Piper Sandler Lowers Mobileye Global (NASDAQ:MBLY) Price Target to $13.00

Mobileye Global (NASDAQ:MBLY) had its price target lowered by Piper Sandler from $15.00 to $13.00 in a research report issued on Thursday,Benzinga reports. The firm presently has a “neutral” rating on the stock. Piper Sandler’s target price indicates a potential upside of 13.46% from the company’s previous close.

Several other research analysts have also recently commented on MBLY. Bank of America decreased their target price on shares of Mobileye Global from $18.00 to $16.00 and set a “neutral” rating for the company in a report on Wednesday, September 10th. The Goldman Sachs Group lowered their target price on Mobileye Global from $16.00 to $13.00 and set a “neutral” rating on the stock in a research note on Wednesday, November 26th. Mizuho decreased their price target on shares of Mobileye Global from $17.00 to $15.00 and set a “neutral” rating for the company in a report on Friday, October 24th. Deutsche Bank Aktiengesellschaft raised shares of Mobileye Global from a “hold” rating to a “buy” rating and set a $19.00 price target on the stock in a research note on Monday, October 6th. Finally, TD Cowen reduced their price objective on shares of Mobileye Global from $18.00 to $16.00 and set a “buy” rating for the company in a research note on Friday, October 24th. Ten analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $18.11.

Mobileye Global Stock Down 6.4%

Shares of NASDAQ:MBLY opened at $11.46 on Thursday. The business has a fifty day simple moving average of $11.48 and a 200-day simple moving average of $13.78. Mobileye Global has a 52 week low of $10.04 and a 52 week high of $20.18. The company has a market cap of $9.32 billion, a P/E ratio of -27.38, a P/E/G ratio of 3.05 and a beta of 0.57.

Mobileye Global (NASDAQ:MBLY) last posted its quarterly earnings results on Thursday, October 23rd. The company reported $0.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.08 by $0.01. The company had revenue of $504.00 million for the quarter, compared to the consensus estimate of $479.93 million. Mobileye Global had a negative net margin of 17.34% and a positive return on equity of 0.68%. The company’s revenue for the quarter was up 3.7% on a year-over-year basis. During the same period last year, the firm posted $0.10 EPS. Sell-side analysts expect that Mobileye Global will post 0.01 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Mobileye Global

Several large investors have recently made changes to their positions in the stock. BCGM Wealth Management LLC boosted its holdings in shares of Mobileye Global by 5.5% during the 4th quarter. BCGM Wealth Management LLC now owns 235,292 shares of the company’s stock worth $2,456,000 after buying an additional 12,350 shares during the period. Miller Global Investments LLC bought a new stake in shares of Mobileye Global during the fourth quarter worth about $217,000. JPMorgan Chase & Co. increased its stake in shares of 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 buying an additional 251,072 shares during the period. IFP Advisors Inc raised its stake in shares of Mobileye Global by 465.7% during the third quarter. IFP Advisors Inc now owns 1,816 shares of the company’s stock valued at $26,000 after acquiring an additional 1,495 shares during the last quarter. Finally, Advisory Services Network LLC grew its stake in shares of Mobileye Global by 24.7% in the third quarter. Advisory Services Network LLC now owns 16,564 shares of the company’s stock worth $234,000 after purchasing an additional 3,284 shares during the last quarter. Institutional investors and hedge funds own 13.25% of the company’s stock.

Trending Headlines about Mobileye Global

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

• Positive Sentiment: Mobileye announced a ~ $900 million deal to buy Mentee Robotics to expand into “physical AI” (humanoid robots + industrial fleets), signaling a strategic pivot to new high-growth markets and attracting investor attention. Mobileye To Acquire Mentee Robotics to Accelerate Physical AI Leadership
• Positive Sentiment: Mobileye disclosed a major U.S. automaker adoption of its EyeQ6H ADAS (coverage ~9M systems), which materially strengthens near‑term revenue visibility for its core automotive business. Mobileye Secures a Major US Automaker Deal for ADAS Technology
• Positive Sentiment: J.P. Morgan upgraded MBLY, reflecting stronger analyst sentiment after the company’s announcements and helping support buy-side interest. Mobileye Global (NASDAQ:MBLY) Stock Rating Upgraded by JPMorgan Chase & Co.
• Positive Sentiment: Barclays also upgraded Mobileye, another vote of confidence that contributed to earlier upside in the shares. Barclays upgrades Mobileye Global (MBLY)
• Positive Sentiment: Unusually large call-option volume was reported (calls well above average), indicating elevated short-term bullish/speculative interest following the Mentee and ADAS headlines.
• Neutral Sentiment: At CES Mobileye pitched robotaxis and broader robot/physical-AI use cases as future growth verticals — a strategic narrative that supports the Mentee deal but remains long‑dated in terms of revenue. Mobileye Pitches Robotaxis As Next Big Growth Vertical At CES
• Neutral Sentiment: Analyst coverage includes valuation comparisons (e.g., ADNT vs MBLY) and fresh takes on MBLY’s outlook; these pieces help frame relative value but don’t change fundamentals immediately. ADNT vs. MBLY: Which Stock Is the Better Value Option?
• Negative Sentiment: Risks: the $900M Mentee purchase is a sizable cash-and-stock commitment, with Mobileye targeting commercialization of humanoid robots around 2028 — a long timeline that raises near-term execution, cash, and dilution concerns that can pressure the stock after the initial pop. Mobileye Acquires Startup Mentee Robotics for $900 Million

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.