How Becoming Oslo’s Level 4 Shuttle Platform Could Reshape Mobileye Global’s (MBLY) Autonomous Mobility Narrative

• On 10 December 2025, Ruter and Holo announced a partnership with MOIA to deploy Volkswagen’s ID. Buzz AD in Oslo’s Groruddalen suburb from as early as spring 2026, using the second-generation Mobileye Drive self-driving system built on the EyeQ 6H chip as part of an on-demand autonomous transport service.
• This move, following multi‑year trials in challenging Norwegian winter conditions, positions Mobileye Drive as a core technology for one of Europe’s first series-production Level 4 autonomous fleets and links it to Ruter’s long-term vision of integrating up to 30,000 shared autonomous vehicles into Oslo’s public transport network.
• We’ll now examine how becoming the core self-driving platform for MOIA’s Oslo deployment could influence Mobileye’s long-term autonomous mobility investment narrative.

Uncover the next big thing with financially sound penny stocks that balance risk and reward.

Mobileye Global Investment Narrative Recap

To hold Mobileye, you generally need to believe that its ADAS and autonomous platforms can convert design wins into profitable, scaled deployments over time. The Oslo MOIA rollout using EyeQ 6H reinforces the long term robotaxi and fleet autonomy catalyst, but does not change the near term earnings risk that still hinges on OEM adoption timing and broader auto demand.

Among recent announcements, the new memorandum of understanding with VVDN Technologies in India looks particularly relevant, as it also speaks to Mobileye’s push to embed its technology more deeply with regional partners. Together with the Oslo project, it underlines a common catalyst: more programs that, if they scale as planned, could support higher EyeQ volumes and incremental high margin software and service revenue.

Yet, for all the promise of autonomous fleets, investors should be aware that slower than expected OEM decision making for advanced products like SuperVision and Chauffeur could...

Read the full narrative on Mobileye Global (it's free!)

Mobileye Global’s narrative projects $3.0 billion in revenue and $111.5 million in earnings by 2028. This requires 15.6% yearly revenue growth and an earnings increase of about $3.1 billion from -$3.0 billion today.

Uncover how Mobileye Global's forecasts yield a $18.94 fair value, a 60% upside to its current price.

Exploring Other Perspectives

Four members of the Simply Wall St Community currently see Mobileye’s fair value between US$12 and US$21.28, underlining how far opinions can diverge. Set that against the reliance on future robotaxi scale up as a key earnings catalyst and it becomes even more important to weigh several different views before deciding how Mobileye might fit into your portfolio.

Explore 4 other fair value estimates on Mobileye Global - why the stock might be worth as much as 80% more than the current price!

Build Your Own Mobileye Global Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Mobileye Global research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free Mobileye Global research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Mobileye Global's overall financial health at a glance.

Searching For A Fresh Perspective?

Don't miss your shot at the next 10-bagger. Our latest stock picks just dropped:

• These 10 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.
• The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.
• Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com