Wells Fargo & Company Lowers Mobileye Global (NASDAQ:MBLY) Price Target to $18.00

Mobileye Global (NASDAQ:MBLY) had its target price cut by Wells Fargo & Company from $24.00 to $18.00 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has an “overweight” rating on the stock. Wells Fargo & Company‘s price target suggests a potential upside of 83.67% from the company’s previous close.

Several other research firms have also recently weighed in on MBLY. JPMorgan Chase & Co. upgraded Mobileye Global from an “underweight” rating to a “neutral” rating and raised their price objective for the stock from $12.00 to $13.00 in a research report on Tuesday, January 6th. HSBC cut Mobileye Global from a “buy” rating to a “hold” rating and set a $11.00 price target for the company. in a report on Friday. UBS Group dropped their target price on Mobileye Global from $17.00 to $13.00 and set a “neutral” rating for the company in a report on Wednesday, January 14th. Barclays raised Mobileye Global from an “equal weight” rating to an “overweight” rating and cut their price target for the company from $17.00 to $16.00 in a report on Monday, January 5th. Finally, The Goldman Sachs Group reduced their price objective on shares of Mobileye Global from $16.00 to $13.00 and set a “neutral” rating on the stock in a research note on Wednesday, November 26th. Nine analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $15.89.

Mobileye Global Stock Down 6.8%

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

Mobileye Global (NASDAQ:MBLY) last released its earnings results on Thursday, January 22nd. The company reported $0.06 EPS for the quarter, meeting analysts’ consensus estimates of $0.06. The company had revenue of $446.00 million during the quarter, compared to the consensus estimate of $430.69 million. Mobileye Global had a positive return on equity of 0.21% and a negative net margin of 20.70%.Mobileye Global’s quarterly revenue was down 9.0% compared to the same quarter last year. During the same quarter last year, the company earned $0.13 earnings per share. As a group, research analysts expect that Mobileye Global will post 0.01 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Mobileye Global

Large investors have recently modified their holdings of the business. Intel Corp bought a new position in shares of Mobileye Global during the 3rd quarter valued at $706,000,000. Burkehill Global Management LP purchased a new stake in shares of Mobileye Global in the third quarter worth about $42,360,000. Harel Insurance Investments & Financial Services Ltd. purchased a new stake in shares of Mobileye Global during the 3rd quarter valued at about $40,670,000. DNB Asset Management AS bought a new position in Mobileye Global during the third quarter valued at $40,212,000. Finally, Two Sigma Investments LP grew its holdings in shares of Mobileye Global by 131.9% in the third quarter. Two Sigma Investments LP now owns 4,383,735 shares of the company’s stock worth $61,898,000 after purchasing an additional 2,493,181 shares during the last quarter. Hedge funds and other institutional investors own 13.25% of the company’s stock.

Key Stories Impacting Mobileye Global

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.