TD Cowen Boosts Mobileye Global (NASDAQ:MBLY) Price Target to $10.00

Mobileye Global (NASDAQ:MBLY) had its target price raised by equities researchers at TD Cowen from $8.50 to $10.00 in a research note issued on Friday,Benzinga reports. The firm presently has a “buy” rating on the stock. TD Cowen’s target price points to a potential upside of 8.52% from the company’s current price.

A number of other brokerages have also recently issued reports on MBLY. Royal Bank Of Canada reduced 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 research note on Friday, January 23rd. UBS Group increased their price objective on shares of Mobileye Global from $9.00 to $10.00 and gave the stock a “neutral” rating in a research note on Friday. Weiss Ratings reissued a “sell (e+)” rating on shares of Mobileye Global in a research note on Wednesday, January 28th. Arete Research cut shares of Mobileye Global from a “buy” rating to a “neutral” rating and set a $15.70 price objective for the company. in a research note on Tuesday, January 27th. Finally, BNP Paribas Exane reduced their price objective on shares of Mobileye Global from $11.50 to $8.50 and set a “neutral” rating for the company in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $13.98.

Mobileye Global Price Performance

Shares of NASDAQ MBLY opened at $9.22 on Friday. The firm has a fifty day moving average price of $7.92 and a 200-day moving average price of $10.27. The stock has a market cap of $7.51 billion, a PE ratio of -1.83 and a beta of 0.75. Mobileye Global has a 1 year low of $6.47 and a 1 year high of $20.18.

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

Mobileye Global declared that its board has authorized a stock buyback plan on Thursday, April 23rd that authorizes the company to buyback $250.00 million in shares. This buyback authorization authorizes the company to purchase up to 3.8% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s board believes its stock is undervalued.

Hedge Funds Weigh In On Mobileye Global

Several institutional investors have recently bought and sold shares of the stock. Keybank National Association OH purchased a new position in Mobileye Global during the first quarter valued at $136,000. Impact Partnership Wealth LLC purchased a new position in Mobileye Global during the first quarter valued at $81,000. Janney Montgomery Scott LLC grew its stake in Mobileye Global by 80.3% during the first quarter. Janney Montgomery Scott LLC now owns 134,026 shares of the company’s stock valued at $921,000 after acquiring an additional 59,676 shares in the last quarter. Hsbc Holdings PLC grew its stake in Mobileye Global by 88.3% during the fourth quarter. Hsbc Holdings PLC now owns 222,753 shares of the company’s stock valued at $2,353,000 after acquiring an additional 104,455 shares in the last quarter. Finally, Alpine Global Management LLC purchased a new position in Mobileye Global during the fourth quarter valued at $181,000. 13.25% of the stock is owned by hedge funds and other institutional investors.

Mobileye Global News Summary

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.

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.