Mobileye Global (NASDAQ:MBLY) Reaches New 52-Week Low Following Analyst Downgrade

Mobileye Global Inc. (NASDAQ:MBLY)’s stock price hit a new 52-week low during mid-day trading on Friday after TD Cowen downgraded the stock from a buy rating to a hold rating. TD Cowen now has a $7.00 price target on the stock. Mobileye Global traded as low as $6.28 and last traded at $6.3150, with a volume of 94,376 shares changing hands. The stock had previously closed at $6.41.

MBLY has been the topic of a number of other reports. Berenberg Bank raised Mobileye Global from a “hold” rating to a “buy” rating and set a $11.00 target price on the stock in a report on Monday, August 17th. UBS Group dropped their price target on Mobileye Global from $9.00 to $7.50 and set a “neutral” rating on the stock in a research report on Wednesday, October 7th. Zacks Research lowered shares of Mobileye Global from a “strong-buy” rating to a “hold” rating in a report on Tuesday, October 20th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Mobileye Global in a research note on Friday, October 2nd. Finally, Tigress Financial dropped their price target on shares of Mobileye Global from $25.00 to $18.00 and set a “buy” rating on the stock in a research note on Thursday, July 30th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $10.83.

Insider Activity at Mobileye Global

In other Mobileye Global news, Director Safroadu Yeboah-Amankwah acquired 11,841 shares of the stock in a transaction dated Thursday, August 6th. The stock was acquired at an average cost of $8.46 per share, with a total value of $100,174.86. Following the transaction, the director owned 84,336 shares in the company, valued at $713,482.56. The trade was a 16.33% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 10.00% of the company’s stock.

Mobileye Global News Roundup

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

• Positive Sentiment: Third-quarter results beat expectations. Mobileye reported adjusted earnings of $0.11 per share versus the $0.10 consensus estimate, while revenue of $492 million exceeded expectations of approximately $476.8 million. Earnings also improved from $0.09 per share in the year-earlier quarter. Mobileye Global Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Full-year revenue guidance was raised. Mobileye increased the midpoint of its 2026 revenue outlook to about $2.008 billion, with a narrower range of $1.995 billion to $2.020 billion. Management cited stronger-than-expected SuperVision deliveries and memory-cost pass-through. Mobileye Raises 2026 Revenue Outlook
• Positive Sentiment: Operational metrics showed improvement. EyeQ chip shipments increased 11% through the third quarter, while gross margin expanded to 53% from 48% a year ago. The company generated $303 million in operating cash flow during the first nine months, and its GAAP operating loss narrowed year over year. Mobileye Reports Q3 Revenue and Raises Outlook
• Negative Sentiment: TD Cowen downgraded MBLY from “buy” to “hold.” The firm assigned a $7 price target, signaling limited upside from the current trading level and adding to investor caution despite the raised outlook.
• Negative Sentiment: Growth remains uneven. Third-quarter revenue fell 2.4% year over year to $492 million, and Mobileye posted a $67 million GAAP net loss. Needham retained a “buy” rating but cut its price target sharply from $13 to $9, suggesting analysts see longer-term potential but reduced near-term confidence. Mobileye Q3 Earnings Flash

Institutional Investors Weigh In On Mobileye Global

Several institutional investors have recently modified their holdings of MBLY. Financial Management Professionals Inc. lifted its holdings in shares of Mobileye Global by 176.4% in the third quarter. Financial Management Professionals Inc. now owns 4,231 shares of the company’s stock valued at $31,000 after purchasing an additional 2,700 shares in the last quarter. Bogart Wealth LLC lifted its stake in shares of Mobileye Global by 5,000.0% during the first quarter. Bogart Wealth LLC now owns 5,100 shares of the company’s stock worth $35,000 after purchasing an additional 5,000 shares in the last quarter. Allworth Financial LP grew its stake in shares of Mobileye Global by 63.6% during the second quarter. Allworth Financial LP now owns 3,947 shares of the company’s stock valued at $38,000 after acquiring an additional 1,535 shares in the last quarter. PNC Financial Services Group Inc. increased its stake in shares of Mobileye Global by 204.9% in the first quarter. PNC Financial Services Group Inc. now owns 8,686 shares of the company’s stock worth $60,000 after buying an additional 5,837 shares during the last quarter. Finally, Nykredit A S bought a new stake in Mobileye Global during the second quarter valued at $77,000. Hedge funds and other institutional investors own 13.25% of the company’s stock.

Mobileye Global Stock Performance

The stock has a 50 day moving average of $7.74 and a 200 day moving average of $8.58. The stock has a market capitalization of $5.16 billion, a P/E ratio of -1.27, a P/E/G ratio of 2.28 and a beta of 1.25.

Mobileye Global (NASDAQ:MBLY) last posted its quarterly earnings data on Thursday, October 29th. The company reported $0.11 earnings per share for the quarter, topping the consensus estimate of $0.10 by $0.01. Mobileye Global had a negative net margin of 201.49% and a positive return on equity of 0.70%. The business had revenue of $492.00 million during the quarter, compared to the consensus estimate of $476.78 million. During the same quarter in the prior year, the company posted $0.09 earnings per share. The company’s quarterly revenue was down 2.4% compared to the same quarter last year. On average, research analysts anticipate that Mobileye Global Inc. will post 0.11 EPS for the current fiscal year.

Mobileye Global Company Profile

Mobileye Global Inc (NASDAQ:MBLY) develops advanced driver-assistance systems and autonomous driving technologies for vehicle manufacturers worldwide. Founded in 1999 and headquartered in Jerusalem, Israel, the company provides computer-vision and artificial-intelligence solutions designed to improve vehicle safety and support automated driving.

Its product portfolio includes EyeQ system-on-chips, camera-based driver-assistance features, and software for functions such as automatic emergency braking, lane-keeping assistance, adaptive cruise control, and traffic-sign recognition.