TD Cowen Cuts Mobileye Global (NASDAQ:MBLY) Price Target to $9.00

Mobileye Global (NASDAQ:MBLY) had its price objective decreased by TD Cowen from $11.50 to $9.00 in a report released on Friday,Benzinga reports. TD Cowen currently has a buy rating on the stock.

Several other analysts also recently issued reports on MBLY. Weiss Ratings raised shares of Mobileye Global from a “sell (e+)” rating to a “sell (d-)” rating in a report on Wednesday, July 8th. BNP Paribas Exane dropped their target price on shares of Mobileye Global from $11.50 to $8.50 and set a “neutral” rating on the stock in a report on Wednesday, April 22nd. Royal Bank Of Canada dropped their target price on shares of Mobileye Global from $10.00 to $7.00 and set a “sector perform” rating on the stock in a report on Friday. Berenberg Bank lowered shares of Mobileye Global from a “buy” rating to a “hold” rating and set a $10.80 target price for the company. in a research report on Thursday, May 21st. Finally, Canaccord Genuity Group decreased their price target on shares of Mobileye Global from $24.00 to $17.00 and set a “buy” rating for the company in a report on Friday, April 24th. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, Mobileye Global presently has a consensus rating of “Hold” and a consensus target price of $13.27.

Mobileye Global Stock Performance

MBLY opened at $8.05 on Friday. The firm has a market cap of $6.77 billion, a P/E ratio of -1.61 and a beta of 1.16. The business has a 50 day moving average price of $9.36 and a 200 day moving average price of $8.99. Mobileye Global has a twelve month low of $6.47 and a twelve month high of $15.81.

Mobileye Global (NASDAQ:MBLY) last announced its quarterly earnings results on Thursday, July 23rd. The company reported $0.19 EPS for the quarter, beating the consensus estimate of $0.06 by $0.13. Mobileye Global had a positive return on equity of 0.70% and a negative net margin of 201.49%.The company had revenue of $508.00 million for the quarter, compared to the consensus estimate of $480.51 million. During the same quarter last year, the company posted ($0.08) earnings per share. The company’s revenue for the quarter was up .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 fiscal year.

Mobileye Global announced that its board has initiated a stock repurchase program on Thursday, April 23rd that authorizes the company to repurchase $250.00 million in outstanding shares. This repurchase authorization authorizes the company to purchase up to 3.8% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in MBLY. IFP Advisors Inc raised its position 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 buying an additional 1,495 shares during the last quarter. Rhumbline Advisers acquired a new stake in Mobileye Global during the first quarter worth about $27,000. Northwestern Mutual Wealth Management Co. acquired a new stake in Mobileye Global during the second quarter worth about $31,000. Financial Management Professionals Inc. bought a new position in Mobileye Global during the fourth quarter valued at about $32,000. Finally, Leonteq Securities AG bought a new position in Mobileye Global during the fourth quarter valued at about $33,000. Institutional investors 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 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.