UBS Group Has Lowered Expectations for Mobileye Global (NASDAQ:MBLY) Stock Price

by · The Markets Daily

Mobileye Global (NASDAQ:MBLY – Get Free Report) had its target price cut by equities research analysts at UBS Group from $13.00 to $12.00 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has a “neutral” rating on the stock. UBS Group’s price objective points to a potential upside of 22.14% from the stock’s current price.

Several other equities analysts also recently issued reports on the stock. The Goldman Sachs Group cut their price objective on shares of Mobileye Global from $16.00 to $13.00 and set a “neutral” rating on the stock in a report on Wednesday, November 26th. Mizuho cut their price target on shares of Mobileye Global from $17.00 to $15.00 and set a “neutral” rating on the stock in a research note on Friday, October 24th. Tigress Financial boosted their price objective on shares of Mobileye Global from $22.00 to $25.00 and gave the company a “buy” rating in a report on Thursday, October 30th. Needham & Company LLC reduced their price objective on Mobileye Global from $18.00 to $16.00 and set a “buy” rating for the company in a research note on Friday. Finally, HSBC lowered shares of Mobileye Global from a “buy” rating to a “hold” rating and set a $11.00 price target for the company. in a research report on Friday. Nine 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 stock. Based on data from MarketBeat, Mobileye Global currently has a consensus rating of “Hold” and an average target price of $15.89.

Read Our Latest Stock Analysis on Mobileye Global

Mobileye Global Stock Performance

NASDAQ:MBLY traded down $0.69 during midday trading on Friday, reaching $9.83. 11,510,693 shares of the stock traded hands, compared to its average volume of 14,680,434. Mobileye Global has a 12-month low of $9.76 and a 12-month high of $20.18. The business has a 50-day moving average of $11.07 and a two-hundred day moving average of $13.25. The stock has a market capitalization of $8.00 billion, a PE ratio of -23.35, a price-to-earnings-growth ratio of 3.14 and a beta of 0.57.

Mobileye Global (NASDAQ:MBLY – Get Free Report) last issued its quarterly earnings data on Thursday, January 22nd. The company reported $0.06 EPS for the quarter, meeting the consensus estimate of $0.06. Mobileye Global had a positive return on equity of 0.68% and a negative net margin of 17.34%.The firm had revenue of $446.00 million during the quarter, compared to analyst estimates of $430.69 million. During the same quarter in the prior year, the business posted $0.13 EPS. The business’s revenue for the quarter was down 9.0% compared to the same quarter last year. Research analysts anticipate that Mobileye Global will post 0.01 earnings per share for the current year.

Hedge Funds Weigh In On Mobileye Global

Hedge funds have recently bought and sold shares of the business. IFP Advisors Inc lifted its stake in Mobileye Global by 465.7% in the 3rd quarter. IFP Advisors Inc now owns 1,816 shares of the company’s stock worth $26,000 after purchasing an additional 1,495 shares in the last quarter. Rhumbline Advisers purchased a new stake in Mobileye Global in the 1st quarter valued at $27,000. Northwestern Mutual Wealth Management Co. purchased a new stake in Mobileye Global in the 2nd quarter valued at $31,000. Brown Brothers Harriman & Co. increased its stake in shares of Mobileye Global by 8,500.0% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 3,182 shares of the company’s stock worth $45,000 after acquiring an additional 3,145 shares during the last quarter. Finally, Tower Research Capital LLC TRC raised its holdings in shares of Mobileye Global by 464.0% during 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 during the period. Hedge funds and other institutional investors own 13.25% of the company’s stock.

Key Mobileye Global News

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

  • Positive Sentiment: Revenue slightly beat quarterly estimates and the company reported a stronger cash balance (cash & cash equivalents ~$1.84B), which gives Mobileye runway while operating losses narrow. Read More.
  • Positive Sentiment: Some brokers remain bullish or keep constructive stances despite cuts — e.g., Canaccord and Wells Fargo kept buy/overweight stances after lowering targets, which supports upside if execution improves. Read More.
  • Neutral Sentiment: EPS came in at $0.06, in line with consensus but materially below prior-year levels ($0.13) and well below some pre-release expectations, highlighting a recovery path rather than an outright beat. Read More.
  • Neutral Sentiment: Full Q4 earnings/call transcripts and highlights are available for investors wanting management color on demand drivers and margins. Read More.
  • Negative Sentiment: Mobileye guided FY‑2026 revenue below Wall Street expectations (roughly $1.9–$2.0B vs. ~$2.0B consensus), citing weaker EV/auto production and tariff pressures — the conservative outlook is the main driver of downward pressure. Read More.
  • Negative Sentiment: A cluster of analyst cuts and downgrades followed the print (Morgan Stanley to $12/equal weight; RBC to $13/sector perform; HSBC downgraded to hold at $11), increasing near‑term selling pressure and resetting expectations. Read More.
  • Negative Sentiment: Several outlets highlighted the earnings miss on adjusted EPS relative to some estimates and the reduced revenue outlook; this combination prompted immediate investor concern about demand timing for ADAS chips. Read More.

Mobileye Global Company Profile

(Get Free Report)

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.

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