Mobileye Global Inc. (NASDAQ:MBLY) Receives Consensus Recommendation of "Hold" from Analysts

Key Points

• Consensus "Hold": 24 analysts rate Mobileye with a consensus "Hold" (1 sell, 12 hold, 10 buy, 1 strong buy) and a 12‑month average target of $14.79.
• Mobileye beat Q1 estimates, reporting EPS of $0.12 vs ~ $0.09 expected and revenue of $558M (up 27.4% YoY), with management updating its full‑year outlook.
• The board approved a $250 million share buyback (about 3.8% of shares), and recent design wins plus progress on the robotaxi program bolster the longer‑term autonomous‑driving growth narrative.

Shares of Mobileye Global Inc. (NASDAQ:MBLY - Get Free Report) have been given a consensus rating of "Hold" by the twenty-four brokerages that are covering the stock, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell recommendation, twelve have assigned a hold recommendation, ten have given a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12-month target price among brokerages that have updated their coverage on the stock in the last year is $14.7857.

A number of equities research analysts have recently weighed in on the company. Piper Sandler cut their price target on Mobileye Global from $15.00 to $13.00 and set a "neutral" rating for the company in a research note on Thursday, January 8th. Morgan Stanley cut their price target on Mobileye Global from $13.00 to $12.00 and set an "equal weight" rating for the company in a research note on Friday, January 23rd. JPMorgan Chase & Co. lowered their price objective on Mobileye Global from $11.00 to $9.00 and set a "neutral" rating on the stock in a report on Thursday, April 16th. BNP Paribas Exane lowered their price objective on Mobileye Global from $11.50 to $8.50 and set a "neutral" rating on the stock in a report on Wednesday. Finally, Weiss Ratings reissued a "sell (e+)" rating on shares of Mobileye Global in a report on Wednesday, January 28th.

Mobileye Global Price Performance

MBLY opened at $8.70 on Friday. Mobileye Global has a fifty-two week low of $6.47 and a fifty-two week high of $20.18. The business has a 50-day moving average of $7.92 and a 200-day moving average of $10.35. The company has a market capitalization of $7.32 billion, a PE ratio of -17.75 and a beta of 0.75.

Mobileye Global (NASDAQ:MBLY - Get Free Report) last posted its quarterly earnings results on Thursday, April 23rd. The company reported $0.12 earnings per share for the quarter, topping analysts' consensus estimates of $0.09 by $0.03. Mobileye Global had a positive return on equity of 0.21% and a negative net margin of 20.70%.The company had revenue of $558.00 million during the quarter, compared to the consensus estimate of $519.34 million. During the same period last year, the business earned $0.08 EPS. The business's quarterly revenue was up 27.4% on a year-over-year basis. On average, equities research analysts expect that Mobileye Global will post -0.03 earnings per share for the current fiscal year.

Mobileye Global declared that its Board of Directors has approved a share buyback 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 shares through open market purchases. Shares buyback plans are often an indication that the company's board believes its stock is undervalued.

Trending Headlines about Mobileye Global

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

• Positive Sentiment: Mobileye beat Q1 estimates on both EPS and revenue (EPS $0.12 vs. ~$0.09 expected; revenue $558M vs. ~$519M) and raised its full-year outlook — the core driver behind the stock rally. Mobileye delivers earnings beat, raises full-year outlook
• Positive Sentiment: Management announced a share repurchase program of up to $250 million, signaling confidence in cash generation and lifting shareholder-return prospects. Mobileye Announces Share Repurchase Program of Up to $250 Million
• Positive Sentiment: Q1 release highlighted a design win with Mahindra (adds another Surround ADAS customer and second customer for next‑gen SuperVision), supporting future revenue cadence from ADAS and SuperVision products. Mobileye Releases First Quarter 2026 Results, Updates Full-Year Outlook...
• Positive Sentiment: Company commentary and media coverage emphasize that Mobileye’s robotaxi program “has progressed significantly,” which supports longer-term growth narratives around autonomous-driving revenue streams. Mobileye's robotaxi ambitions have ‘progressed significantly,' and the stock surges
• Neutral Sentiment: Full Q1 earnings details and management commentary are available (earnings call transcript) for deeper diligence on margins, ADAS ASPs and robotaxi cadence — useful for modeling but not an immediate directional catalyst. Mobileye Global Inc. (MBLY) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Analysts and coverage pieces are parsing key metrics vs. estimates (margin profile, YoY growth, guidance assumptions) — these analyses will influence medium-term sentiment as models are updated. Mobileye (MBLY) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
• Negative Sentiment: BNP Paribas Exane cut its price target from $11.50 to $8.50 and moved to a neutral rating, which could cap upside if other brokers follow with conservative revisions. BNP Paribas Exane lowers MBLY price target

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in MBLY. NewEdge Advisors LLC increased its holdings in shares of Mobileye Global by 10.7% during the 1st quarter. NewEdge Advisors LLC now owns 31,228 shares of the company's stock valued at $450,000 after acquiring an additional 3,019 shares during the last quarter. Rhumbline Advisers acquired a new position in shares of Mobileye Global during the 1st quarter valued at about $27,000. Creative Planning increased its holdings in shares of Mobileye Global by 10.2% during the 2nd quarter. Creative Planning now owns 18,316 shares of the company's stock valued at $329,000 after acquiring an additional 1,693 shares during the last quarter. Cetera Investment Advisers acquired a new position in shares of Mobileye Global during the 2nd quarter valued at about $351,000. Finally, Northwestern Mutual Wealth Management Co. acquired a new stake in Mobileye Global in the 2nd quarter valued at approximately $31,000. Institutional investors and hedge funds own 13.25% of the company's stock.

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.

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