Mobileye Global (NASDAQ:MBLY) Stock Price Expected to Rise, UBS Group Analyst Says

Mobileye Global (NASDAQ:MBLY) had its target price lifted by UBS Group from $9.00 to $10.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has a “neutral” rating on the stock. UBS Group’s price objective suggests a potential upside of 8.52% from the company’s current price.

Other equities research analysts have also issued reports about the stock. Tigress Financial reiterated a “buy” rating and set a $25.00 price target on shares of Mobileye Global in a report on Thursday, January 29th. Zacks Research raised shares of Mobileye Global from a “strong sell” rating to a “hold” rating in a research report on Friday, March 27th. Weiss Ratings reissued a “sell (e+)” rating on shares of Mobileye Global in a research report on Wednesday, January 28th. Royal Bank Of Canada decreased their price objective on shares of Mobileye Global from $14.00 to $13.00 and set a “sector perform” rating for the company in a report on Friday, January 23rd. Finally, Piper Sandler decreased their price objective on shares of Mobileye Global from $15.00 to $13.00 and set a “neutral” rating for the company in a report on Thursday, January 8th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Mobileye Global presently has a consensus rating of “Hold” and a consensus target price of $13.98.

Mobileye Global Stock Up 5.9%

NASDAQ:MBLY opened at $9.22 on Friday. The company has a fifty day moving average of $7.92 and a 200 day moving average of $10.27. Mobileye Global has a 52 week low of $6.47 and a 52 week high of $20.18. The firm has a market capitalization of $7.51 billion, a P/E ratio of -1.83 and a beta of 0.75.

Mobileye Global (NASDAQ:MBLY) last posted its quarterly earnings results on Thursday, April 23rd. The company reported $0.12 EPS for the quarter, beating analysts’ consensus estimates of $0.09 by $0.03. Mobileye Global had a negative net margin of 203.97% and a positive return on equity of 0.31%. The company had revenue of $558.00 million during the quarter, compared to analyst estimates of $519.34 million. During the same period in the prior year, the business posted $0.08 EPS. The firm’s revenue was up 27.4% compared to the same quarter last year. As a group, analysts anticipate that Mobileye Global will post -0.03 EPS for the current year.

Mobileye Global declared that its Board of Directors has approved a stock buyback program on Thursday, April 23rd that authorizes the company to repurchase $250.00 million in shares. This repurchase authorization authorizes the company to purchase up to 3.8% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s management believes its shares are undervalued.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the business. Northwestern Mutual Wealth Management Co. bought a new position in shares of Mobileye Global in the 2nd quarter worth about $31,000. IFP Advisors Inc increased its stake in shares of Mobileye Global by 465.7% in the 3rd 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 1st quarter worth about $27,000. Financial Management Professionals Inc. bought a new position in shares of Mobileye Global in the 4th quarter worth about $32,000. Finally, Leonteq Securities AG bought a new position in shares of Mobileye Global in the 4th quarter worth about $33,000. 13.25% of the stock is currently owned by institutional investors.

Mobileye Global News Roundup

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

• Positive Sentiment: Q1 beat and raised outlook — Mobileye reported Q1 EPS and revenue above estimates, cited strong EyeQ shipments and modestly raised its full‑year 2026 revenue outlook, driving immediate upside. Read More.
• Positive Sentiment: $250M share buyback — Board authorized up to $250M in repurchases (about 3.8% of shares), a cash-return signal that typically supports shares. Read More.
• Positive Sentiment: Robotaxi and design‑win momentum — Management highlighted progress on robotaxi technology and a new Mahindra design win (adds another Surround ADAS customer), underpinning longer‑term growth narratives. Read More.
• Positive Sentiment: Analyst upgrade (TD Cowen) — TD Cowen raised its price target to $10 and set a Buy rating, giving the stock additional near‑term buy‑side support. Read More.
• Neutral Sentiment: Mixed/limited upside from other brokers — UBS, Goldman Sachs and Mizuho raised price targets modestly but kept Neutral ratings (limited conviction), while overall broker consensus remains a “Hold.” Read More. • Read More.
• Negative Sentiment: Canaccord trims target materially — Canaccord cut its target from $24 to $17 (still a “buy”), a signal of reduced upside from some bull analysts and potential source of downward pressure for more skeptical investors. Read More.
• Negative Sentiment: Profitability and FY EPS outlook risks — Despite top‑line growth, Mobileye reported a negative net margin and some analysts still model slightly negative EPS for the fiscal year, which can cap multiple expansion until margins improve. Read More.

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.