Mobileye Global (NASDAQ:MBLY) Price Target Raised to $10.00 at UBS Group

Mobileye Global (NASDAQ:MBLY) had its target price increased by UBS Group from $9.00 to $10.00 in a research note published on Friday morning,Benzinga reports. The firm currently has a neutral rating on the stock.

A number of other equities research analysts have also recently commented on the stock. BNP Paribas Exane decreased 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 note on Wednesday. Morgan Stanley decreased their target price on shares of Mobileye Global from $13.00 to $12.00 and set an “equal weight” rating on the stock in a research note on Friday, January 23rd. The Goldman Sachs Group raised their target price on shares of Mobileye Global from $8.00 to $9.00 and gave the stock a “neutral” rating in a research note on Friday. JPMorgan Chase & Co. decreased their target price on shares of Mobileye Global from $11.00 to $9.00 and set a “neutral” rating on the stock in a research note on Thursday, April 16th. Finally, Tigress Financial restated a “buy” rating and set a $25.00 target price on shares of Mobileye Global in a research note on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $13.98.

Mobileye Global Stock Up 5.9%

Shares of NASDAQ:MBLY opened at $9.22 on Friday. The firm’s 50 day moving average price is $7.92 and its 200-day moving average price is $10.31. Mobileye Global has a twelve month low of $6.47 and a twelve month high of $20.18. The stock has a market capitalization of $7.51 billion, a PE ratio of -1.83 and a beta of 0.75.

Mobileye Global (NASDAQ:MBLY) last issued its quarterly earnings data on Thursday, April 23rd. The company reported $0.12 earnings per share for the quarter, topping the consensus estimate of $0.09 by $0.03. Mobileye Global had a negative net margin of 203.97% and a positive return on equity of 0.31%. The firm had revenue of $558.00 million for the quarter, compared to analysts’ expectations of $519.34 million. During the same quarter in the prior year, the business earned $0.08 EPS. The business’s quarterly revenue was up 27.4% on a year-over-year basis. Analysts expect that Mobileye Global will post -0.03 earnings per share for the current fiscal year.

Mobileye Global announced that its board has initiated a stock repurchase plan on Thursday, April 23rd that authorizes the company to buyback $250.00 million in outstanding shares. This buyback authorization authorizes the company to buy up to 3.8% of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s board of directors believes its stock is undervalued.

Institutional Investors Weigh In On Mobileye Global

Institutional investors and hedge funds have recently modified their holdings of the stock. Intel Corp purchased a new position in shares of Mobileye Global in the third quarter valued at $706,000,000. Two Sigma Investments LP grew its holdings in shares of Mobileye Global by 131.9% in the third 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 in the last quarter. Engineers Gate Manager LP grew its holdings 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 valued at $37,348,000 after purchasing an additional 2,092,250 shares in the last quarter. DNB Asset Management AS grew its holdings in shares of Mobileye Global by 23.1% in the fourth quarter. DNB Asset Management AS now owns 3,506,480 shares of the company’s stock valued at $36,608,000 after purchasing an additional 658,585 shares in the last quarter. Finally, Vanguard Group Inc. grew its holdings in shares of Mobileye Global by 65.5% in the third quarter. Vanguard Group Inc. now owns 3,065,586 shares of the company’s stock valued at $43,286,000 after purchasing an additional 1,213,448 shares in the last quarter. Institutional investors own 13.25% of the company’s stock.

Key Headlines Impacting Mobileye Global

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

• Positive Sentiment: Q1 beat and raised outlook — Mobileye reported Q1 EPS and revenue above estimates, cited strong EyeQ shipments and modestly raised its full‑year 2026 revenue outlook, driving immediate upside. Read More.
• Positive Sentiment: $250M share buyback — Board authorized up to $250M in repurchases (about 3.8% of shares), a cash-return signal that typically supports shares. Read More.
• Positive Sentiment: Robotaxi and design‑win momentum — Management highlighted progress on robotaxi technology and a new Mahindra design win (adds another Surround ADAS customer), underpinning longer‑term growth narratives. Read More.
• Positive Sentiment: Analyst upgrade (TD Cowen) — TD Cowen raised its price target to $10 and set a Buy rating, giving the stock additional near‑term buy‑side support. Read More.
• Neutral Sentiment: Mixed/limited upside from other brokers — UBS, Goldman Sachs and Mizuho raised price targets modestly but kept Neutral ratings (limited conviction), while overall broker consensus remains a “Hold.” Read More. • Read More.
• Negative Sentiment: Canaccord trims target materially — Canaccord cut its target from $24 to $17 (still a “buy”), a signal of reduced upside from some bull analysts and potential source of downward pressure for more skeptical investors. Read More.
• Negative Sentiment: Profitability and FY EPS outlook risks — Despite top‑line growth, Mobileye reported a negative net margin and some analysts still model slightly negative EPS for the fiscal year, which can cap multiple expansion until margins improve. Read More.

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.