Royal Bank Of Canada Has Lowered Expectations for Mobileye Global (NASDAQ:MBLY) Stock Price

Mobileye Global (NASDAQ:MBLY) had its price target decreased by equities researchers at Royal Bank Of Canada from $14.00 to $13.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm presently has a “sector perform” rating on the stock. Royal Bank Of Canada’s price objective points to a potential upside of 32.65% from the company’s current price.

Several other equities analysts also recently commented on the stock. UBS Group decreased their price target on shares of Mobileye Global from $17.00 to $13.00 and set a “neutral” rating on the stock in a research note on Wednesday, January 14th. Morgan Stanley dropped their price objective on Mobileye Global from $17.00 to $13.00 and set an “equal weight” rating for the company in a report on Monday, December 8th. Wolfe Research lowered Mobileye Global from an “outperform” rating to a “peer perform” rating in a report on Monday, January 12th. Evercore ISI dropped their price target on Mobileye Global from $25.00 to $20.00 and set an “outperform” rating for the company in a research note on Monday, November 24th. Finally, Tigress Financial lifted their price target on Mobileye Global from $22.00 to $25.00 and gave the company a “buy” rating in a research note on Thursday, October 30th. Nine research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Mobileye Global presently has an average rating of “Hold” and a consensus target price of $15.89.

Mobileye Global Stock Performance

Shares of MBLY opened at $9.80 on Friday. The firm has a market capitalization of $7.97 billion, a PE ratio of -20.00, a P/E/G ratio of 2.83 and a beta of 0.57. The stock has a 50 day simple moving average of $11.02 and a 200 day simple moving average of $13.15. Mobileye Global has a 52-week low of $9.75 and a 52-week high of $20.18.

Mobileye Global (NASDAQ:MBLY) last posted its quarterly earnings data on Thursday, January 22nd. The company reported $0.06 EPS for the quarter, hitting analysts’ consensus estimates of $0.06. Mobileye Global had a negative net margin of 20.70% and a positive return on equity of 0.21%. The company had revenue of $446.00 million during the quarter, compared to the consensus estimate of $430.69 million. During the same period in the prior year, the business posted $0.13 EPS. The company’s quarterly revenue was down 9.0% on a year-over-year basis. Equities research analysts predict that Mobileye Global will post 0.01 EPS for the current fiscal year.

Institutional Investors Weigh In On Mobileye Global

A number of hedge funds have recently added to or reduced their stakes in MBLY. IFP Advisors Inc lifted its position in shares of Mobileye Global by 465.7% during the third quarter. IFP Advisors Inc now owns 1,816 shares of the company’s stock worth $26,000 after acquiring an additional 1,495 shares in the last quarter. Rhumbline Advisers bought a new position in shares of Mobileye Global in the first quarter worth $27,000. Northwestern Mutual Wealth Management Co. purchased a new stake in shares of Mobileye Global in the second quarter worth $31,000. Brown Brothers Harriman & Co. boosted its stake in Mobileye Global by 8,500.0% during the third quarter. Brown Brothers Harriman & Co. now owns 3,182 shares of the company’s stock valued at $45,000 after buying an additional 3,145 shares during the period. Finally, Tower Research Capital LLC TRC grew its position in Mobileye Global by 464.0% during the second quarter. Tower Research Capital LLC TRC now owns 3,288 shares of the company’s stock worth $59,000 after buying an additional 2,705 shares in 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: 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.