Wall Street Zen Upgrades Mobileye Global (NASDAQ:MBLY) to “Hold”
by Amy Steele · The Cerbat GemMobileye Global (NASDAQ:MBLY – Get Free Report) was upgraded by investment analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a research report issued to clients and investors on Saturday.
Other research analysts also recently issued reports about the company. TD Cowen boosted their price target on Mobileye Global from $8.50 to $10.00 and gave the company a “buy” rating in a report on Friday. Canaccord Genuity Group dropped their price objective on shares of Mobileye Global from $24.00 to $17.00 and set a “buy” rating on the stock in a research note on Friday. Wolfe Research lowered shares of Mobileye Global from an “outperform” rating to a “peer perform” rating in a report on Monday, January 12th. Zacks Research upgraded shares of Mobileye Global from a “strong sell” rating to a “hold” rating in a research note on Friday, March 27th. Finally, Barclays lowered their price target on shares of Mobileye Global from $16.00 to $14.00 and set an “overweight” rating on the stock in a report on Monday, March 30th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $13.98.
Read Our Latest Report on MBLY
Mobileye Global Price Performance
MBLY stock opened at $9.22 on Friday. The company has a market capitalization of $7.75 billion, a P/E ratio of -1.83 and a beta of 0.75. Mobileye Global has a 12 month low of $6.47 and a 12 month high of $20.18. The firm’s fifty day simple moving average is $7.92 and its 200-day simple moving average is $10.23.
Mobileye Global (NASDAQ:MBLY – Get Free Report) last posted its earnings results on Thursday, April 23rd. The company reported $0.12 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.09 by $0.03. Mobileye Global had a negative net margin of 203.97% and a positive return on equity of 0.33%. The company had revenue of $558.00 million during the quarter, compared to the consensus estimate of $519.34 million. During the same period in the previous year, the firm posted $0.08 earnings per share. The firm’s quarterly revenue was up 27.4% on a year-over-year basis. As a group, sell-side analysts forecast that Mobileye Global will post -0.03 earnings per share for the current year.
Mobileye Global declared that its Board of Directors has authorized a stock buyback program on Thursday, April 23rd that allows the company to buyback $250.00 million in shares. This buyback authorization allows the company to repurchase up to 3.8% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s board of directors believes its stock is undervalued.
Institutional Investors Weigh In On Mobileye Global
A number of institutional investors have recently added to or reduced their stakes in the stock. MAI Capital Management raised its position in Mobileye Global by 22.2% during the third quarter. MAI Capital Management now owns 4,400 shares of the company’s stock worth $62,000 after acquiring an additional 800 shares during the period. Dynamic Advisor Solutions LLC lifted its holdings in Mobileye Global by 6.3% during the fourth quarter. Dynamic Advisor Solutions LLC now owns 16,068 shares of the company’s stock valued at $168,000 after purchasing an additional 957 shares in the last quarter. Sei Investments Co. grew its position in shares of Mobileye Global by 2.5% in the second quarter. Sei Investments Co. now owns 45,080 shares of the company’s stock valued at $811,000 after purchasing an additional 1,090 shares during the period. Cresset Asset Management LLC grew its position in shares of Mobileye Global by 6.3% in the third quarter. Cresset Asset Management LLC now owns 18,819 shares of the company’s stock valued at $266,000 after purchasing an additional 1,110 shares during the period. Finally, Perigon Wealth Management LLC increased its stake in shares of Mobileye Global by 5.7% during the third quarter. Perigon Wealth Management LLC now owns 22,164 shares of the company’s stock worth $313,000 after purchasing an additional 1,205 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: Q1 beat and raised outlook — Mobileye reported Q1 EPS and revenue above estimates, cited strong EyeQ shipments and modestly raised its full‑year 2026 revenue outlook, driving immediate upside. Read More.
- Positive Sentiment: $250M share buyback — Board authorized up to $250M in repurchases (about 3.8% of shares), a cash-return signal that typically supports shares. Read More.
- Positive Sentiment: Robotaxi and design‑win momentum — Management highlighted progress on robotaxi technology and a new Mahindra design win (adds another Surround ADAS customer), underpinning longer‑term growth narratives. Read More.
- Positive Sentiment: Analyst upgrade (TD Cowen) — TD Cowen raised its price target to $10 and set a Buy rating, giving the stock additional near‑term buy‑side support. Read More.
- Neutral Sentiment: Mixed/limited upside from other brokers — UBS, Goldman Sachs and Mizuho raised price targets modestly but kept Neutral ratings (limited conviction), while overall broker consensus remains a “Hold.” Read More. • Read More.
- Negative Sentiment: Canaccord trims target materially — Canaccord cut its target from $24 to $17 (still a “buy”), a signal of reduced upside from some bull analysts and potential source of downward pressure for more skeptical investors. Read More.
- Negative Sentiment: Profitability and FY EPS outlook risks — Despite top‑line growth, Mobileye reported a negative net margin and some analysts still model slightly negative EPS for the fiscal year, which can cap multiple expansion until margins improve. Read More.
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.