Mobileye Global (NASDAQ:MBLY) Price Target Cut to $12.00 by Analysts at Morgan Stanley

Mobileye Global (NASDAQ:MBLY) had its price target lowered by Morgan Stanley from $13.00 to $12.00 in a report released on Friday,Benzinga reports. The brokerage currently has an equal weight rating on the stock.

A number of other research firms also recently weighed in on MBLY. Royal Bank Of Canada decreased their target price on Mobileye Global from $14.00 to $13.00 and set a “sector perform” rating on the stock in a research report on Friday. Zacks Research lowered Mobileye Global from a “strong-buy” rating to a “hold” rating in a report on Monday, November 10th. UBS Group cut their target price on Mobileye Global from $17.00 to $13.00 and set a “neutral” rating for the company in a research note on Wednesday, January 14th. Mizuho reduced their target price on Mobileye Global from $17.00 to $15.00 and set a “neutral” rating for the company in a research report on Friday, October 24th. Finally, Evercore ISI decreased their price target on shares of Mobileye Global from $25.00 to $20.00 and set an “outperform” rating on the stock in a research note on Monday, November 24th. Nine equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $15.89.

Mobileye Global Trading Down 6.8%

Shares of MBLY stock opened at $9.80 on Friday. The firm has a market capitalization of $7.97 billion, a P/E ratio of -20.00, a price-to-earnings-growth ratio of 3.04 and a beta of 0.57. Mobileye Global has a 1 year low of $9.75 and a 1 year high of $20.18. The firm’s fifty day simple moving average is $11.02 and its 200 day simple moving average is $13.19.

Mobileye Global (NASDAQ:MBLY) last posted its quarterly earnings results on Thursday, January 22nd. The company reported $0.06 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.06. Mobileye Global had a negative net margin of 20.70% and a positive return on equity of 0.21%. The company had revenue of $446.00 million for the quarter, compared to analyst estimates of $430.69 million. During the same period last year, the business posted $0.13 EPS. The business’s quarterly revenue was down 9.0% on a year-over-year basis. Equities research analysts anticipate that Mobileye Global will post 0.01 EPS for the current fiscal year.

Institutional Investors Weigh In On Mobileye Global

Several large investors have recently made changes to their positions in MBLY. Northwestern Mutual Wealth Management Co. bought a new position in Mobileye Global during the 2nd quarter valued at about $31,000. IFP Advisors Inc grew its stake in Mobileye Global by 465.7% during the third quarter. IFP Advisors Inc now owns 1,816 shares of the company’s stock worth $26,000 after buying an additional 1,495 shares during the last quarter. Rhumbline Advisers acquired a new stake in shares of Mobileye Global during the first quarter worth approximately $27,000. Brown Brothers Harriman & Co. raised its stake in shares of Mobileye Global by 8,500.0% in the third quarter. Brown Brothers Harriman & Co. now owns 3,182 shares of the company’s stock valued at $45,000 after acquiring an additional 3,145 shares during the last quarter. Finally, Tower Research Capital LLC TRC boosted its holdings in shares of Mobileye Global by 464.0% in the 2nd quarter. Tower Research Capital LLC TRC now owns 3,288 shares of the company’s stock worth $59,000 after acquiring an additional 2,705 shares in the last quarter. Institutional investors own 13.25% of the company’s stock.

More Mobileye Global News

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

• Positive Sentiment: Q4 revenue slightly beat consensus — Mobileye reported $446M in Q4 revenue, a small beat versus estimates, showing demand resiliency despite sector headwinds. Quiver Quant: Q4 results
• Positive Sentiment: Improving profitability metrics on a year‑over‑year basis — GAAP net loss and operating loss narrowed significantly; cash and cash equivalents grew to about $1.84B, supporting the balance sheet through near‑term softness. Quiver Quant: Financial details
• Neutral Sentiment: Certain firms trimmed targets but kept constructive stances — Wells Fargo cut its target from $24 to $18 but remains overweight; Canaccord and Needham lowered targets yet retained buy ratings, leaving sizeable upside in some analysts’ views. Benzinga: Analyst reactions
• Negative Sentiment: FY‑2026 revenue guide came in below consensus — Management issued revenue guidance around $1.9B–$2.0B versus Street estimates near $2.0B, flagging slower EV production and tariff pressures on automakers as demand headwinds. Reuters: Revenue guidance
• Negative Sentiment: Q4 EPS disappointed relative to some expectations — headlines noted an EPS shortfall (adjusted/GAAP mix confusion across reports), which, together with below‑consensus guidance, triggered analyst model resets. Proactive: EPS miss coverage
• Negative Sentiment: Several brokers lowered price targets and at least one downgraded the stock — UBS and Morgan Stanley cut targets to $12 (neutral/equal weight), RBC trimmed to $13 (sector perform), and HSBC cut buy→hold to $11, increasing near‑term selling pressure. Benzinga: Price target changes

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.