Mobileye Global (NASDAQ:MBLY) Price Target Lowered to $8.00 at Mizuho

Mobileye Global (NASDAQ:MBLY) had its target price lowered by research analysts at Mizuho from $9.00 to $8.00 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has a “neutral” rating on the stock. Mizuho’s price target would suggest a potential downside of 2.62% from the stock’s current price.

Other research analysts have also recently issued research reports about the stock. Zacks Research raised shares of Mobileye Global from a “hold” rating to a “strong-buy” rating in a report on Monday. Barclays decreased their target price on Mobileye Global from $16.00 to $14.00 and set an “overweight” rating for the company in a report on Monday, March 30th. Weiss Ratings raised Mobileye Global from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Wednesday, July 8th. UBS Group increased their target price on Mobileye Global from $9.00 to $10.00 and gave the stock a “neutral” rating in a research note on Friday, April 24th. Finally, BNP Paribas Exane lowered their target price on shares of Mobileye Global from $11.50 to $8.50 and set a “neutral” rating on the stock in a research note on Wednesday, April 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $13.27.

Mobileye Global Trading Up 10.0%

Mobileye Global stock traded up $0.74 during trading hours on Friday, reaching $8.21. 10,296,086 shares of the stock were exchanged, compared to its average volume of 7,576,554. The stock has a 50 day moving average of $9.40 and a two-hundred day moving average of $9.02. The company has a market cap of $6.91 billion, a P/E ratio of -1.63 and a beta of 1.16. Mobileye Global has a twelve month low of $6.47 and a twelve month high of $15.81.

Mobileye Global (NASDAQ:MBLY) last issued its quarterly earnings results on Friday, July 24th. The company reported $0.19 EPS for the quarter, beating analysts’ consensus estimates of $0.06 by $0.13. Mobileye Global had a negative net margin of 203.97% and a positive return on equity of 0.33%. The business had revenue of $508.00 million for the quarter, compared to analysts’ expectations of $482.20 million. During the same quarter in the prior year, the firm posted ($0.08) earnings per share. The business’s quarterly revenue was up .4% compared to the same quarter last year. On average, analysts expect that Mobileye Global will post -0.09 earnings per share for the current fiscal year.

Mobileye Global announced that its board has authorized a stock repurchase program on Thursday, April 23rd that allows the company to buyback $250.00 million in shares. This buyback authorization allows the company to purchase up to 3.8% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s management believes its shares are undervalued.

Institutional Investors Weigh In On Mobileye Global

A number of hedge funds and other institutional investors have recently made changes to their positions in MBLY. SG Americas Securities LLC grew its position in shares of Mobileye Global by 499.7% in the 4th quarter. SG Americas Securities LLC now owns 841,571 shares of the company’s stock valued at $8,786,000 after buying an additional 701,242 shares during the last quarter. BCGM Wealth Management LLC grew its stake in Mobileye Global by 56.7% during the first quarter. BCGM Wealth Management LLC now owns 368,763 shares of the company’s stock worth $2,533,000 after buying an additional 133,471 shares during the period. Harel Insurance Investments & Financial Services Ltd. grew its position 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 acquiring an additional 705,400 shares in the last quarter. JPMorgan Chase & Co. increased its stake in shares of Mobileye Global by 57.6% in the third quarter. JPMorgan Chase & Co. now owns 686,976 shares of the company’s stock worth $9,700,000 after buying an additional 251,072 shares during the last quarter. Finally, Engineers Gate Manager LP increased its holdings in shares of Mobileye Global by 140.9% in the 4th quarter. Engineers Gate Manager LP now owns 3,577,407 shares of the company’s stock valued at $37,348,000 after acquiring an additional 2,092,250 shares during the last quarter. Institutional investors and hedge funds own 13.25% of the company’s stock.

Key Mobileye Global News

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

• Positive Sentiment: Mobileye beat Q2 expectations, reporting $0.19 EPS versus $0.06 expected and $508 million in revenue versus $482.2 million expected, helped by stronger shipments and an R&D tax incentive grant. Mobileye Releases Second Quarter 2026 Results, Updates Guidance, and Provides Business Overview
• Positive Sentiment: The company raised its full-year outlook, signaling management sees continued momentum in its core ADAS business and upcoming product launches. Mobileye raises full-year outlook after second-quarter earnings beat
• Positive Sentiment: Needham reaffirmed its Buy rating and $13 price target, suggesting some analysts still see meaningful upside after the earnings report. Benzinga report on Needham rating
• Neutral Sentiment: Mobileye also held an earnings call and detailed its Q2 results, but the call mostly reiterated the company’s improving profitability and product roadmap. Mobileye Global Inc. (MBLY) Q2 2026 Earnings Call Transcript
• Negative Sentiment: Sentiment was offset by news that founder and CEO Amnon Shashua plans to step down once a successor is found, creating leadership uncertainty as Mobileye pushes into robotaxis and robotics. Mobileye founder Shashua plans to step down as CEO
• Negative Sentiment: Royal Bank of Canada cut its price target to $7 from $10 and kept a Sector Perform rating, reflecting more cautious expectations after the run-up in the stock. Benzinga report on RBC price target cut

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.