JPMorgan Chase & Co. Lowers Mobileye Global (NASDAQ:MBLY) Price Target to $9.00

Mobileye Global (NASDAQ:MBLY) had its price target reduced by stock analysts at JPMorgan Chase & Co. from $10.00 to $9.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage presently has a “neutral” rating on the stock. JPMorgan Chase & Co.‘s price objective points to a potential upside of 9.69% from the stock’s previous close.

MBLY has been the subject of several other reports. Barclays decreased their price target on Mobileye Global from $16.00 to $14.00 and set an “overweight” rating for the company in a report on Monday, March 30th. Needham & Company LLC restated a “buy” rating and set a $13.00 target price on shares of Mobileye Global in a research report on Friday. Mizuho upped their price objective on Mobileye Global from $8.00 to $9.00 and gave the stock a “neutral” rating in a report on Friday, April 24th. UBS Group boosted their price objective on shares of Mobileye Global from $9.00 to $10.00 and gave the stock a “neutral” rating in a research note on Friday, April 24th. Finally, BNP Paribas Exane lowered their target price on Mobileye Global from $11.50 to $8.50 and set a “neutral” rating for the company in a research note on Wednesday, April 22nd. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and an average price target of $13.32.

Mobileye Global Price Performance

Shares of NASDAQ MBLY traded up $0.73 during mid-day trading on Friday, hitting $8.21. The company had a trading volume of 9,746,412 shares, compared to its average volume of 7,573,924. The business’s 50-day simple moving average is $9.40 and its 200 day simple moving average is $9.02. Mobileye Global has a 1-year low of $6.47 and a 1-year high of $15.81. The company has a market capitalization of $6.90 billion, a PE ratio of -1.62 and a beta of 1.16.

Mobileye Global (NASDAQ:MBLY) last announced its quarterly earnings results on Friday, July 24th. The company reported $0.19 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.06 by $0.13. The company had revenue of $508.00 million during the quarter, compared to the consensus estimate of $482.20 million. Mobileye Global had a positive return on equity of 0.33% and a negative net margin of 203.97%.Mobileye Global’s revenue for the quarter was up .4% on a year-over-year basis. During the same period in the previous year, the business earned ($0.08) EPS. On average, analysts expect that Mobileye Global will post -0.09 EPS for the current year.

Mobileye Global declared that its Board of Directors has initiated a share buyback program on Thursday, April 23rd that allows the company to repurchase $250.00 million in outstanding shares. This repurchase authorization allows the company to buy up to 3.8% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s leadership believes its stock is undervalued.

Institutional Investors Weigh In On Mobileye Global

A number of hedge funds have recently added to or reduced their stakes in MBLY. Burkehill Global Management LP bought a new stake in Mobileye Global in the third quarter worth about $42,360,000. Two Sigma Investments LP raised its holdings in shares of Mobileye Global by 131.9% in the 3rd quarter. Two Sigma Investments LP now owns 4,383,735 shares of the company’s stock worth $61,898,000 after purchasing an additional 2,493,181 shares in the last quarter. Assenagon Asset Management S.A. acquired a new stake in Mobileye Global during the second quarter valued at approximately $23,423,000. Engineers Gate Manager LP boosted its holdings in Mobileye Global by 140.9% during the fourth quarter. Engineers Gate Manager LP now owns 3,577,407 shares of the company’s stock worth $37,348,000 after buying an additional 2,092,250 shares in the last quarter. Finally, BNP Paribas Financial Markets grew its position in Mobileye Global by 436.0% in the third quarter. BNP Paribas Financial Markets now owns 2,489,803 shares of the company’s stock worth $35,156,000 after buying an additional 2,025,257 shares during the last quarter. 13.25% of the stock is currently owned by institutional investors.

More Mobileye Global News

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

• Positive Sentiment: Mobileye beat Q2 expectations, reporting $0.19 EPS versus $0.06 expected and $508 million in revenue versus $482.2 million expected, helped by stronger shipments and an R&D tax incentive grant. Mobileye Releases Second Quarter 2026 Results, Updates Guidance, and Provides Business Overview
• Positive Sentiment: The company raised its full-year outlook, signaling management sees continued momentum in its core ADAS business and upcoming product launches. Mobileye raises full-year outlook after second-quarter earnings beat
• Positive Sentiment: Needham reaffirmed its Buy rating and $13 price target, suggesting some analysts still see meaningful upside after the earnings report. Benzinga report on Needham rating
• Neutral Sentiment: Mobileye also held an earnings call and detailed its Q2 results, but the call mostly reiterated the company’s improving profitability and product roadmap. Mobileye Global Inc. (MBLY) Q2 2026 Earnings Call Transcript
• Negative Sentiment: Sentiment was offset by news that founder and CEO Amnon Shashua plans to step down once a successor is found, creating leadership uncertainty as Mobileye pushes into robotaxis and robotics. Mobileye founder Shashua plans to step down as CEO
• Negative Sentiment: Royal Bank of Canada cut its price target to $7 from $10 and kept a Sector Perform rating, reflecting more cautious expectations after the run-up in the stock. Benzinga report on RBC price target cut

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.