Mobileye Global (NASDAQ:MBLY) Upgraded at Zacks Research

Zacks Research upgraded shares of Mobileye Global (NASDAQ:MBLY) from a hold rating to a strong-buy rating in a research report released on Monday morning,Zacks.com reports.

A number of other equities analysts have also recently weighed in on MBLY. JPMorgan Chase & Co. dropped their price target on Mobileye Global from $11.00 to $9.00 and set a “neutral” rating on the stock in a research note on Thursday, April 16th. The Goldman Sachs Group upped their price objective on shares of Mobileye Global from $8.00 to $9.00 and gave the company a “neutral” rating in a research note on Friday, April 24th. UBS Group raised their target price on shares of Mobileye Global from $9.00 to $10.00 and gave the stock a “neutral” rating in a report on Friday, April 24th. Barclays dropped their target price on shares of Mobileye Global from $16.00 to $14.00 and set an “overweight” rating on the stock in a research report on Monday, March 30th. Finally, Mizuho boosted their price target on shares of Mobileye Global from $8.00 to $9.00 and gave the company a “neutral” rating in a report on Friday, April 24th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, twelve have issued a Hold rating and two have 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 price target of $13.70.

Mobileye Global Stock Down 2.3%

Shares of NASDAQ MBLY opened at $8.78 on Monday. The stock’s fifty day simple moving average is $9.46 and its 200 day simple moving average is $9.04. The stock has a market capitalization of $7.39 billion, a price-to-earnings ratio of -1.74 and a beta of 1.16. Mobileye Global has a 52-week low of $6.47 and a 52-week high of $17.12.

Mobileye Global (NASDAQ:MBLY) last announced its earnings results on Thursday, April 23rd. The company reported $0.12 EPS for the quarter, beating the consensus estimate of $0.09 by $0.03. Mobileye Global had a positive return on equity of 0.33% and a negative net margin of 203.97%.The business had revenue of $558.00 million during the quarter, compared to the consensus estimate of $519.34 million. During the same period in the prior year, the business posted $0.08 earnings per share. Mobileye Global’s revenue was up 27.4% compared to the same quarter last year. As a group, analysts anticipate that Mobileye Global will post -0.09 earnings per share for the current year.

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

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of MBLY. Burkehill Global Management LP purchased a new position in Mobileye Global during the 3rd quarter valued at about $42,360,000. Two Sigma Investments LP increased its holdings in shares of Mobileye Global by 131.9% in the 3rd quarter. Two Sigma Investments LP now owns 4,383,735 shares of the company’s stock valued at $61,898,000 after purchasing an additional 2,493,181 shares during the period. Assenagon Asset Management S.A. purchased a new stake in shares of Mobileye Global in the second quarter worth approximately $23,423,000. Engineers Gate Manager LP lifted its position in shares of Mobileye Global by 140.9% in the fourth quarter. Engineers Gate Manager LP now owns 3,577,407 shares of the company’s stock worth $37,348,000 after purchasing an additional 2,092,250 shares in the last quarter. Finally, BNP Paribas Financial Markets lifted its position in shares of Mobileye Global by 436.0% in the third quarter. BNP Paribas Financial Markets now owns 2,489,803 shares of the company’s stock worth $35,156,000 after purchasing an additional 2,025,257 shares in the last quarter. 13.25% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Mobileye Global

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

• Positive Sentiment: Mobileye expanded its Stellantis relationship, announcing that select future Stellantis vehicles will use its cloud-enhanced ADAS technology and REM Road Experience Management system, which could help validate Mobileye’s software monetization strategy and support longer-term revenue growth. Article Title
• Positive Sentiment: Reuters also highlighted the Stellantis cloud-based driver-assistance deal, reinforcing the view that Mobileye is gaining traction with automakers pursuing connected safety systems. Article Title
• Positive Sentiment: Zacks upgraded Mobileye from “hold” to “strong-buy,” adding to the bullish narrative around the stock. Article Title
• Neutral Sentiment: Analyst commentary and market-watch pieces continue to frame MBLY as potentially undervalued after a steep decline, but these views are mostly narrative-driven rather than tied to new operating results. Article Title
• Neutral Sentiment: Investors are also awaiting Mobileye’s Q2 2026 earnings report, which could be the bigger catalyst if results or guidance meaningfully surprise. Article Title
• Negative Sentiment: Despite the positive headlines, the stock remains under pressure because the market is still focused on Mobileye’s sharp prior share-price decline and the need for proof that new ADAS wins will translate into faster financial improvement.

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.