Mobileye Global (NASDAQ:MBLY) Stock Price Expected to Rise, Mizuho Analyst Says

Key Points

• Mizuho raised its price objective on Mobileye from $8 to $9 while maintaining a "neutral" rating, but the street consensus remains a "Hold" with a $13.98 average price target amid multiple recent analyst downgrades and target cuts.
• Shares jumped about 8.8% to $9.46 after Mobileye beat Q1 estimates (EPS $0.12 vs. $0.09; revenue $558M vs. $519M), modestly raised its full‑year revenue outlook, and the board authorized a $250M share buyback (~3.8% of shares).
• Institutional interest is notable — including a new ~$706M stake by Intel and large position increases from funds like Two Sigma and Vanguard — signaling strong investor engagement despite mixed analyst sentiment.

Mobileye Global (NASDAQ:MBLY - Get Free Report) had its price objective upped by research analysts at Mizuho from $8.00 to $9.00 in a research report issued on Friday,Benzinga reports. The firm presently has a "neutral" rating on the stock. Mizuho's target price indicates a potential downside of 4.89% from the company's previous close.

Several other analysts have also recently commented on MBLY. Royal Bank Of Canada reduced their price target on Mobileye Global from $14.00 to $13.00 and set a "sector perform" rating for the company in a report on Friday, January 23rd. BNP Paribas Exane reduced their price target on Mobileye Global from $11.50 to $8.50 and set a "neutral" rating for the company in a report on Wednesday. JPMorgan Chase & Co. reduced their price objective on Mobileye Global from $11.00 to $9.00 and set a "neutral" rating for the company in a report on Thursday, April 16th. Wall Street Zen cut Mobileye Global from a "hold" rating to a "sell" rating in a report on Saturday, February 21st. Finally, Wells Fargo & Company reduced their price objective on Mobileye Global from $24.00 to $18.00 and set an "overweight" rating for the company in a report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Mobileye Global has an average rating of "Hold" and a consensus price target of $13.98.

Mobileye Global Stock Up 8.8%

Shares of Mobileye Global stock traded up $0.76 on Friday, reaching $9.46. The company's stock had a trading volume of 9,257,303 shares, compared to its average volume of 8,197,253. The company has a market capitalization of $7.96 billion, a P/E ratio of -19.28 and a beta of 0.75. Mobileye Global has a 52-week low of $6.47 and a 52-week high of $20.18. The stock has a 50-day moving average price of $7.92 and a 200-day moving average price of $10.35.

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

Mobileye Global declared that its board has authorized a stock repurchase program on Thursday, April 23rd that authorizes the company to buyback $250.00 million in shares. This buyback authorization authorizes the company to reacquire up to 3.8% of its shares through open market purchases. Shares buyback programs are usually a sign that the company's board believes its stock is undervalued.

Institutional Investors Weigh In On Mobileye Global

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Intel Corp purchased a new stake in shares of Mobileye Global in the third quarter valued at $706,000,000. Two Sigma Investments LP grew its position in shares of Mobileye Global by 131.9% in the third quarter. Two Sigma Investments LP now owns 4,383,735 shares of the company's stock valued at $61,898,000 after purchasing an additional 2,493,181 shares during the period. Engineers Gate Manager LP grew its position in shares of Mobileye Global by 140.9% in the fourth quarter. Engineers Gate Manager LP now owns 3,577,407 shares of the company's stock valued at $37,348,000 after purchasing an additional 2,092,250 shares during the period. DNB Asset Management AS grew its position in shares of Mobileye Global by 23.1% in the fourth quarter. DNB Asset Management AS now owns 3,506,480 shares of the company's stock valued at $36,608,000 after purchasing an additional 658,585 shares during the period. Finally, Vanguard Group Inc. grew its position in shares of Mobileye Global by 65.5% in the third quarter. Vanguard Group Inc. now owns 3,065,586 shares of the company's stock valued at $43,286,000 after purchasing an additional 1,213,448 shares during the period. Hedge funds and other institutional investors own 13.25% of the company's stock.

Mobileye Global News Roundup

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

• Positive Sentiment: Q1 beat and raised outlook — Mobileye reported Q1 adjusted EPS and revenue above estimates and modestly raised its full-year revenue outlook, driving the immediate positive reaction. Mobileye Releases First Quarter 2026 Results
• Positive Sentiment: $250M share buyback — The board authorized repurchases of up to $250 million (about ~3.8% of shares), which signals management confidence and can support the stock by reducing float. Mobileye Announces Share Repurchase Program
• Positive Sentiment: Product / robotaxi momentum — Company commentary and coverage highlight meaningful progress on robotaxi ambitions and a new design win (Mahindra) for Surround ADAS / SuperVision, supporting longer-term growth expectations. Mobileye's robotaxi ambitions progress
• Neutral Sentiment: Consensus rating = Hold — MarketBeat/coverage summary shows a consensus "Hold" from ~24 brokerages (mix of buy/hold/sell), indicating mixed street conviction despite recent positive results. Consensus Recommendation of Hold
• Neutral Sentiment: Canaccord lowers PT (24→17) but keeps a Buy — The firm cut its target substantially while retaining a buy stance, creating a mixed signal (less upside vs. prior target but still a sizable gap to current price). Canaccord PT change
• Neutral Sentiment: UBS & Goldman moves — UBS raised its target to $10 (neutral rating) and Goldman raised its target to $9 (neutral), keeping institutional views largely cautious/neutral despite tweaks. Analyst price-target updates (Benzinga)
• Negative Sentiment: BNP Paribas cuts target to $8.50 — BNP Paribas lowered its PT to $8.50 (neutral rating) implying downside from current levels, a reminder some analysts are trimming expectations and that the stock may face near-term resistance. BNP Paribas PT cut

About Mobileye Global

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.

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