TD Cowen Issues Pessimistic Forecast for Mobileye Global (NASDAQ:MBLY) Stock Price

Mobileye Global (NASDAQ:MBLY) had its target price dropped by equities research analysts at TD Cowen from $11.50 to $9.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm currently has a “buy” rating on the stock. TD Cowen’s target price would suggest a potential upside of 11.80% from the stock’s current price.

Other research analysts have also recently issued research reports about the stock. UBS Group upped their target price on shares of Mobileye Global from $9.00 to $10.00 and gave the company a “neutral” rating in a research report on Friday, April 24th. Royal Bank Of Canada dropped their price target on shares of Mobileye Global from $10.00 to $7.00 and set a “sector perform” rating for the company in a research report on Friday. Wall Street Zen raised shares of Mobileye Global from a “sell” rating to a “hold” rating in a research note on Saturday, April 25th. Canaccord Genuity Group reduced their price target on shares of Mobileye Global from $24.00 to $17.00 and set a “buy” rating on the stock in a research note on Friday, April 24th. Finally, JPMorgan Chase & Co. decreased their price objective on shares of Mobileye Global from $11.00 to $9.00 and set a “neutral” rating on the stock in a report on Thursday, April 16th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, Mobileye Global has a consensus rating of “Hold” and a consensus target price of $13.27.

Mobileye Global Stock Up 7.8%

NASDAQ:MBLY opened at $8.05 on Friday. Mobileye Global has a 52 week low of $6.47 and a 52 week high of $15.81. The stock’s fifty day moving average is $9.36 and its two-hundred day moving average is $9.01. The company has a market capitalization of $6.77 billion, a P/E ratio of -1.61 and a beta of 1.16.

Mobileye Global (NASDAQ:MBLY) last released its quarterly earnings results on Thursday, July 23rd. The company reported $0.19 earnings per share for the quarter, topping analysts’ consensus estimates of $0.06 by $0.13. The business had revenue of $508.00 million during the quarter, compared to analysts’ expectations of $480.51 million. Mobileye Global had a positive return on equity of 0.66% and a negative net margin of 201.49%.The company’s revenue was up .4% compared to the same quarter last year. During the same period in the prior year, the business posted ($0.08) EPS. Sell-side analysts anticipate that Mobileye Global will post -0.09 earnings per share for the current fiscal year.

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

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in MBLY. Dynamic Advisor Solutions LLC grew its position in shares of Mobileye Global by 6.3% during the fourth quarter. Dynamic Advisor Solutions LLC now owns 16,068 shares of the company’s stock worth $168,000 after acquiring an additional 957 shares during the last quarter. Sei Investments Co. raised its position in Mobileye Global by 2.5% in the 2nd quarter. Sei Investments Co. now owns 45,080 shares of the company’s stock valued at $811,000 after purchasing an additional 1,090 shares during the last quarter. Cresset Asset Management LLC boosted its stake in Mobileye Global by 6.3% during the 3rd quarter. Cresset Asset Management LLC now owns 18,819 shares of the company’s stock worth $266,000 after purchasing an additional 1,110 shares during the period. Greenfield Seitz Capital Management LLC boosted its stake in Mobileye Global by 5.5% during the 4th quarter. Greenfield Seitz Capital Management LLC now owns 26,939 shares of the company’s stock worth $281,000 after purchasing an additional 1,393 shares during the period. Finally, IFP Advisors Inc grew its position in Mobileye Global by 465.7% during the 3rd quarter. IFP Advisors Inc now owns 1,816 shares of the company’s stock worth $26,000 after purchasing an additional 1,495 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: Mobileye reported strong second-quarter results, with EPS of $0.19 beating estimates of $0.06 and revenue of $508 million coming in above expectations, helped by an R&D incentive grant and stronger shipments. Article Title
• Positive Sentiment: The company also raised its 2026 outlook, which signals management confidence in continued operating momentum and may help support the stock. Article Title
• Positive Sentiment: Needham reaffirmed its buy rating and maintained a $13 price target, suggesting meaningful upside from current levels. Article Title
• Neutral Sentiment: TD Cowen lowered its price target to $9 from $11.50 but kept a buy rating, indicating optimism remains despite a more cautious valuation view. Article Title
• Neutral Sentiment: JPMorgan and Mizuho both cut targets and stayed at neutral, while RBC lowered its target to $7 and kept a sector perform view, reflecting divided analyst sentiment after the earnings update. Article Title
• Negative Sentiment: Founder and CEO Amnon Shashua’s planned exit is creating uncertainty around leadership at a time when Mobileye is pushing deeper into robotaxis and robotics, increasing execution risk. Article Title
• Negative Sentiment: A Seeking Alpha commentary argued the stock’s selloff reflects concerns that the leadership transition and robotaxi strategy add risk despite the earnings beat and higher guidance. Article Title

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.