BNP Paribas Exane Lowers Mobileye Global (NASDAQ:MBLY) Price Target to $8.50

Mobileye Global (NASDAQ:MBLY) had its target price dropped by stock analysts at BNP Paribas Exane from $11.50 to $8.50 in a report released on Wednesday,Benzinga reports. The firm presently has a “neutral” rating on the stock. BNP Paribas Exane’s price objective points to a potential downside of 2.30% from the company’s previous close.

Other equities research analysts also recently issued reports about the stock. Zacks Research raised shares of Mobileye Global from a “strong sell” rating to a “hold” rating in a research note on Friday, March 27th. UBS Group dropped their price target on shares of Mobileye Global from $12.00 to $9.00 and set a “neutral” rating for the company in a research note on Tuesday, April 14th. Wells Fargo & Company dropped their price target on shares of Mobileye Global from $24.00 to $18.00 and set an “overweight” rating for the company in a research note on Friday, January 23rd. Weiss Ratings reissued a “sell (e+)” rating on shares of Mobileye Global in a research note on Wednesday, January 28th. Finally, Arete Research downgraded Mobileye Global from a “buy” rating to a “neutral” rating and set a $15.70 price objective for the company. in a report on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Mobileye Global has a consensus rating of “Hold” and an average target price of $14.79.

Mobileye Global Stock Up 10.1%

MBLY stock opened at $8.70 on Wednesday. The company has a market cap of $7.32 billion, a P/E ratio of -17.75 and a beta of 0.75. Mobileye Global has a twelve month low of $6.47 and a twelve month high of $20.18. The business has a fifty day moving average of $7.92 and a 200-day moving average of $10.35.

Mobileye Global (NASDAQ:MBLY) last posted its quarterly earnings results on Thursday, April 23rd. The company reported $0.12 earnings per share for the quarter, topping analysts’ consensus estimates of $0.09 by $0.03. The business had revenue of $558.00 million during the quarter, compared to the consensus estimate of $519.34 million. Mobileye Global had a negative net margin of 20.70% and a positive return on equity of 0.21%. Mobileye Global’s revenue for the quarter was up 27.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.08 earnings per share. As a group, equities research analysts anticipate that Mobileye Global will post -0.03 earnings per share for the current fiscal year.

Mobileye Global announced that its Board of Directors has approved a stock buyback plan on Thursday, April 23rd that permits the company to repurchase $250.00 million in shares. This repurchase authorization permits the company to reacquire up to 3.8% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s board believes its shares are undervalued.

Institutional Investors Weigh In On Mobileye Global

Large investors have recently bought and sold shares of the company. Northwestern Mutual Wealth Management Co. bought a new stake in Mobileye Global in the second quarter valued at approximately $31,000. IFP Advisors Inc increased its stake in Mobileye Global by 465.7% in the third quarter. IFP Advisors Inc now owns 1,816 shares of the company’s stock valued at $26,000 after purchasing an additional 1,495 shares in the last quarter. Rhumbline Advisers bought a new stake in shares of Mobileye Global in the first quarter worth about $27,000. Financial Management Professionals Inc. bought a new stake in shares of Mobileye Global in the fourth quarter worth about $32,000. Finally, Leonteq Securities AG bought a new stake in shares of Mobileye Global in the fourth quarter worth about $33,000. Institutional investors own 13.25% of the company’s stock.

Mobileye Global News Roundup

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

• Positive Sentiment: Mobileye beat Q1 estimates on both EPS and revenue (EPS $0.12 vs. ~$0.09 expected; revenue $558M vs. ~$519M) and raised its full-year outlook — the core driver behind the stock rally. Mobileye delivers earnings beat, raises full-year outlook
• Positive Sentiment: Management announced a share repurchase program of up to $250 million, signaling confidence in cash generation and lifting shareholder-return prospects. Mobileye Announces Share Repurchase Program of Up to $250 Million
• Positive Sentiment: Q1 release highlighted a design win with Mahindra (adds another Surround ADAS customer and second customer for next‑gen SuperVision), supporting future revenue cadence from ADAS and SuperVision products. Mobileye Releases First Quarter 2026 Results, Updates Full-Year Outlook…
• Positive Sentiment: Company commentary and media coverage emphasize that Mobileye’s robotaxi program “has progressed significantly,” which supports longer-term growth narratives around autonomous-driving revenue streams. Mobileye’s robotaxi ambitions have ‘progressed significantly,’ and the stock surges
• Neutral Sentiment: Full Q1 earnings details and management commentary are available (earnings call transcript) for deeper diligence on margins, ADAS ASPs and robotaxi cadence — useful for modeling but not an immediate directional catalyst. Mobileye Global Inc. (MBLY) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Analysts and coverage pieces are parsing key metrics vs. estimates (margin profile, YoY growth, guidance assumptions) — these analyses will influence medium-term sentiment as models are updated. Mobileye (MBLY) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
• Negative Sentiment: BNP Paribas Exane cut its price target from $11.50 to $8.50 and moved to a neutral rating, which could cap upside if other brokers follow with conservative revisions. BNP Paribas Exane lowers MBLY price target

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.