Mobileye Global (NASDAQ:MBLY) Stock Rating Upgraded by Barclays

Mobileye Global (NASDAQ:MBLY) was upgraded by analysts at Barclays from an “equal weight” rating to an “overweight” rating in a note issued to investors on Monday, MarketBeat reports. The brokerage presently has a $16.00 target price on the stock, down from their previous target price of $17.00. Barclays‘s price target would indicate a potential upside of 31.36% from the company’s previous close.

Several other research firms also recently weighed in on MBLY. Tigress Financial increased their price target on shares of Mobileye Global from $22.00 to $25.00 and gave the stock a “buy” rating in a research report on Thursday, October 30th. Zacks Research downgraded Mobileye Global from a “strong-buy” rating to a “hold” rating in a research report on Monday, November 10th. TD Cowen reduced their price target on Mobileye Global from $18.00 to $16.00 and set a “buy” rating for the company in a research report on Friday, October 24th. Bank of America decreased their price objective on Mobileye Global from $18.00 to $16.00 and set a “neutral” rating on the stock in a research note on Wednesday, September 10th. Finally, Weiss Ratings reiterated a “sell (e+)” rating on shares of Mobileye Global in a research note on Friday, October 31st. Ten investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $18.32.

Mobileye Global Stock Performance

Mobileye Global stock opened at $12.18 on Monday. Mobileye Global has a one year low of $10.04 and a one year high of $22.51. The stock has a fifty day moving average of $11.50 and a 200 day moving average of $13.79. The stock has a market cap of $9.91 billion, a PE ratio of -29.00, a price-to-earnings-growth ratio of 2.88 and a beta of 0.57.

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

Institutional Trading of Mobileye Global

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Intel Corp purchased a new position in shares of Mobileye Global during the third quarter valued at about $706,000,000. Two Sigma Investments LP grew its holdings in Mobileye Global by 131.9% during the 3rd quarter. Two Sigma Investments LP now owns 4,383,735 shares of the company’s stock valued at $61,898,000 after buying an additional 2,493,181 shares in the last quarter. Vanguard Group Inc. increased its stake in Mobileye Global by 65.5% in the 3rd quarter. Vanguard Group Inc. now owns 3,065,586 shares of the company’s stock worth $43,286,000 after acquiring an additional 1,213,448 shares during the last quarter. Burkehill Global Management LP purchased a new stake in shares of Mobileye Global during the 3rd quarter worth approximately $42,360,000. Finally, Harel Insurance Investments & Financial Services Ltd. bought a new position in shares of Mobileye Global during the 3rd quarter valued at approximately $40,670,000. 13.25% of the stock is currently owned by institutional investors.

Key Headlines Impacting Mobileye Global

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

• Positive Sentiment: Major automaker deal improves near‑term revenue and production outlook — a top‑10 U.S. OEM selected Mobileye’s next‑gen EyeQ6H chip and Surround ADAS as standard across mainstream and premium models, supporting millions of systems and lifting production visibility. Mobileye secures deal with major US automaker, boosting production outlook
• Positive Sentiment: Surround ADAS adoption broadens TAM and recurring revenue potential — Mobileye announced a second top‑10 automaker pick for Surround ADAS, reinforcing platform momentum across mass‑market and premium segments. Mobileye Surround ADAS Adds Second Top 10 Automaker
• Positive Sentiment: Analyst upgrades add short‑term buying interest — Barclays moved MBLY to overweight (with a $16 PT) and JPMorgan upgraded to neutral with a slightly higher target, supporting sentiment after the automaker news. Barclays upgrades Mobileye Global (MBLY)
• Neutral Sentiment: Strategic acquisition of Mentee Robotics for $900M aims to expand Mobileye into humanoid robots and “physical AI” — the deal brings AI talent and new addressable markets (proof‑of‑concept deployments planned), but it shifts focus beyond automotive into longer‑horizon opportunities. Mobileye To Acquire Mentee Robotics to Accelerate Physical AI Leadership
• Negative Sentiment: Deal size and long commercialization timeline raise near‑term risk — coverage notes the $900M price tag and that Mentee’s humanoid robots target proof‑of‑concept in 2026 and commercialization around 2028, implying delayed returns and potential execution/cost risk. Mobileye Acquires Startup Mentee Robotics for $900 Million

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.