Mobileye Global (NASDAQ:MBLY) Stock Gets Downgrade from TD Cowen

Mobileye Global (NASDAQ:MBLY) was downgraded by research analysts at TD Cowen from a “buy” rating to a “hold” rating in a report issued on Friday, MarketBeat reports. They presently have a $7.00 target price on the stock. TD Cowen‘s price objective suggests a potential upside of 9.20% from the company’s previous close.

MBLY has been the subject of several other reports. Royal Bank Of Canada lowered shares of Mobileye Global from a “sector perform” rating to an “underperform” rating and cut their target price for the company from $7.00 to $5.00 in a research report on Wednesday, October 21st. Morgan Stanley dropped their price target on shares of Mobileye Global from $10.00 to $9.00 and set an “equal weight” rating on the stock in a research note on Thursday, October 15th. Needham & Company LLC cut their price objective on shares of Mobileye Global from $13.00 to $9.00 and set a “buy” rating for the company in a research report on Thursday. Tigress Financial cut their price objective on shares of Mobileye Global from $25.00 to $18.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Finally, The Goldman Sachs Group reduced their price objective on Mobileye Global from $9.00 to $8.00 and set a “neutral” rating for the company in a research note on Tuesday, October 6th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $10.83.

Mobileye Global Stock Performance

Shares of NASDAQ:MBLY opened at $6.41 on Friday. The stock has a market capitalization of $5.38 billion, a price-to-earnings ratio of -1.28, a PEG ratio of 2.28 and a beta of 1.25. The stock’s 50-day simple moving average is $7.74 and its two-hundred day simple moving average is $8.58. Mobileye Global has a 52-week low of $6.37 and a 52-week high of $14.33.

Mobileye Global (NASDAQ:MBLY) last released its quarterly earnings results on Thursday, October 29th. The company reported $0.11 EPS for the quarter, beating the consensus estimate of $0.10 by $0.01. Mobileye Global had a negative net margin of 201.49% and a positive return on equity of 0.70%. The firm had revenue of $492.00 million during the quarter, compared to analyst estimates of $476.78 million. During the same quarter in the prior year, the firm earned $0.09 EPS. The business’s revenue for the quarter was down 2.4% compared to the same quarter last year. As a group, equities analysts forecast that Mobileye Global will post 0.11 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, Director Safroadu Yeboah-Amankwah purchased 11,841 shares of the company’s stock in a transaction on Thursday, August 6th. The stock was acquired at an average cost of $8.46 per share, for a total transaction of $100,174.86. Following the completion of the transaction, the director directly owned 84,336 shares in the company, valued at $713,482.56. This trade represents a 16.33% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through the SEC website. 10.00% of the stock is owned by corporate insiders.

Institutional Trading of Mobileye Global

Institutional investors and hedge funds have recently modified their holdings of the company. BCGM Wealth Management LLC boosted its holdings in Mobileye Global by 56.7% in the 1st 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. increased its stake in Mobileye Global by 24.5% in the 1st quarter. Harel Insurance Investments & Financial Services Ltd. now owns 3,585,733 shares of the company’s stock worth $24,634,000 after buying an additional 705,400 shares in the last quarter. Bank of America Corp DE raised its holdings in Mobileye Global by 5.8% during the first quarter. Bank of America Corp DE now owns 2,036,548 shares of the company’s stock valued at $13,991,000 after acquiring an additional 111,215 shares during the period. Royal Bank of Canada raised its holdings in Mobileye Global by 129.6% during the first quarter. Royal Bank of Canada now owns 224,315 shares of the company’s stock valued at $1,541,000 after acquiring an additional 126,634 shares during the period. Finally, Counterpoint Mutual Funds LLC bought a new stake in Mobileye Global during the third quarter valued at about $9,074,000. 13.25% of the stock is currently owned by institutional investors.

Key Headlines Impacting Mobileye Global

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

• Positive Sentiment: Mobileye reported third-quarter adjusted EPS of $0.11, ahead of the $0.10 analyst estimate and up from $0.09 a year earlier. Revenue of $492 million also exceeded expectations of approximately $477 million. Mobileye Global Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management raised the midpoint of its full-year 2026 revenue outlook to approximately $2.008 billion and narrowed the range to $1.995 billion–$2.020 billion. The revision reflected stronger-than-expected SuperVision deliveries and memory-cost pass-through. Mobileye Raises 2026 Revenue Outlook
• Positive Sentiment: EyeQ chip shipments increased 11% through the first nine months, while gross margin improved to 53% from 48% a year earlier. Mobileye also generated $303 million in operating cash flow during the first nine months. Mobileye: Three Key Takeaways for Long-Term Investors
• Neutral Sentiment: Needham reduced its price target from $13 to $9 but maintained a “Buy” rating, implying analysts still see substantial long-term upside while acknowledging lower near-term expectations. Needham Analyst Ratings
• Negative Sentiment: Third-quarter revenue fell 2.4% year over year to $492 million, and Mobileye posted a GAAP net loss of $67 million. Although the loss narrowed from $96 million in the prior-year quarter, the company remains unprofitable, which weighed on the market’s reaction. Mobileye Reports Third-Quarter Revenue and Raises Outlook

Mobileye Global Company Profile

Mobileye Global Inc (NASDAQ:MBLY) develops advanced driver-assistance systems and autonomous driving technologies for vehicle manufacturers worldwide. Founded in 1999 and headquartered in Jerusalem, Israel, the company provides computer-vision and artificial-intelligence solutions designed to improve vehicle safety and support automated driving.

Its product portfolio includes EyeQ system-on-chips, camera-based driver-assistance features, and software for functions such as automatic emergency braking, lane-keeping assistance, adaptive cruise control, and traffic-sign recognition.