Mobileye Global (NASDAQ:MBLY) Rating Increased to Neutral at JPMorgan Chase & Co.

JPMorgan Chase & Co. upgraded shares of Mobileye Global (NASDAQ:MBLY) from an underweight rating to a neutral rating in a report published on Tuesday morning, Marketbeat.com reports. They currently have $13.00 price objective on the stock, up from their prior price objective of $12.00.

A number of other research firms have also recently issued reports on MBLY. Zacks Research cut Mobileye Global from a “strong-buy” rating to a “hold” rating in a research note on Monday, November 10th. Tigress Financial increased their price objective on shares of Mobileye Global from $22.00 to $25.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. Deutsche Bank Aktiengesellschaft raised shares of Mobileye Global from a “hold” rating to a “buy” rating and set a $19.00 target price for the company in a research note on Monday, October 6th. Weiss Ratings restated a “sell (e+)” rating on shares of Mobileye Global in a research note on Friday, October 31st. Finally, Bank of America cut their price target on Mobileye Global from $18.00 to $16.00 and set a “neutral” rating on the stock in a report on Wednesday, September 10th. Ten equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $18.32.

Mobileye Global Stock Up 5.8%

Shares of NASDAQ MBLY opened at $12.18 on Tuesday. The firm’s 50-day moving average price is $11.50 and its two-hundred day moving average price is $13.79. Mobileye Global has a 52-week low of $10.04 and a 52-week high of $22.51. The stock has a market capitalization of $9.91 billion, a P/E ratio of -29.00, a P/E/G ratio of 2.88 and a beta of 0.57.

Mobileye Global (NASDAQ:MBLY) last announced its quarterly earnings results on Thursday, October 23rd. The company reported $0.09 earnings per share for the quarter, topping analysts’ consensus estimates of $0.08 by $0.01. The business had revenue of $504.00 million for the quarter, compared to analysts’ expectations of $479.93 million. Mobileye Global had a positive return on equity of 0.68% and a negative net margin of 17.34%.The business’s quarterly revenue was up 3.7% on a year-over-year basis. During the same period in the prior year, the firm earned $0.10 EPS. As a group, equities research analysts expect that Mobileye Global will post 0.01 earnings per share for the current year.

Institutional Trading of Mobileye Global

A number of hedge funds and other institutional investors have recently made changes to their positions in MBLY. MAI Capital Management boosted its holdings in shares of Mobileye Global by 22.2% in the third quarter. MAI Capital Management now owns 4,400 shares of the company’s stock valued at $62,000 after acquiring an additional 800 shares in the last quarter. Sei Investments Co. lifted its position in Mobileye Global by 2.5% in the second 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 period. Cresset Asset Management LLC boosted its stake in Mobileye Global by 6.3% during the 3rd quarter. Cresset Asset Management LLC now owns 18,819 shares of the company’s stock valued at $266,000 after purchasing an additional 1,110 shares in the last quarter. Country Club Bank boosted its stake in Mobileye Global by 0.8% during the 3rd quarter. Country Club Bank now owns 144,803 shares of the company’s stock valued at $2,048,000 after purchasing an additional 1,188 shares in the last quarter. Finally, Perigon Wealth Management LLC increased its position in shares of Mobileye Global by 5.7% during the 3rd quarter. Perigon Wealth Management LLC now owns 22,164 shares of the company’s stock valued at $313,000 after purchasing an additional 1,205 shares during the period. 13.25% of the stock is currently owned by institutional investors.

Key Stories Impacting Mobileye Global

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

• Positive Sentiment: Major automaker deal improves near‑term revenue and production outlook — a top‑10 U.S. OEM selected Mobileye’s next‑gen EyeQ6H chip and Surround ADAS as standard across mainstream and premium models, supporting millions of systems and lifting production visibility. Mobileye secures deal with major US automaker, boosting production outlook
• Positive Sentiment: Surround ADAS adoption broadens TAM and recurring revenue potential — Mobileye announced a second top‑10 automaker pick for Surround ADAS, reinforcing platform momentum across mass‑market and premium segments. Mobileye Surround ADAS Adds Second Top 10 Automaker
• Positive Sentiment: Analyst upgrades add short‑term buying interest — Barclays moved MBLY to overweight (with a $16 PT) and JPMorgan upgraded to neutral with a slightly higher target, supporting sentiment after the automaker news. Barclays upgrades Mobileye Global (MBLY)
• Neutral Sentiment: Strategic acquisition of Mentee Robotics for $900M aims to expand Mobileye into humanoid robots and “physical AI” — the deal brings AI talent and new addressable markets (proof‑of‑concept deployments planned), but it shifts focus beyond automotive into longer‑horizon opportunities. Mobileye To Acquire Mentee Robotics to Accelerate Physical AI Leadership
• Negative Sentiment: Deal size and long commercialization timeline raise near‑term risk — coverage notes the $900M price tag and that Mentee’s humanoid robots target proof‑of‑concept in 2026 and commercialization around 2028, implying delayed returns and potential execution/cost risk. Mobileye Acquires Startup Mentee Robotics for $900 Million

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.