Mobileye Global (NASDAQ:MBLY) Price Target Cut to $8.00 by Analysts at Mizuho

Mobileye Global (NASDAQ:MBLY) had its target price decreased by Mizuho from $9.00 to $8.00 in a research report report published on Friday morning,Benzinga reports. Mizuho currently has a neutral rating on the stock.

A number of other research firms have also recently commented on MBLY. Berenberg Bank cut shares of Mobileye Global from a “buy” rating to a “hold” rating and set a $10.80 target price for the company. in a report on Thursday, May 21st. Royal Bank Of Canada lowered their price objective 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. Barclays dropped their price objective on shares of Mobileye Global from $16.00 to $14.00 and set an “overweight” rating for the company in a research note on Monday, March 30th. BNP Paribas Exane cut their target price on shares of Mobileye Global from $11.50 to $8.50 and set a “neutral” rating on the stock in a research report on Wednesday, April 22nd. Finally, Zacks Research upgraded shares of Mobileye Global from a “hold” rating to a “strong-buy” rating in a report on Monday, July 20th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $13.27.

Mobileye Global Stock Performance

Shares of 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 firm has a market cap of $6.77 billion, a price-to-earnings ratio of -1.61 and a beta of 1.16. The business’s fifty day moving average is $9.36 and its 200-day moving average is $9.01.

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

Mobileye Global declared that its Board of Directors has approved a share repurchase program on Thursday, April 23rd that allows the company to buyback $250.00 million in outstanding shares. This buyback authorization allows the company to reacquire up to 3.8% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s board believes its shares are undervalued.

Institutional Trading of Mobileye Global

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. SG Americas Securities LLC raised its position in shares of Mobileye Global by 499.7% during the fourth quarter. SG Americas Securities LLC now owns 841,571 shares of the company’s stock worth $8,786,000 after acquiring an additional 701,242 shares during the last quarter. BCGM Wealth Management LLC lifted its stake in shares of Mobileye Global by 56.7% in the first quarter. BCGM Wealth Management LLC now owns 368,763 shares of the company’s stock worth $2,533,000 after acquiring an additional 133,471 shares during the period. Harel Insurance Investments & Financial Services Ltd. lifted its stake in shares of Mobileye Global by 24.5% in the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 3,585,733 shares of the company’s stock worth $24,634,000 after acquiring an additional 705,400 shares during the period. JPMorgan Chase & Co. boosted its holdings in Mobileye Global by 57.6% in the third quarter. JPMorgan Chase & Co. now owns 686,976 shares of the company’s stock valued at $9,700,000 after acquiring an additional 251,072 shares during the last quarter. Finally, Engineers Gate Manager LP boosted its holdings in Mobileye Global by 140.9% in the fourth quarter. Engineers Gate Manager LP now owns 3,577,407 shares of the company’s stock valued at $37,348,000 after acquiring an additional 2,092,250 shares during the last quarter. 13.25% of the stock is currently 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 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

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.