Mobileye Global (NASDAQ:MBLY) Given New $12.00 Price Target at UBS Group

Mobileye Global (NASDAQ:MBLY) had its price target lowered by UBS Group from $13.00 to $12.00 in a research report sent to investors on Friday,Benzinga reports. The firm currently has a neutral rating on the stock.

Several other equities research analysts have also recently commented on the stock. Piper Sandler dropped their target price on shares of Mobileye Global from $15.00 to $13.00 and set a “neutral” rating for the company in a research report on Thursday, January 8th. TD Cowen lowered their price objective on shares of Mobileye Global from $18.00 to $16.00 and set a “buy” rating for the company in a report on Friday, October 24th. Royal Bank Of Canada cut their price objective on Mobileye Global from $14.00 to $13.00 and set a “sector perform” rating on the stock in a research report on Friday. Tigress Financial increased their target price on Mobileye Global from $22.00 to $25.00 and gave the stock a “buy” rating in a research report on Thursday, October 30th. Finally, Zacks Research cut Mobileye Global from a “strong-buy” rating to a “hold” rating in a research note on Monday, November 10th. Nine equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Mobileye Global presently has an average rating of “Hold” and an average target price of $15.89.

Mobileye Global Price Performance

MBLY opened at $9.80 on Friday. Mobileye Global has a one year low of $9.75 and a one year high of $20.18. The business has a 50 day simple moving average of $11.02 and a two-hundred day simple moving average of $13.19. The firm has a market capitalization of $7.97 billion, a price-to-earnings ratio of -20.00, a PEG ratio of 3.04 and a beta of 0.57.

Mobileye Global (NASDAQ:MBLY) last posted its earnings results on Thursday, January 22nd. The company reported $0.06 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.06. Mobileye Global had a positive return on equity of 0.21% and a negative net margin of 20.70%.The firm had revenue of $446.00 million for the quarter, compared to analysts’ expectations of $430.69 million. During the same period in the previous year, the firm earned $0.13 earnings per share. The business’s revenue was down 9.0% compared to the same quarter last year. As a group, sell-side analysts expect that Mobileye Global will post 0.01 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. MAI Capital Management raised its stake in Mobileye Global by 22.2% during the third quarter. MAI Capital Management now owns 4,400 shares of the company’s stock valued at $62,000 after buying an additional 800 shares during the last quarter. Dynamic Advisor Solutions LLC increased its holdings in shares of 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 acquiring an additional 957 shares in the last quarter. Sei Investments Co. raised its position in shares of Mobileye Global by 2.5% in the 2nd quarter. Sei Investments Co. now owns 45,080 shares of the company’s stock worth $811,000 after purchasing an additional 1,090 shares during the last quarter. Cresset Asset Management LLC boosted its stake in Mobileye Global by 6.3% in the 3rd quarter. Cresset Asset Management LLC now owns 18,819 shares of the company’s stock worth $266,000 after purchasing an additional 1,110 shares in the last quarter. Finally, Country Club Bank boosted its stake in Mobileye Global by 0.8% in the 3rd quarter. Country Club Bank now owns 144,803 shares of the company’s stock worth $2,048,000 after purchasing an additional 1,188 shares in the last quarter. Institutional investors own 13.25% of the company’s stock.

Trending Headlines about Mobileye Global

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

• Positive Sentiment: Q4 revenue slightly beat consensus — Mobileye reported $446M in Q4 revenue, a small beat versus estimates, showing demand resiliency despite sector headwinds. Quiver Quant: Q4 results
• Positive Sentiment: Improving profitability metrics on a year‑over‑year basis — GAAP net loss and operating loss narrowed significantly; cash and cash equivalents grew to about $1.84B, supporting the balance sheet through near‑term softness. Quiver Quant: Financial details
• Neutral Sentiment: Certain firms trimmed targets but kept constructive stances — Wells Fargo cut its target from $24 to $18 but remains overweight; Canaccord and Needham lowered targets yet retained buy ratings, leaving sizeable upside in some analysts’ views. Benzinga: Analyst reactions
• Negative Sentiment: FY‑2026 revenue guide came in below consensus — Management issued revenue guidance around $1.9B–$2.0B versus Street estimates near $2.0B, flagging slower EV production and tariff pressures on automakers as demand headwinds. Reuters: Revenue guidance
• Negative Sentiment: Q4 EPS disappointed relative to some expectations — headlines noted an EPS shortfall (adjusted/GAAP mix confusion across reports), which, together with below‑consensus guidance, triggered analyst model resets. Proactive: EPS miss coverage
• Negative Sentiment: Several brokers lowered price targets and at least one downgraded the stock — UBS and Morgan Stanley cut targets to $12 (neutral/equal weight), RBC trimmed to $13 (sector perform), and HSBC cut buy→hold to $11, increasing near‑term selling pressure. Benzinga: Price target changes

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.