Mobileye Global (NASDAQ:MBLY) Given New $18.00 Price Target at Wells Fargo & Company

Mobileye Global (NASDAQ:MBLY) had its price target trimmed by Wells Fargo & Company from $24.00 to $18.00 in a report published on Friday,Benzinga reports. The brokerage currently has an overweight rating on the stock.

Several other equities research analysts have also issued reports on MBLY. HSBC lowered Mobileye Global from a “buy” rating to a “hold” rating and set a $11.00 price objective for the company. in a research note on Friday. UBS Group lowered their price target on Mobileye Global from $17.00 to $13.00 and set a “neutral” rating for the company in a research report on Wednesday, January 14th. Barclays raised shares of Mobileye Global from an “equal weight” rating to an “overweight” rating and dropped their price objective for the stock from $17.00 to $16.00 in a research note on Monday, January 5th. Zacks Research downgraded shares of Mobileye Global from a “strong-buy” rating to a “hold” rating in a research note on Monday, November 10th. Finally, Deutsche Bank Aktiengesellschaft upgraded shares of Mobileye Global from a “hold” rating to a “buy” rating and set a $19.00 target price for the company in a report on Monday, October 6th. Nine equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $15.89.

Mobileye Global Stock Down 6.8%

Shares of NASDAQ:MBLY opened at $9.80 on Friday. The firm has a fifty day simple moving average of $11.02 and a two-hundred day simple moving average of $13.19. Mobileye Global has a 52 week low of $9.75 and a 52 week high of $20.18. The stock has a market capitalization of $7.97 billion, a P/E ratio of -20.00, a PEG ratio of 3.04 and a beta of 0.57.

Mobileye Global (NASDAQ:MBLY) last announced 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 negative net margin of 20.70% and a positive return on equity of 0.21%. 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 prior year, the company earned $0.13 EPS. The business’s revenue was down 9.0% compared to the same quarter last year. On average, analysts expect that Mobileye Global will post 0.01 earnings per share for the current year.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in MBLY. Intel Corp bought a new stake in Mobileye Global during the 3rd quarter valued at about $706,000,000. Burkehill Global Management LP bought a new position in Mobileye Global in the 3rd quarter worth about $42,360,000. Harel Insurance Investments & Financial Services Ltd. bought a new position in Mobileye Global in the 3rd quarter worth about $40,670,000. DNB Asset Management AS purchased a new position in shares of Mobileye Global during the third quarter worth approximately $40,212,000. Finally, Two Sigma Investments LP raised its stake in shares of Mobileye Global by 131.9% during the third quarter. Two Sigma Investments LP now owns 4,383,735 shares of the company’s stock valued at $61,898,000 after acquiring an additional 2,493,181 shares in the last quarter. 13.25% of the stock is currently owned by institutional investors.

Mobileye Global News Roundup

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

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.