Mobileye Global (NASDAQ:MBLY – Get Free Report) had its price target dropped by analysts at TD Cowen from $11.50 to $9.00 in a note issued to investors on Friday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. TD Cowen’s target price would suggest a potential upside of 9.29% from the stock’s current price.
A number of other brokerages also recently issued reports on MBLY. BNP Paribas Exane cut their price objective on Mobileye Global from $11.50 to $8.50 and set a “neutral” rating for the company in a research note on Wednesday, April 22nd. Berenberg Bank lowered shares of Mobileye Global from a “buy” rating to a “hold” rating and set a $10.80 price target for the company. in a research report on Thursday, May 21st. 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. Barclays decreased their price objective on shares of Mobileye Global from $16.00 to $14.00 and set an “overweight” rating on the stock in a research report on Monday, March 30th. Finally, Weiss Ratings upgraded shares of Mobileye Global from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Wednesday, July 8th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Mobileye Global has a consensus rating of “Hold” and a consensus price target of $13.32.
Mobileye Global Trading Up 10.2%
Mobileye Global (NASDAQ:MBLY – Get Free Report) last released its quarterly earnings results on Friday, July 24th. The company reported $0.19 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.06 by $0.13. The business had revenue of $508.00 million during 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 revenue for the quarter was up .4% on a year-over-year basis. During the same quarter in the previous year, the company posted ($0.08) earnings per share. On average, analysts predict that Mobileye Global will post -0.09 earnings per share for the current year.
Mobileye Global announced that its Board of Directors has authorized a stock repurchase program on Thursday, April 23rd that allows the company to repurchase $250.00 million in outstanding shares. This repurchase authorization allows the company to reacquire up to 3.8% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s board believes its stock is undervalued.
Hedge Funds Weigh In On Mobileye Global
Several institutional investors have recently bought and sold shares of MBLY. SG Americas Securities LLC increased its stake in Mobileye Global by 499.7% during the fourth quarter. SG Americas Securities LLC now owns 841,571 shares of the company’s stock worth $8,786,000 after acquiring an additional 701,242 shares during the last quarter. BCGM Wealth Management LLC lifted its stake in shares of Mobileye Global by 56.7% in the 1st quarter. BCGM Wealth Management LLC now owns 368,763 shares of the company’s stock valued at $2,533,000 after purchasing an additional 133,471 shares during the last quarter. Harel Insurance Investments & Financial Services Ltd. boosted its holdings in shares of Mobileye Global by 24.5% in the 1st quarter. Harel Insurance Investments & Financial Services Ltd. now owns 3,585,733 shares of the company’s stock worth $24,634,000 after purchasing an additional 705,400 shares during the period. JPMorgan Chase & Co. boosted its holdings in shares of Mobileye Global by 57.6% in the 3rd quarter. JPMorgan Chase & Co. now owns 686,976 shares of the company’s stock worth $9,700,000 after purchasing an additional 251,072 shares during the period. Finally, Engineers Gate Manager LP increased 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 valued at $37,348,000 after purchasing an additional 2,092,250 shares during the last quarter. Institutional investors own 13.25% of the company’s stock.
Key Headlines Impacting Mobileye Global
Here are the key news stories impacting Mobileye Global this week:
- Positive Sentiment: Mobileye beat Q2 estimates, reporting adjusted EPS of $0.19 versus $0.06 expected and revenue of $508 million versus $482.2 million expected, helped by a $93 million Israeli R&D tax credit that boosted profitability and margins. Mobileye Releases Second Quarter 2026 Results, Updates Guidance, and Provides Business Overview
- Positive Sentiment: The company raised its full-year outlook after the earnings beat, reinforcing confidence that core business momentum remains intact heading into new product launches later in 2026 and 2027. Mobileye raises full-year outlook after second-quarter earnings beat (NASDAQ: MBLY)
- Positive Sentiment: Needham reaffirmed its Buy rating and set a $13 price target, signaling Wall Street still sees meaningful upside from current levels. Benzinga report on Needham rating
- Neutral Sentiment: Mobileye’s Q2 earnings call and earnings highlights focused on strong profit growth despite relatively flat revenue, suggesting the company is improving efficiency even as top-line growth remains modest. Mobileye Global Inc (MBLY) Q2 2026 Earnings Call Highlights
- Negative Sentiment: Shashua’s planned exit after nearly three decades introduces uncertainty around execution and leadership continuity, especially as Mobileye pushes deeper into robotaxis, robotics, and other capital-intensive initiatives. Mobileye founder Shashua plans to step down as CEO
- Negative Sentiment: Some analysts remain cautious, arguing that despite the earnings beat, the leadership transition and added robotaxi risk make the stock harder to own at this stage. Mobileye’s 15% Drop: Why I’m Still Not Buying This Robotaxi Play
Mobileye Global Company Profile
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.
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