JPMorgan Chase & Co. Lowers Mobileye Global (NASDAQ:MBLY) Price Target to $9.00

Mobileye Global (NASDAQ:MBLY) had its price objective cut by equities researchers at JPMorgan Chase & Co. from $10.00 to $9.00 in a research report issued on Friday,Benzinga reports. The brokerage presently has a “neutral” rating on the stock. JPMorgan Chase & Co.‘s price target would indicate a potential upside of 9.69% from the company’s current price.

Several other equities research analysts have also issued reports on MBLY. Mizuho boosted their price target on Mobileye Global from $8.00 to $9.00 and gave the company a “neutral” rating in a research note on Friday, April 24th. Zacks Research upgraded Mobileye Global from a “hold” rating to a “strong-buy” rating in a research note on Monday. Needham & Company LLC reissued a “buy” rating and issued a $13.00 price objective on shares of Mobileye Global in a research note on Friday. Royal Bank Of Canada dropped their price target on shares of Mobileye Global from $10.00 to $7.00 and set a “sector perform” rating on the stock in a research report on Friday. Finally, Wall Street Zen upgraded shares of Mobileye Global from a “sell” rating to a “hold” rating in a research note on Saturday, April 25th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $13.32.

Mobileye Global Stock Performance

Shares of NASDAQ:MBLY traded up $0.73 during mid-day trading on Friday, hitting $8.21. The stock had a trading volume of 9,746,412 shares, compared to its average volume of 7,573,924. The company’s 50 day moving average is $9.40 and its 200-day moving average is $9.02. Mobileye Global has a 12-month low of $6.47 and a 12-month high of $15.81. The company has a market cap of $6.90 billion, a PE ratio of -1.62 and a beta of 1.16.

Mobileye Global (NASDAQ:MBLY) last posted its quarterly earnings results on Friday, July 24th. The company reported $0.19 earnings per share for the quarter, beating the consensus estimate of $0.06 by $0.13. The firm had revenue of $508.00 million for the quarter, compared to analyst estimates of $482.20 million. Mobileye Global had a positive return on equity of 0.33% and a negative net margin of 203.97%.Mobileye Global’s quarterly revenue was up .4% on a year-over-year basis. During the same period in the previous year, the firm earned ($0.08) earnings per share. On average, equities research analysts predict that Mobileye Global will post -0.09 EPS for the current fiscal year.

Mobileye Global declared that its Board of Directors has approved a share repurchase plan on Thursday, April 23rd that permits the company to repurchase $250.00 million in shares. This repurchase authorization permits the company to purchase up to 3.8% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s management believes its stock is undervalued.

Hedge Funds Weigh In On Mobileye Global

A number of hedge funds have recently made changes to their positions in the business. Burkehill Global Management LP bought a new stake in Mobileye Global in the third quarter valued at about $42,360,000. Two Sigma Investments LP grew its stake in shares of Mobileye Global by 131.9% in the 3rd quarter. Two Sigma Investments LP now owns 4,383,735 shares of the company’s stock valued at $61,898,000 after purchasing an additional 2,493,181 shares during the period. Assenagon Asset Management S.A. acquired a new position in shares of Mobileye Global in the 2nd quarter worth approximately $23,423,000. Engineers Gate Manager LP lifted its position in shares of Mobileye Global by 140.9% during the 4th quarter. Engineers Gate Manager LP now owns 3,577,407 shares of the company’s stock worth $37,348,000 after buying an additional 2,092,250 shares during the period. Finally, BNP Paribas Financial Markets boosted its stake in Mobileye Global by 436.0% in the 3rd quarter. BNP Paribas Financial Markets now owns 2,489,803 shares of the company’s stock valued at $35,156,000 after buying an additional 2,025,257 shares in the last quarter. Institutional investors and hedge funds own 13.25% of the company’s stock.

More Mobileye Global News

Here are the key news stories impacting Mobileye Global this week:

• Positive Sentiment: Mobileye beat Q2 expectations, reporting $0.19 EPS versus $0.06 expected and $508 million in revenue versus $482.2 million expected, helped by stronger shipments and an R&D tax incentive grant. Mobileye Releases Second Quarter 2026 Results, Updates Guidance, and Provides Business Overview
• Positive Sentiment: The company raised its full-year outlook, signaling management sees continued momentum in its core ADAS business and upcoming product launches. Mobileye raises full-year outlook after second-quarter earnings beat
• Positive Sentiment: Needham reaffirmed its Buy rating and $13 price target, suggesting some analysts still see meaningful upside after the earnings report. Benzinga report on Needham rating
• Neutral Sentiment: Mobileye also held an earnings call and detailed its Q2 results, but the call mostly reiterated the company’s improving profitability and product roadmap. Mobileye Global Inc. (MBLY) Q2 2026 Earnings Call Transcript
• Negative Sentiment: Sentiment was offset by news that founder and CEO Amnon Shashua plans to step down once a successor is found, creating leadership uncertainty as Mobileye pushes into robotaxis and robotics. Mobileye founder Shashua plans to step down as CEO
• Negative Sentiment: Royal Bank of Canada cut its price target to $7 from $10 and kept a Sector Perform rating, reflecting more cautious expectations after the run-up in the stock. Benzinga report on RBC price target cut

About Mobileye Global

Mobileye Global Inc (NASDAQ: MBLY) is a leader in the development of advanced driver-assistance systems (ADAS) and autonomous driving technologies. Headquartered in Jerusalem, Israel, the company designs and supplies computer vision-based solutions that enable vehicles to detect and respond to road conditions, obstacles and signage. Mobileye’s core offering centers on its proprietary EyeQ system-on-a-chip (SoC) family, which processes video streams from automotive cameras to deliver features such as lane-keeping assist, adaptive cruise control, collision prevention and traffic sign recognition.

Founded in 1999 by Prof.