of the preliminary guide.
Management emphasized 2027 as a pivotal revenue acceleration point, driven by broader adoption of SuperVision, initial commercial deployments of Connected and Autonomous Vehicles (CAVs), and expansion of its Drive platform, Bolton noted.
More than 19 vehicle models are expected to launch with Chauffeur and SuperVision by then, including major OEMs such as Audi and Porsche, the analyst noted.
Full-scale Drive deployments are planned across multiple U.S. and European cities beginning in late 2026. The CAV business, including Autonomous Mobility-as-a-Service (AMaaS), is expected to contribute $150 million in 2027 revenue—well below Street expectations—while ADAS revenue could reach around $2 billion, a conservative figure per the analyst.
Bolton noted that Waymo&#8217;s 25% market share in San Francisco supports the overall industry outlook. Mobileye cited partnerships with Volkswagen (OTC:<a class="ticker" href="https://www.benzinga.com/stock/VWAGY#OTC">VWAGY</a>) (MOIA), HOLON, Uber Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>), Lyft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LYFT#NASDAQ">LYFT</a>), and European public transport providers. The company is supplying both operational tech and customer-facing software while transitioning to full production hardware for the ID. Buzz robotaxi, he noted.
As per the analyst, teleoperations are expected to begin in 2025, with driverless service planned for 2026.
Bolton noted that SuperVision shipments exceeded expectations, prompting a rise in fiscal 2025 guidance to 40,000 units from the previously estimated 20,000+.
The Zeekr 009 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZK#NYSE">ZK</a>) and Polestar 4 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PSNY#NASDAQ">PSNY</a>) models are driving near-term strength, with Audi and Porsche SOP (start of production) expected by year-end 2026 and broader ramps in 2027.
While management&#8217;s tone was cautious, the analyst noted upside in fourth-quarter revenue, improving margin visibility, and strong long-term positioning in ADAS and autonomous tech.
Despite conservatively guiding in some areas, the EyeQ strength, SuperVision traction, and robotaxi pipeline kept Bolton confident in Mobileye&#8217;s long-term growth trajectory.
Price Action:&nbsp;Mobileye stock is down 6.13% at $14.47 at the last check on Friday.
Read Next:
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<li><a href="https://www.benzinga.com/markets/tech/25/07/46632116/walmarts-bold-ai-overhaul-could-drive-efficiency-margins-and-market-edge" target="_blank" rel="noreferrer noopener">Walmart&#8217;s Bold AI Overhaul Could Drive Efficiency, Margins And Market Edge</a></li>
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Photo by RYO Alexandre via Shutterstock

Reiteration

Movers

PSNY

VWAGY

Investor Reaction To Predictable Mobileye Earnings Was Negative: Analyst

Canaccord Genuity analyst George Gianarikas maintains Mobileye Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) with a Buy and raises the price target from $25 to $30.

Canaccord Genuity Maintains Buy on Mobileye Global, Raises Price Target to $30

WIIM

Mobileye shares are trading lower following Thursday's earnings report.

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Consumer Discretionary sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/25/25</td>
<td>$320.00</td>
<td>$34.9K</td>
<td>16.4K</td>
<td>241.5K</td>
</tr>
<tr>
<td>RIVN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$15.00</td>
<td>$51.8K</td>
<td>44.6K</td>
<td>2.7K</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>10/17/25</td>
<td>$125.00</td>
<td>$30.2K</td>
<td>16.1K</td>
<td>2.4K</td>
</tr>
<tr>
<td>KSS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>10/17/25</td>
<td>$17.50</td>
<td>$84.8K</td>
<td>523</td>
<td>1.7K</td>
</tr>
<tr>
<td>CMG</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$50.00</td>
<td>$27.7K</td>
<td>5.1K</td>
<td>1.7K</td>
</tr>
<tr>
<td>SBET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$20.00</td>
<td>$54.9K</td>
<td>31</td>
<td>1.3K</td>
</tr>
<tr>
<td>GME</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>10/17/25</td>
<td>$30.00</td>
<td>$50.7K</td>
<td>28.8K</td>
<td>1.3K</td>
</tr>
<tr>
<td>LULU</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/01/25</td>
<td>$210.00</td>
<td>$64.5K</td>
<td>813</td>
<td>1.2K</td>
</tr>
<tr>
<td>MBLY</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$18.00</td>
<td>$41.8K</td>
<td>2.0K</td>
<td>1.2K</td>
</tr>
<tr>
<td>W</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$57.50</td>
<td>$45.6K</td>
<td>7.8K</td>
<td>1.0K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we notice a call option sweep that happens to be bullish, is expiring today. Parties traded 501 contract(s) at a $320.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $34.9K, with a price of $70.0 per contract. There were 16455 open contracts at this strike prior to today, and today 241576 contract(s) were bought and sold. 
• For RIVN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>), we notice a call option trade that happens to be bearish, expiring in 56 day(s) on September 19, 2025. This event was a transfer of 540 contract(s) at a $15.00 strike. The total cost received by the writing party (or parties) was $51.8K, with a price of $96.0 per contract. There were 44610 open contracts at this strike prior to today, and today 2757 contract(s) were bought and sold. 
• Regarding BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we observe a call option trade with bearish sentiment. It expires in 84 day(s) on October 17, 2025. Parties traded 40 contract(s) at a $125.00 strike. The total cost received by the writing party (or parties) was $30.2K, with a price of $755.0 per contract. There were 16147 open contracts at this strike prior to today, and today 2492 contract(s) were bought and sold. 
• Regarding KSS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KSS#NYSE">KSS</a>), we observe a call option sweep with bullish sentiment. It expires in 84 day(s) on October 17, 2025. Parties traded 792 contract(s) at a $17.50 strike. This particular call needed to be split into 792 different trades to become filled. The total cost received by the writing party (or parties) was $84.8K, with a price of $107.0 per contract. There were 523 open contracts at this strike prior to today, and today 1772 contract(s) were bought and sold. 
• For CMG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>), we notice a call option sweep that happens to be bullish, expiring in 175 day(s) on January 16, 2026. This event was a transfer of 100 contract(s) at a $50.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $27.7K, with a price of $277.0 per contract. There were 5145 open contracts at this strike prior to today, and today 1713 contract(s) were bought and sold. 
• Regarding SBET (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBET#NASDAQ">SBET</a>), we observe a call option sweep with bullish sentiment. It expires in 7 day(s) on August 1, 2025. Parties traded 200 contract(s) at a $20.00 strike. This particular call needed to be split into 16 different trades to become filled. The total cost received by the writing party (or parties) was $54.9K, with a price of $275.0 per contract. There were 31 open contracts at this strike prior to today, and today 1354 contract(s) were bought and sold. 
• Regarding GME (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GME#NYSE">GME</a>), we observe a call option trade with bullish sentiment. It expires in 84 day(s) on October 17, 2025. Parties traded 350 contract(s) at a $30.00 strike. The total cost received by the writing party (or parties) was $50.7K, with a price of $145.0 per contract. There were 28819 open contracts at this strike prior to today, and today 1302 contract(s) were bought and sold. 
• Regarding LULU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>), we observe a put option trade with bearish sentiment. It expires in 7 day(s) on August 1, 2025. Parties traded 547 contract(s) at a $210.00 strike. The total cost received by the writing party (or parties) was $64.5K, with a price of $118.0 per contract. There were 813 open contracts at this strike prior to today, and today 1231 contract(s) were bought and sold. 
• For MBLY (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>), we notice a call option sweep that happens to be bearish, expiring in 56 day(s) on September 19, 2025. This event was a transfer of 1191 contract(s) at a $18.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $41.8K, with a price of $35.0 per contract. There were 2025 open contracts at this strike prior to today, and today 1205 contract(s) were bought and sold. 
• Regarding W (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/W#NYSE">W</a>), we observe a call option trade with bearish sentiment. It expires in 21 day(s) on August 15, 2025. Parties traded 48 contract(s) at a $57.50 strike. The total cost received by the writing party (or parties) was $45.6K, with a price of $950.0 per contract. There were 7810 open contracts at this strike prior to today, and today 1051 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

LULU

RIVN

SBET

10 Consumer Discretionary Stocks Whale Activity In Today's Session

Mizuho analyst Vijay Rakesh maintains Mobileye Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) with a Neutral and lowers the price target from $18 to $17.

Mizuho Maintains Neutral on Mobileye Global, Lowers Price Target to $17

Baird analyst Luke Junk maintains Mobileye Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) with a Outperform and lowers the price target from $23 to $22.

Baird Maintains Outperform on Mobileye Global, Lowers Price Target to $22

Needham analyst Quinn Bolton reiterates Mobileye Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) with a Buy and maintains $18 price target.

Needham Reiterates Buy on Mobileye Global, Maintains $18 Price Target

Mobileye Global (NASDAQ: MBLY) stock gained in the premarket session on Thursday after it reported its <a href="https://www.benzinga.com/pressreleases/25/07/b46597106/mobileye-releases-second-quarter-2025-results-updates-full-year-2025-outlook-and-provides-business" target="_blank" rel="noreferrer noopener">fiscal second-quarter</a> 2025 results. Soon, the stock gave up all gains and fell 6%.
The Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) spinoff autonomous firm reported a quarterly revenue growth of 15% year-on-year to $506.00 million, beating the&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">analyst consensus estimate</a> of $463.26 million.&nbsp;
A 28% increase in EyeQ volumes, resulting from higher customer demand and the normalization of excess inventory by the company&#8217;s Tier 1 customers previously used to satisfy demand during 2024, partially offset by lower SuperVision volumes on a Y/Y basis.
Adjusted EPS of 13 cents topped the&nbsp;analyst consensus estimate of 9 cents.&nbsp;
Also Read: <a target="_blank" href="https://www.benzinga.com/news/25/05/45649083/mobileye-just-locked-in-a-new-automaker-and-its-for-hands-off-driving-at-highway-speeds" rel="noreferrer noopener">Mobileye Just Locked In A New Automaker, And It&#8217;s For Hands-Off Driving At Highway Speeds</a>
EyeQ and SuperVision revenue was $481 million versus $413 million a year ago.&nbsp;
The Average System Price was $49.7, down from $54.4 in the prior year.&nbsp;The number&nbsp;of systems shipped rose to 9.7 million from 7.6 million a year ago.
<h2 class="wp-block-heading">Margins</h2>
Gross margin climbed by 219 bps to 50%. Adjusted gross margin declined by 67 bps to 69% due to a slight reduction in EyeQ ASP, mainly due to higher volumes in China.&nbsp;
The adjusted operating margin was 21% from 18% a year ago.
As of June 28, Mobileye held $1.71 billion in cash and equivalents and generated a quarterly operating cash flow of $213 million.
In July 2025, Mobileye used $100 million of cash to repurchase stock from Intel.
Mobileye CEO Prof. Amnon Shashua said the company delivered strong revenue growth and cost control in the quarter, prompting a full-year outlook raise. He added that solid progress on advanced product programs boosts confidence in a significant growth inflection by 2027, with Drive and SuperVision expected to drive that momentum.
<h2 class="wp-block-heading">Outlook</h2>
Mobileye&nbsp;raised fiscal 2025&nbsp;revenue to $1.765 billion- $1.885 billion (prior $1.690 billion-$1.810 billion) versus the&nbsp;$1.770 billion&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">analyst consensus estimate</a> and adjusted operating income of $210 million-$286 million (<a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/44978234/intel-autonomous-driving-firm-mobileye-reaffirms-2025-outlook-after-record-q1-growth-in-system-shipments-and-design-wins" rel="noreferrer noopener">prior $175 million-$260 million</a>).
Mobileye stock has plunged over 19% year-to-date. In April, Needham analyst Quinn Bolton <a target="_blank" href="https://www.benzinga.com/25/04/45021299/mobileyes-robotaxi-push-gains-speed-with-uber-and-lyft-but-analyst-cuts-2026-forecast-on-tariff-led-supervision-delays" rel="noreferrer noopener">lowered his price forecast</a> on the stock after trimming his 2026 estimates due to expected delays in SuperVision and CAV unit volumes, driven by tariff-related uncertainty.
Still, he pointed to several positives in the quarter, including strong design win momentum, such as Mobileye&#8217;s first Surround ADAS deal and a major ADAS contract with a Korean carmaker.
Price Action:&nbsp;Mobileye stock is down 6.30% at $15.09 at the last check Thursday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/asset-sales/25/05/45522354/intel-eyes-exit-from-networking-and-edge-business-to-refocus-on-pc-data-center-dominance-report" target="_blank" rel="noreferrer noopener">Intel Eyes Exit From Networking And Edge Business To Refocus On PC, Data Center Dominance: Report</a></li>
</ul>
Photo by RYO Alexandre via Shutterstock

Earnings

Guidance

Autonomous Driving Player Mobileye Stock Drops Despite Raising Outlook, Margin Growth

MBLY stock has given up its prior gain. Mobileye shares were trading higher following better-than-expected Q2 financial results.

Mobileye shares are trading higher following better-than-expected Q2 financial results.

Mobileye Guidance Incorporates Best Estimates Of Production Impacts Related To Current Tariffs Imposed On Complete Vehicles Imported Into The United States And Tariffs On Imported Vehicle Components Used In Us Vehicle Production, But Assuming No Further Tariff Developments Or Increases

Mobileye Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) sees FY2025 sales of $1.765 billion-$1.885 billion vs $1.77 billion analyst estimate.

Mobileye Global Sees FY2025 Sales $1.765B-$1.885B vs $1.77B Est

Mobileye Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) reported quarterly earnings of $0.13 per share which beat the analyst consensus estimate of $0.09 by 42.86 percent. This is a 44.44 percent increase over earnings of $0.09 per share from the same period last year. The company reported quarterly sales of $506.00 million which beat the analyst consensus estimate of $463.26 million by 9.23 percent. This is a 15.26 percent increase over sales of $439.00 million the same period last year.

Earnings Beats

Mobileye Global Q2 Adj. EPS $0.13 Beats $0.09 Estimate, Sales $506.00M Beat $463.26M Estimate

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ALLE

AMAL

AMBP

AMSF

ASPS

BELFA

BELFB

BHLB

BWMX

CIVB

COKE

COLB

COUR

CUBI

DAIO

DCOM

DECK

DGICA

DGICB

ENSG

ENVA

FBIZ

FCFS

FFBC

FFIC

FINW

FISI

FLEX

FRST

GBCI

GLPI

HFWA

IBCP

IMAX

IRDM

ITGR

JAKK

KNSL

LADR

LARK

LBRT

Laboratory Corporation Of America Holdings

MGRC

MOFG

MSBI

MTLS

MYFW

Earnings Scheduled For July 24, 2025

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Consumer Discretionary sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/25/25</td>
<td>$335.00</td>
<td>$31.2K</td>
<td>8.9K</td>
<td>29.1K</td>
</tr>
<tr>
<td>WEN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$12.00</td>
<td>$35.0K</td>
<td>4.3K</td>
<td>8.8K</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$123.00</td>
<td>$25.8K</td>
<td>7.8K</td>
<td>5.3K</td>
</tr>
<tr>
<td>PDD</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$105.00</td>
<td>$46.1K</td>
<td>11.9K</td>
<td>1.6K</td>
</tr>
<tr>
<td>SBET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/22/25</td>
<td>$58.00</td>
<td>$40.1K</td>
<td>13.5K</td>
<td>1.0K</td>
</tr>
<tr>
<td>MBLY</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$15.00</td>
<td>$120.0K</td>
<td>879</td>
<td>560</td>
</tr>
<tr>
<td>DECK</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/25/25</td>
<td>$108.00</td>
<td>$47.8K</td>
<td>5</td>
<td>405</td>
</tr>
<tr>
<td>AMZN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$150.00</td>
<td>$40.0K</td>
<td>17.8K</td>
<td>323</td>
</tr>
<tr>
<td>ORLY</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$94.67</td>
<td>$34.6K</td>
<td>1.0K</td>
<td>253</td>
</tr>
<tr>
<td>CAKE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$40.00</td>
<td>$100.9K</td>
<td>361</td>
<td>82</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we observe a call option trade with bullish sentiment. It expires in 2 day(s) on July 25, 2025. Parties traded 30 contract(s) at a $335.00 strike. The total cost received by the writing party (or parties) was $31.2K, with a price of $1041.0 per contract. There were 8937 open contracts at this strike prior to today, and today 29191 contract(s) were bought and sold. 
• Regarding WEN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>), we observe a call option sweep with bearish sentiment. It expires in 23 day(s) on August 15, 2025. Parties traded 583 contract(s) at a $12.00 strike. This particular call needed to be split into 20 different trades to become filled. The total cost received by the writing party (or parties) was $35.0K, with a price of $60.0 per contract. There were 4376 open contracts at this strike prior to today, and today 8861 contract(s) were bought and sold. 
• Regarding BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we observe a call option trade with bearish sentiment. It expires in 2 day(s) on July 25, 2025. Parties traded 200 contract(s) at a $123.00 strike. The total cost received by the writing party (or parties) was $25.8K, with a price of $129.0 per contract. There were 7831 open contracts at this strike prior to today, and today 5347 contract(s) were bought and sold. 
• For PDD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), we notice a put option sweep that happens to be bullish, expiring in 23 day(s) on August 15, 2025. This event was a transfer of 1003 contract(s) at a $105.00 strike. This particular put needed to be split into 68 different trades to become filled. The total cost received by the writing party (or parties) was $46.1K, with a price of $45.0 per contract. There were 11908 open contracts at this strike prior to today, and today 1602 contract(s) were bought and sold. 
• For SBET (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBET#NASDAQ">SBET</a>), we notice a call option sweep that happens to be bearish, expiring in 30 day(s) on August 22, 2025. This event was a transfer of 422 contract(s) at a $58.00 strike. This particular call needed to be split into 30 different trades to become filled. The total cost received by the writing party (or parties) was $40.1K, with a price of $95.0 per contract. There were 13597 open contracts at this strike prior to today, and today 1042 contract(s) were bought and sold. 
• For MBLY (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>), we notice a put option trade that happens to be bearish, expiring in 2 day(s) on July 25, 2025. This event was a transfer of 3000 contract(s) at a $15.00 strike. The total cost received by the writing party (or parties) was $120.0K, with a price of $40.0 per contract. There were 879 open contracts at this strike prior to today, and today 560 contract(s) were bought and sold. 
• For DECK (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>), we notice a put option trade that happens to be bullish, expiring in 2 day(s) on July 25, 2025. This event was a transfer of 84 contract(s) at a $108.00 strike. The total cost received by the writing party (or parties) was $47.8K, with a price of $570.0 per contract. There were 5 open contracts at this strike prior to today, and today 405 contract(s) were bought and sold. 
• Regarding AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we observe a put option sweep with bullish sentiment. It expires in 177 day(s) on January 16, 2026. Parties traded 320 contract(s) at a $150.00 strike. This particular put needed to be split into 44 different trades to become filled. The total cost received by the writing party (or parties) was $40.0K, with a price of $125.0 per contract. There were 17881 open contracts at this strike prior to today, and today 323 contract(s) were bought and sold. 
• Regarding ORLY (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>), we observe a put option trade with bearish sentiment. It expires in 58 day(s) on September 19, 2025. Parties traded 99 contract(s) at a $94.67 strike. The total cost received by the writing party (or parties) was $34.6K, with a price of $350.0 per contract. There were 1082 open contracts at this strike prior to today, and today 253 contract(s) were bought and sold. 
• Regarding CAKE (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CAKE#NASDAQ">CAKE</a>), we observe a call option trade with bullish sentiment. It expires in 177 day(s) on January 16, 2026. Parties traded 34 contract(s) at a $40.00 strike. The total cost received by the writing party (or parties) was $100.9K, with a price of $2970.0 per contract. There were 361 open contracts at this strike prior to today, and today 82 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
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Mobileye Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) is gearing up to announce its quarterly earnings on Thursday, 2025-07-24. Here's a quick overview of what investors should know before the release.
Analysts are estimating that Mobileye Global will report an earnings per share (EPS) of $0.07.
Mobileye Global bulls will hope to hear the company announce they've not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter.
New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).
<h3>Overview of Past Earnings</h3>
During the last quarter, the company reported an EPS missed by $0.00, leading to a 4.41% increase in the share price on the subsequent day.
Here's a look at Mobileye Global's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q1 2025</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.08</td>
<td>0.11</td>
<td>0.09</td>
<td>0.07</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.08</td>
<td>0.13</td>
<td>0.10</td>
<td>0.09</td>
</tr>
<tr>
<td>Price Change %</td>
<td>4.0%</td>
<td>1.0%</td>
<td>14.000000000000002%</td>
<td>-2.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1753286456_0.png" alt="eps graph" />
<h3>Performance of Mobileye Global Shares</h3>
Shares of Mobileye Global were trading at $16.19 as of July 22. Over the last 52-week period, shares are down 25.43%. Given that these returns are generally negative, long-term shareholders are likely unhappy going into this earnings release. 
<a href="https://www.benzinga.com/quote/MBLY/earnings">To track all earnings releases for Mobileye Global visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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