Mobileye Global (NASDAQ:MBLY) Stock Price Target Lowered at The Goldman Sachs Group

Mobileye Global (NASDAQ:MBLY) had its price target lowered by investment analysts at The Goldman Sachs Group from $8.00 to $7.00 in a research report issued on Friday, Benzinga reports. The firm currently has a “neutral” rating on the stock. The Goldman Sachs Group‘s target price would indicate a potential upside of 21.00% from the company’s previous close.

Several other equities research analysts have also recently weighed in on MBLY. JPMorgan Chase & Co. dropped their price target on shares of Mobileye Global from $10.00 to $9.00 and set a “neutral” rating for the company in a research report on Friday, July 24th. Citigroup started coverage on Mobileye Global in a report on Friday, October 16th. They set a “buy” rating and a $11.00 price target on the stock. Tigress Financial lowered their target price on Mobileye Global from $25.00 to $18.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. Mizuho cut their price objective on Mobileye Global from $9.00 to $8.00 and set a “neutral” rating for the company in a research note on Friday, July 24th. Finally, Zacks Research lowered Mobileye Global from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, October 20th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, eleven have issued a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $10.79.

Mobileye Global Stock Down 9.8%

MBLY traded down $0.62 during trading on Friday, hitting $5.79. 5,913,153 shares of the company traded hands, compared to its average volume of 6,928,089. The firm has a market cap of $4.86 billion, a P/E ratio of -1.17, a price-to-earnings-growth ratio of 2.28 and a beta of 1.25. The stock’s fifty day moving average is $7.74 and its 200 day moving average is $8.58. Mobileye Global has a one year low of $5.77 and a one year high of $14.33.

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

Insider Buying and Selling at Mobileye Global

In other Mobileye Global news, Director Safroadu Yeboah-Amankwah purchased 11,841 shares of Mobileye Global stock in a transaction on Thursday, August 6th. The stock was bought 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 of the company’s stock, valued at $713,482.56. This represents a 16.33% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 10.00% of the company’s stock.

Institutional Investors Weigh In On Mobileye Global

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Harel Insurance Investments & Financial Services Ltd. grew its holdings in Mobileye Global by 24.5% in the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 3,585,733 shares of the company’s stock valued at $24,634,000 after purchasing an additional 705,400 shares during the period. Assenagon Asset Management S.A. grew its position in shares of Mobileye Global by 6.9% during the third quarter. Assenagon Asset Management S.A. now owns 2,586,131 shares of the company’s stock worth $19,112,000 after buying an additional 166,392 shares in the last quarter. Bank of America Corp DE grew its holdings in Mobileye Global by 5.8% during the 1st quarter. Bank of America Corp DE now owns 2,036,548 shares of the company’s stock worth $13,991,000 after acquiring an additional 111,215 shares in the last quarter. Counterpoint Mutual Funds LLC acquired a new stake in shares of Mobileye Global in the 3rd quarter valued at $9,074,000. Finally, First Trust Advisors LP lifted its position in shares of Mobileye Global by 27.7% during the 1st quarter. First Trust Advisors LP now owns 1,152,499 shares of the company’s stock worth $7,918,000 after purchasing an additional 249,921 shares during the last quarter. Institutional investors and hedge funds own 13.25% of the company’s stock.

Mobileye Global News Roundup

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

• Positive Sentiment: Raised 2026 outlook: Mobileye increased the midpoint of its full-year revenue forecast to approximately $2.008 billion, with a narrowed range of $1.995 billion to $2.020 billion. The company cited stronger-than-expected SuperVision deliveries and memory-cost pass-through. Mobileye raises 2026 revenue outlook
• Positive Sentiment: Q3 earnings and revenue beat estimates: Adjusted EPS was $0.11 versus the $0.10 consensus, while revenue reached $492 million compared with estimates of $476.78 million. EPS also improved from $0.09 a year earlier. Mobileye Q3 earnings and revenues beat estimates
• Positive Sentiment: Improving operating metrics: EyeQ chip shipments rose about 11% through the third quarter, while Q3 gross margin improved to 53% from 48% a year earlier. Mobileye also reported $303 million in operating cash flow for the first nine months. Mobileye three key takeaways
• Neutral Sentiment: Mixed analyst view: Needham maintained a “buy” rating but lowered its price target from $13 to $9, indicating continued long-term upside but reduced expectations. Needham analyst rating
• Negative Sentiment: TD Cowen downgraded the stock: The firm moved Mobileye from “buy” to “hold” and set a $7 price target, reinforcing near-term caution despite the target remaining above the recent trading level. TD Cowen analyst downgrade
• Negative Sentiment: Underlying results remain challenging: Q3 revenue declined 2.4% year over year to $492 million, and Mobileye posted a $67 million GAAP net loss. These pressures, along with reduced analyst targets, appear to be outweighing the quarterly beats and higher guidance.

About Mobileye Global

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.