Mobileye Global (NASDAQ:MBLY) Sees Large Volume Increase After Analyst Upgrade

Mobileye Global Inc. (NASDAQ:MBLY) shares saw strong trading volume on Wednesday after JPMorgan Chase & Co. upgraded the stock from an underweight rating to a neutral rating. JPMorgan Chase & Co. now has a $13.00 price target on the stock, up from their previous price target of $12.00. 17,773,569 shares traded hands during mid-day trading, an increase of 57% from the previous session’s volume of 11,292,241 shares.The stock last traded at $12.5910 and had previously closed at $12.18.

A number of other research analysts have also issued reports on MBLY. Deutsche Bank Aktiengesellschaft raised Mobileye Global from a “hold” rating to a “buy” rating and set a $19.00 target price on the stock in a report on Monday, October 6th. Zacks Research cut shares of Mobileye Global from a “strong-buy” rating to a “hold” rating in a research note on Monday, November 10th. TD Cowen cut their price objective on shares of Mobileye Global from $18.00 to $16.00 and set a “buy” rating for the company in a research report on Friday, October 24th. The Goldman Sachs Group reduced their target price on shares of Mobileye Global from $16.00 to $13.00 and set a “neutral” rating for the company in a research note on Wednesday, November 26th. Finally, Mizuho dropped their price target on shares of Mobileye Global from $17.00 to $15.00 and set a “neutral” rating on the stock in a research note on Friday, October 24th. Ten research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $18.32.

Key Mobileye Global News

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

• Positive Sentiment: Won a major design win: a top‑10 U.S. automaker selected Mobileye’s next‑gen EyeQ6H chip and Surround ADAS for about 9 million systems, expanding MBLY’s ADAS addressable market and near‑term revenue visibility. Mobileye Secures a Major US Automaker Deal
• Positive Sentiment: Strategic acquisition: Mobileye agreed to buy Mentee Robotics for ~$900 million to accelerate “physical AI” capabilities (humanoid robots) and to fold AI talent into its autonomous‑vehicle and robotics roadmap — a move that could open new markets beyond automotive. Mobileye To Acquire Mentee Robotics
• Positive Sentiment: Analyst upgrades lifted sentiment: JPMorgan moved MBLY from underweight to neutral with a $13 target, and Barclays issued an upgrade, providing short‑term support from the sell‑side. These upgrades help reduce near‑term selling pressure and validate the recent commercial wins. JP Morgan Upgrades Mobileye Barclays Upgrades Mobileye
• Neutral Sentiment: Valuation and coverage notes: Several outlets published valuation takeaways and analyst commentary assessing how the automaker win and Mentee deal affect MBLY’s medium‑term earnings outlook — useful context but not immediately catalytic by itself. Assessing Mobileye Valuation
• Negative Sentiment: Execution and timing risks from the Mentee deal: media reports note proof‑of‑concept deployments in 2026 and commercialization targeted around 2028 — the $900M price tag and long ramp create near‑term cash/earnings dilution risk and execution uncertainty that could weigh on the stock if milestones slip. Mobileye Acquires Mentee Robotics (WSJ)

Hedge Funds Weigh In On Mobileye Global

A number of large investors have recently made changes to their positions in the stock. IFP Advisors Inc boosted its holdings in Mobileye Global by 465.7% during the third quarter. IFP Advisors Inc now owns 1,816 shares of the company’s stock worth $26,000 after buying an additional 1,495 shares in the last quarter. Rhumbline Advisers acquired a new stake in shares of Mobileye Global during the 1st quarter valued at approximately $27,000. Northwestern Mutual Wealth Management Co. purchased a new stake in shares of Mobileye Global during the 2nd quarter worth approximately $31,000. Brown Brothers Harriman & Co. grew its holdings in shares of Mobileye Global by 8,500.0% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 3,182 shares of the company’s stock worth $45,000 after acquiring an additional 3,145 shares during the period. Finally, Tower Research Capital LLC TRC grew its holdings in shares of Mobileye Global by 464.0% in the 2nd quarter. Tower Research Capital LLC TRC now owns 3,288 shares of the company’s stock worth $59,000 after acquiring an additional 2,705 shares during the period. Hedge funds and other institutional investors own 13.25% of the company’s stock.

Mobileye Global Trading Up 2.3%

The firm has a 50 day moving average of $11.50 and a two-hundred day moving average of $13.79. The stock has a market capitalization of $10.14 billion, a PE ratio of -29.74, a P/E/G ratio of 2.88 and a beta of 0.57.

Mobileye Global (NASDAQ:MBLY) last posted its earnings results on Thursday, October 23rd. The company reported $0.09 earnings per share for the quarter, beating the consensus estimate of $0.08 by $0.01. The company had revenue of $504.00 million for the quarter, compared to analyst estimates of $479.93 million. Mobileye Global had a positive return on equity of 0.68% and a negative net margin of 17.34%.Mobileye Global’s revenue was up 3.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.10 earnings per share. Equities research analysts forecast that Mobileye Global Inc. will post 0.01 EPS for the current year.

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.