What Happened?

A number of stocks fell in the afternoon session after the Dow Jones Industrial Average fell as much as 0.7%, reflecting lingering uncertainty, and capping off a volatile week which saw stocks enjoy some relief as President Donald Trump reduced tensions with European allies by backing off his threat of imposing new tariffs. 

Threats of tariffs initially created uncertainty for businesses, as they can lead to higher costs for multinational corporations and disrupt global supply chains. By withdrawing the threat, the administration removed a significant headwind for the market, prompting a relief rally. This development was a key factor in helping major indexes recover from earlier losses, even as some analysts noted that underlying geopolitical risks and market volatility remain concerns for investors.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Electrical Systems company Whirlpool (NYSE: WHR) fell 4.8%. Is now the time to buy Whirlpool? Access our full analysis report here, it’s free.
• Automobile Manufacturing company Mobileye (NASDAQ: MBLY) fell 7%. Is now the time to buy Mobileye? Access our full analysis report here, it’s free.
• Specialty Equipment Distributors company Custom Truck One Source (NYSE: CTOS) fell 4.1%. Is now the time to buy Custom Truck One Source? Access our full analysis report here, it’s free.
• Ground Transportation company Saia (NASDAQ: SAIA) fell 2.2%. Is now the time to buy Saia? Access our full analysis report here, it’s free.
• Vehicle Parts Distributors company Rush Enterprises (NASDAQ: RUSHA) fell 3.3%. Is now the time to buy Rush Enterprises? Access our full analysis report here, it’s free.

Zooming In On Mobileye (MBLY)

Mobileye’s shares are very volatile and have had 28 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 1 day ago when the stock dropped 2.7% on the news that the company provided a full-year 2026 revenue forecast that fell short of analyst expectations. 

The cautious outlook overshadowed the company's fourth-quarter results. Mobileye's full-year revenue guidance of $1.94 billion at the midpoint came in 3% below analysts’ estimates. While its adjusted earnings of $0.06 per share met expectations, its quarterly revenue of $446 million represented a 9% decline year on year. Profitability was also a major concern, as the company’s operating margin worsened to negative 31.4% from negative 17.6% in the same quarter last year, and its adjusted EBITDA significantly missed Wall Street's estimates.

Mobileye is down 12.4% since the beginning of the year, and at $9.83 per share, it is trading 48.5% below its 52-week high of $19.08 from July 2025. Investors who bought $1,000 worth of Mobileye’s shares at the IPO in October 2022 would now be looking at an investment worth $339.45.

Microsoft, Alphabet, Coca-Cola, Monster Beverage—all began as under-the-radar growth stories riding a massive trend. We’ve identified the next one: a profitable AI semiconductor play Wall Street is still overlooking.Go here for access to our full report, it’s free.