MeiraGTx Holdings plc (MLYS)

Mobileye Global Inc. (MLYS) is the global leader in the development of computer vision and machine learning-based advanced driver assistance systems (ADAS) and autonomous driving (AD) technology. Led by Co-Founder and CEO Prof. Amnon Shashua, Mobileyes mission is to "harness the power of vision to reduce collisions and lead the transition to an autonomous world." The company holds a dominant industry position, with its EyeQ chips integrated into millions of vehicles from almost every major OEM. By late 2025, the MLYS stock has seen a massive 27% upward revision in operating profit guidance as the company signed a transformative "Surround ADAS" contract with a major Western OEM. Its vision is to deploy "Mobileye Drive" Level 4 systems at scale, targeting full driverless operations by late 2026.

The business operations of Mobileye are focused on three core platforms: SuperVision, Chauffeur, and Drive. The core growth driver in 2025 has been the "REM (Road Experience Management)" data engine, which now receives camera data from 7 million vehicles worldwide to build high-definition "AV Maps." In fiscal 2025, Mobileye reported a 24% year-over-year revenue increase to $1.45 billion for the first nine months. The 2026 strategic roadmap focuses on "The Lidar Phase-Out," where the company will utilize its proprietary 4D imaging radar to replace expensive side-and-rear lidars, drastically lowering the cost of autonomous systems. By utilizing its "Platform Moat"—the fact that its software is validated on over 135 million vehicles—Mobileye maintains a data advantage over Tesla and Waymo. This "Scalability Edge" is a primary driver for the MLYS stock price, as the company prepares to launch partial autonomous driving in Audi passenger cars by early 2027.